WE WEN The Wendy's Company Loading... : Bullish and Bearish Analyst Opinions

Beef supply chain disruptions (packer cutbacks, Mexican cattle import halt, Brazilian tariffs) are causing a spike in costs; Darden sees only 25% coverage and expects demand destruction at retail, suggesting current prices are unsustainable. — If beef costs retreat as demand falls, major burger chains (MCD, WEN) could see margin relief; if costs persist, pricing pressure intensifies across the industry.