TSE:QSR

Restaurant Brands International (QSR.TO)

99.86
-1.23 (1.22%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Restaurant Brands International, represented by the ticker QSR-T, appears to be navigating a challenging landscape characterized by rising food costs, particularly beef prices, and inflationary pressures affecting discretionary consumer spending. Experts note a focus on improving the Burger King brand while Tim Hortons remains a strong performer and potentially undervalued. Despite facing headwinds, the company's royalty business generates healthy free cash flow, and ongoing transformation efforts are expected to yield positive results in the long term. Analysts suggest that while recent quarterly results were mixed and the company has missed forecasts, the stock trades at a relatively reasonable valuation and could offer a solid investment opportunity over a 3-5 year horizon as it benefits from strategic operational improvements and aggressive expansion plans.

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Consensus
Cautious
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Valuation
Fair Value
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Similar
Mcdonald's, MCD
COMMENT

MCD vs. QSR long-term He would've chosen MCD up until a few days ago when the CEO was fired. That CEO boosted margins and invested well in tech. They had 17 quarters of rising sales. Can the new guy keep this up? MCD is probably in better shape now because of him and good to own for the next little while; there's momentum here. QSR, in contrast, is made up of several chains. However, QSR has done well in pushing non-meat products, whereas MCD is not there yet. QSR could push ahead of MCD, given this. He'd still choose McDonald's.

BUY
They have done a fabulous job turning around Burger King and Poppeye's. Tim Horton's disappointed with the slow turn around. It's expensive at 21 times, but they pay a nice dividend to wait. When you see Tim Horton's turns, it'll grow well. There is doubt now, which is the time to buy.
DON'T BUY
We're getting close to an entry point, $50, for the long term. Don't buy it yet. Valuations are too rich without decent fundamentals.
TOP PICK
Third largest restaurant company in the world. Burger King is doing well in same-store sales. Popeye's doing well. Tim's is improving. Enhancing brand awareness and guest experience. International expansion. Shares coming off is a buying opportunity. Yield is 2.94%. (Analysts’ price target is $107.47)
DON'T BUY

QSR isn't as overpriced as McDonald's, but he doesn't like QSR's weakening balance sheet.

TOP PICK
Rapid grower. Gets money from franchise fees plus franchisee puts up all the capital. ROE of about 35%. Same-store sales growth. International and domestic expansion. Acquisitions add to growth. Yield is 2.80%. (Analysts’ price target is $108.26)
BUY

vs. Domino's Pizza Domino's was a darling for 8 years, then went sideways, then turned around in a bad market. So, it's attractive now. This morning, there were fears that the stock would get hammered, but they finished the day positive. (They just issued weak guidance.) QSR is better because it has more diversified restaurants. Own both.

BUY
Loves it. Long-term, the chart is good, but short-term he is waiting for a buy signal. It's gone sideways between 2016-18, then had a strong breakout, and now we see pullback to support at $90. Expect more choppiness near-term. He'd like to see a pullback to around $85, consolidation, then re-acceleration to the upside.
TOP PICK
Cash flow has growth 50%. ROE is forecast to grow to 45% in 2020. He sees a 30% upside. (Analysts’ price target is $108.21)
BUY ON WEAKNESS
Likes it at these levels. 11% earnings growth rate, dividend of 2.7%, beta just less than the market. Better relationships with Tim's franchisees. When these dips come along, it's good to buy. The recent 3G selloff doesn't concern him. Very competitive space, will continue to acquire smaller companies.
BUY
Likes it. Up 35% this year. Popeye's has been doing very well, but it's only 7% of QSR. It's mostly Burger King. Big news is that 3G Capital has been selling down their shares. A good, defensive and growing stock.
TOP PICK
They will increase stores from 26,000 to 40,000. Big upside in all three brands. Earnings just beat nicely (Burger King and Popeye's). Better service with faster transactions. (Analysts’ price target is $106.57)
STRONG BUY
A great chart that continues to make new all-time highs. He'd buy it here. There's more upside coming.
BUY

He recently bought it. There's lot of room to run. It's a growth stock based on geographic expansion. Horton's is a brand here, though still short of market saturation. They now have a deal with Beyond Meat to provide meatless items. QSR is also using an app to expand revenues. Not only opening stores, but QSR is also acquiring other restaurants; he expects a pizza acquisition. You can buy and hold this a long time.

BUY
Tim Horton's has done a good job evolving and expanded their menu. They moved from breakfast to lunch and now expanding to dinner. They already have a strong brand.
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