The Wendy's Company, together with its subsidiaries, operates as a quick-service restaurant company in the United States and internationally. It operates through Wendy's U.S., Wendy's International, and Global Real Estate & Development segments. The company is involved in operating, developing, and franchising a system of quick-service restaurants specializing in hamburger sandwiches. It owns and leases real estate properties. The company was formerly known as Wendy's/Arby's Group, Inc. and changed its name to The Wendy's Company in July 2011. The Wendy's Company was founded in 1969 and is headquartered in Dublin, Ohio.

Wendy's Company (The)

Wendy's (WEN) reported $570.73 million in revenue for the quarter ended June 2024, representing a year-over-year increase of 1.6%. EPS of $0.27 for the same period compares to $0.28 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $577.28 million, representing a surprise of -1.14%. The company delivered an EPS surprise of -3.57%, with the consensus EPS estimate being $0.28.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Wendy's performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Same-Restaurant - U.S.
0.6% versus the nine-analyst average estimate of 2.4%.
Number of restaurants - Total
: 7,261 compared to the 7,273 average estimate based on nine analysts.
Same-Restaurant - International
: 2.5% versus the seven-analyst average estimate of 3.7%.
Number of restaurants - Franchised - Total
: 5,614 versus the seven-analyst average estimate of 6,863.
Revenues- Advertising funds
: $115.06 million compared to the $115.46 million average estimate based on nine analysts. The reported number represents a change of +4.8% year over year.
Revenues- Sales at Company-operated restaurants
: $237.36 million versus the nine-analyst average estimate of $245 million. The reported number represents a year-over-year change of -1.4%.
Revenues- Franchise rental income
: $60.64 million versus $58.79 million estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +4.5% change.
Revenues- Franchise royalty revenue and fees
: $157.67 million compared to the $159.27 million average estimate based on eight analysts. The reported number represents a change of +19.3% year over year.
Revenues- Franchise fees
: $20.92 million versus the five-analyst average estimate of $20.37 million. The reported number represents a year-over-year change of 0%.
Revenues- Franchise royalty
: $132.13 million compared to the $138.06 million average estimate based on five analysts.
Systemwide Sales- International franchised
: $483.30 million compared to the $514.88 million average estimate based on four analysts. The reported number represents a change of +4.8% year over year.
Revenues- Wendy?s U.S
: $472.59 million versus the four-analyst average estimate of $480.92 million.
View all Key Company Metrics for Wendy's here>>>
Shares of Wendy's have returned +4% over the past month versus the Zacks S&P 500 composite's +1.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Wendy's (WEN) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Wendy's Co (Symbol: WEN), where a total volume of 55,621 contracts has been traded thus far today, a contract volume which is representative of approximately 5.6 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 78.1% of WEN's average daily trading volume over the past month, of 7.1 million shares. Especially high volume was seen for the $12 strike call option expiring August 15, 2025, with 8,884 contracts trading so far today, representing approximately 888,400 underlying shares of WEN. Below is a chart showing WEN's trailing twelve month trading history, with the $12 strike highlighted in orange:
Hasbro, Inc. (Symbol: HAS) options are showing a volume of 19,352 contracts thus far today. That number of contracts represents approximately 1.9 million underlying shares, working out to a sizeable 77.6% of HAS's average daily trading volume over the past month, of 2.5 million shares. Particularly high volume was seen for the $82.50 strike call option expiring September 19, 2025, with 5,210 contracts trading so far today, representing approximately 521,000 underlying shares of HAS. Below is a chart showing HAS's trailing twelve month trading history, with the $82.50 strike highlighted in orange:
And Verve Therapeutics Inc (Symbol: VERV) options are showing a volume of 23,144 contracts thus far today. That number of contracts represents approximately 2.3 million underlying shares, working out to a sizeable 73.4% of VERV's average daily trading volume over the past month, of 3.2 million shares. Particularly high volume was seen for the $10 strike call option expiring November 21, 2025, with 8,304 contracts trading so far today, representing approximately 830,400 underlying shares of VERV. Below is a chart showing VERV's trailing twelve month trading history, with the $10 strike highlighted in orange:
For the various different available expirations for WEN options, HAS options, or VERV options, visit StockOptionsChannel.com.
Also see:
Funds Holding AMZG
Funds Holding EQS
NRIM YTD Return
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy Wednesday Option Activity: WEN, HAS, VERV

