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QSQSR

Restaurant Brands International Inc.

$QSR·$25B·Restaurants·Consumer Cyclical
$74.81+0.9%YTD+4.8%1Y+11.0%
Price updated 4h ago·X counts updated 5d ago
QSQSR
$QSRRestaurant Brands International Inc.
$74.81+0.94%105 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $QSR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

105X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $QSR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 57% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-29

Restaurant Brands chatter is bullish. Burger King US SSS +8.5% beating MCD and the broader burger category by 9+ points, contributors call $120 the next stop, and 'enjoy the ride higher.' A minority notes the QSR President US&CA sold $5.17M (largest sale ever, cutting listed holdings -20%). A Trump-antitrust-response tongue-in-cheek about a possible WEN takeout is speculative. Loud voices bullish on the turnaround.

Read what X is saying about $QSR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $QSR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

Restaurant Brands at 31% of 52-week range — Burger King US SSS +8.5% beating MCD, QSR president's $4.7M sale is the counter.

Restaurant Brands International runs Tim Hortons, Burger King, Popeyes, and Firehouse Subs — the quick-service franchise conglomerate. The stock is up 2.5% YTD, consolidating below the 50-day MA on 0.86x normal volume ahead of Oct 29 earnings.

  • The P&L is quietly working: revenue grew 7.3% YoY to $2.26B last quarter at a 25% operating margin and 45% gross margin — the mid-single-digit growth with 25% operating margins is the quality-franchise profile.
  • Burger King US SSS +8.5% beating McDonald's and the broader burger category by 9+ points is the specific operational catalyst — the Horn & Shields BK turnaround is finally working, which bulls peg to $120 target.
  • QSR President US/Canada's $4.7M sale after $8.6M M-Exempt at $61.14 is a specific red flag — the president's largest sale ever, cutting listed holdings -20%; a legitimate conviction trim worth noting.

Stalled holds until Oct 29 earnings confirm Burger King US SSS growth above 7% YoY and Tim Hortons comps re-accelerate. A soft BK print, or any specific commentary on Firehouse Subs integration challenges, is what tips this toward breaking-down; a FY27 EPS guide above $4.50 plus specific international franchise unit-growth is what breaks the stalled tape higher.

Agrees with X sentimentX bulls on Burger King US SSS +8.5% beating MCD by 9+ points, $120 target, and 'enjoy the ride higher' are reading the operational mechanics right — but the US/Canada president's $5.17M record sale cutting holdings 20% is the honest counter-tell the posters note.

What to watch: Oct 29 earnings — Burger King US SSS growth above 7% YoY, Tim Hortons comparable sales, Firehouse Subs integration, FY27 EPS guide. A soft BK SSS or Tim Hortons comp miss is what breaks the stalled tape lower.

On the calendar: 2026-10-29 — Q3 FY26 earnings

Read the AI verdict on $QSR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Franchises Burger King, Tim Hortons, Popeyes, and Firehouse Subs; capital-light QSR royalty model with 30,000+ restaurants globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Restaurants sits in its cycle right now — and what that implies for $QSR.

Restaurants · Consumer Cyclical

No material change from last week — Value-trade-down sustains QSR at casual dining's expense.

What this means for $QSR

Neutral — Franchises Burger King, Tim Hortons, Popeyes, and Firehouse Subs; capital-light QSR royalty model with 30,000+ restaurants globally.

Industry benchmark

18-name peer basket
+6.5%YTD
-4.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
26.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
25.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
27.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
44.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
4.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$1.07$1.04+2.9%
Q1 2026May 6, 2026$0.86$0.83+3.9%
Q4 2025Feb 12, 2026$0.96$0.95+1.4%
Q3 2025Oct 30, 2025$1.03$1.00+3.2%
Next earningsThu, Oct 29·consensus EPS $1.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.3B+7.3%49.6%27.0%$0.97$169.0M
Q4 FY25$2.5B+7.4%47.5%26.2%$0.34$440.9M
Q3 FY25$2.4B+6.9%48.4%27.5%$1.33$484.9M
Q2 FY25$2.4B+15.9%33.8%20.0%$0.80$419.5M

Forward consensus

5-year forecast · up to 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.9B$9.7B – $9.9B$4.06$3.93 – $4.2620
FY27$9.9B$9.3B – $10.5B$4.43$4.26 – $4.5820
FY28$10.0B$9.0B – $10.8B$4.85$4.69 – $5.0213
FY29$10.4B$9.9B – $10.9B$5.54$5.17 – $5.8511
FY30$10.0B$9.5B – $10.4B$5.84$5.44 – $6.176

