Restaurant Brands International

Restaurant Brands International reported progress in its turnaround at the Barclays conference, with aggregate comparable sales growth of 3.5% and operating profit up 8.5% year-to-date. Burger King USA delivered the strongest contribution with +8.5% same-store sales in Q2, while Popeyes and Tim Hortons still need more consistent execution. International operations are growing in the double digits and remain an important growth engine. RBI is targeting roughly 5% net unit growth by 2028, about 8% organic operating profit growth, and net leverage in the low- to mid-3x range. » Plus sur de.investing.com

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. » Plus sur 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. » Plus sur finance.yahoo.com