Wendys Historical Income Statement

WEN Stock

USD 18.53 0.14 0.76%

Historical analysis of Wendys income statement accounts such as Depreciation And Amortization of 96.2 M, Interest Expense of 112.1 M, Total Revenue of 1.5 B or Gross Profit of 488.4 M can show how well The Wendys Co performed in making a profits. Evaluating Wendys income statement over time to spot trends is a great complementary tool to traditional technical analysis and can indicate the direction of Wendys's future profits or losses.

Cash Flow Balance Sheet Income Statement

Oil Shock

Dot-com Bubble

Housing Crash

Credit Downgrade

Yuan Drop

Covid

Financial Statement Analysis is much more than just reviewing and examining The Wendys latest accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether The Wendys is a good buy for the upcoming year.

Net Income Gross Profit

Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in The Wendys Co. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.

About Wendys Income Statement Analysis

The Wendys Income Statement consists of revenues and expenses along with the resulting net income or loss. It represents the profit for the accounting period attributable to Wendys shareholders. The income statement also shows Wendys investors and management if the firm made money during the period reported. The result of an income statement is the net income that is calculated after subtracting the expenses from revenue. It is essential to investors both as an absolute measure as well as earnings per share (i.e., EPS).

Wendys Income Statement Chart

At this time, Wendys' Income Tax Expense is very stable compared to the past year. As of the 28th of November 2024, Selling General Administrative is likely to grow to about 268 M, while Depreciation And Amortization is likely to drop about 96.2 M.

Total Revenue Gross Profit Other Operating Expenses Operating Income Non Operating Income Net Other

Total Revenue

Total revenue comprises all receipts The Wendys generated from the sale of its products or services. The total amount of income generated by the sale of goods or services related to the company's primary operations.

Gross Profit

Gross profit is a required income statement account that reflects total revenue of The Wendys Co minus its cost of goods sold. It is profit before Wendys operating expenses, interest payments and taxes. Gross profit is also known as gross margin. The profit a company makes after deducting the costs associated with making and selling its products, or the costs associated with providing its services.

Other Operating Expenses

Other Operating Expenses is the expense which generally does not depend on sales or production quantities of The Wendys. It is also known as Wendys overhead expenses. Typically these expenses include marketing, rent and utilities, office, leases, and other overhead cost. Expenses incurred from non-core business activities, including administrative and general expenses, but excluding costs directly related to production.

Operating Income

Operating Income is the amount of profit realized from The Wendys operations after accounting for operating expenses such as cost of goods sold (COGS), wages and depreciation. Operating income takes the gross income and subtracts other operating expenses and then removes depreciation. Operating Income of The Wendys Co is typically a synonym for earnings before interest and taxes (EBIT) and is also commonly referred to as operating profit or recurring profit. Earnings before interest and taxes (EBIT), representing the amount of profit a company generates from its operations.

Most accounts from Wendys' income statement are interrelated and interconnected. However, analyzing income statement accounts one by one will only give a small insight into The Wendys current financial condition. On the other hand, looking into the entire matrix of income statement accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in The Wendys Co. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.

	2021	2022	2023	2024 (projected)
Interest Expense	109.2M	122.3M	124.1M	112.1M
Depreciation And Amortization	166.1M	169.7M	148.6M	96.2M

