Home » Bear Case Scenario » Bear Case Scenario Wendy’s $WEN, $CMPGY, $MCD, $SBUX, $YUM, $BKW

Bear Case Scenario Wendy’s $WEN, $CMPGY, $MCD, $SBUX, $YUM, $BKW

Wendy’s (Nasdaq:WEN) is about to release earnings. Ponder this Bear Case Scenario:

Competition in QSR is intensifying depressing margins and bottom lines. Only the toughest, smartest and smarmiest will survive. Fries with dat is no longer enough.

Wendy’s price points are at the high-end. Consumers are looking for value and discounts. Wendy’s disappoints a little.

Premium priced burgers are not resonating with consumers. No block busters on the menu.

George Gutowski writes from a caveat emptor perspective.