Starbucks' China Challenge and Decoding Meta's AI Push

The following are the top rated Consumer Discretionary stocks according to Validea's Low PE Investor model based on the published strategy of John Neff. This strategy looks for firms with persistent earnings growth that trade at a discount relative to their earnings growth and dividend yield.
UNITED PARKS & RESORTS INC (PRKS) is a mid-cap value stock in the Recreational Activities industry. The rating according to our strategy based on John Neff is 98% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: United Parks & Resorts Inc. is a theme park and entertainment company. The Company owns or licenses a portfolio of recognized brands, including SeaWorld, Busch Gardens, Aquatica, Discovery Cove, Water Country USA, Adventure Island and Sesame Place. It has developed a portfolio of approximately 13 differentiated theme parks that are grouped in markets across the United States and Abu Dhabi. Many of its theme parks showcase the Companys zoological collection and feature a diverse array of both thrill and family-friendly rides, educational presentations, shows and/or other attractions with demographic appeal. SeaWorld owns and operates sea theme parks, including SeaWorld San Diego, SeaWorld Orlando, SeaWorld Abu Dhabi and SeaWorld San Antonio. It owns and operates Busch Gardens theme parks, including Busch Gardens Tampa Bay and Busch Gardens Williamsburg. SeaWorld Theme Parks owns and operates the separately gated Aquatica-branded theme parks.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of UNITED PARKS & RESORTS INC
TRAVEL + LEISURE CO (TNL) is a mid-cap value stock in the Hotels & Motels industry. The rating according to our strategy based on John Neff is 79% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Travel + Leisure Co. is a vacation ownership and membership travel company. The Companys segments include Vacation Ownership and Travel and Membership. The Vacation Ownership segment develops, markets, and sells vacation ownership interests (VOIs) to individual consumers, provides consumer financing in connection with the sale of VOIs, and provides property management services at resorts. This segment includes its Vacation Ownership business line. It provides day-to-day property management services, including oversight of housekeeping services, maintenance, and certain accounting and administrative services for property owners associations and clubs. These services may also include reservation and resort renovation activities. Travel and Membership segment operates a variety of travel businesses, including vacation exchange brands, travel technology platforms, travel memberships, and direct-to-consumer rentals. This segment is comprised of its Exchange and Travel Club business lines.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of TRAVEL + LEISURE CO
DARDEN RESTAURANTS INC (DRI) is a large-cap growth stock in the Restaurants industry. The rating according to our strategy based on John Neff is 62% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Darden Restaurants, Inc. is a restaurant company. The Company owns and operates full-service dining restaurants in the United States and Canada under the trade names Olive Garden, LongHorn Steakhouse, Yard House, Ruth's Chris Steak House, Cheddar's Scratch Kitchen, The Capital Grille, Chuy's, Seasons 52, Eddie V's and Bahama Breeze. It owns and operates approximately 2,140 restaurants in the United States and Canada. Its segments include Olive Garden, LongHorn Steakhouse, Fine Dining, and Other Businesses. Olive Garden is a full-service Italian dining restaurant operator in the United States. LongHorn Steakhouse is a full-service steakhouse restaurant, which features a variety of menu items including signature steaks and chicken, as well as salmon, shrimp, and burgers. Fine Dining includes Ruths Chris, The Capital Grille and Eddie Vs. Other businesses include Cheddars Scratch Kitchen, Yard House, Bahama Breeze, Seasons 52, and The Capital Burger.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of DARDEN RESTAURANTS INC
WENDY'S CO (WEN) is a mid-cap value stock in the Restaurants industry. The rating according to our strategy based on John Neff is 60% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: The Wendys Company is primarily engaged in the business of operating, developing and franchising a system of distinctive quick-service restaurants. The Companys menu includes made-to-order square hamburgers using beef, and fan favorites like the Spicy Chicken Sandwich and nuggets, Baconator, and the Frosty dessert. Its segments include Wendys U.S., Wendys International and Global Real Estate & Development. Wendys U.S. includes the operation and franchising of its restaurants in the United States. Wendys International includes the operation and franchising of its restaurants in countries and territories other than the United States. Global Real Estate & Development includes real estate activity for owned sites and sites leased from third parties, which are leased and/or subleased to franchisees, and also includes its share of the income of its Canadian restaurant real estate joint venture (TimWen). The Company and its franchisees have over 7,000 restaurants worldwide.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of WENDY'S CO
RESTAURANT BRANDS INTERNATIONAL INC (QSR) is a large-cap growth stock in the Restaurants industry. The rating according to our strategy based on John Neff is 60% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Restaurant Brands International Inc. is a quick-service restaurant company. It franchises and operates quick-service restaurants serving coffee and other beverage and food products. Its segments include Tim Hortons (TH), Burger King (BK), Popeyes Louisiana Kitchen (PLK), Firehouse Subs (FHS), International (INTL) and Restaurant Holdings. Tim Hortons is a coffee and baked goods restaurant chain in North America. Tim Hortons restaurants also serve a variety of hot and cold specialty beverages alongside breakfast, lunch and dinner offerings, including sandwiches, wraps, flatbread pizzas, and more. Burger King is a quick-service hamburger restaurant chain and is Home of the Whopper. Burger King restaurants feature flame-grilled hamburgers, chicken and other specialty sandwiches. Popeyes is a quick-service chicken concept, and delivers guests a Louisiana-style menu featuring fried bone-in chicken, chicken sandwiches, chicken tenders, wings, fried shrimp and regional items.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of RESTAURANT BRANDS INTERNATIONAL INC
About John Neff: While known as the manager with whom many top managers entrusted their own money, Neff was far from the smooth-talking, high-profile Wall Streeter you might expect. He was mild-mannered and low-key, and the same might be said of the Windsor Fund that he managed for more than three decades. In fact, Neff himself described the fund as "relatively prosaic, dull, [and] conservative." There was nothing dull about his results, however. From 1964 to 1995, Neff guided Windsor to a 13.7 percent average annual return, easily outpacing the S&P 500's 10.6 percent return during that time. That 3.1 percentage point difference is huge over time -- a $10,000 investment in Windsor (with dividends reinvested) at the start of Neff's tenure would have ended up as more than $564,000 by the time he retired, more than twice what the same investment in the S&P would have yielded (about $233,000). Considering the length of his tenure, that track record may be the best ever for a manager of such a large fund.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Consumer Discretionary Stocks Based On John Neff - 7/13/2025

