WEN
Restaurants · Consumer Cyclical
Analyst
Bank of America
Analyst
Guggenheim Securities
Analyst
Guggenheim Partners
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Gregory Francfort is recorded as Analyst at Bank of America, Analyst at Guggenheim Securities and Analyst at Guggenheim Partners. Gregory Francfort has spoken on 7 earnings calls across 6 companies, most recently for Shake Shack Inc. on November 5, 2026. Those appearances were for Wendy's Co (WEN), Shake Shack Inc. (SHAK), Texas Roadhouse, Inc. (TXRH), Wingstop Inc. (WING), Jack In The Box Inc (JACK) and 1 other company. The companies whose calls Gregory Francfort spoke on are classified in the Consumer Cyclical sector.
“You know, on the new stores, I mean, there's been a lot of talk on the margin impact, but can you maybe just remind us what the comp trajectory looks like? Those stores, they open up, you know, maybe lower margin, but are you seeing a difference in Waterfall?”
“You could add two or three restaurants in Bergen County, New Jersey. I would love that. But I appreciate that. My questions on the smaller brands and just Bubba's, the comps have been okay.”
“Michael, just to follow up on Daniela's question, I guess I think you guys just had or suggested that the cannibalization is not that material to your system.”
“I guess there was some maybe drag later in January, but you guys have a lot of stores on the West Coast. Are you guys able to identify if it may have helped late December and early January?”
“Can you remind us how many stores have it today and the flexible changes? How would you expect that, I guess, to impact that number over time? And then you talked about redeploying those hours into late night.”
Bank of America
Analyst
Source not stated
Guggenheim Securities
Analyst
Source not stated
Guggenheim Partners
Analyst
Source not stated
WEN
Restaurants · Consumer Cyclical
SHAK
Restaurants · Consumer Cyclical
WING
Restaurants · Consumer Cyclical
JACK
Restaurants · Consumer Cyclical
PTLO
Restaurants · Consumer Cyclical