TSE:QSR

Restaurant Brands International (QSR.TO)

99.86
-1.23 (1.22%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Restaurant Brands International, represented by the ticker QSR-T, appears to be navigating a challenging landscape characterized by rising food costs, particularly beef prices, and inflationary pressures affecting discretionary consumer spending. Experts note a focus on improving the Burger King brand while Tim Hortons remains a strong performer and potentially undervalued. Despite facing headwinds, the company's royalty business generates healthy free cash flow, and ongoing transformation efforts are expected to yield positive results in the long term. Analysts suggest that while recent quarterly results were mixed and the company has missed forecasts, the stock trades at a relatively reasonable valuation and could offer a solid investment opportunity over a 3-5 year horizon as it benefits from strategic operational improvements and aggressive expansion plans.

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Consensus
Cautious
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Valuation
Fair Value
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SHORT
He has a small short because of poor valuation and price momentum. Trades at 21x EBIT to EBITDA, so pricey. Managers used too much debt and have damaged the brand with fighting with franchisees as managers tried to cut costs. Managers say they have mended some bridges. Overall, this is too pricey for a consumer stock.
PAST TOP PICK
(A Top Pick Apr 11/19, Down 16%) Disappointing, but still owns it. It's a master franchisor. Two of its three chains is doing very well, namely Popeye's, but Tim Horton's is struggling. It changed leadership in January; their menu got too complex. He expects new managers to revive Horton's. Stick with it.
WAIT
He would be okay for the longer term as a hold, but it is a little expensive here. Tim Horton's is the largest segment and it is slowing. It will be a wait over the next couple of quarters he thinks.
BUY
We have seen a bit of a pullback but we are in the seasonal period for them. We are at a support level from a couple of years ago. They had a couple of operational issues on the Tim's side. He thinks it looks good from a technical perspective. Burger King is a well run company. (Analysts’ price target is $101.00)
COMMENT

Owns YUM! Brands instead. QSR has negative growth at Tim's. You want all your brands to have healthy growth. Pretty well run. Cost-cutting when they bought Tim's may have backfired. YUM has international exposure and strong performance of Taco Bell in the domestic market.

BUY
He owns it, but it's his worst performer. But he likes the dividend, can pick away at this and add to his position. They plan to expand from 26,000 to 40,000 stores in a decade. They have 3% comparable sales growth and 5% net restaurant growth. Set yourself up to buy for the next move up.
STRONG BUY
He is buying hand over fist at this price and in front of the earnings release. Tims is most struggling as they simplify the items on their menu. Berger King is going like gang busters. Poppy's is crushing it with their reviews on social media.
COMMENT
There's support at $80. As long it remains above there, it should trend higher. It had a good start to 2019, but then pulled back 50%, which is normal. But watch out if it continues to decline. He himself needs to decide on his holding soon.
HOLD
Trading at discount to fair value. Trading 22x forward earnings, 12% earnings growth rate. Getting paid to wait. Middle class and urbanization will push discretionary spending. Tim's is struggling, but is going back to basics. Things will start to turn around soon. Yield is 3.2%.
DON'T BUY

They've been struggling because of weakness at Tim Horton's and Burger King. This will turn around. He's confident. Meanwhile, you're paid while you wait. A 10-15% rebound in the stock would interest him. He owns McDonald's in this space.

DON'T BUY
He looks for good price momentum, good valuation metrics, and a stock price is not volatile. This stock is in the middle on every metric. They are expensive based on current sales. The dividend looks safe. The challenge is that management is financial engineering their results and it is running out of room. He would need to see sales improve before becoming interested. Yield 3.2%
COMMENT

Domino's vs. QSR No idea which one will perform better going forward. But he bets that Domino's will expand from 16,000 worldwide stores to 25,000 in the next five years. The company projects 7-12% earnings growth. Pizza is a very good business. Domino's has smart managers. QSR will do fine, but he'd rather buy Starbucks or McDonald's.

TOP PICK
Bona fide growth stock. Growth drivers are same store sales, unit growth, and acquisitions. Burger King and Popeye's are really hitting it out of the park. Stock pullback gives a good entry point. Yield is 3.20%. (Analysts’ price target is $101.48)
DON'T BUY
Initially after the merger the share price took off. These are relatively mature businesses with low margin and relatively saturated. He would need a larger dividend.
TOP PICK
Parent of Tim Hortons. A stock that has under-performed relative to its peers. A recent new purchase for them. Popeye's is doing great in the US as well as Burger King. The stock is not cheap, but he likes the yield here. Yield 3.12% (Analysts’ price target is $101.75)
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