Interest Expense Depreciation And Amortization

Wendys income statement Correlations

	Depreciation And Amortization	Interest Expense	Total Revenue	Gross Profit	Other Operating Expenses	Operating Income	Ebit	Ebitda	Cost Of Revenue	Total Operating Expenses	Income Before Tax	Total Other Income Expense Net	Net Income	Income Tax Expense	Selling General Administrative	Selling And Marketing Expenses	Minority Interest	Net Income From Continuing Ops	Non Recurring	Non Operating Income Net Other	Discontinued Operations	Tax Provision	Interest Income	Extraordinary Items	Net Interest Income	Reconciled Depreciation
Depreciation And Amortization		0.25	0.71	0.9	0.58	0.28	0.29	0.48	0.55	0.55	0.1	-0.23	0.06	0.16	0.16	0.56	-0.48	0.17	-0.34	-0.07	0.19	-0.01	-0.24	-0.22	0.23	-0.06
Interest Expense	0.25		-0.01	0.4	-0.14	0.57	0.66	0.63	-0.13	-0.16	0.41	-0.07	0.48	0.09	-0.33	0.58	-0.32	0.52	-0.17	0.23	0.65	-0.38	0.18	0.06	-0.39	0.43
Total Revenue	0.71	-0.01		0.56	0.98	-0.07	0.01	0.19	0.97	0.66	-0.19	-0.24	-0.3	0.1	0.72	0.39	0.12	-0.2	-0.21	-0.19	-0.33	0.44	-0.48	-0.41	0.14	0.01
Gross Profit	0.9	0.4	0.56		0.41	0.46	0.47	0.61	0.35	0.55	0.28	-0.08	0.26	0.25	0.13	0.67	-0.57	0.36	-0.54	0.03	0.39	-0.1	0.01	0.01	0.16	-0.08
Other Operating Expenses	0.58	-0.14	0.98	0.41		-0.21	-0.13	0.04	0.99	0.69	-0.29	-0.22	-0.41	0.04	0.8	0.29	0.26	-0.33	-0.12	-0.22	-0.49	0.51	-0.49	-0.41	0.14	-0.05
Operating Income	0.28	0.57	-0.07	0.46	-0.21		0.93	0.91	-0.21	-0.17	0.67	-0.15	0.6	0.59	-0.2	0.69	-0.75	0.59	-0.67	0.08	0.87	-0.19	0.02	-0.12	-0.48	0.62
Ebit	0.29	0.66	0.01	0.47	-0.13	0.93		0.97	-0.12	-0.12	0.63	-0.18	0.61	0.45	-0.15	0.81	-0.7	0.62	-0.48	0.11	0.85	-0.28	0.06	-0.09	-0.67	0.73
Ebitda	0.48	0.63	0.19	0.61	0.04	0.91	0.97		0.04	0.06	0.58	-0.23	0.54	0.44	-0.05	0.88	-0.73	0.56	-0.5	0.06	0.79	-0.25	-0.02	-0.16	-0.58	0.66
Cost Of Revenue	0.55	-0.13	0.97	0.35	0.99	-0.21	-0.12	0.04		0.59	-0.3	-0.25	-0.41	0.04	0.77	0.25	0.3	-0.33	-0.08	-0.23	-0.49	0.52	-0.54	-0.46	0.11	0.03
Total Operating Expenses	0.55	-0.16	0.66	0.55	0.69	-0.17	-0.12	0.06	0.59		-0.18	0.02	-0.23	0.02	0.66	0.39	-0.01	-0.22	-0.26	-0.1	-0.3	0.23	-0.04	0.02	0.27	-0.43
Income Before Tax	0.1	0.41	-0.19	0.28	-0.29	0.67	0.63	0.58	-0.3	-0.18		0.59	0.96	0.76	-0.34	0.44	-0.65	0.89	-0.46	0.78	0.7	0.13	-0.13	-0.23	-0.4	0.37
