Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

TSE:QSR

Restaurant Brands International (QSR.TO)

111.11
+1.29 (1.17%)
as of Aug 21, 2026, 8:00:00 pm Market Open.
449 watching
0
Investor Insights
star iconAug 22, 2026, 12:00 am

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

Restaurant Brands International (QSR) is considered a competitive player in the fast-food industry, leveraging a portfolio that includes Tim Hortons, Burger King, and Popeyes. Experts note that despite challenges like higher food costs and inflation impacting consumer spending, QSR demonstrates potential for growth, particularly through its loyalty programs and ongoing turnaround efforts at Burger King. While the stock has faced some fluctuations and missed earning expectations in the past, many analysts believe it is well-positioned for steady cash flow and increasing dividends in the future. Generally, the company is seen as having strong brands and significant upside potential, especially as it refranchises stores and increases its market foothold, particularly in international markets.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
MCD,McDonald's
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.
DON'T BUY
Tim Hortons, Burger King and Heinz make up their investments. He does not like their strategy of cutting costs to the core -- especially in the recent treatment of Tim Hortons franchise owners. It trades at a very high multiple. Their expansion plans in the US have not worked for Tim Hortons, so there may be some risk in the future. He would not own it. He thinks the parent should spin the Tim Hortons name out, especially now the US franchise owners are now in conflict.
TOP PICK
Bears say it's expensive, but he likes it right here, right now. New product offerings. If management can turn Tim's around, this thing can really go. Not economically sensitive. Yield is 2.81%. (Analysts’ price target is $96.63)
BUY
It's a secular growth business with organic growth driven by same-store sales growth led by Popeye's and Burger King. Tim Horton's is accelerating after a tough 2018. They're expanding in Canada and abroad, namely Popeye's and Burger King. Third, they grow by acquisitions, backed by 3G Capital. They are good operators. It pays a 3% dividend and are buying back stock.
BUY
He likes it. He wants it to break $94, and the trend on the chart since January has been pretty good. There's been some volatility since then. Also, it's been rangebound in the last few years, but the chart has been generally up since 2016. Be patient. This is basing, and he would step in.
PAST TOP PICK
(A Top Pick Jul 04/18, Up 21%) Consumer discretionary, but more defensive. Lower beta. Decent growth rate of 10-12%. Nice dividend of 2.9%. Sales performance improving. Focusing on guest experience. Strong dividend income and growth, plus earnings growth.
TOP PICK

Recession-proof. People will always buy their fast food. They have an ambition plan to grow from 26,000 stores to 40,000 over 8-10 years. It's a capital-lite model, so this allows free cash flow. Terrific managers turning around Popeye's, Burger King and likely Horton's. Pays you 3% to wait, though it's a little pricey at 22x. Buy on a pullback. They've added new products. The last few quarters should promise. (Analysts’ price target is $97.03)

BUY
As a Canadian you can buy it in CAD and get a global exposure. Tim Hortons still has some issues with the franchisees. Some news about the loyalty program being a disappointment. They are penetrating in some international markets. He bought it a year ago and working pretty well.
PAST TOP PICK
(A Top Pick May 03/18, Up 31%) The stock is getting expensive at these levels, but he still sees growth here. They just launched loyalty program with significant take up (like 20% of Canadians signed up).
TOP PICK
New leadership has cleaned up the battle with franchisees a few years ago. The last CEO ramped up Horton's same-store sales growth. This organic growth will continue as well as acquisitions to come. (Analysts’ price target is $93.67)
COMMENT
For a TFSA? Not a bad decision. Provides a bit of growth. Concern is that they've given more on the dividend than to pay down debt. Risk is if management doesn't invest in a brand once acquired.
DON'T BUY
They're expanding like crazy in China, but their sales growth is weaker than expected. He doesn't know their strategy and won't buy QSR until he does. They're generating lots of free cash flow and offer great brands, but the market fears it'll overpay its next acquisition.
COMMENT
There is a good amount of leverage in this company. Run by 3G Capital. Lately there have been some questions with the cost cut business model that was implemented in Kraft Foods (same team). (Analysts’ price target is $69.43)
PAST TOP PICK
(A Top Pick Mar 13/18, Up 15%) Who doesn't like Tim's. not cheap but attractive for people that want decent income and exposure to the global middle class consumer. They expect to open 1500 locations in China over the next 10 years. The relationship between franchisees and the company has eased. A defensive growth company.
Showing 151 to 165 of 535 entries