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WENDY’S TENDYS

Have chicken strips become the fast-food panic button of 2025?

McDonald’s, Taco Bell, and now Wendy’s have all added variations on the theme this year.

Tom Jones

Strips and tenders, like sandwiches and wraps before them, seem to be the latest battleground on which the never-ending fast-food chicken wars are being fought. Or, maybe, they are just a new lever to pull when chains have run out of other ideas.

In April, McDonald’s announced its first new permanent addition to American menus in four years, releasing the McCrispy Strips — a move that some correctly saw as a signal of the subsequent return of its popular Snack Wrap. Just two months later, it was Yum! Brands’ Taco Bell getting in on the crispy chicken craze, with the cheap, Mexican-inspired chain rolling out new strip-loaded tacos and burritos as part of its summer menu.

Tender is the plight

Not to miss the party (though happy to arrive a little later), Wendy’s yesterday announced its new “Tendys,” along with six accompanying sauces for dipping. Clearly, the chain is hoping that hopping onto the strips and tenders trend will help it claw back some of the ground it’s lost to McDonald’s and Taco Bell in recent quarters.

Wendy’s, McDonald’s, Taco Bell competition chart
Sherwood News

In its second quarter, Wendy’s saw global same-restaurant sales fall 2.9%, with things looking particularly bleak in the US, where it had slumped 3.2% in the first six months of the year. Taco Bell, meanwhile, has continued to look like one of the few consistently growing players in the fast-food industry, while McDonald’s had a Q2 bump itself, with the company’s CFO highlighting its new McCrispy Strips as a key driver at the time.

Whether Wendy’s decision to hit the strip-shaped panic button is enough to turn its 2025 around, or whether it’s too (chicken) little, too late, only time will tell.

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Ford partners with Amazon to sell its used vehicles online

Beginning today, many Amazon shoppers can add a pre-owned Ford to cart.

The partnership, announced by the two companies on Monday, will begin in Los Angeles, Dallas, and Seattle, with plans to expand.

According to Ford, every vehicle sold through Amazon will have been “inspected, reconditioned, and comes with a Ford warranty, Ford Rewards points, and in some cases, a money-back guarantee.”

Shares of used car retailers Carvana and CarMax dipped in early trading on the news. Similar patterns occurred when Amazon Autos announced a partnership with Hyundai late last year, and another with rental giant Hertz in August.

According to Ford, every vehicle sold through Amazon will have been “inspected, reconditioned, and comes with a Ford warranty, Ford Rewards points, and in some cases, a money-back guarantee.”

Shares of used car retailers Carvana and CarMax dipped in early trading on the news. Similar patterns occurred when Amazon Autos announced a partnership with Hyundai late last year, and another with rental giant Hertz in August.

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Rani Molla

Walmart falls after CEO of more than a decade steps down

Walmart’s stock fell as low as 3% this morning in premarket trading on news that its longtime CEO, Doug McMillon, who helped the company beef up its e-commerce segment against Amazon, will be stepping down.

While Walmart’s sales came in above expectations last quarter, it missed on quarterly earnings. It’s also facing an increasingly dominant Amazon, which is pushing further into Walmart’s territory with same-day grocery delivery in more than 1,000 cities and towns in the US, with plans to expand to 2,300 by the end of the year.

And unlike Walmart, Amazon, in addition to e-commerce and physical stores, has a number of other, much higher-income revenue streams — most notably its fast-growing cloud business, AWS. Earlier this year, Amazon nudged ahead of Walmart in overall revenue, and is expected to continue to build on that lead when Walmart reports Q3 earnings next week.

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