Wendy's (WEN): FY25 Q4 earnings call, Feb 13, 2026
On its Feb 13, 2026 earnings call (FY25 Q4), Wendy's said 11 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 11 settled yes · our count agreed on 12 of 12- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Project Fresh | Yes | 18 | 19 | ✓ | 68%transcripts from the transcript model | – |
| Biggie | Yes | 12 | 12 | ✓ | 82%transcripts from the transcript model | – |
| Frosty | Yes | 4 | 4 | ✓ | 87%transcripts from the transcript model | – |
| Inflation | Yes | 4 | 4 | ✓ | 84%transcripts from the transcript model | – |
| Closure | Yes | 4 | 4 | ✓ | 65%transcripts from the transcript model | – |
| App | Yes | 2 | 2 | ✓ | 83%transcripts from the transcript model | – |
| Ranch | Yes | 2 | 2 | ✓ | 16%transcripts from the transcript model | – |
| Delivery | Yes | 1 | 1 | ✓ | 82%transcripts from the transcript model | – |
| FreshAI | Yes | 1 | 1 | ✓ | 78%transcripts from the transcript model | – |
| Loyalty | Yes | 1 | 1 | ✓ | 66%transcripts from the transcript model | – |
| Baconator | Yes | 1 | 1 | ✓ | 27%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 47%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
12 matches for “Biggie”; 5 quoted, at least 25 words apart.
…to short-term promotions. In January, we built on the brand equity of Biggie and launched new Biggie Deals as our everyday value architecture, a tiered…
…limited time price promotions instead of everyday value. We had this fantastic Biggie platform that we've now made even better with our Biggie Deals platform…
…468, that snacking behavior did help inform the construct of our new Biggie Deal platform, putting that $4 price point in there. So if you're…
…January. And then in the middle of January, we launched our new Biggie Deal platform, which we are really excited about and pleased with so…
…platform and the fact that we're talking about it in terms of Biggie, this distinctively Wendy's asset. Next week, we have the Girl Scout Thin…
Where the listed words were said
…fourth quarter results and full year highlights, then provide an update on Project Fresh. And lastly, I'll share our 2026 outlook before passing it over…
…balance in terms of core innovation and value. Window 1, we launched Biggie Deals. So very -- taking a very distinctive Wendy's asset, expanding that…
…for? Is it for a dinner with family? Is it for a frosty to celebrate a kids game, all of those things, better understanding the…
…to the prior year, primarily due to a decline in traffic, commodity inflation and labor rate inflation. These were partially offset by an increase in…
…approximately 5% to 6% of U.S. restaurants to close, including 28 restaurant closures that occurred during the fourth quarter of 2025 with the remaining closures…
…all-time high of 20%. We've continued to make improvements to the Wendy's app, including a redesigned home screen and gamification features, which drove higher customer…
…news to our chicken menu with the launch of a Chicken Tenders Ranch Wrap. In 2026, we will prioritize meaningful innovation across both hamburgers and…
…turnaround plan. The outperformance at company-operated restaurants was also supported by strong delivery growth and benefits from the continued rollout of digital menu boards and…
…breakfast. If you look at the food that we serve, the Breakfast Baconator, the Burrito, which is my personal favorite, we upgraded our beverage lineup…
Agents: this page as TSV at /api/v1/appearances/wendys:2026-02-13:earnings_call · words: /api/v1/brief?appearance=wendys:2026-02-13:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP