Wendy's (WEN): FY26 Q2 earnings call, Aug 7, 2026
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.
UpdatedMarkets
16 words · 7 settled yes · our count agreed on 16 of 16- 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 |
|---|---|---|---|---|---|---|
| Closure | Yes | 8 | 10 | ✓ | 70%n=1+tx from settlement history blended with transcripts | – |
| Inflation | Yes | 3 | 3 | ✓ | 92%n=1+tx from settlement history blended with transcripts | – |
| Project Fresh | Yes | 3 | 4 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| Minions | Yes | 2 | 2 | ✓ | 57%transcripts from the transcript model | – |
| App | Yes | 1 | 1 | ✓ | 85%n=1+tx from settlement history blended with transcripts | – |
| Loyalty | Yes | 1 | 1 | ✓ | 59%n=1+tx from settlement history blended with transcripts | – |
| Baconator | Yes | 1 | 1 | ✓ | 43%n=1+tx from settlement history blended with transcripts | – |
| Frosty | No | 0 | 0 | ✓ | 87%n=1+tx from settlement history blended with transcripts | – |
| Delivery | No | 0 | 0 | ✓ | 82%n=1+tx from settlement history blended with transcripts | – |
| FreshAI | No | 0 | 0 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – |
| Spicy Chicken | No | 0 | 0 | ✓ | 60%transcripts from the transcript model | – |
| Ranch | No | 0 | 0 | ✓ | 56%n=1+tx from settlement history blended with transcripts | – |
| Biggie Bundle | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 19%n=1+tx from settlement history blended with transcripts | – |
| Pickle | No | 0 | 0 | ✓ | 18%transcripts from the transcript model | – |
| Sonic | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
10 matches for “Closure”; 5 quoted, at least 25 words apart.
…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.
…and create a little bit of fragility there. When it came to closures, I think what you heard in some previous quarters was closures addressed…
If we need to use closures of a few restaurants here and there to make a portfolio a little bit healthier and help that franchisee…
…already previously announced plans to close, I think 5%-6% of the store base. Do you see potential for additional closures above what's already been identified?
…franchisees and do some things to help them with their business. The closures question that you followed up on is an example of that. We…
Where the listed words were said
…returns that they provide for us and for our franchisees. On the closures, again, I think what I said was, that is really the state…
…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…
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…
…in average check. While our new product innovation and collaboration with the Minions & Monsters movie delivered average check benefit, traffic did not increase as…
…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.…
…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…
…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