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QSQSR

Restaurant Brands International Inc.

Rising onWhy it's trendingX chatter picking upBacked by solid revenue growthPrice and volume picking up
$QSR·$26B·Restaurants·Consumer Cyclical
$75.01-2.8%YTD+10.3%1Y+7.8%
Mentions · last 7 days
2026-07-11: 19 posts2026-07-12: 32 posts2026-07-13: 62 posts2026-07-14: 43 posts2026-07-15: 63 posts2026-07-16: 69 posts2026-07-17: 47 posts337+33%
Price updated 4h ago·X counts updated 4h ago
QSQSR
$QSRRestaurant Brands International Inc.
$75.01-2.77%337 posts+33%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $QSR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Restaurant Brands is quietly compounding at 10% t12m returns with Burger King turnaround momentum and a fresh new director.

Restaurant Brands International owns Burger King, Tim Hortons, Popeyes, and Firehouse Subs, $26B market cap, and reports Q2 2026 earnings 2026-08-06.

  • Q1 revenue was $2.26B, up 7.3% year-over-year, with EPS $0.86 topping the $0.83 consensus by 3.9% — the fourth consecutive positive surprise in a series showing 2-5% beats and one modest miss last summer.
  • Q1 gross margin 49.6% and operating margin 27.0% (both improving from the seasonal Q4 low), and trailing ROIC 8.0% pairs with ROE 27.1% reflecting the tax-inverted structure.
  • On June 3, the Board added Marcia Marie Smith as director, and eight insider equity awards on July 7-9 reflect normal executive compensation cadence.
  • MarketBeat coverage on July 1 flagged the Burger King turnaround narrative regaining momentum after the Carrols refranchising and the accelerated digital-remodel program.
  • The stock is up 11% over twelve months and 9% year-to-date, sitting 62% through the 52-week range with defensive beta 0.53.
  • Consensus models 2026 EPS $4.06 rising to $4.44 in 2027 and $4.85 in 2028 — at $74.19 the 26.4x multiple discounts steady mid-single-digit growth.

The setup is a large-cap quick-service compounder with a genuine Burger King turnaround catalyst — the print reads whether same-restaurant sales confirm the reacceleration.

What to watch: August 6 Q2 earnings — Burger King U.S. same-restaurant sales (the segment where the turnaround thesis lives), Tim Hortons Canada comparable growth, Popeyes international expansion, and fiscal 2026 guidance versus the $4.06 EPS consensus. Any commentary on Carrols refranchising completion timing and digital-order attach is a separate qualitative signal.

On the calendar: 2026-08-06 Q2 2026 earnings; Burger King U.S. same-restaurant-sales trajectory is the swing factor.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — Food input cost inflation is the margin headwind across the sector; Cracker Barrel's turnaround narrative and CAVA's Mediterranean expansion are the two..

What this means for $QSR

Direct beneficiary — Franchises Burger King, Tim Hortons, Popeyes, and Firehouse Subs; capital-light QSR royalty model with 30,000+ restaurants globally; primary revenue lines track directly to the food input cost inflation and pricing power margin management.

Industry benchmark

17-name peer basket
+7.7%YTD
-17.6%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
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%
Q2 2025Aug 7, 2025$0.94$0.97-2.9%
Next earningsThu, Aug 6·consensus EPS $1.03

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 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.9B$9.8B – $10.0B$4.06$3.97 – $4.2319
FY27$10.0B$9.5B – $10.5B$4.44$4.24 – $4.7019
FY28$10.0B$10.0B – $10.0B$4.85$4.73 – $5.0312
FY29$10.4B$10.1B – $10.8B$5.58$5.36 – $5.8511
FY30$10.0B$9.7B – $10.4B$5.89$5.66 – $6.186

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.0.7×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.77%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.+3.2%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.+7.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

No open-market buys or sells in the last 180 days.

+ 16 other (16 awards) 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
Free, forever. No credit card.

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

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.

+ 11 other (3 proxys · 2 earnings 8-Ks · 2 13Gs · 1 10-Q) in window

Recent news

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

Billionaire Investor Bill Ackman’s Top 5 Bets: Buy, Hold, or Steer Clear?247wallst.com·10h agoHappy Belly Food Group's Heal Wellness QSR Announces the Grand Opening of its Newest Location in Downtown Toronto, Ontarionewsfilecorp.com·20h agoHappy Belly Food Group's Heal Wellness QSR Secures a Real Estate Location in Toronto's Leaside Neighborhoodnewsfilecorp.com·5d agoHappy Belly Food Group's Heal Wellness QSR Announces the Grand Opening of its Newest Location in Whitby, Ontarionewsfilecorp.com·8d agoHappy Belly Food Group's Heal Wellness QSR Secures a Real Estate Location in North Oakville, Ontarionewsfilecorp.com·10d ago

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Voices on X · last 7 days

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

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