
TSE:QSR
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.
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.