TSE:QSR

Restaurant Brands International (QSR.TO)

100.21
-0.89 (0.88%)
as of Jun 4, 2026, 6:24:12 pm Market Open.
448 watching
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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 (QSR) is experiencing a mixed performance across its brands like Tim Hortons, Burger King, and Popeyes, with a notable shift in focus towards Burger King. Recent reviews highlight headwinds such as rising food and delivery costs, particularly beef prices, which have impacted profit margins. Experts indicate that Tim Hortons is undervalued and performing well while Burger King is still in a turnaround phase amid stiff competition. Despite concerns regarding consumer spending and high debt levels, there is optimism surrounding the company's future cash flow generation and potential dividend increases. The company's long-term prospects remain relatively stable, appealing to conservative investors seeking consistent income despite short-term volatility.

consensus icon
Consensus
Cautious
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Valuation
Fair Value
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Similar
MDLZ
DON'T BUY
Latest quarterly earnings, while good, showed that the challenges remain in the US market. Expensive until there is further clarity that they are going to be successful in the US.
TOP PICK
Reporting this Friday and the numbers will be good, particularly in Canada. The US will be sort of mediocre. The stock is 20% below where it was near the beginning of the year. Looking for 20% growth for a few years.
SELL
Not looking very good technically. We consider selling because of the downtrend.
TOP PICK
Not making money out of the US and he doesn't think it will commit a lot of money to that operation. Think they will work back to profits. Sales growth per store in Canada is very healthy. With fewer large caps available to investors, he expects they will move to this stock.
BUY
Very positive on this company. Had gotten a little ahead of itself. Very solid in Canada and think they will find their way in the US.
DON'T BUY
In order for Tim's to grow at the same rate as they have in the past is to expand into the US. US market sales have been disappointing. Stock price is 20 times earnings. Thinks it's a great company but the multiple is too high, and it's tough sledding ahead.
SELL
Operations in Canada are very strong and same store sales continue to look strong. Real issue is the US operation where there is much more competition. Fully valued in the mid-$30.
HOLD
Sees great potential for increasing productivity in Canada by using electronic payments. The growth side is really in the US and there are big question marks there..
DON'T BUY
Their US strategy is going to be very difficult to execute. US is an extremely competitive marketplace. Trading at a multiple that assumes a continual high rate of growth.
DON'T BUY
Has made a big move. Everybody wanted to get into the stock and they are in there. He wouldn't be too excited about it.
SELL
One of the issues in the last quarterly report was Canadian same-store sales were a lot stronger but far less in the US.
TOP PICK
25 PE stock, so not a value play. A growth stock.8%-10% same store sales growth in Canada. US were only 4% so stock weakened off.
DON'T BUY
only 3 estimates, is over valued, not mis-priced.
PAST TOP PICK
(A Top Pick May 10/06. Up 11.2%.) Extraordinary competent. Great expansion plans. Still a Buy.
BUY
In the accumulation stage right now. Could surprise to the upside with institutional buying. Will always look expensive, but as long as it delivers as well as it has, it is a buy. It will go higher from here.
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