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
Mcdonald's, MCD
TOP PICK
Doesn't think people will stop getting their coffee even if it is a recession. Trading at pretty much the cheapest price since it went public. Not banking on a huge US expansion. Average breakfast strategy seems to be doing well.
DON'T BUY
Great Canadian success story. Likes management. For company to be successful, it has to grow in the US. Would not be her first pick. Brand recognition problem and this is not the environment to build it. They can’t get the strong growth.
BUY
Has reformed reasonably well. Last quarter's numbers were decent. Showing decent growth in the Canadian operations. Would have liked to have seen a bigger improvement in their US operations.
PAST TOP PICK
(A Top Pick July 30/07. Up 4%.) Picked this as a defensive holding. Performed poorly until recently. Reported a great quarter. Their US asset growth is only 4% of the total.
DON'T BUY
Has always been overvalued. Model price is $26.36, a -6% differential. There is a lot more value elsewhere.
BUY ON WEAKNESS
This is the kind of stock that you buy when things are going to be tough for a while. Would look to buying at $25 or $26.
BUY
Trying to expand in the US, which has been challenging. Has done a very good job in growing its business. Trading at reasonable valuations.
SELL
(Market Call Minute.) A lot of its traffic is drive through and this will be down. Also feels it is overpriced.
PAST TOP PICK
(A Top Pick Mar 20/07. Down 18%.) Didn’t meet earning target in the 1st quarter. Also a couple of lawsuits by franchisees turned investors off as well as consumer weakness. Still good value in cash flow earnings and growth. Attractive Buying opportunity.
PAST TOP PICK
(A Top Pick Aug 8/07. Down 18%.) Still likes.
WAIT
Soaring food prices are pushing up their costs and it can't necessarily pass this on to its customers. Have to make it up on volume and this is not easy to do.
BUY
Near a 52-week low. Able to pass through price increases. Good price level.
PAST TOP PICK
(A Top Pick May 9/07. Down 5%.) Has been a good place to hide. Last quarter was a little weak in the US.
DON'T BUY
Conceptually this might be a recession proof stock but the price/earnings ratio is much too high.
COMMENT
The US market is much tougher than it is in Canada and their same store sales are much weaker. Very competitive business.
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