
TSE:QSR
This summary was created by AI, based on 9 opinions in the last 12 months.
Restaurant Brands International, symbol QSR-T, is garnering attention for its performance amid challenges in the fast food industry. Notably, Tim Horton's is excelling with its loyalty program, while Burger King is in a crucial turnaround phase, with optimistic forecasts for store growth. Although the recent quarters show mixed results, analysts remain hopeful about long-term cash flow improvements once the investments in Burger King taper off. Despite facing headwinds like rising beef and food prices, the company is seen as having potential due to its strong brand portfolio, including Tim Hortons and Popeyes. The stock is viewed as a reasonably safe investment for the long haul, with expectations for dividend increases and share buybacks once the operational transitions are complete.
It has a new CEO who did very well with Dominoes. The franchises are now much better run. There are good changes at Tim Horton's, Burger King has a big ad campaign, and Popeye's is growing very fast. It is trading at 2/3 of the multiple of other fast food chains. Yes there are higher labour costs but it is a high margin business and recession resistant. He feels it is cheap because of past problems and has a big upside. In general people are now spending lots of money dining out. Buy 15 Hold 15 Sell 1
(Analysts’ price target is $104.95)Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Good recovery potential as restrictions ease. Has strong cash flow and has a focus on their large brands (eg. Tim Hortons, Burger King, Popeyes). Could acquire other strong restaurant brands in the future. 14x EV to EBITDA. Good dividend. Unlock Premium - Try 5i Free
Large portfolio of defensive brand names (Burger King, Tim Hortons). Large cap with lots of liquidity in stock. Current share price presenting good buying opportunity. Trading at cheaper valuation than USA peers. Expecting growth in same store sales, revenues and cash flow. Good investment for long term holders.