Wendy's (WEN): FY26 Q2 earnings call, Aug 7, 2026

Fri, Aug 7Earnings callSpeaker-labelled transcriptWendy's

On its Aug 7, 2026 earnings call (FY26 Q2), Wendy's said 7 of the 16 words Kalshi listed; Parrot’s count agreed with all 16 settlements. Quotes below are at most 25 words each.

Updated

Markets

16 words · 7 settled yes · our count agreed on 16 of 16

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Closure Yes810✓70%n=1+tx from settlement history blended with transcripts–
Inflation Yes33✓92%n=1+tx from settlement history blended with transcripts–
Project Fresh Yes34✓91%n=1+tx from settlement history blended with transcripts–
Minions Yes22✓57%transcripts from the transcript model–
App Yes11✓85%n=1+tx from settlement history blended with transcripts–
Loyalty Yes11✓59%n=1+tx from settlement history blended with transcripts–
Baconator Yes11✓43%n=1+tx from settlement history blended with transcripts–
Frosty No00✓87%n=1+tx from settlement history blended with transcripts–
Delivery No00✓82%n=1+tx from settlement history blended with transcripts–
FreshAI No00✓72%n=1+tx from settlement history blended with transcripts–
Spicy Chicken No00✓60%transcripts from the transcript model–
Ranch No00✓56%n=1+tx from settlement history blended with transcripts–
Biggie Bundle No00✓36%transcripts from the transcript model–
Tariff No00✓19%n=1+tx from settlement history blended with transcripts–
Pickle No00✓18%transcripts from the transcript model–
Sonic No00✓18%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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

3 matches for “Biggie”; 2 quoted, at least 25 words apart.

Bob Wrightcompanyprepared

…cost and efficiency drive decisions that weaken that differentiation. On value, the Biggie platform was built for value-conscious consumers, but the offering has become increasingly…

Bob Wrightcompanyqa

…a little more. As well as when you buy something off the Biggie platform. There's this intrinsic value in the core menu. There's the everyday…

Where the listed words were said

Steve Ciruliscompany“Closure” · prepared

…basis, primarily driven by U.S. same-restaurant sales, which declined 7.0%, and the impact of 289 U.S. restaurant closures in the first half of the year.

Steve Ciruliscompany“Inflation” · prepared

…primarily due to commodity cost increases of approximately 9%, including both continued inflation in beef prices and investments in upgrading our products, a decline in…

Bob Wrightcompany“Project Fresh” · qa

Yeah, good question. We're not talking about Project Fresh. It's really not a continuation of it. I think you'll recognize some elements of what was…

Steve Ciruliscompany“Minions” · prepared

…in average check. While our new product innovation and collaboration with the Minions & Monsters movie delivered average check benefit, traffic did not increase as…

Steve Ciruliscompany“App” · prepared

…enhancements to the user experience and enabling more targeted marketing within our app. We also invested $12.8 million in restaurant development, including the Build-to-Suit program.…

Bob Wrightcompany“Loyalty” · prepared

…customer-facing digital assets, fully integrated restaurant technology solutions, and our customer loyalty approach, along with the integration with third-party aggregators. Lastly, we must…

Steve Ciruliscompany“Baconator” · qa

…promotions from the prior year, like we had a $3 Son of Baconator promotion, which was pretty powerful. It was a little bit of a…

Agents: this page as TSV at /api/v1/appearances/wendys:2026-08-07:earnings_call · words: /api/v1/brief?appearance=wendys:2026-08-07:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP