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.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Fair Value
review icon
Similar
Mcdonald's, MCD
HOLD
Consumer discretionary type of investment. Doesn't have the characteristics that really attract him as an investment. Safe stable holding but doesn't give him the upside that he wants. Think you can do better in other names.
TOP PICK
Big relative out performer during this bear market because people have moved down in their eating habits. Have the ability to keep on expanding. About 1.5% yield and growing.
DON'T BUY
Wonderful place to buy your coffee but he is Short the stock. A lot of competition in their space. MacDonald's (MCD-N) has gone after them on their breakfast market. Stock trades at 20X estimated earnings. Having difficulty in the US expansion. It could see a multiple contraction.
SELL
(Market Call Minute.) Has been too volatile.
BUY
(Market Call Minute.) One of the defensive companies but has not rebounded in the recent recovery. Growing its dividend.
COMMENT
Technicals are kind of mixed. Has been in a trading range and is really neutral. He is looking for a Buy signal for a seasonal trade, probably this fall and is having a hard time identifying it. Support at about $29 and short-term momentum indicators have turned up in the last few weeks. If you own, consider a Stop at around $28.
TOP PICK
Franchise type of business so every $1 they make is free cash flow. Same-store sales growth goes up every year. Expects them to grow at 10% plus. Trading at almost its all-time low but earnings have grown.
DON'T BUY
In a trading range of probably $5 plus or minus. Yesterday's results were okay, but not great. He is not a buyer of this one right now.
HOLD
(Market Call Minute) Stock is fairly well valued.
BUY
Excellent profit growth. Good valuation. Hasn't pulled back nearly as much as the market has.
HOLD
A consumer discretionary that has held up relatively well in this environment. A lot of the players are starting to cut costs in the area of breakfasts. Had a problem with growth in the US which is something to watch out for.
BUY
(Market Call Minute.) Greatest staple we have in this country.
BUY ON WEAKNESS
Recently sold his holdings. Likes it and it is a place to hide in this market but prefers at $26 or $27. His concern is the US side, which is not going well.
BUY
(Market Call Minute.) Continues to deliver 10%-15% growth. Valuation has slipped a little bit. Excellent product. Recession proof.
DON'T BUY
(Market Call Minute.) Problems in the US. Would pick something else.
Showing 406 to 420 of 533 entries