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.
4 matches for “Inflation”; 2 quoted, at least 25 words apart.
…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…
…plus or minus 50 basis points. This includes our outlook for labor inflation of approximately 4% and a commodity cost increase of approximately 4%, reflecting…
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…
…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…
…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…
…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