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TSE:QSR
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.
(Past Top Pick Nov.3, 2017, Down 11%) At the time, he liked its strong global growth and expected upturn at Tim Horton's. Burger King remains strong. Popeye's has turned a corner. Tim's is showing progress. He sees 17% EPS share. Trading at 19x with a reasonable growth rate. Their Q3 was a little disappointing, but he isn't changing his estimates. This will be fine over five years. They need to do a better job with their franchisees. Menu innovation is strong, but they are growing internationally (as in China) which is what investors should pay attention to.
They own Tim Hortons and Burger King and Popeye’s. These are the guys that own Kraft Heinz Company (KHC-Q) and G3 as well. They are known for cost cutting. Last quarter BK did very well but TH not so much. They have been trying to grow in the US and that has been more challenging that expected. But they are very good operators and he thinks they are going to buy something else.