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WIWING

Wingstop Inc.

$WING·$2.7B·Restaurants·Consumer Cyclical
$99.07+1.3%YTD-59.5%1Y-60.2%
Price updated 2d ago·X counts updated 5h ago
WIWING
$WINGWingstop Inc.
$99.07+1.26%83 posts1.2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $WING on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

83X posts · last 7 days
Sep 10Sep 27
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $WING's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 82% of tracked names.

Bearish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10

Wingstop chatter frames the stock in its largest drawdown ever, down 74% from highs, with a Hedgeye short recommendation up 33.3%. Contrarian buys from Tendies Capital and dog-owner ad backlash reference add color but sentiment is decidedly bearish.

Read what X is saying about $WING

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $WING — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-09-27

Falling on heavy selling — points lower unless it turns around.

Wingstop down 60% YTD in its largest drawdown ever — the once-loved compounder now trades on unit-economics doubt.

Wingstop is a franchised chicken-wing quick-service restaurant operator with a small company-owned footprint — long-time growth compounder priced for premium unit economics. Down 60% YTD and 60% over the past year, sitting at 1.6% of the 52-week range in its largest-ever drawdown.

  • The Q1 numbers are still growing — revenue grew 7.4% YoY to $184M at 83% gross margin and 29% operating margin. 2026 consensus at $766M revenue and $4.44 EPS with 2027 rising to $889M and $5.35 EPS. But at 22x forward PE (down from 60x+ at the top), the market is voting on unit-economics doubt.
  • The specific narrative: Hedgeye short recommendation up 33.3%, dog-owner-ad backlash from the recent campaign, and the SVP/Chief Brand and People Officer resignation. All three feed the 'unit AUV compression' bear thesis, though Q1 comps were still positive.

Nov 3 Q3 is the pressure test — a beat above $1.05 EPS with same-store-sales commentary showing renewed AUV strength and any franchisee-margin trend improvement is the bull re-entry. What extends the break: another SSS deceleration or commentary on franchisee franchise-agreement renegotiations would validate the 60% drawdown.

Agrees with X sentimentThe X bear framing (largest drawdown ever, down 74% from highs, Hedgeye short recommendation up 33.3%, contrarian buys from Tendies Capital and dog-owner ad backlash reference) is on the money. I agree with the concerned tone; the fundamentals are still growing but the market is voting on unit economics.

What to watch: Nov 3 Q3 — beat above $1.05 with SSS showing renewed AUV strength and franchisee-margin trend improvement is the bull re-entry. Another SSS deceleration or franchise-agreement renegotiation commentary validates the 60% drawdown.

On the calendar: 2026-11-03 — Q3 earnings

Read the AI verdict on $WING

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Franchisor of 1,600+ Wingstop chicken wing restaurants with a high-digital, delivery-first model and strong same-store sales growth.

Industry overviewAI analysisGenerated by AI from underlying data

Where Restaurants sits in its cycle right now — and what that implies for $WING.

Restaurants · Consumer Cyclical

No material change from last week — Value-trade-down sustains QSR at casual dining's expense.

What this means for $WING

Neutral — Franchisor of 1,600+ Wingstop chicken wing restaurants with a high-digital, delivery-first model and strong same-store sales growth.

Industry benchmark

17-name peer basket
+1.6%YTD
-10.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
41.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
25.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
28.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-15.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
82.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$1.18$1.02+15.7%
Q1 2026Apr 29, 2026$1.18$1.02+15.7%
Q4 2025Feb 18, 2026$1.00$0.84+19.0%
Q3 2025Nov 4, 2025$1.09$0.91+19.8%
Next earningsTue, Nov 3·consensus EPS $1.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$183.7M+7.4%82.8%29.0%$1.09$43.7M
Q4 FY25$175.7M+8.6%82.4%27.2%$0.97$34.5M
Q3 FY25$175.7M+8.1%82.6%29.0%$1.02$61.7M
Q2 FY25$174.3M+12.0%82.4%26.8%$0.96$-7.8M

Forward consensus

5-year forecast · up to 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$765.8M$762.8M – $770.2M$4.44$4.27 – $4.6820
FY27$888.5M$880.5M – $898.6M$5.35$5.21 – $5.6920
FY28$1.0B$940.0M – $1.1B$6.58$5.69 – $7.4811
FY29$1.1B$1.1B – $1.1B$7.78$7.50 – $7.9610
FY30$1.3B$1.3B – $1.3B$10.81$10.43 – $11.065

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-15.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-45.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 25.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.785-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 12Christopher FallonFormer SVP & CIO250 sh$31K
+ 22 other (20 awards · 1 exempt · 1 inkind) in window

See when $WING insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 258-K — Item 5.02: Officer or director change
AI summary

Wingstop's Senior Vice President and Chief Brand and People Officer Donnie Upshaw notified the company of his resignation effective September 10, 2026 to pursue another opportunity. His departure is not the result of any disagreement with the company. Routine senior-level departure; no succession details provided in the filing.

3New insider — initial holdingsAug 103
AI summary

Alex R. Kaleida filed an initial Form 3 as a reporting person at Wingstop (WING), disclosing no securities beneficially owned — no common stock, options, or derivative securities. The form was signed August 10, 2026 under a Power of Attorney.

8-KOfficer or director changeAug 68-K — Item 5.02: Officer or director change
AI summary

WINGSTOP INC. (WING) disclosed an officer or director change (Item 5.02) on 2026-08-06. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On A. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No financial terms were disclosed in this filing.

8-KCharter amendmentMay 228-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

Wingstop held its 2026 Annual Meeting on May 21, 2026, at which stockholders approved an amendment to the company's Certificate of Incorporation granting the Board of Directors authority to adopt, amend, and repeal the company's bylaws. Stockholders also ratified prior bylaw amendments previously adopted by the Board without stockholder approval. The Certificate of Amendment was filed with the Delaware Secretary of State on May 21, 2026, the same date as the meeting. This governance change consolidates bylaw amendment authority with the Board while providing retroactive stockholder ratification, a common step in Delaware corporations seeking operational flexibility.

+ 14 other (8 13Gs · 2 10-Qs · 2 8-Ks · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

3 Restaurant Stocks Near 52-Week Lows as Consumer Pressure Buildsmarketbeat.com·4d agoWingstop Announces the Game Day Punch Cardprnewswire.com·6d agoWingstop: Wings Are Selling Cheapseekingalpha.com·6d agoShould You Invest in Wingstop (WING) Based on Bullish Wall Street Views?zacks.com·10d agoEngineers Gate Manager LP Has $1.26 Million Position in Wingstop Inc. $WINGdefenseworld.net·10d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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