温蒂汉堡

$温蒂汉堡(WEN)$ $Bloomin'Brands(BLMN)$ $通用磨坊(GIS)$
人弃我取，资金一面倒，不增长的旧经济(老登)，只要稍有瑕疵就跌个不停，估值接近20年极值。百年老店，旗下品牌深入民心，尽管经济下行消费降级，被商超自有品牌分流，也不会断崖式崩塌。以老美的消费观和经济周期恢复能力，大部...

$温蒂汉堡(WEN)$ 之前买了一点温蒂和达美乐英国部分，在思考是否继续持有
对它未来能有多好的经营没能力判断，就参考过去10年的经营大致稳住吧
过去10年累计分红11亿，目前市值15亿。分红不够覆盖市值。
而且2025年刚降股息，从原来每季度十股2.5掉到了1.4，对应到当前股价大约是6.75...

$温蒂汉堡(WEN)$
这个规则改变说明管理层还挺靠谱啊。。。
最近几年自由现金流都还不错
股东回报有点爆炸
不过这资产负债表，有点典型的美股，今朝有酒今朝醉，有品牌声誉，不需要留家底。
每年1个多亿的利息费用。。。到底是保守的不借债的好，还是这样上足杠杆的好？
...

$温蒂汉堡(WEN)$ 8-K Current report, items 1.01, 2.03, and 9.01 Accession Number: 0001193125-25-321131  Act: 34  Size: 3 MB 网页链接

$温蒂汉堡(WEN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000030697-25-000062  Size: 15 KB 网页链接

$温蒂汉堡(WEN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000030697-25-000059  Size: 10 KB 网页链接

$温蒂汉堡(WEN)$ 8-K Current report, item 8.01 Accession Number: 0001193125-25-276128  Act: 34  Size: 146 KB 网页链接

$温蒂汉堡(WEN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-006457  Size: 7 KB 网页链接

$温蒂汉堡(WEN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000030697-26-000004  Size: 5 KB 网页链接

$温蒂汉堡(WEN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000030697-25-000057  Size: 8 KB 网页链接

$温蒂汉堡(WEN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000030697-26-000003  Size: 5 KB 网页链接

$温蒂汉堡(WEN)$ 8-K Current report, item 7.01 Accession Number: 0001193125-26-019652  Act: 34  Size: 135 KB 网页链接

$温蒂汉堡(WEN)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0001167557-25-000054  Act: 34  Size: 8 KB 网页链接

$温蒂汉堡(WEN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000030697-25-000055  Size: 5 KB 网页链接

$温蒂汉堡(WEN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000030697-25-000061  Size: 15 KB 网页链接

$温蒂汉堡(WEN)$ S-8 Securities to be offered to employees in employee benefit plans Accession Number: 0001193125-25-326970  Act: 33  Size: 223 KB 网页链接

$温蒂汉堡(WEN)$ 5 Annual statement of changes in beneficial ownership of securities Accession Number: 0000030697-26-000006  Size: 4 KB 网页链接

$温蒂汉堡(WEN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000030697-25-000042  Size: 4 KB 网页链接

$温蒂汉堡(WEN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000030697-25-000043  Size: 4 KB 网页链接

$温蒂汉堡(WEN)$ 8-K Current report, items 1.01 and 9.01 Accession Number: 0001193125-25-288625  Act: 34  Size: 466 KB 网页链接