Margaret-May Binshtok's questions to Wendy's Co (WEN) leadership • Q2 2025
Question
Margaret-May Binshtok of Wolfe Research LLC asked if the '100 Days of Summer' campaign had any positive impact on value perception and if a previously mentioned fall/winter value calendar was still planned.
Answer
Interim CEO & CFO Ken Cook pivoted away from discussing a specific fall/winter calendar, stating the clear focus for the second half is on chicken and beverage innovation to ensure excellent execution. He reiterated that value remains an important part of the menu, primarily through the Biggie Bag, and emphasized the opportunity to better communicate the quality inherent in Wendy's offerings, which he views as a compelling value proposition. He also noted new data analytics will provide better learnings on value.