Earnings Preview: Wendy's International Inc.

 

By Associated Press

The Motley Fool

August 4, 2008

 

 Wendy's International Inc. reports earnings for the second quarter on Tuesday. The following is a summary of key developments and analyst opinion related to the period.

 

OVERVIEW: Wendy's, the No. 3 hamburger chain in the U.S., agreed during the quarter to sell itself to Triarc Cos. Inc. in an all-stock deal worth $2.34 billion. Triarc, which operates the Arby's chain, is owned by billionaire Nelson Peltz.

 

Triarc will pay about $26.78 per share for the company. Triarc Chief Executive Roland Smith will become CEO of both brands.

 

During the quarter, Smith warned Wendy's employees that some job cuts may be necessary following the acquisition, which is expected to close in the fall.

 

Wendy's also pre-released its same-store sales, or sales at stores open at least a year, for the quarter. The chain said same-store sales at company-owned restaurants rose 0.1 percent. Systemwide, which includes franchised locations, same-store sales rose 0.9 percent. The company said its sales were helped by Easter being included in the first quarter's results.

 

The Dublin, Ohio, company also relaunched its premium salad line and introduced new Frosty shakes and Chicken Go Wraps during the period.

 

BY THE NUMBERS: Wendy's has not offered any outlook for the quarter. Analysts polled by Thomson Financial expect profit of 37 cents per share on revenue of $626.7 million.

 

ANALYST TAKE: Cowen and Co. analyst Paul Westra said in a note to investors when the company release its same-store sales in July that although business at the chain had deteriorated in recent months, "we also believe that the Wendy's brand is not just 'salvageable' but should make for a comparatively low-risk, relatively fast turnaround play."

 

He said he expects the company's shares to rise within the next year.

 

WHATS AHEAD: Investors will be watching to see how well the company integrates with Arby's. Most analysts are also watching Smith's first moves as CEO of the combined company to see whether he can reinvigorate the brand to compete better with its larger rivals, McDonald's Corp. and Burger King Corp.

 

STOCK PERFORMANCE: Shares jumped 19 percent in the quarter but fell 32 percent during the past 52 weeks.

 

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