Feb. 13 at 2:19 PM
📊 Q4 check-in on
$TRP $AAP $WEN - three very different vibes.
⛽
$TRP quietly delivered: Q4 comparable EBITDA hit ~
$3B (+13% YoY) and full-year EBITDA came in at ~
$11B. 2026 guide: ~
$11.6B–
$11.8B. Boring… in the best way.
🔧
$AAP surprised to the upside: EPS
$0.86 vs
$0.43 est, sales ~
$2B, and comps +1.1%. Looks like the turnaround work is finally showing up in the numbers.
🍔
$WEN beat by a penny, but the story isn’t pretty: U.S. same-store sales down, while international growth did the heavy lifting. 2026 outlook is basically “flat” with Project Fresh doing the saving.
Different sectors, same lesson: execution matters more than headlines. 👀
