Restaurant Brands International (QSR-T) Stock Predictions - Stockchase
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Restaurant Brands International (QSR-T)

ON STOCKCHASE SINCE Apr 2006

Formerly Tim Hortons. Merged with Burger King (December 2014)

food services

Restaurant Brands Interna...

QSR-T

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Restaurant Brands International (QSR-T) SAVE Mar, 22, 2019, 2:09 pm

84.88 0.02 (0.02%)

About Restaurant Brands International (QSR-T)

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 ... More at Wikipedia

What the experts are saying about QSR-T



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COMMENT
There is a good amount of leverage in this company. Run by 3G Capital. Lately there have been some questions with the cost cut business model that was implemented in Kraft Foods (same team). (Analysts’ price target is $69.43)
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There is a good amount of leverage in this company. Run by 3G Capital. Lately there have been some questions with the cost cut business model that was implemented in Kraft Foods (same team). (Analysts’ price target is $69.43)
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$83.680
Owned Owned
Unknown

PAST TOP PICK
(A Top Pick Mar 13/18, Up 15%) Who doesn't like Tim's. not cheap but attractive for people that want decent income and exposure to the global middle class consumer. They expect to open 1500 locations in China over the next 10 years. The relationship between franchisees and the company has eased. A defensive growth company.
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(A Top Pick Mar 13/18, Up 15%) Who doesn't like Tim's. not cheap but attractive for people that want decent income and exposure to the global middle class consumer. They expect to open 1500 locations in China over the next 10 years. The relationship between franchisees and the company has eased. A defensive growth company.
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Stan Wong

Director &, Private Wealth Manag...

Price Price
$83.220
Owned Owned
Yes

BUY on WEAKNESS
It's piqued his interest because it's an impressive operator. They changed CEOs, who may repair broken relationships with their franchises. They're great acquirers. It would be tempting during a pullback.
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It's piqued his interest because it's an impressive operator. They changed CEOs, who may repair broken relationships with their franchises. They're great acquirers. It would be tempting during a pullback.
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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$82.410
Owned Owned
No

PAST TOP PICK
(A Top Pick Feb 23/18, Up 17%) There was lots of skepticism a year ago on this name. All three banners are performing well. Tim's has been turning around. There are growth opportunities. He is modeling 17% EPS growth for a name trading at 19 times 2021. A little expensive but still a great international name.
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(A Top Pick Feb 23/18, Up 17%) There was lots of skepticism a year ago on this name. All three banners are performing well. Tim's has been turning around. There are growth opportunities. He is modeling 17% EPS growth for a name trading at 19 times 2021. A little expensive but still a great international name.
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$85.600
Owned Owned
Unknown

BUY

Last quarter revenues were a slight miss. Burger King and Popeye's did perform well. He sees 18% EPS growth and it trades at a reasonable 19X. Good growth of stores and they're turning around Horton's. A good grower. It may be close to breaking out.

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Last quarter revenues were a slight miss. Burger King and Popeye's did perform well. He sees 18% EPS growth and it trades at a reasonable 19X. Good growth of stores and they're turning around Horton's. A good grower. It may be close to breaking out.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$76.210
Owned Owned
Unknown

WEAK BUY
Holding in above major support level. Doesn't mind nibbling at it here. Testing a support level here. But we have a series of lower highs. If it could break the downtrend, he'd add more. It's cyclical, going sideways. Not too excited about this stock.
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Holding in above major support level. Doesn't mind nibbling at it here. Testing a support level here. But we have a series of lower highs. If it could break the downtrend, he'd add more. It's cyclical, going sideways. Not too excited about this stock.
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Javed Mirza

Technical , Canaccord Genuity ...

Price Price
$70.980
Owned Owned
Unknown

BUY
The bad news is that their Q3 revenues were shy and still they are still struggling with Tim Hortons which did a negative 1% EBITDA. The good news is that Popeye and BK are doing exceptionally well. International growth. He is modeling 17% EPS growth for 2018-2020. Lots of competition for capital in the space.
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The bad news is that their Q3 revenues were shy and still they are still struggling with Tim Hortons which did a negative 1% EBITDA. The good news is that Popeye and BK are doing exceptionally well. International growth. He is modeling 17% EPS growth for 2018-2020. Lots of competition for capital in the space.
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$71.410
Owned Owned
Yes