Total Other Income Expense Net	-0.23	-0.07	-0.24	-0.08	-0.22	-0.15	-0.18	-0.23	-0.25	0.02	0.59		0.58	0.42	-0.16	-0.14	-0.06	0.48	-0.08	0.9	0.01	0.4	0.01	0.05	0.04	-0.26
Net Income	0.06	0.48	-0.3	0.26	-0.41	0.6	0.61	0.54	-0.41	-0.23	0.96	0.58		0.53	-0.46	0.41	-0.64	0.92	-0.27	0.8	0.72	-0.1	0.0	-0.09	-0.39	0.31
Income Tax Expense	0.16	0.09	0.1	0.25	0.04	0.59	0.45	0.44	0.04	0.02	0.76	0.42	0.53		0.04	0.35	-0.47	0.5	-0.75	0.46	0.43	0.6	-0.38	-0.43	-0.28	0.36
Selling General Administrative	0.16	-0.33	0.72	0.13	0.8	-0.2	-0.15	-0.05	0.77	0.66	-0.34	-0.16	-0.46	0.04		0.17	0.37	-0.42	-0.2	-0.32	-0.55	0.53	-0.2	-0.14	0.02	-0.06
Selling And Marketing Expenses	0.56	0.58	0.39	0.67	0.29	0.69	0.81	0.88	0.25	0.39	0.44	-0.14	0.41	0.35	0.17		-0.59	0.34	-0.49	0.08	0.58	-0.15	0.03	-0.07	-0.46	0.5
Minority Interest	-0.48	-0.32	0.12	-0.57	0.26	-0.75	-0.7	-0.73	0.3	-0.01	-0.65	-0.06	-0.64	-0.47	0.37	-0.59		-0.6	0.45	-0.23	-0.81	0.31	-0.16	-0.06	0.24	-0.28
Net Income From Continuing Ops	0.17	0.52	-0.2	0.36	-0.33	0.59	0.62	0.56	-0.33	-0.22	0.89	0.48	0.92	0.5	-0.42	0.34	-0.6		-0.25	0.72	0.68	-0.09	-0.04	-0.13	-0.39	0.28
Non Recurring	-0.34	-0.17	-0.21	-0.54	-0.12	-0.67	-0.48	-0.5	-0.08	-0.26	-0.46	-0.08	-0.27	-0.75	-0.2	-0.49	0.45	-0.25		-0.03	-0.44	-0.34	0.0	0.04	-0.04	-0.11
Non Operating Income Net Other	-0.07	0.23	-0.19	0.03	-0.22	0.08	0.11	0.06	-0.23	-0.1	0.78	0.9	0.8	0.46	-0.32	0.08	-0.23	0.72	-0.03		0.25	0.26	-0.15	-0.17	-0.18	0.01
Discontinued Operations	0.19	0.65	-0.33	0.39	-0.49	0.87	0.85	0.79	-0.49	-0.3	0.7	0.01	0.72	0.43	-0.55	0.58	-0.81	0.68	-0.44	0.25		-0.41	0.19	0.05	-0.44	0.51
Tax Provision	-0.01	-0.38	0.44	-0.1	0.51	-0.19	-0.28	-0.25	0.52	0.23	0.13	0.4	-0.1	0.6	0.53	-0.15	0.31	-0.09	-0.34	0.26	-0.41		-0.59	-0.51	0.09	-0.03
Interest Income	-0.24	0.18	-0.48	0.01	-0.49	0.02	0.06	-0.02	-0.54	-0.04	-0.13	0.01	0.0	-0.38	-0.2	0.03	-0.16	-0.04	0.0	-0.15	0.19	-0.59		0.98	0.05	-0.25
Extraordinary Items	-0.22	0.06	-0.41	0.01	-0.41	-0.12	-0.09	-0.16	-0.46	0.02	-0.23	0.05	-0.09	-0.43	-0.14	-0.07	-0.06	-0.13	0.04	-0.17	0.05	-0.51	0.98		0.19	-0.38
Net Interest Income	0.23	-0.39	0.14	0.16	0.14	-0.48	-0.67	-0.58	0.11	0.27	-0.4	0.04	-0.39	-0.28	0.02	-0.46	0.24	-0.39	-0.04	-0.18	-0.44	0.09	0.05	0.19		-0.85
Reconciled Depreciation	-0.06	0.43	0.01	-0.08	-0.05	0.62	0.73	0.66	0.03	-0.43	0.37	-0.26	0.31	0.36	-0.06	0.5	-0.28	0.28	-0.11	0.01	0.51	-0.03	-0.25	-0.38	-0.85