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.55%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+0.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 317.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.545-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 4Axel SchwanPres., Tim Hortons US & Canada57.6K sh$4.7MSellAug 21Curtis Thomas BenjaminPres., BK US & CA64.0K sh$5.2M
+ 20 other (17 awards · 1 exempt · 1 conversion · 1 other) in window

See when $QSR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentAug 12SC 13D/A
AI summary

3G Capital Partners (acting through 3G Restaurant Brands Holdings GP Ltd.) filed an amended Schedule 13D/A on August 13, 2026 (event date August 10, Amendment No. 25), disclosing shared voting and dispositive power over 94,373,170 shares of Restaurant Brands International (QSR), representing a major controlling stake. 3G Capital is the private equity firm and controlling shareholder that created Restaurant Brands International through the merger of Burger King, Tim Hortons, and Popeyes. Amendment No. 25 indicates a long history of position updates; this filing likely reflects a routine periodic update or a minor position adjustment.

SC 13D/AActivist amendmentAug 10SC 13D/A
AI summary

3G Capital Partners Ltd. filed an SC 13D/A disclosing that 3G Restaurant Brands Holdings LP beneficially owns 99,157,902 shares of Restaurant Brands International (QSR) common stock via an equal number of Class B exchangeable LP units of RBI LP, representing 22.1% of QSR's common shares outstanding. The percentage is calculated based on 348,758,065 total common shares outstanding as of July 31, 2026 (per QSR's Q2 10-Q). The filing updates 3G's position following ongoing unit exchanges as part of QSR's standard unit-for-cash or unit-for-shares exchange program.

8-KPress release / Reg FDAug 108-K — Item 7.01: Press release / Reg FD
AI summary

Restaurant Brands International (QSR) disclosed that its subsidiary RBI Limited Partnership received an irrevocable exchange notice from 3G Restaurant Brands Holdings LP (3G Capital) to exchange 2,784,549 Class B exchangeable LP units of RBI LP. The partnership intends to satisfy the exchange notice in cash (repurchasing the units for cash) using available cash on hand, rather than issuing common shares. Because the notice is irrevocable, the transaction will proceed. The concurrent SC 13D/A (job 54) reflects 3G's updated ownership position following this reduction.

3New insider — initial holdingsJun 83
AI summary

Marcia Marie Smith filed a Form 3 initial beneficial ownership statement as a newly appointed Director of Restaurant Brands International Inc. (QSR), with an event date of June 3, 2026. The filing reports no securities beneficially owned. This is a routine administrative director-entry filing with no market impact.

8-KShareholder voteJun 38-K — Item 5.07: Shareholder vote
AI summary

QSR (QSR) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

SC 13D/AActivist amendmentMay 8SC 13D/A
AI summary

Restaurant Brands International Inc. (QSR) received an amended Schedule 13D/A (Amendment No. 5) from Pershing Square Capital Management, the activist hedge fund led by Bill Ackman, updating its beneficial ownership position. The amendment reflects changes in share count, economic exposure, or stated investment plans regarding the Burger King and Tim Hortons parent. Pershing Square has historically been an engaged shareholder in QSR. The filing discloses current holdings and any updated purpose or intentions.

SC 13D/AActivist amendmentApr 29SC 13D/A
AI summary

Restaurant Brands International Inc. (QSR) received an amended Schedule 13D/A (Amendment No. 4) from Pershing Square Capital Management updating Bill Ackman's firm's beneficial ownership position in the quick-service restaurant franchisor. This earlier amendment predates Amendment No. 5 (job 12) and reflects a prior update to Pershing Square's position or stated intentions. The filing discloses share counts, economic exposure via derivatives, and investment rationale as of the amendment date.

+ 9 other (3 proxys · 2 10-Qs · 2 earnings 8-Ks · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Restaurant Brands International gets lift from Burger King turnaroundproactiveinvestors.com·2d agoStock Market Today, Oct. 8: Chipotle Surges 6% on New Starbucks Takeover Reportfool.com·8d agoLamb Weston (LW) Reports Strong Q1 Earnings and Raises FY27 Outlookgurufocus.com·11d agoValue Wars Intensify: Can McDonald's Stay Ahead of QSR Rivals?zacks.com·12d agoI ranked the signature burgers from McDonald's, Wendy's, and Burger King. My favorite surprised me.businessinsider.com·13d ago

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Voices on X · last 7 days

No standout posts about $QSR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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