Restaurant Brands International

Restaurant Brands International reported $2.3 billion revenue for Q1 2026 and a 15% net income margin while facing a court-ordered mediation impasse over its Carrols acquisition. Burger King delivered 6% comparable-store sales growth in Q1 and the international division rose 11% year over year, helping push shares to a 52-week high in May. Revenue trends show seasonal swings but steady year-over-year growth across RBI's portfolio of Tim Hortons, Burger King, Popeyes and Firehouse Subs. » More on finance.yahoo.com

The London Company initiated a position in Restaurant Brands International, citing its high-margin, royalty-driven franchise model and predictable cash flow from Burger King, Tim Hortons, Popeyes and Firehouse Subs. The fund highlights QSR's discount to peers like McDonald's and Yum! Brands, management's plan to simplify operations and move toward a nearly fully franchised model by 2028, and an attractive dividend as drivers to close the valuation gap. QSR trades near $72.67 with a market cap of $33.16 billion and is viewed as a long-term Quality-at-a-Reasonable-Price opportunity despite U.S. Burger King performance concerns. » More on finance.yahoo.com

Shares of Restaurant Brands International climbed to a new 52-week high of $75.57 and are currently trading around $75.51. Over the past year the stock delivered a total return of 14.63% and offers a dividend yield of 3.49%. InvestingPro rates the shares as undervalued at the current level, while analysts raised their price targets after the investor day (Stifel $90, Truist $87, Piper Sandler $84; Morgan Stanley $78). The company also reported an unsolicited mini-tender offer to buy 100,000 shares at $43.60, well below the market price. » More on de.investing.com