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the Vanguard S&P Mid-Cap 400 ETF (Symbol: IVOO), we found that the implied analyst target price for the ETF based upon its underlying holdings is $118.82 per unit.
With IVOO trading at a recent price near $103.62 per unit, that means that analysts see 14.67% upside for this ETF looking through to the average analyst targets of the underlying holdings. Three of IVOO's underlying holdings with notable upside to their analyst target prices are PVH Corp (Symbol: PVH), Burlington Stores Inc (Symbol: BURL), and Wendy's Co (Symbol: WEN). Although PVH has traded at a recent price of $63.49/share, the average analyst target is 46.79% higher at $93.20/share. Similarly, BURL has 39.37% upside from the recent share price of $226.09 if the average analyst target price of $315.11/share is reached, and analysts on average are expecting WEN to reach a target price of $15.54/share, which is 30.96% above the recent price of $11.87. Below is a twelve month price history chart comparing the stock performance of PVH, BURL, and WEN:
Below is a summary table of the current analyst target prices discussed above:
Name
Symbol
Recent Price
Avg. Analyst 12-Mo. Target
% Upside to Target
Vanguard S&P Mid-Cap 400 ETF
IVOO
$103.62
$118.82
14.67%
PVH Corp
PVH
$63.49
$93.20
46.79%
Burlington Stores Inc
BURL
$226.09
$315.11
39.37%
Wendy's Co
WEN
$11.87
$15.54
30.96%
Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? Do the analysts have a valid justification for their targets, or are they behind the curve on recent company and industry developments? A high price target relative to a stock's trading price can reflect optimism about the future, but can also be a precursor to target price downgrades if the targets were a relic of the past. These are questions that require further investor research.
Also see:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Analysts Forecast 15% Gains Ahead For The Holdings of IVOO

