BUY

High quality. Recognizable brands. Stream of revenue from franchisees. Efficient management team, not afraid of innovation. A lot is riding on the new CEO. Pricing power. 30% ROE. 20x earnings. If price dropped to $90, buy more aggressively. Yield is 3%.

food services
TOP PICK

It has a new CEO who did very well with Dominoes. The franchises are now much better run. There are good changes at Tim Horton's, Burger King has a big ad campaign, and Popeye's is growing very fast. It is trading at 2/3 of the multiple of other fast food chains. Yes there are higher labour costs but it is a high margin business and recession resistant. He feels it is cheap because of past problems and has a big upside. In general people are now spending lots of money dining out.     Buy 15  Hold 15  Sell 1

(Analysts’ price target is $104.95)
food services
DON'T BUY

It has done well, but the valuation is not compelling. Shares are always too high for him. Yes, Restaurant is picking up after Covid, but consumers are cutting back on discretionary purchases like coffee.

food services
DON'T BUY
QSR vs. BCE

He'd take BCE in a heartbeat from a safety aspect. Better yield, cheaper valuation, growth is tied to the economy. QSR has done a good job with its divisions, though Tim's has been a challenge. Profits are now being squeezed pretty dramatically. He's nervous on consumer stocks.

food services
BUY ON WEAKNESS
Does not own shares. New CEO will be interesting to watch. Very strong franchises in Tim Hortons/Burger King etc. Pandemic tough on business. Strong balance sheet.
food services
BUY ON WEAKNESS
Great business with international presence. $35 billion in sales last year creates very strong momentum. New management team will help stoke the prospects of the company.
food services
TOP PICK
Embarrassingly bad job with Tim's and Burger King, but now sees progress. Popeye's expansion is unbelievable. Just hired the former CEO of Domino's Pizza, a terrific and capable guy. Great real estate, good products. Tim's will not be the driver internationally, it'll be the other brands. Very good at building out franchises, cheap to enter. Yield is 3.28%. (Analysts’ price target is $90.34)
food services
COMMENT
It was a good re-opening play and then fell flat. There are some challenges in the industry with labour shortages, cost pressures and shorter opening hours for restaurants. His advice is to take some profits and don't re-invest in the sector.
food services
PAST TOP PICK
(A Top Pick Nov 01/21, Up 4%) This was a reopening buy, anticipating restaurants opening up. QSR stumbled with Burger King though; there's a management change now. He sold this in August.
food services
SELL
Struggling with core Timmie's franchise in Canada. Limited inroads in US. Tim's accounts for around 40% of EBITDA operating profit. Not much menu innovation. Traffic hasn't recovered to pre-Covid levels. Interest rate hikes dampen fire power for further acquisitions. Don't buy.
food services
DON'T BUY
Needs vs. wants. Tim's is the vulnerability at 40% of the operating profit, and 25% below pre-Covid. Many people are not back in the office. Popeye's has plateaued. Challenging macro backdrop.
food services
BUY
Long-term investment or value trap? Value trap recently, despite earnings improving. Not immune from food and labour inflation. Continues to build out its business. Earnings are growing, attractive valuation, time to sharpen your pencil. If one segment's down, another buoys it up. Yield is 4%.
food services
DON'T BUY
Tim's is still restructuring. Stock looks a bit rough. 200-day MA moving down, share price down too. Oversold, with RSI below 30. Expects a short-term bounce. It will take time to get outsized returns. Wage and labour pressures. He's not interested in this name, and the industry is cautious. Nice dividend of about 4%, secure.
food services
BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Good recovery potential as restrictions ease. Has strong cash flow and has a focus on their large brands (eg. Tim Hortons, Burger King, Popeyes). Could acquire other strong restaurant brands in the future. 14x EV to EBITDA. Good dividend. Unlock Premium - Try 5i Free

food services
BUY
He bought it last fall, a top pick. It's a reopening stock, so this should grow. There's a decent base building which is good going forward. But energy instead? No. Prefers QSR instead of buying energy at current highs.
food services
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Restaurant Brands International(QSR-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 4

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 6

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, 6 stock analysts published opinions about QSR-T. 4 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . 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 on . 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?

6 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 2023-09-25, Restaurant Brands International (QSR-T) stock closed at a price of $90.69.