Eurodollar University Wendy's Just Sent a HUGE Warning About The Economy
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Nov 12, 2025 Wendy's plans to close hundreds of locations due to weak consumer demand, raising concerns about the fast food industry. McDonald's also admits to falling guest counts, highlighting a shift towards affordability. A contrast emerges between U.S. and Chinese responses to reduced demand. Job losses in late October signal further economic strain, while small business optimism hits a six-month low. Trends in consumer credit show a significant pullback. Ultimately, the podcast explores the troubling divergence between stock performance and economic reality.
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Wendy's Closures Signal Demand Weakness
- Wendy's is closing roughly 240–360 U.S. stores because customers can't afford to eat there.
- This signals under demand, not oversupply, and firms cut capacity to match weaker consumer spending.
McDonald's Sees Contracting Traffic
- McDonald's sees falling traffic despite some comp sales gains, highlighting shrinking customer visits.
- The chain urges disciplined pricing and affordability as customers tighten spending.
Use Monetary Signals To Interpret Data
- Watch the monetary signal video Jeff Snider referenced to understand the background driving current demand weakness.
- Use that signal to interpret labor and consumer data before market narratives shift.