Wendy's (WEN) shares soared 6% in the last trading session to close at $12.01. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 1.5% loss over the past four weeks.
Wendy’s recent stock rally reflects likely investor optimism around its innovation-led growth strategy and digital upgrades. The launch of the “100 Days of Summer” campaign, expanding AI technology, and global unit growth efforts are driving customer engagement and operational efficiency. Combined with disciplined capital returns, these moves are boosting confidence in sustained performance.
This hamburger chain is expected to post quarterly earnings of $0.26 per share in its upcoming report, which represents a year-over-year change of -3.7%. Revenues are expected to be $557.59 million, down 2.3% from the year-ago quarter.
Earnings and revenue growth expectations certainly give a good sense of the potential strength in a stock, but empirical research shows that trends in earnings estimate revisions are strongly correlated with near-term stock price movements.
For Wendy's, the consensus EPS estimate for the quarter has remained unchanged over the last 30 days. And a stock's price usually doesn't keep moving higher in the absence of any trend in earnings estimate revisions. So, make sure to keep an eye on WEN going forward to see if this recent jump can turn into more strength down the road.
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Wendy's is part of the Zacks Retail - Restaurants industry. Cheesecake Factory (CAKE), another stock in the same industry, closed the last trading session 1.8% higher at $59.99. CAKE has returned 12.6% in the past month.
For Cheesecake Factory, the consensus EPS estimate for the upcoming report has changed -0.9% over the past month to $1.05. This represents a change of -3.7% from what the company reported a year ago. Cheesecake Factory currently has a Zacks Rank of #3 (Hold).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Strength Seen in Wendy's (WEN): Can Its 6.0% Jump Turn into More Strength?

Palantir Technologies (NASDAQ: PLTR) has surged in the double-digits this year even as many other tech stocks struggled -- and the artificial intelligence (AI) software company's valuation also has soared. Now, is Palantir set to drop nearly 30% as the average Wall Street forecast suggests? No, Palantir stock isn't necessarily heading for tough times in the months to come.
It's true Palantir shares, trading for 237 times forward earnings estimates, are expensive, but it's important to remember this isn't a new phenomenon. Though valuation has climbed in recent times, the stock has been considered pricey over the past few years, and this hasn't slowed down the momentum.
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This may be due to elements that also support ongoing gains for Palantir, even if the stock takes a pause or pulls back a bit here and there. Let's take a closer look at why Palantir probably isn't heading for a drop of almost 30% in the coming 12 months.
Why has Palantir stock soared?
First, let's consider why Palantir's stock has soared so much in recent years. The company has spent more than two decades honing its expertise, with a software platform that helps customers optimize the use of their data. The addition of AI to this in recent times, creating Palantir's Artificial Intelligence Platform (AIP), supercharged the company's capabilities -- and both government and commercial customers are sitting up and taking notice.
Governments are using AIP to make faster and better decisions during military missions, hospitals are using the platform to better manage patient flow and resources, and companies are using it for a wide range of tasks too -- Wendy's, for instance, is using AIP to improve its supply chain management.
In the past, government contracts generated most of Palantir's revenue, but in recent quarters, commercial business has picked up significant momentum thanks to AIP. Now, both businesses deliver double-digit revenue growth on a quarterly basis. For example, in the latest quarter U.S. government and U.S. commercial revenue advanced 45% and 71%, respectively. And in the previous quarter, they gained 45% and 64%. All of this helped Palantir stock rise 340% last year and extend those gains this year, climbing more than 80%.
Demand for Palantir's AIP
A few elements may support further gains or at the very least prevent Palantir's stock from declining significantly. One clue is that, even during the general uncertainty that's weighed on stocks in recent months, Palantir continued to see high demand, a signal that some economic pressure may not hurt the software company. So, today, I'm not worried about demand in the months to come as it should continue to remain strong unless the economic situation changes dramatically.
And as this demand potentially delivers higher revenue, long-term investors focused on growth may continue to pile into this stock. It's also important to note that some of these investors don't always focus on valuation, a measure that doesn't account for potential growth a few years down the road. Also, certain tech investors look more at a company's innovations and how these innovations may drive growth over time rather than metrics like valuation. Investors may also like the following number: Palantir has managed to balance growth and profit, as seen in its Rule of 40 score of 83%. A score of 40% or higher shows a good balance so clearly Palantir has exceled on this point.
Finally, analysts forecast the AI market, at a compound annual growth rate in the double-digits, will surpass $2 trillion in the coming years. This and demand so far suggest companies are eager to apply AI to their businesses, and Palantir's AIP makes it easy for them to do that -- and generate game-changing solutions.
These points could help Palantir advance over the coming year, or at least avoid significant declines. But here's the best new of all: No matter what the stock does in the short term, there's reason to be optimistic about Palantir advancing over the long term -- meaning that even if you buy the stock at today's price, you still could score a win down the road.
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Is Palantir Set to Drop Nearly 30%?

