Wendy's Q2 rev. $3.7bln, up 1.8%, EPS up 7.4%.

• Global systemwide sales: $3.7 billion, down 1.8% • International sales: 8.7% growth • Added 26 net new restaurants • Diluted EPS: $0.29, up 7.4% • Returned $88.7 million to shareholders • Updates full-year 2025 outlook

Restaurant Brands International (RBI) reported mixed results for the second quarter of 2025, with quarterly sales showing a decline while international sales grew significantly. The company's shares saw a slight dip in early trading following the announcement.

Key figures for the quarter included:
- Global systemwide sales: $3.7 billion, down 1.8% compared to the same period last year.
- International sales: 8.7% growth, driven by strong performance in core regions such as the U.S. and Canada.
- Added 26 net new restaurants, reflecting the company's ongoing expansion strategy.
- Diluted EPS: $0.29, up 7.4% year-over-year, despite missing analysts' estimates of $0.30 per share.
- Returned $88.7 million to shareholders through dividends and share repurchases.

CEO Josh Kobza attributed the company's performance to the impact of global economic uncertainty and the Trump administration's trade policies, which have disrupted business operations and influenced consumer spending habits. Lower-income groups, in particular, have scaled back on dining out plans due to rising prices, while middle and higher-income groups have shown improved performance.

The company's adjusted profit of 94 cents per share was above 86 cents a year ago, but fell short of analysts' estimates of 97 cents per share. Higher costs from supply chain and commodities such as beef and coffee contributed to the earnings miss.

Quarterly same-store sales at Burger King outlets in the U.S. rose 1.5%, after a 0.1% increase a year ago. Comparable sales in the company's international segments, which include restaurant chains such as Burger King and Popeyes, rose 4.2%, compared to a 2.6% increase a year ago.

Restaurant Brands has also updated its full-year 2025 outlook, reflecting the company's continued focus on growth and shareholder returns. The company is expected to continue its expansion strategy and adapt to the evolving consumer landscape.

References:
[1] https://www.marketscreener.com/news/update-1-restaurant-brands-beats-quarterly-sales-estimates-on-improving-fast-food-demand-ce7c5edfdf8cf120