Wendy's Company (the) · NASDAQ:WEN
Wendy's Company (the) — The Wendy's Company — Investor Day (March 2025)
22 slides from Wendy's Company (the)'s investor day presentation, Mar 6, 2025
Slide 1: E.J. Wunsch, President, International
E.J. WUNSCH PRESIDENT, INTERNATIONAL
Slide 2: Our Long-Term Strategy
OUR LONG-TERM STRATEGY DOUBLE DOWN ON DELIVER AN EXCEPTIONAL ACCELERATE FRESH, FAMOUS FOOD CUSTOMER EXPERIENCE GLOBAL UNIT GROWTH 2
Slide 3: Our Momentum
i) OUR MOMENTUM
Slide 4: Brand Is Resonating Around the World
OUR MOMENTUM BRAND IS RESONATING AROUND THE WORLD Last 3 Years Today ~300 Net New Restaurants 1,300+Restaurants 9% Net Unit Growth CAGR 33Markets +14% Systemwide Sales Growth CAGR* ~$2B Annual Systemwide Sales* Internal data as of FY 2024 year-end and includes new markets launched in 2025. *Non-GAAP
Slide 5: Poised to Accelerate Growth
POISED TO ACCELERATE GROWTH 2,000 Locations 11% 4-Year Net Unit by 2028 Growth CAGR 5
Slide 6: How We Win
HOW WE WIN
Slide 7: Global Citizens
HOW WE WIN GLOBAL CITIZENS Select the Right Markets Local Team & High-Value Partnerships Extend Supply Chain & Scale Efficiently Better Food, Better Restaurants Build Consumer Connections 7
Slide 8: Model: Canada
HOW WE WIN MODEL: CANADA 438 Establish Local Team Regional Headquarters Local Team and High-Value Partnerships 70% of Franchisees Growing Footprint Restaurants Better Food, Better Restaurants Restaurant AUV $3M CAD Build Consumer Connections National Advertising, Loyalty Program, Mobile App ~$1B Rev
Slide 9: Where We Win
WHERE WE WIN
Slide 10: Growth Markets
WHERE WE WIN GROWTH MARKETS +300 APAC & MIDDLE EAST +150 EUROPE +125 LATIN AMERICA +125 CANADA Represents anticipated additional restaurants by the end of 2028 10
Slide 11: APAC & Middle East Stronghold
WHERE WE WIN APAC & MIDDLE EAST STRONGHOLD INDIA & MIDDLE EAST § Fastest Growing Markets (150+ net new units over last 3 years) § Well Capitalized Master Franchise Partners § Supply Chain Innovation Enabling Superior Quality § Localized Menus 11
Slide 12: Europe Stronghold
WHERE WE WIN EUROPE STRONGHOLD UNITED KINGDOM § Company and Franchised Market § Leveraging Build-to-Suit to Accelerate § Integrated European Supply Network § Key Resources Located in Market § Enabling Expansion into Other European Countries 12
Slide 13: Latin America Stronghold
WHERE WE WIN LATIN AMERICA STRONGHOLD MEXICO § Multiple Franchisees Engaged in Growth § Expanding into Guadalajara § Investments in Local Resources § National Distribution Partnership § National Marketing Fund 13
Slide 14: Recipe for Success
i) RECIPE FOR SUCCESS
Slide 15: Better Food, Better Restaurants
RECIPE FOR SUCCESS BETTER FOOD, BETTER RESTAURANTS GLOBALLY GREAT, MODERN DESIGN, LOCALLY EVEN BETTER FLEXIBLE FORMATS 15
Slide 16: Flexible Real Estate Strategy
SAUDI ARABIA CANADA MEXICO UNITED KINGDOM FLEXIBLE REAL ESTATE STRATEGY PUERTO RICO CHILE AUSTRALIA INDIA
Slide 17: Elevation & Globalization of Supply Chain
RECIPE FOR SUCCESS ELEVATION & GLOBALIZATION OF SUPPLY CHAIN § Leverage Scale § Key Hires § Deeper Connections with North America § Strategic Partnerships 17
Slide 18: Poised to Accelerate Growth
POISED TO ACCELERATE GROWTH 2024 2028 1,300+ Locations 2,000 Locations 9% 3-Year Net Unit Growth CAGR 11% 4-Year Net Unit Growth CAGR 18
Slide 19: Slide 19
Slide 20: Appendix
APPENDIX
Slide 21: Forward-Looking Statements and Non-GAAP Financial Measures
FORWARD-LOOKING STATEMENTS AND NON-GAAP FINANCIAL MEASURES This presentation, and certain information that management may discuss in connection with this presentation, contains certain statements that are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act
Slide 22: Reconciliation of Non-GAAP Financial Measures
RECONCILIATION OF NON-GAAP FINANCIAL MEASURES In addition to the GAAP financial measures included in this presentation, the Company has presented certain non-GAAP financial measures (i.e., adjusted EBITDA, free cash flow, and systemwide sales). These non-GAAP financial measures exclude certain expen