Restaurant Brands International (QSR.TO) Buy,…

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Restaurant Brands International (QSR.TO)

99.86

-1.23 (1.22%)

as of Jun 4, 2026, 8:00:00 pm Market Open.

448 watching

Investor Insights

Jun 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.

Consensus

Cautious

Valuation

Fair Value

Similar

Mcdonald's, MCD

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.

BUY ON WEAKNESS

It's piqued his interest because it's an impressive operator. They changed CEOs, who may repair broken relationships with their franchises. They're great acquirers. It would be tempting during a pullback.

PAST TOP PICK

(A Top Pick Feb 23/18, Up 17%) There was lots of skepticism a year ago on this name. All three banners are performing well. Tim's has been turning around. There are growth opportunities. He is modeling 17% EPS growth for a name trading at 19 times 2021. A little expensive but still a great international name.

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Restaurant Brands International (QSR.TO)