Click cells to compare fundamentals

Wendys Account Relationship Matchups

Wendys income statement Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Depreciation And Amortization	162.1M	161.7M	166.1M	169.7M	148.6M	96.2M
Interest Expense	116.0M	117.7M	109.2M	122.3M	124.1M	112.1M
Total Revenue	1.7B	1.7B	1.9B	2.1B	2.2B	1.5B
Gross Profit	605.7M	621.5M	698.3M	720.8M	627.9M	488.4M
Other Operating Expenses	1.4B	1.4B	1.6B	1.7B	1.8B	1.4B
Operating Income	262.6M	269.3M	367.0M	353.3M	382.0M	401.1M
Ebit	262.6M	255.2M	292.4M	365.8M	403.5M	423.7M
Ebitda	424.7M	416.9M	458.6M	535.5M	552.0M	579.6M
Cost Of Revenue	1.1B	1.1B	1.2B	1.4B	1.6B	1.1B
Total Operating Expenses	320.5M	331.3M	354.0M	364.7M	250.0M	363.3M
Income Before Tax	171.5M	152.8M	240.6M	243.5M	279.4M	293.4M
Total Other Income Expense Net	(91.1M)	(116.5M)	(126.4M)	(109.8M)	(102.6M)	(97.4M)
Net Income	136.9M	117.8M	200.4M	177.4M	204.4M	214.7M
Income Tax Expense	34.5M	35.0M	40.2M	66.1M	75.0M	78.7M
Selling General Administrative	200.2M	206.9M	243.0M	255.0M	250.0M	268.0M
Net Income Applicable To Common Shares	136.9M	117.8M	200.4M	177.4M	204.0M	115.6M
Net Income From Continuing Ops	136.9M	117.8M	200.4M	353.3M	204.4M	166.9M
Non Recurring	22.7M	20.9M	(22.7M)	339K	305.1K	289.8K
Non Operating Income Net Other	24.9M	1.2M	(17.2M)	12.5M	14.4M	13.7M
Tax Provision	34.5M	35.0M	40.2M	66.1M	75.0M	53.6M
Net Interest Income	(116.0M)	(117.7M)	(109.2M)	(122.3M)	(124.1M)	(130.3M)
Reconciled Depreciation	131.7M	132.8M	125.5M	133.4M	148.6M	145.6M

Pair Trading with Wendys

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Wendys position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Wendys will appreciate offsetting losses from the drop in the long position's value.

Moving against Wendys Stock

0.67	SKX	Skechers USA	Pair Corr
0.52	BKRKF	PT Bank Rakyat	Pair Corr
0.49	BKRKY	Bank Rakyat	Pair Corr
0.47	LOCO	El Pollo Loco	Pair Corr
0.46	PPERF	Bank Mandiri Persero	Pair Corr

The ability to find closely correlated positions to Wendys could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Wendys when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Wendys - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling The Wendys Co to buy it.

The correlation of Wendys is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Wendys moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if The Wendys moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Wendys can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

When determining whether The Wendys offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Wendys' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of The Wendys Co Stock. Outlined below are crucial reports that will aid in making a well-informed decision on The Wendys Co Stock:

How To Invest In Wendys

Details

Is Wendys Stock a good investment?

Details

What is Wendys' Net Worth?

Details

Largest Hotels, Restaurants & Leisure Companies

View

Largest Consumer Services Companies

View

You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

Is Hotels, Restaurants & Leisure space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Wendys. If investors know Wendys will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Wendys listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

(0.11)

Dividend Share

Earnings Share

0.94

Revenue Per Share

10.801

Quarterly Revenue Growth

0.029

The market value of The Wendys is measured differently than its book value, which is the value of Wendys that is recorded on the company's balance sheet. Investors also form their own opinion of Wendys' value that differs from its market value or its book value, called intrinsic value, which is Wendys' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Wendys' market value can be influenced by many factors that don't directly affect Wendys' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Wendys' value and its price as these two are different measures arrived at by different means. Investors typically determine if Wendys is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wendys' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC

Wendys Historical Income Statement

About Wendys Income Statement Analysis

Wendys Income Statement Chart

Total Revenue

Gross Profit

Other Operating Expenses

Operating Income

Wendys income statement Correlations

Wendys Account Relationship Matchups

High Positive Relationship

High Negative Relationship

Wendys income statement Accounts

Pair Trading with Wendys

Moving against Wendys Stock

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY

Cost Of Revenue	+ 0.99	Other Operating Expenses
Other Operating Expenses	+ 0.98	Total Revenue
Extraordinary Items	+ 0.98	Interest Income
Cost Of Revenue	+ 0.97	Total Revenue
Ebitda	+ 0.97	Ebit
Net Income	+ 0.96	Income Before Tax

Reconciled Depreciation	- 0.85	Net Interest Income
Discontinued Operations	- 0.81	Minority Interest
Non Recurring	- 0.75	Income Tax Expense
Minority Interest	- 0.75	Operating Income
Minority Interest	- 0.73	Ebitda
Minority Interest	- 0.7	Ebit