
TSE:QSR
This summary was created by AI, based on 9 opinions in the last 12 months.
Restaurant Brands International (QSR) has shown resilience with a focus on its key brands, particularly Tim Hortons and Burger King, although competition remains fierce in the fast-food sector. The company's recent performance has been mixed, with some analysts noting a decent quarter while others highlight ongoing challenges such as rising beef prices and inflation impacting consumer spending. Despite concerns about the consumer landscape, experts are optimistic about free cash flow potential as investments to revamp Burger King wind down. Tim's continues to perform well, and the company aims to increase its store count and franchise ratio. However, investors are cautious due to high debt and previous missed earnings targets, leading to a generally tempered outlook on growth even as some view QSR as a safe long-term investment.
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.