Scorecard
The following are the top rated Consumer Discretionary stocks according to Validea's Low PE Investor model based on the published strategy of John Neff. This strategy looks for firms with persistent earnings growth that trade at a discount relative to their earnings growth and dividend yield.
TRAVEL + LEISURE CO (TNL) is a mid-cap value stock in the Hotels & Motels industry. The rating according to our strategy based on John Neff is 79% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Travel + Leisure Co. is a vacation ownership and membership travel company. The CompanyGs segments include Vacation Ownership and Travel and Membership. The Vacation Ownership segment develops, markets, and sells vacation ownership interests (VOIs) to individual consumers, provides consumer financing in connection with the sale of VOIs, and provides property management services at resorts. This segment includes its Vacation Ownership business line. It provides day-to-day property management services, including oversight of housekeeping services, maintenance, and certain accounting and administrative services for property ownersG associations and clubs. These services may also include reservation and resort renovation activities. Travel and Membership segment operates a variety of travel businesses, including vacation exchange brands, travel technology platforms, travel memberships, and direct-to-consumer rentals. This segment is comprised of its Exchange and Travel Club business lines.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
P/E RATIO:
FAIL
EPS GROWTH:
PASS
FUTURE EPS GROWTH:
PASS
SALES GROWTH:
PASS
TOTAL RETURN/PE:
PASS
FREE CASH FLOW:
PASS
EPS PERSISTENCE:
FAIL
Detailed Analysis of TRAVEL + LEISURE CO
TNL Guru Analysis
TNL Fundamental Analysis
DARDEN RESTAURANTS INC (DRI) is a large-cap growth stock in the Restaurants industry. The rating according to our strategy based on John Neff is 62% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Darden Restaurants, Inc. is a restaurant company. The Company owns and operates full-service dining restaurants in the United States and Canada under the trade names Olive Garden, LongHorn Steakhouse, Yard House, Ruth's Chris Steak House, Cheddar's Scratch Kitchen, The Capital Grille, Chuy's, Seasons 52, Eddie V's and Bahama Breeze. It owns and operates approximately 2,140 restaurants in the United States and Canada. Its segments include Olive Garden, LongHorn Steakhouse, Fine Dining, and Other Businesses. Olive Garden is a full-service Italian dining restaurant operator in the United States. LongHorn Steakhouse is a full-service steakhouse restaurant, which features a variety of menu items including signature steaks and chicken, as well as salmon, shrimp, and burgers. Fine Dining includes RuthGs Chris, The Capital Grille and Eddie VGs. Other businesses include CheddarGs Scratch Kitchen, Yard House, Bahama Breeze, Seasons 52, and The Capital Burger.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
P/E RATIO:
FAIL
EPS GROWTH:
PASS
FUTURE EPS GROWTH:
PASS
SALES GROWTH:
PASS
TOTAL RETURN/PE:
FAIL
FREE CASH FLOW:
PASS
EPS PERSISTENCE:
PASS
Detailed Analysis of DARDEN RESTAURANTS INC
DRI Guru Analysis
DRI Fundamental Analysis
GARMIN LTD (GRMN) is a large-cap growth stock in the Communications Equipment industry. The rating according to our strategy based on John Neff is 62% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Garmin Ltd. (Garmin) is a Switzerland-based entity. The Company and its subsidiaries offer global positioning system (GPS) navigation and wireless devices and applications. The Company operates through five segments: fitness, outdoor, aviation, marine and auto. It offers a range of auto navigation products, as well as a range of products and applications designed for the mobile GPS market. It offers Outdoor Handhelds, Wearable Devices, Golf Devices, and Dog Tracking and Training/Pet Obedience Devices. Garmin offers various products designed for use in fitness and activity tracking. CompanyGs aviation business segment is a provider of solutions to aircraft manufacturers, existing aircraft owners and operators, as well as military and government customers and serves a range of aircraft, including transport aircraft, business aviation, general aviation, experimental/light sport, helicopters, optionally piloted vehicles, and unmanned aerial vehicles. Company operates worldwide.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
