Wendy's Company (the) · NASDAQ:WEN
Wendy's Company (the) — Investor Day (March 2025)
33 slides from Wendy's Company (the)'s investor day presentation, Mar 6, 2025
Slide 1: Lindsay Radkoski, Chief Marketing Officer, U.S.
LINDSAY RADKOSKI CHIEF MARKETING OFFICER, U.S.
Slide 2: Our Playbook
OUR PLAYBOOK CUSTOMER-FIRST FRESH, WORLD-FAMOUS APPROACH FAMOUS FOOD MARKETING 2
Slide 3: Customer-First Approach
i) CUSTOMER-FIRST APPROACH
Slide 4: The U.S. QSR Customer Overview
CUSTOMER-FIRST APPROACH THE U.S. QSR CUSTOMER FOODSERVICE INDUSTRY OVERVIEW 71B Annual foodservice 65% QSR share of visits foodservice WENDY’S FOCUS SUPER FANS ~130 ~20 Annual QSR visits Annual WEN visits per person per person Source: Circana Crest® U.S. QSR 12ME Dec ‘24 4
Slide 5: Focus on Key Growth Audiences
CUSTOMER-FIRST APPROACH FOCUS ON KEY GROWTH AUDIENCES FAMILIES MULTICULTURAL GEN Z 5
Slide 6: Families
35% QSR Traffic FAMILIES Source: Circana Crest® U.S. QSR 12ME Dec ’24, Parties With Kids 6
Slide 7: Hispanic
23% QSR Traffic HISPANIC Source: Circana Crest® U.S. QSR 12ME Dec ‘24 7
Slide 8: Gen Z
21% QSR Traffic GEN Z Source: Circana Crest® U.S. QSR 12ME Dec ‘24 8
Slide 9: Our Proprietary Consumer Model
CUSTOMER-FIRST APPROACH OUR PROPRIETARY CONSUMER MODEL 1 OPPORTUNITY IDENTIFICATION 2 INITIATIVE DEVELOPMENT MEASUREMENT 3 & LEARNING 9
Slide 10: Fresh, Famous Food
i) FRESH, FAMOUS FOOD
Slide 11: Committed to Delivering on Three Menu Pillars
FRESH, FAMOUS FOOD COMMITTED TO DELIVERING ON CRAVEABLE THREE MENU PILLARS CORE IMPACTFUL RELEVANT INNOVATION VALUE 11
Slide 12: Fresh Beef Is Our Foundation
FRESH BEEF IS OUR FOUNDATION 6.4B Annual QSR Hamburger Servings Source: Circana Crest® U.S. QSR 12ME Dec ‘24 12
Slide 13: 100% Pure North American Beef
Slide 14: Limited Time Offers Driving Frequency
LIMITED TIME OFFERS DRIVING FREQUENCY 14
Slide 15: Annual Breaded Chicken Sandwich QSR Servings
2.7B Annual Breaded Chicken Sandwich QSR Servings Source: Circana Crest® U.S. QSR 12ME Dec ‘24 15
Slide 16: Poised for Growth
POISED FOR GROWTH QSR Chicken Servings* +16% since 2017 Source: Circana Crest® U.S. QSR 12ME Dec ’24 vs. 12ME Dec ’17 *Total Chicken includes Chicken Nuggets, Chicken Strips, Chicken Wings, Fried Chicken, 16 Breaded Chicken Sandwich, Chicken Salad Sandwich, Grilled Chicken Sandwich
Slide 17: Famous for Chicken
OUR MISSION IS CLEAR FAMOUS FOR CHICKEN 17
Slide 18: Famous for Frosty
FAMOUS FOR FROSTY 1.7B Annual Frozen Dessert QSR Servings Source: Circana Crest® U.S. QSR 12ME Dec ‘24 18
Slide 19: 19
19
Slide 20: Endless Beverage Possibilities
ENDLESS BEVERAGE POSSIBILITIES 34.7B Annual QSR Beverage Servings (excl. tap water) Source: Circana Crest® U.S. QSR 12ME Dec ‘24 20
Slide 21: Morning Beverage Line Up to Match Strength of Our Core
MORNING BEVERAGE LINE UP TO MATCH STRENGTH OF OUR CORE 21
Slide 22: Value Has Always Started with Quality at Wendy's
VALUE HAS ALWAYS STARTED WITH QUALITY AT WENDY’S 22
Slide 23: World-Famous Marketing
i) WORLD-FAMOUS MARKETING
Slide 24: Our Personality Is as Fresh as Our Food
OUR PERSONALITY IS AS FRESH AS OUR FOOD 24
Slide 25: Fresh Famous Collaborations
WORLD-FAMOUS MARKETING FRESH FAMOUS COLLABORATIONS NEVER BEEN DONE BEFORE, FRESH BRAND FAMOUS FOOD COLLABORATIONS 25
Slide 26: Fresh Famous Collaborations
WORLD-FAMOUS MARKETING FRESH FAMOUS COLLABORATIONS NEVER BEEN DONE BEFORE, FRESH BRAND FAMOUS FOOD COLLABORATIONS 26
Slide 27: Extend Experience Through Digital Channels
WORLD-FAMOUS MARKETING EXTEND EXPERIENCE THROUGH DIGITAL CHANNELS § Leveraging app for enhanced personalization § Creating trial and frequency for menu items and day parts § Amplifying promotions and campaigns through games and rewards 27
Slide 28: Fresh, Famous Collaborations
WORLD-FAMOUS MARKETING FRESH, FAMOUS COLLABORATIONS X 28
Slide 29: Our Playbook
OUR PLAYBOOK CUSTOMER-FIRST FRESH, WORLD-FAMOUS APPROACH FAMOUS FOOD MARKETING 29
Slide 30: Gotta Be Wendy's
Slide 31: Appendix
APPENDIX
Slide 32: 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 33: 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