Restaurant Brands International, Inc. (QSR)

In the past six months, QSR's stock price has experienced several notable events. RBI reported its third-quarter 2025 results with consolidated system-wide sales growth of 6.9% year-over-year. RBI completed a joint venture with CPE to reignite growth at Burger King in China. Peter Perdue was announced as the new President of Popeyes U.S. and Canada, and Nicolas Henrich as the Chief Operating Officer of Burger King U.S. and Canada. RBI recommended shareholders reject an unsolicited mini-tender offer from NYSB. Over the past six months, QSR's stock price has increased by 9.58%.

The provided information does not explicitly detail the demand seasonality for Restaurant Brands International, Inc.'s products and services. However, quick-service restaurants generally experience fluctuations in demand based on factors such as holidays, weather, and consumer spending habits. Coffee and breakfast items might see higher demand during morning commutes, while lunch and dinner items would likely peak during those meal times. Travel and holiday seasons could also influence demand for quick-service food.

Restaurant Brands International Inc. (RBI) is a Canadian-American multinational quick-service restaurant (QSR) holding company operating in the Restaurants & Bars sector. It is one of the world's largest QSR companies with nearly $45 billion in annual system-wide sales and over 32,000 restaurants across more than 120 countries and territories. The company's portfolio includes Tim Hortons, Burger King, Popeyes Louisiana Kitchen, and Firehouse Subs. RBI's business model primarily revolves around franchising and operating these quick-service restaurants.

Restaurant Brands International operates its businesses across all regions worldwide, with a significant concentration in North America (United States and Canada). As of year-end 2024, its brands had 15,639 franchised international locations. The company's principal executive offices are in Miami, Florida, while its North American brands maintain headquarters in their founding markets. Sales in USD billions are as follows: United States: $3.78B (2020), $2.52B (2021), $2.27B (2022), $2.00B (2023), $1.89B (2024); Canada: $3.68B (2020), $3.63B (2021), $3.46B (2022), $3.04B (2023), $2.55B (2024); Other: $939M (2020), $874M (2021), $774M (2022), $699M (2023), $533M (2024).

While specific events negatively impacting RBI's overall brand reputation in the past year were not prominently detailed, the company is actively working on improving sustainable outcomes through its "Restaurant Brands for Good" framework. The company's focus on digital ordering, delivery partnerships, menu innovation, and loyalty initiatives also aims to drive customer frequency and support franchise partner margins.

Restaurant Brands International Inc. (QSR) has a diverse ownership structure, including institutional, retail, and individual investors. Major institutional shareholders include Capital Research and Management Company, Pershing Square Capital Management, L.P., and BlackRock, Inc. Approximately 1.48% of the company's stock is owned by insiders. 3G Restaurant Brands Holdings LP, an affiliate of the Brazilian investment company 3G Capital, owns a significant stake in Restaurant Brands International.