P/E RATIO:
FAIL
EPS GROWTH:
PASS
FUTURE EPS GROWTH:
PASS
SALES GROWTH:
PASS
TOTAL RETURN/PE:
FAIL
FREE CASH FLOW:
PASS
EPS PERSISTENCE:
PASS
Detailed Analysis of GARMIN LTD
GRMN Guru Analysis
GRMN Fundamental Analysis
RESTAURANT BRANDS INTERNATIONAL INC (QSR) is a large-cap growth stock in the Restaurants industry. The rating according to our strategy based on John Neff is 60% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Restaurant Brands International Inc. is a quick-service restaurant company. It franchises and operates quick-service restaurants serving coffee and other beverage and food products. Its segments include Tim Hortons (TH), Burger King (BK), Popeyes Louisiana Kitchen (PLK), Firehouse Subs (FHS), International (INTL) and Restaurant Holdings. Under the Tim Hortons brand, it operates in the donut/coffee/tea category of the quick service segment of the restaurant industry. Under the Burger King brand, it operates in the fast-food hamburger restaurant category of the quick service segment of the restaurant industry. Under the Popeyes brand, it operates in the chicken category of the quick service segment of the restaurant industry. Under the Firehouse Subs brand, it operates in the specialty subs category of the quick service segment of the restaurant industry. Its menu includes blend coffee, tea, espresso-based hot and cold specialty drinks, fresh baked goods, including wraps, soups and more.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
P/E RATIO:
FAIL
EPS GROWTH:
PASS
FUTURE EPS GROWTH:
PASS
SALES GROWTH:
PASS
TOTAL RETURN/PE:
FAIL
FREE CASH FLOW:
PASS
EPS PERSISTENCE:
FAIL
Detailed Analysis of RESTAURANT BRANDS INTERNATIONAL INC
QSR Guru Analysis
QSR Fundamental Analysis
WENDY'S CO (WEN) is a mid-cap value stock in the Restaurants industry. The rating according to our strategy based on John Neff is 60% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: The WendyGs Company is primarily engaged in the business of operating, developing and franchising a system of distinctive quick-service restaurants. The CompanyGs menu includes made-to-order square hamburgers using beef, and fan favorites like the Spicy Chicken Sandwich and nuggets, Baconator, and the Frosty dessert. Its segments include WendyGs U.S., WendyGs International and Global Real Estate & Development. WendyGs U.S. includes the operation and franchising of its restaurants in the United States. WendyGs International includes the operation and franchising of its restaurants in countries and territories other than the United States. Global Real Estate & Development includes real estate activity for owned sites and sites leased from third parties, which are leased and/or subleased to franchisees, and also includes its share of the income of its Canadian restaurant real estate joint venture (TimWen). The Company and its franchisees have over 7,000 restaurants worldwide.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
P/E RATIO:
PASS
EPS GROWTH:
PASS
FUTURE EPS GROWTH:
FAIL
SALES GROWTH:
FAIL
TOTAL RETURN/PE:
PASS
FREE CASH FLOW:
PASS
EPS PERSISTENCE:
FAIL
Detailed Analysis of WENDY'S CO
WEN Guru Analysis
John Neff Portfolio
About John Neff: While known as the manager with whom many top managers entrusted their own money, Neff was far from the smooth-talking, high-profile Wall Streeter you might expect. He was mild-mannered and low-key, and the same might be said of the Windsor Fund that he managed for more than three decades. In fact, Neff himself described the fund as "relatively prosaic, dull, [and] conservative." There was nothing dull about his results, however. From 1964 to 1995, Neff guided Windsor to a 13.7 percent average annual return, easily outpacing the S&P 500's 10.6 percent return during that time. That 3.1 percentage point difference is huge over time -- a $10,000 investment in Windsor (with dividends reinvested) at the start of Neff's tenure would have ended up as more than $564,000 by the time he retired, more than twice what the same investment in the S&P would have yielded (about $233,000). Considering the length of his tenure, that track record may be the best ever for a manager of such a large fund.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Validea's Top Consumer Discretionary Stocks Based On John Neff - 6/15/2025

