TSE:QSR

Restaurant Brands International (QSR.TO)

104.50
+0.45 (0.43%)
as of Jul 21, 2026, 5:05:48 pm Market Open.
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Investor Insights
star iconJul 21, 2026, 12:00 am

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.

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Consensus
Positive
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Valuation
Fair Value
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Similar
MCD, McDonald's
PAST TOP PICK
(A Top Pick Dec 11/19, Down 10%) Looking for a turnaround on Tim's, and for global growth on the other brands. Modelling decent growth. Covid hurt, but doesn't affect its long-term viability.
PAST TOP PICK
(A Top Pick Oct 24/19, Down 15%) Sold out a week ago. Industry under immense pressure. Tim's and Burger King are struggling. Earnings growth remains uncertain. He'd look at it once there's a vaccine.
DON'T BUY
It is a challenging business right now. He thinks restaurants will be more shut down soon. The COVID business it taking an emotional toll. Life is not going to be back to normal for quite some time and he feels this one will be under pressure for quite some time.
PAST TOP PICK
(A Top Pick Sep 30/19, Down 22%) People are not going to restaurants because of coronavirus. He is very cautious with all stocks related to entertainment, including restaurants and shopping malls. There won't be a quick snap back in the restaurant sector.
DON'T BUY

Dividend growth. He prefers looking at the leaders in this space and in America, like McDonald's. Consumer habits will have lasting effects--people will continue to cook for themselves. He doesn't see tremendous growth in fast food.

PAST TOP PICK
(A Top Pick Aug 14/19, Down 24%) It got hit by COVID, but they just beat Q2 by 10%. Online sales are up 120%. Have strong liquidity and a balance sheet. Maybe don't buy it right now, but it's a strong play on global expansion. Trades at a decent PE and pays a good dividend. Hold for now and buy as it dips as the stock bounces around. Expected them to turn around Tim Horton's sooner, but it's still a good brand in Canada.
TOP PICK
Popeye's is still trending plus 20% Y/Y. Burger King is a small positive. Tim's is still minus double digits, but this should grow. A year ago, it was $105, and you don't get this chance too often. Yield is 3.78%. (Analysts’ price target is $83.38)
COMMENT
You can make a bullish or bearish case for this. He's trying to be more cautious and doesn't believe they are out of the woods yet. Management has done a good job during these trying times. If you can deal with volatility, it could be a good choice. There is market risk but they have capital.
TOP PICK
It boasts $34 billion in sales from 27,000 restaurants in 100+ countries. We know their franchises, including Horton's, Burger King and Popeye's. 99% of stores are owned by franchisees, so it's capital-lite for QSR. Menu innovation is a driver with meatless burgers at Burger King and the spicy chicken sandwich in the U.S. Acquisitions through pizza could further boost growth. (Analysts’ price target is $82.40)
PAST TOP PICK
(A Top Pick Jun 18/19, Down 16%) Buy it for a long term growth based on the brands. Popeye's was flat in their Q1 earnings, Burger King was down 35% and Tim Hortons down 50%. Their dividend will continue and the balance sheet looks fine. You could still add on weakness.
DON'T BUY

Their expansion into China. He's skeptical. The Horton's expansion into America didn't work, so China? In China, he would own Starbucks or especially McDonald's which has more growth discipline. In China, a company needs a landlord partner, and location means so much.

BUY ON WEAKNESS
Future of restaurants? This company was always very expensive to him. His model price is is $48.93. Management has had some hits and misses. He would look to buy at $40.
DON'T BUY
They were saved by Poppy's sandwiches. The company is interesting as he thought they were at risk of cutting the dividend, but didn't. Tim Horton's is the problem because the sales have weakened. This is hard to turn around. He would own dominos as a fast food pick. It controls its own delivery and competitors may close up shop. The valuation is attractive and no risk, like Tim Horton's.
BUY
They reported earnings today and they were a little disappointing -- $0.48 EPS versus $0.49 expectations. They have been forced to close their sit down dinning areas. They are starting to re-open locations and are mitigating the loss with increases in drive-thru and delivery sales. What really stands out is that Popeye's same store sales were up 32% and are running flat to year ago levels. He likes their menu innovations and thinks they could make some strategic acquisitions. This is a good entry point.
COMMENT
QSR has a lot of international exposure and he sees some opening beginning to occur in China. NTR is not impacted as we all have a need for food -- you can buy here. LSPD is asset light company, unfortunately it is economically sensitive -- requiring restaurants to be open to generate revenues.
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