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.
3 matches for “Inflation”; 2 quoted, at least 25 words apart.
…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…
…in the second half of the year from sales deleverage, full-year commodity inflation of approximately 5%-6%, and a step-up in G&A, driven by investments in…
Where the listed words were said
…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.
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