WATCH
Respects the brand and managers. He feels that managers will correct relations with franchisees. And QSR will make more acquisitions. He's watching this, but not ready to buy yet.
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Respects the brand and managers. He feels that managers will correct relations with franchisees. And QSR will make more acquisitions. He's watching this, but not ready to buy yet.
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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$74.670
Owned Owned
No

DON'T BUY
He used to own it under Tim Horton's. He wasn't excited when they bought Popeye's (for a lot). There's a lot of debt on balance sheet--a red flag. Horton's is a wonderful brand, and generates lots of free cash flow, but he can't buy it with this balance sheet.
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He used to own it under Tim Horton's. He wasn't excited when they bought Popeye's (for a lot). There's a lot of debt on balance sheet--a red flag. Horton's is a wonderful brand, and generates lots of free cash flow, but he can't buy it with this balance sheet.
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$72.120
Owned Owned
No

PAST TOP PICK

(Past Top Pick Nov.3, 2017, Down 11%) At the time, he liked its strong global growth and expected upturn at Tim Horton's. Burger King remains strong. Popeye's has turned a corner. Tim's is showing progress. He sees 17% EPS share. Trading at 19x with a reasonable growth rate. Their Q3 was a little disappointing, but he isn't changing his estimates. This will be fine over five years. They need to do a better job with their franchisees. Menu innovation is strong, but they are growing internationally (as in China) which is what investors should pay attention to.

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(Past Top Pick Nov.3, 2017, Down 11%) At the time, he liked its strong global growth and expected upturn at Tim Horton's. Burger King remains strong. Popeye's has turned a corner. Tim's is showing progress. He sees 17% EPS share. Trading at 19x with a reasonable growth rate. Their Q3 was a little disappointing, but he isn't changing his estimates. This will be fine over five years. They need to do a better job with their franchisees. Menu innovation is strong, but they are growing internationally (as in China) which is what investors should pay attention to.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$72.500
Owned Owned
Yes

COMMENT

The franchise owners battle in the news is an overhang. He's sniffing at it now. Valuation has fallen to a reasonable level. But he needs to study it more.

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The franchise owners battle in the news is an overhang. He's sniffing at it now. Valuation has fallen to a reasonable level. But he needs to study it more.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$76.690
Owned Owned
No

COMMENT

Likes it long term. Noise around franchisees and lawsuits, but they’re working through them. Popeye’s, etc. are starting to perform well. Has a 14-15% growth rate, not expensive. Long term, you’ll see good returns. Near term, noise will continue. The dividend of about 3% is expected to go higher.

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Likes it long term. Noise around franchisees and lawsuits, but they’re working through them. Popeye’s, etc. are starting to perform well. Has a 14-15% growth rate, not expensive. Long term, you’ll see good returns. Near term, noise will continue. The dividend of about 3% is expected to go higher.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$76.450
Owned Owned
Yes

DON'T BUY

Avoid it. Franchisees fighting with the company is not a good sign. Horton's has been a great brand, but after the QSR takeover, QSR has cut corners too much and franchisees are now pushing back. Also, the U.S. expansion didn't work.

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Avoid it. Franchisees fighting with the company is not a good sign. Horton's has been a great brand, but after the QSR takeover, QSR has cut corners too much and franchisees are now pushing back. Also, the U.S. expansion didn't work.

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Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$73.630
Owned Owned
No

COMMENT

They own Tim Hortons and Burger King and Popeye’s. These are the guys that own Kraft Heinz Company (KHC-Q) and G3 as well. They are known for cost cutting. Last quarter BK did very well but TH not so much. They have been trying to grow in the US and that has been more challenging that expected. But they are very good operators and he thinks they are going to buy something else. 

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They own Tim Hortons and Burger King and Popeye’s. These are the guys that own Kraft Heinz Company (KHC-Q) and G3 as well. They are known for cost cutting. Last quarter BK did very well but TH not so much. They have been trying to grow in the US and that has been more challenging that expected. But they are very good operators and he thinks they are going to buy something else. 

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$74.510
Owned Owned
No

WATCH

Wait a few more dollars to the lower-$70's before buying there. Wait a little more. Right now, it's moving down to that level.

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Wait a few more dollars to the lower-$70's before buying there. Wait a little more. Right now, it's moving down to that level.

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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$76.000
Owned Owned
Unknown

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