Restaurant Brands International (QSR.TO) Buy,…

Restaurant Brands International (QSR.TO)

105.46

+1.59 (1.53%)

as of Jun 19, 2026, 8:00:00 pm Market Open.

313 watching

TOP PICK

New leadership has cleaned up the battle with franchisees a few years ago. The last CEO ramped up Horton's same-store sales growth. This organic growth will continue as well as acquisitions to come. (Analysts’ price target is $93.67)

COMMENT

For a TFSA? Not a bad decision. Provides a bit of growth. Concern is that they've given more on the dividend than to pay down debt. Risk is if management doesn't invest in a brand once acquired.

DON'T BUY

They're expanding like crazy in China, but their sales growth is weaker than expected. He doesn't know their strategy and won't buy QSR until he does. They're generating lots of free cash flow and offer great brands, but the market fears it'll overpay its next acquisition.

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)

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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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Restaurant Brands International (QSR.TO)