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TSE:QSR

Restaurant Brands International (QSR.TO)

105.46
+1.59 (1.53%)
as of Jun 19, 2026, 8:00:00 pm Market Open.
313 watching
0
HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. EPS beat expectations but sales were 2% less than estimates. Burger King and Tim Hortons continue to chug along with their strategy. A work in progress and investors do not like the sales miss. Unlock Premium - Try 5i Free

DON'T BUY
Sold over concerns from pandemic. Tim's is having troubles with lower traffic due to work from home. Tim's represents 56% of revenue, so it's a problem if it doesn't pick up steam. The other franchises are doing well. Below 200-day MA, which has flatlined. Attractive yield of 3.6%, but you have to look at it from a total return perspective.
BUY
Investors are worried about Tim's turnaround, rising costs. Stock's way too cheap relative to the group. Good dividend. Sales up 31%. Growing around 14%, trading around 20x. Ability to grow is profound. Buy it around $79-80, and you can get a double in the next 5 years.
BUY
A defensive play. It's trading off its highs. A good choice for a portfolio because it adds defense. Valuations are better now. Tim Horton's re-launching the Roll Up To Win campaign is smart.
WEAK BUY
There was a recent announcement that Tim Horton's was going public through a SPAC. Doesn't think it will affect the North American holdings significantly at all. A mix of different fast food companies. Should continue to do okay. Not his preferred play, but a good choice in the food services space.
DON'T BUY

Doesn't see a ton of dividend growth ahead. Even though there's growth in Popeye's, it provides only 11% of total revenues, so it will be hard to affect the whole company. Instead, he'd suggest SBUX on a pullback, DPZ or YUMC (which he owns). It will perform OK, but have to keep our eyes on the Delta variant. Yield is about 3.3%, and thinks it's secure.

BUY
I a good entry point now, despite the 38x PE. The stock is kinda underowned, with some saying QSR locations are saturated in Canada. WSR has done well in the last quarter. EPS growth is 22% and pays a 3.3% dividend yield. Likes it.
BUY
Allan Tong’s Discover Picks QSR’s PE is 37.4x, which easily beats its peers of 320.4x. Margins also beat, such as profit margin at almost 16% vs. the sector’s 11.19%. However, ROI of 4.06% lags its peers of 9.42%. Though QSR’s 3.3% dividend yield pays more than its peers of 1.93%, QSR stock’s payout ratio is 122%. Another caveat is that PE, which was most recently $1.70, marking a 26.62% decline from a year ago; also, PE growth trails the industry. Read 3 Post-Covid Recovery Stocks to Buy for our full analysis. 3 Post-Covid Recovery Stocks to Buy
BUY
A good play right now. As we open up the economy, will do well. People will start to go to physical spaces. A stock that would be in the medium to long term positions. The valuations are decent right now.
PAST TOP PICK
(A Top Pick Jul 07/20, Up 11%) Recovered nicely off pandemic lows. Tim's is the problem, as it relies on the morning commute and many locations don't have drive-thrus. Switched to consumer brands with faster and more confident path to earnings growth.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A leader in the fast service space. Recent earnings beat estimates by 10% and sales by 1%. Overall EBITDA and cash flow are positive and stronger than most peers. The company is well positioned to benefit from the reopening. Unlock Premium - Try 5i Free

BUY
Tim Horton's lags this recovery, because many locations are in malls and office towers. So, this is a (later) reopening play. For this reason, this is good to own now.
COMMENT

These businesses have been kept alive by Uber-eats. He thinks there will be a pick up in demand after COVID.

BUY
Hit hard by Covid. A reopening play. Popeye's has good growth potential. A good investment in the space. Earnings momentum should return as foot traffic increases.
DON'T BUY
They have three strong restaurant brands. The challenge he has is that the business model is to go in, gut the company and bring the costs down. With Tim Hortons there was a huge push-back from franchises and this hurt them.
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