TSE:QSR

Restaurant Brands International (QSR.TO)

99.86
-1.23 (1.22%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
448 watching
0
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
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HOLD
Has done extremely well. Stock has been volatile in one place.
HOLD
Operating profits are quite high in Canada and decent in the US. Doesn’t see a lot of upside in this one. Not a lot of upside in the next year. It‘s just the valuation.
TOP PICK
Not been a whiz-bang since becoming public but has increased earnings, dividends, market share and footprint in the US. Thinks the stock is behind the news and has some catching up to do.
BUY
Finally had a couple of profitable quarters in the US. If they are able to translate that into the same numbers they are showing in Canada that could really boost earnings. Good defensive holding.
WAIT
Great Canadian favourite. Trading at fairly reasonable multiples. Becoming attractive but big concern is economic growth in North America and level of competition, particularly in the US, which is where the growth will come from. Still early.
TOP PICK
Increasing their top line revenue by 3%-4% in Canada and over 4% in the US. Acquired Holstein Ice Cream and seems to be doing quite well.
BUY
Great company, great franchise. Expecting earnings growth of 10%-15%. US side is doing a lot better than it was. Same store sales in Canada have come off a little because of the economy.
DON'T BUY
Did well when things were tough. It’s a defensive stock in many ways. If you have a sustained rally, it will move sideways. If you think the market will go up from here, then you don’t want to own it now.
TOP PICK
Strong management and strong franchise network. Just posted 2 profitable quarters in the US. Things are still doing very well in Canada. Long-term PE multiple is about 20X.
PAST TOP PICK
(A Top Pick Nov 6/08. Up 8.66%.) Still a Buy.
HOLD
US expansion had not done very well until recently when they had a good quarter and rope even. Moving into New York City, which is hopefully a good thing. If they continue to improve US operations they should do quite well but it's too early to tell.
BUY
Likes the company. Smart management. Was buying when it fell below $30. Reasonable valuation. Consistently raises its dividend. US division finally had a profitable quarter in Q2.
WAIT
Executing well. There will be some index rebalancing in the next couple of weeks, which will create some selling pressure as it moves out of one index and into another one. Wait until October and try to get it in the high $20's.
DON'T BUY
A Good story. Growth is slowing. Won’t ever crack the US market. Would be more inclined to buy cheaper stock and hold longer. Valuation is too high.
BUY
(Market Call Minute.) Inexpensive right now. Canada side will drive it, not the US side.
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