
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.
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.