Restaurant Brands International

QSR-T

TSE:QSR

77.52
1.65 (2.17%)
Restaurant Brands International Inc. is a Canadian multinational fast food holding company. Formed in 2014 by the $12.5 billion merger between American fast food restaurant chain Burger King and Canadian ...
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Analysis and Opinions about QSR-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 28, 2020
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.
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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
PAST TOP PICK
September 11, 2020
(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.
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(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
DON'T BUY
August 18, 2020

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.

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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
PAST TOP PICK
August 17, 2020
(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.
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(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
TOP PICK
August 13, 2020
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)
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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
COMMENT
July 29, 2020
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.
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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
TOP PICK
July 7, 2020
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)
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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
PAST TOP PICK
June 12, 2020
(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.
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(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
DON'T BUY
May 26, 2020

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.

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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 WEAKNESS
BUY WEAKNESS
May 8, 2020
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.
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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
DON'T BUY
May 4, 2020
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.
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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
BUY
May 1, 2020
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.
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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
COMMENT
April 15, 2020
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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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.
PAST TOP PICK
PAST TOP PICK
April 9, 2020

(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.

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(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.

SHORT
SHORT
March 10, 2020
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.
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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.
Showing 1 to 15 of 442 entries

Restaurant Brands International(QSR-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 25

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 13

Total Signals / Votes : 40

Stockchase rating for Restaurant Brands International is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Restaurant Brands International(QSR-T) Frequently Asked Questions

What is Restaurant Brands International stock symbol?

Restaurant Brands International is a Canadian stock, trading under the symbol QSR-T on the Toronto Stock Exchange (QSR-CT). It is usually referred to as TSX:QSR or QSR-T

Is Restaurant Brands International a buy or a sell?

In the last year, 40 stock analysts published opinions about QSR-T. 25 analysts recommended to BUY the stock. 13 analysts recommended to SELL the stock. The latest stock analyst recommendation is DON'T BUY. Read the latest stock experts' ratings for Restaurant Brands International.

Is Restaurant Brands International a good investment or a top pick?

Restaurant Brands International was recommended as a Top Pick by Brendan Caldwell on 2020-09-28. Read the latest stock experts ratings for Restaurant Brands International.

Why is Restaurant Brands International stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Restaurant Brands International worth watching?

40 stock analysts on Stockchase covered Restaurant Brands International In the last year. It is a trending stock that is worth watching.

What is Restaurant Brands International stock price?

On 2020-09-28, Restaurant Brands International (QSR-T) stock closed at a price of $77.52.