TSE:QSR

Restaurant Brands International (QSR.TO)

102.87
-1.23 (1.18%)
as of Jun 30, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 30, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Restaurant Brands International (QSR) has shown resilience with a focus on its key brands, particularly Tim Hortons and Burger King, although competition remains fierce in the fast-food sector. The company's recent performance has been mixed, with some analysts noting a decent quarter while others highlight ongoing challenges such as rising beef prices and inflation impacting consumer spending. Despite concerns about the consumer landscape, experts are optimistic about free cash flow potential as investments to revamp Burger King wind down. Tim's continues to perform well, and the company aims to increase its store count and franchise ratio. However, investors are cautious due to high debt and previous missed earnings targets, leading to a generally tempered outlook on growth even as some view QSR as a safe long-term investment.

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Consensus
Cautious
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Valuation
Fair Value
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BUY
(Market Call Minute.) It should be relatively economically insensitive. A consumer staple.
DON'T BUY
Growth rate is going to slow as there are only so many locations. A fantastic operation. Very profitable. Just increased coffee prices. Their bottom line will remain extremely solid but you are paying full price. A $35 stock price would be generous.
PAST TOP PICK
(A Top Pick Apr 2/07. No change.) Even though they raised prices, people will still buy there. A good place to hide. Multiple is lower than it was.
PAST TOP PICK
(A Top Pick Apr 23/07. Down 2% including dividends.) Rumour is that they are going to increase the cost of coffee. Clients will pay.
PAST TOP PICK
(A Top Pick Mar 6/07. Up 0.1% including dividends.) One of the best brands in Canada and has executed extremely well. They have the power to pass on pricing increases. A good Buy.
COMMENT
(Market Call Minute.) Not a bad price right now. Quality retailer. Recession resistant. Doesn't think they will make as much headway in the US as they want.
COMMENT
Would characterize this as a good yield play although the dividend is very low. He could see it growing over time.
DON'T BUY
Thinks it will probably do quite well in a slowdown. Their potential growth and their difficulty is in their US holdings. Expensive in the near term relative to the potential. Would consider in the high $20's or the low $30's.
TOP PICK
In this market you need some sort of nice steady blue chips with the cheapest, finest coffee in the world that every Canadian can afford to buy. Very efficiently run. Still has a lot of space to grow in Canada. Good price.
PAST TOP PICK
(A Top Pick Mar 6/07. Up 5.5%.) Has to be one of the best consumer staples.
HOLD
(Market Call Minute.) Buy on a little further weakness. Sell at $40.
BUY
Long line-ups in the morning are fully valued in the stock. Execution is twofold. 1) Solid menu, which it is and 2) execution in the US is required to give it great growth. Coffee sales in the US are less per store than in Canada. Doesn't think you'll go wrong by owning the stock.
BUY ON WEAKNESS
Likes what they're doing in the US. Earnings continue to grow. Relatively low yield, so consider it as a more aggressive stock, but on a long-term basis it is certainly a Hold.
HOLD
(Market Call Minute.) Has done well. More of a defensive security. Probably has a little bit further to go.
TOP PICK
Has been strong even in this weak market. Has grown and shown good numbers. Good brand name.
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