
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.
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.
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.
(A Top Pick Apr 11/19, Down 26%) This one has not worked out. Not much really has. It is a difficult period for this company. He bought it because they owned strong and growing brands and he continues to think this. It is a vacuum caused by social distancing that has brought them down. Burger King's menu is working out well. This company will continue to struggle over the next quarter or two.