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.
4 matches for “Project Fresh”; 2 quoted, at least 25 words apart.
…kind of ask, how would you compare your plans to the prior Project Fresh? Do you kind of see it as a continuation or expansion…
…this early diagnosis phase and understanding the situation that we're in, including Project Fresh, including some of that early work that was done. This is…
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.
…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 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