TOTAL VOLUME:
$134b
24H VOL:
$107,351,958
24H TRANSACTIONS:
2,388,728,490
OPEN INTEREST:
$1,416,970,024
400,720
Markets across
30,097
events
MATCHED EVENTS:
2,633
PLATFORM COVERAGE:
5
Polymarket:
39%
VS.
Kalshi:
61%
Closed: Sep 5, 10:47 AM EST
Kalshi
The markets assess whether Wendy's credit card spending in August 2026 will exceed various thresholds, based on year-over-year changes in U.S. store visits. The thresholds range incrementally from 85 to 91, with each threshold representing a different level of growth compared to the same month in the previous year. The data is sourced from Carbon Arc, which uses mobile location data to track visits, adjusting for seasonal factors and holidays.
All markets share a common framework for determining outcomes based on the Carbon Arc Wendy's Monthly Credit Card Spend index for August 2026. Each market specifies a unique threshold value, and the market resolves to 'Yes' if the reported index for August 2026 exceeds that threshold. The index reflects year-over-year changes in U.S. store visits, with a base value of 100 indicating no change from the prior year. Values above 100 signify growth, while values below 100 indicate a decline. The index is derived from mobile location data across over 200 million devices, matched to the same calendar days as the prior year and normalized for seasonality, weather, and holidays. Crucially, resolution relies solely on the first value reported by Carbon Arc for August 2026; any subsequent corrections or revisions after the market settlement date will not alter the outcome. This consistent methodology ensures that all markets are evaluated against the same data source and timing, maintaining uniformity across differing threshold levels.
Currently, prediction market odds for this market suggest a different outlook than many analyst forecasts. While analysts may emphasize macro trends or company-specific factors, traders on Kalshi are incorporating real-time data, sentiment, and short-term expectations into their bets. This can lead to divergence, where market prices reflect a more immediate or speculative view, often reacting faster to news or shifts in consumer behavior than traditional research reports.
This market resolves around Sep 14, 2026, with the outcome confirmed once the event is verifiable from credible public reporting. The final determination will match official Wendy's financial disclosures for August, closing all positions based on the actual credit card spend figures released.
Several signals could shift this market before it resolves. Key catalysts include monthly sales reports from Wendy's, broader fast-food industry trends, consumer confidence surveys, and any unexpected economic announcements affecting dining-out behavior. Additionally, media coverage of Wendy's promotions or supply-chain updates may influence trader sentiment. As Sep 14, 2026 approaches, any last-minute revisions to spending forecasts or preliminary data releases could cause rapid price adjustments on Kalshi.