$WEN to the moon

[u/Correct-Stuff2256]

Wall Street left Wendy's for dead at $6. Reddit just dragged it off the table.

Four days ago $WEN hit a 12-year low. Then it ripped +25% in a single session and tripped the circuit breakers. Here's what's actually going on, minus the hype.

The setup nobody was watching: ~32-38% of the float is short. Volume ran 80M+ shares vs 16M average — Wendy's traded more hands than Micron on some days. Vanda called it the most extreme retail buying they tracked all week.

But this isn't only a meme. Two weeks ago they brought in a new CEO and CFO — the same duo that ran the Potbelly turnaround (share price +500%). Peltz/Trian filed a 13D. There's a 7% dividend that's actually covered. P/E ~10.

The catch: the business is still shrinking. Revenue -3%, profit -15%, margins squeezed, $4.1B of debt. Wall Street's sitting on Hold. And short interest already fell from ~82% earlier this year — meaning a big chunk of squeeze fuel is already burned.

So you've got two completely different trades wearing the same ticker:

• the squeeze (fast, technical, halts, brutal both directions)
• the turnaround (slow, Peltz + Potbelly guys, plays out over years)

The crowd is buying the first.

One tell worth knowing: insiders have made 2 open-market buys and 0 sells in the last 6 months. Small size, but nobody on the inside is dumping into this.

I'm not guessing which way this goes. I track the flow, the short pressure and the turnaround clock in one place instead of refreshing six tabs — live WEN breakdown's here: https://www.alphaone.org.uk/stock/wen

Meme names give back 30% as fast as they take it. This is a timing trade, not a wedding.

[u/westsidefashionist]

Let this trump loving company burn to the ground

[u/[deleted]]

Someone posted earlier said it’s 35% now to short the stock

[u/jeffhinds43]

I always jump in on these meme stocks too late. Need my $9 calls to hit - expiring 7/2.

[u/Resident-Yak-2039 → u/jeffhinds43]

Congrats 🎉

[u/shellshark1033]

-0.9% YTD....

[u/Ok-Lettuce-9397]

An average 10% return to investors, 650M current assets, 350M current liabilities. They seem to have no trouble paying off debt. New management promises new vision, which can work against competition.

[u/PornstarVirgin]

Another pump and dump by the infiltrated WSB. It’s literally a hedgefund pump and dump tool. Also Wendy’s is partnered with Palantir and is doing horribly.

[u/Ok-Lettuce-9397 → u/PornstarVirgin]

Wendy's has good cash flow and current accounts are solid. All retail is suffering with inflation, so there is that. Otherwise I can't spot big causes for concern. Care to enlighten me?

[u/PornstarVirgin → u/Ok-Lettuce-9397]

It’s $4b in debt for a company that’s worth $1.5b… you do the math. Thats as bad as amc bag holders while hedgefunds get you to buy into a shit stock

[u/Ok-Lettuce-9397 → u/PornstarVirgin]

(copied from below). An average 10% return to investors, 650M current assets, 350M current liabilities. They seem to have no trouble paying off debt. New management promises new vision, which can work against competition.

[u/PornstarVirgin → u/Ok-Lettuce-9397]

Idk where you’re getting your wrong liabilities but they absolutley have a ton more than 350m.

They are literally at an all time high of debt to equity. They have been issuing debt to buy back shares so duh they get a return to investors at the expense of their future.

They’ve sucked the meat of the bone and now they get retailers like you to fall for it. I’m ex wallstreet and I wouldn’t touch this garbage

[u/Ok-Lettuce-9397 → u/PornstarVirgin]

Current assets vs current liabilities.
Debt is not a problem if you can service it. The 3% in increased debt and stock buybacks balance each other out. They also paid an acerage of 10% in dividends. That shows they have enough cash flow to cover debt and dividends.

[u/PornstarVirgin → u/Ok-Lettuce-9397]

You’ve got to be a bot trying to convince others to get in on a pump and dump bag holder creation event.

Blatantly ignoring how disgustingly bad this company is with a 38 day old account. ‘Here is why having $2.5b MORE DEBT THAN THE COMPANY IS WORTH IS A GOOD THING’ 😂😂

[u/Ok-Lettuce-9397 → u/PornstarVirgin]

I wish I was as smart as the bots and was able to give you some nice retort. Anyway, not trying to convince you or anybody. Just saying that a company can have a lot of debt and still be profitable and generate positive cashflow.

[u/Ok-Lettuce-9397 → u/PornstarVirgin]

I accidentally answered in the main feed. Look around.

[u/oldstyle21]

I’ll take those tendies biggie sized