Professional
Added to YB: 2026-03-30
Pitch date: 2026-02-11
QSR [neutral]
Restaurant Brands International Inc.
+5.51%
current return
Author Info
No bio for this author
Company Info
Restaurant Brands International Inc. operates as a quick service restaurant company in Canada, the United States, and internationally.
Market Cap
$25.3B
Pitch Price
$67.69
Price Target
N/A
Dividend
3.57%
EV/EBITDA
14.72
P/E
27.77
EV/Sales
4.38
Sector
Hotels, Restaurants and Leisure
Category
growth
Pershing Square Portfolio Holding: Restaurant Brands International Inc.
QSR (holding update): High-quality QSR biz w/ significant long-term growth potential trades at 18x NTM EPS, >20% discount to peers. Tim Hortons comp sales +3% outperform Canada QSR; intl comp sales +5% beat MCD. China biz returned to growth; Carrols refranchising ahead of schedule. On track for 8% op profit growth despite lower unit contribution. Simplifying to capital-light model. +9% 2025, +4% YTD 2026.
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