TSE:QSR

Restaurant Brands International (QSR.TO)

99.86
-1.23 (1.22%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
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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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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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