WING
Wingstop Inc.246.56
+6.86+2.86%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Smart Kitchen execution details emerge
Q&A drilled into Smart Kitchen execution, with 50% of stores averaging 10-minute service times yet laser-focused on every order; progress lifted compliant orders 10 points YTD. Management flagged early-2026 weather closing 700+ stores but affirmed flat-to-low-single-digit SSS guidance via loyalty and marketing tailwinds. Delivery lags in-house speed despite 15% YoY cuts, while cannibalization ticked up just 40bps from strategic moves. Loyalty pilot enrolled 50% of actives, boosting frequency 7%. Confident tone on ops; investors watch speed consistency pre-Club Wingstop launch.
Key Stats
Market Cap
6.88BP/E (TTM)
40.03Basic EPS (TTM)
6.16Dividend Yield
0%Recent Filings
8-K
Wingstop adds $300M buyback
Wingstop's board authorized an additional $300 million for share repurchases under its existing program, effective March 5, 2026. The company has repurchased 2.6 million shares for nearly $700 million since August 2023, with $53.4 million remaining previously. Repurchases boost shareholder returns. Funded by cash; program modifiable at discretion.
8-K
Q4 sales up, SSS dips
Wingstop reported Q4 2025 results with system-wide sales up 9.3% to $1.3B, 124 net new openings, yet domestic same-store sales down 5.8%; full-year Adjusted EBITDA rose 15% to $244.2M amid 493 openings. Board declared $0.30/share dividend, payable March 27. 2026 guides flat to low-single-digit domestic SSS, 15-16% unit growth.
10-K
FY2025 results
Wingstop's FY2025 system-wide sales rose 12.1% to $5.3B amid 19.2% unit growth to 3,056 locations, yet domestic same-store sales dipped 3.3% on 11.4% revenue growth to $697M and net income up 60.3% to $174M ($6.21/share). Q4 digital sales hit 73.2% of total, capping robust 493 net openings (111 international) despite softer comps; company stores bucked the trend with 2.6% growth. Repurchased $222M in shares; $91M remains. Debt service coverage holds firm. Franchisee financing hurdles could slow openings.
8-K
Wingstop reinstates COO role
Wingstop reinstated its COO role on January 7, 2026, appointing Raj Kapoor, ex-President of International, to oversee domestic and global franchise development and operations. This shifts duties from Marisa Carona and Albert McGrath, who stay through March 10 before departing with severance. Kapoor's base salary: $625,000; target bonus: $450,000. Leadership realigns for growth focus.
10-Q
Q3 FY2025 results
Wingstop's Q3 revenue climbed 8.1% y/y to $175.7M, fueled by 9.1% higher royalty revenue and 9.3% advertising fees despite 5.6% domestic same-store sales drop, while operating income surged 23.0% y/y to $49.0M on leaner costs. Diluted EPS held at $1.02, matching 27.991M shares. Cash fell to $237.6M after $161M repurchases, offset by $95.8M operating cash flow; $1.2B securitized debt (2.84%-5.858% fixed notes) stays long-term with leverage under 5.0x and $300M revolver dry. Acquired three restaurants for $9.2M, recognizing $4.5M goodwill. Same-store softness lingers.
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