Restaurant Brands International (NYSE: QSR) and Yum!
Restaurant Brands International Inc. (QSR) Analyst/Investor Day Transcript
Restaurant Brands International is downgraded to neutral amid slowing domestic comps and intensifying price competition from McDonald's. QSR's international comps and unit growth remain robust, but U.S. and Canada sales momentum is waning, raising concerns about market share retention. Despite 16% y/y adjusted operating income growth and margin expansion, QSR's 4.2x leverage ratio and $12.5B net debt remain significant risks.
Restaurant Brands International Inc. (QSR) Q4 2025 Earnings Call Transcript
While the top- and bottom-line numbers for Restaurant Brands (QSR) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Restaurant Brands International (NYSE: QSR) reported Q4 2025 results that met earnings expectations while delivering modest revenue upside, capping a year marked by steady execution across its global quick-service restaurant portfolio.
Restaurant Brands (QSR) came out with quarterly earnings of $0.96 per share, beating the Zacks Consensus Estimate of $0.93 per share. This compares to earnings of $0.81 per share a year ago.
Restaurant Brands International reported quarterly earnings and revenue that topped Wall Street's expectations. Strong international sales fueled company-wide same-store sales growth of 3.1%.
Restaurant Brands (QSR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Restaurant Brands boosts growth with strong Tim Hortons and Burger King sales, menu innovation, remodels and rising EPS estimates despite inflation headwinds.
Investors looking for stocks in the Retail - Restaurants sector might want to consider either Restaurant Brands (QSR) or Chipotle Mexican Grill (CMG). But which of these two companies is the best option for those looking for undervalued stocks?
Restaurant Brands International is initiated at a buy rating, capitalizing on sector rotation and underappreciated comp sales strength. Tim Hortons and Burger King are driving comp sales acceleration, with Tim Hortons outperforming Canadian QSR peers and Burger King surpassing McDonald's and Wendy's in Q3 US comps. QSR trades at a modest 17.2x forward P/E, offers a ~3.5% yield, and is delivering above-peer comp growth and free cash flow expansion despite macro and leverage risks.