Restaurant Brands International, Inc. (QSR)

In the past six months, RBI reported stronger-than-anticipated Q4 2025 earnings performance with EPS of $0.96 and revenue of $2.47 billion. The company reaffirmed its long-term growth algorithm and shareholder returns, targeting over 8% organic Adjusted Operating Income growth through 2028 and announced plans to return $1.6 billion of capital to shareholders in 2026. RBI raised its quarterly dividend to $0.65. Restaurant Brands acquired its partners' stakes in Burger King China for $158 million. Analyst ratings reflected varied perspectives, and there was notable insider selling activity during this period.

Restaurant Brands International Inc. products and services exhibit some seasonal patterns based on historical data. April has been the strongest month for QSR, while August tends to be the weakest month. The Tim Hortons segment experiences typical seasonality in its business, with the fourth quarter often being the softest.

Restaurant Brands International Inc. (RBI) is a global quick-service restaurant (QSR) company with nearly $45 billion in annual system-wide sales and over 32,000 restaurants across more than 120 countries. The company franchises and operates quick-service restaurants. RBI owns Tim Hortons, Burger King, Popeyes Louisiana Kitchen and Firehouse Subs.

Restaurant Brands International has a global presence with its headquarters in Toronto, Canada, and an additional corporate office in Miami, Florida. The company operates in over 120 countries and territories worldwide, with more than 32,000 restaurants. Key regions include North America, Europe, Asia-Pacific, and other international markets, with expansion plans for Firehouse Subs in Switzerland, Albania, the United Arab Emirates, Brazil and Australia.

RBI is focused on strengthening its brands through operational improvements and modernization, menu innovation, and digital initiatives. Burger King has been accelerating its pace of remodels. Tim Hortons continues to build on its breakfast leadership and saw growth driven by new menu items and digital initiatives. Popeyes and Firehouse Subs are consistently recognized for food quality, taste, and flavor. Some reports suggest that financially stretched consumers remain disgruntled with restaurant offerings due to value propositions being out of sync with grocery stores, and persistent inflation in key ingredients and labor.

The ownership structure of Restaurant Brands International is primarily composed of institutional investors, with a smaller portion held by individual investors and insiders. Approximately 62.59% to 86.37% of the company's stock is owned by institutional investors. Insiders own approximately 1.26% to 3.75% of the company's stock. Alexandre Van Damme is a significant individual shareholder. Historically, 3G Capital and Berkshire Hathaway held significant stakes.