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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Similar
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BUY
The Tim Horton's franchise is struggling a bit. Burger King's veggie burger is a bit of a hit. (Analysts’ price target is $101.00)
DON'T BUY
Had a good run in mid-2019. They grew international presence with Popeye's and Burger King, a good job. The issue remains Tim Horton's weak same-store sales growth, though QSR is doing well upgrading Horton's stores and expanding food offerings. Another issue remains the franchise owners vs. the corporate head. QSR also trades at a high multiple. Considering buying if this falls $10. Otherwise, don't buy.
BUY ON WEAKNESS
Support around $83, so this could fall to $78, when you can step in. He predicts a general market pullback in January.
BUY
He would buy it right now. It has declined since September. Since late October it has formed a base. It is at support. It has good risk/reward right now.
BUY ON WEAKNESS

It spins off tons of cash and QSR has done well finding peripheral markets for its various brands. Not cheap, given high multiples, but he likes this industry. Buy on any pullback. He owns YUM-N instead.

BUY
He is looking at it. It is a good recurring revenue model. It is a good business. They have a lot of debt but can handle it. They will have growth world-wide with their brands.
TOP PICK
Try to buy the good names when they are down. They are not cheap at 22 times earnings. Popeye's and Burger King brands are doing really well driving sales up 8%. He likes their move into China and thinks Tim Hortons will turnaround. (Analysts’ price target is $103.22)
DON'T BUY
Dislikes it. It's come off. Horton's has had re-branding issues, and was a bust in the U.S. Management through 3G has been terrible to Horton's franchisees, even immorally. He objects to this. He doesn't like management. The only positive is that it's trading cheaper now at 18x earnings.
DON'T BUY
Not a big fan of retail and he doesn't own it. They have done well though. Popeye's and Burger King. Same-store growth hasn't been great even though international growth is rising. Think how Starbucks stumbled with same-store sales.
STRONG BUY
Tim's was to blame for latest disappointing results. Still thinks it's a great space. Rising income, urbanization, growing middle class. Growth model is very attractive. Not often you get to buy a Canadian stock in CAD with strong global assets.
BUY
Tim's is slowing, Popeye's and Burger King have strong numbers. Likes this name. Good combination of income and middle-class global growth. Not cheap, but not expensive. Be patient with the Tim's turnaround. Lots of competition, but they can pull it off. Yield is 3.1%. (Analysts’ price target is $79.50)
BUY ON WEAKNESS
Key level is $85. He thinks it will pull back and retest that level. He expects a market pullback, so add when that happens.
HOLD
Not a stock he owns. It’s taken a hit recently. The group has Popeye’s, Burger King and Tims. Tims hasn’t been doing well, though the other two are doing just fine. If you own the stock, don’t sell. Maybe a good time to add more to your position. The management is smart. The sell-off wasn’t justified.
BUY
A secular growth company. Was a market darling, but has come off a fair bit since the summer. It's up 120% since its IPO, it has a serious correction each year. Popeye's had great sales numbers though. Overall, he sees double-digit returns and likes it.
BUY ON WEAKNESS
For TFSA? It's had a great run, but buy on a pullback, likely in January. Good to own.
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