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the iShares Select Dividend ETF (Symbol: DVY), we found that the implied analyst target price for the ETF based upon its underlying holdings is $145.70 per unit.
With DVY trading at a recent price near $130.32 per unit, that means that analysts see 11.80% upside for this ETF looking through to the average analyst targets of the underlying holdings. Three of DVY's underlying holdings with notable upside to their analyst target prices are Wendy's Co (Symbol: WEN), Valley National Bancorp (Symbol: VLY), and US Bancorp (Symbol: USB). Although WEN has traded at a recent price of $11.44/share, the average analyst target is 37.07% higher at $15.68/share. Similarly, VLY has 20.69% upside from the recent share price of $8.70 if the average analyst target price of $10.50/share is reached, and analysts on average are expecting USB to reach a target price of $50.46/share, which is 17.51% above the recent price of $42.94. Below is a twelve month price history chart comparing the stock performance of WEN, VLY, and USB:
Below is a summary table of the current analyst target prices discussed above:
Name
Symbol
Recent Price
Avg. Analyst 12-Mo. Target
% Upside to Target
iShares Select Dividend ETF
DVY
$130.32
$145.70
11.80%
Wendy's Co
WEN
$11.44
$15.68
37.07%
Valley National Bancorp
VLY
$8.70
$10.50
20.69%
US Bancorp
USB
$42.94
$50.46
17.51%
Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? Do the analysts have a valid justification for their targets, or are they behind the curve on recent company and industry developments? A high price target relative to a stock's trading price can reflect optimism about the future, but can also be a precursor to target price downgrades if the targets were a relic of the past. These are questions that require further investor research.
10 ETFs With Most Upside To Analyst Targets »
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

How The Parts Add Up: DVY Headed For $146

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Wendy's Co (Symbol: WEN) presently has an excellent rank, in the top 25% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.
But making Wendy's Co an even more interesting and timely stock to look at, is the fact that in trading on Tuesday, shares of WEN entered into oversold territory, changing hands as low as $11.91 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of Wendy's Co, the RSI reading has hit 24.8 — by comparison, the universe of dividend stocks covered by Dividend Channel currently has an average RSI of 52.0. A falling stock price — all else being equal — creates a better opportunity for dividend investors to capture a higher yield. Indeed, WEN's recent annualized dividend of 0.56/share (currently paid in quarterly installments) works out to an annual yield of 4.47% based upon the recent $12.521 share price.
A bullish investor could look at WEN's 24.8 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Among the fundamental datapoints dividend investors should investigate to decide if they are bullish on WEN is its dividend history. In general, dividends are not always predictable; but, looking at the history chart below can help in judging whether the most recent dividend is likely to continue.
Click here to find out what 9 other oversold dividend stocks you need to know about »
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Wendy's Company (The)

Price history and volume

Shares 360

Investment risk — medium

Investment potential — medium

Security parameters