
TSE:QSR
This summary was created by AI, based on 9 opinions in the last 12 months.
Restaurant Brands International (QSR-T) is gaining attention due to its performance within the competitive fast-food industry. Tim Hortons is particularly highlighted for its successful loyalty program, and Burger King is undergoing a significant turnaround, positioning itself well against its main competitor, McDonald's. While challenges such as rising beef and food prices persist, there are optimistic projections for store growth and improved cash flow as costs associated with Burger King's rebranding diminish. Despite some mixed quarterly performances and ongoing concerns about consumer behavior under inflationary pressures, several analysts view QSR as a solid long-term investment with potential for dividend increases and share buybacks. The consensus suggests that the overall valuation of the stock is reasonable, with plans to enhance its international presence and franchise growth.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A leader in the fast service space. Recent earnings beat estimates by 10% and sales by 1%. Overall EBITDA and cash flow are positive and stronger than most peers. The company is well positioned to benefit from the reopening. Unlock Premium - Try 5i Free
These businesses have been kept alive by Uber-eats. He thinks there will be a pick up in demand after COVID.
They stumbled in the early days getting franchisors aboard and are back-pedalling. He watches this. Covid has disrupted this industry and doesn't know where this will go. Food delivery to the door isn't that profitable and doesn't know if it has legs. Frankly, there are better places to invest money, like Boyd or Constellation Brands. Doesn't mean this is a terrible stock, but it doesn't check all the boxes.