
TSE:QSR
This summary was created by AI, based on 9 opinions in the last 12 months.
Restaurant Brands International (QSR) is showing resilience in the competitive fast food sector, notably with Tim Horton's loyalty program and Burger King's ongoing turnaround. Analysts acknowledge that while Burger King's performance has been affected by competition, it is starting to outperform other brands, leading to optimistic forecasts for store growth and cash flow. Although rising costs and inflation pose challenges, the company is expected to generate substantial cash flow as operational improvements take effect. The stock is perceived as a long-term hold, particularly due to its strong brands and relatively attractive valuation compared to peers.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Likes it at these levels. Has a strong market position and international expansion will be positive in the long term. Shares are trading at historical lows. Debt is 6x cashflow so a little high, but manageable. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. EPS beat expectations but sales were 2% less than estimates. Burger King and Tim Hortons continue to chug along with their strategy. A work in progress and investors do not like the sales miss. Unlock Premium - Try 5i Free
Doesn't see a ton of dividend growth ahead. Even though there's growth in Popeye's, it provides only 11% of total revenues, so it will be hard to affect the whole company. Instead, he'd suggest SBUX on a pullback, DPZ or YUMC (which he owns). It will perform OK, but have to keep our eyes on the Delta variant. Yield is about 3.3%, and thinks it's secure.