FINWIRES · TerminalLIVE
FINWIRES

漢堡王母公司餐飲品牌第一季獲利與營收領跑Street Views

By

-- 餐飲品牌國際公司(Restaurant Brands International,股票代號:QSR)週三公佈的第一季財報顯示,其獲利和營收均超出華爾街預期,而同店銷售成長則與市場普遍預期相符。 這家漢堡王母公司截至3月31日的第一季調整後每股盈餘從去年同期的0.75美元增至0.86美元,營收成長7.4%至22.6億美元。這些業績均高於華爾街先前預測的每股盈餘0.83美元和營收22.4億美元。同店銷售額成長3.2%,與華爾街預期一致。餐廳淨成長2.6%,低於去年同期的3.3%。 該公司股價在午後交易中下跌5.5%。截至2026年,該股累計上漲約13%。 第一季度,Tim Hortons品牌同店銷售額成長1.6%,Burger King成長5.8%,國際業務成長5.7%。 Firehouse Subs下降0.5%,Popeyes則暴跌6.5%。 執行長Josh Kobza在一份聲明中表示:“Tim Hortons和國際業務均實現了連續第20個季度同店銷售額增長。Burger King的業績反映了加盟商和團隊多年來的辛勤付出。” 根據FactSet發布的財報電話會議記錄顯示,財務長Sami Siddiqui在財報電話會議上表示,Restaurant Brands計劃在2026年回購約5億美元的股票。 Siddiqui告訴分析師:“我們正在密切關注牛肉成本,並預計隨著時間的推移,牛肉成本將恢復正常,預計到2027年左右將有所緩解。” 該公司繼續預計2024年至2028年同店銷售額將成長超過3%,並在演算法週期末期達到淨餐廳成長率超過5%。 Siddiqui表示,Restaurant Brands預計在2028年前每年新增約1,800家餐廳。 “我們正在持續簡化業務,並計劃在2027年底前逐步關閉Restaurant Holdings。”

Price: $77.08, Change: $-4.59, Percent Change: -5.62%

Related Articles

Insider Trading

Global-E Online Insider Sold Shares Worth $299,329, According to a Recent SEC Filing

Amir Schlachet, Director, CEO, on May 05, 2026, sold 9,450 shares in Global-E Online (GLBE) for $299,329. Following the Form 4 filing with the SEC, Schlachet has control over a total of 3,975,100 ordinary shares of the company, with 3,975,100 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1835963/000196428626000018/xslF345X05/ownership.xmlPrice: $31.26, Change: $-0.35, Percent Change: -1.11%

$GLBE
Sectors

Update: WTI Oil Plunges Following Reports the U.S. and Iran May Be Close to a Peace Deal

West Texas Intermediate (WTI) crude oil plunged 7% on Wednesday following reports the United States and Iran are close to an agreement to end their war, offering the possibility the Strait of Hormuz could soon reopen.WTI crude oil for June delivery closed down US$7.19 to settle at US$95.08 per barrel after touching US$88.66 in Asian trade, while July Brent oil was last seen down US$9.13 to US$100.74.The drop came as Axios overnight reported the two countries were close to a negotiated deal to end hostilities, which was later confirmed by U.S. President Trump. In a social media post, Trump said the war "will be at an end" and the Strait of Hormuz will reopen to traffic if Iran agrees to a U.S. peace proposal, while threatening to resume bombing if its terms are rejected.Citing Iran's state media, Reuters reported Iran's Islamic Revolutionary Guard Corps is claiming the Strait, the chokepoint for exports from Persian Gulf nations supplying 20% of daily oil demand, could reopen if a deal is reached.Oil prices have climbed by more than half since Iran closed the Strait when the war began on Feb. 28, trapping exports of oil, LNG, fertilizers and other commodities in the Persian Gulf. However an end to the war is unlikely to see a quick return to normal. Iranian attacks on oil and gas infrastructure in neighboring countries and restarting production from shut-in oilfields will limit a quick return to pre-war operating levels."If Hormuz were to be reopened, it would take an additional seven months at minimum to fully restore upstream production, assuming no permanent damage and supply chains operate smoothly. A recovery could take longer if there is damage to ports or other transport and loading infrastructure," S&P Global Energy noted.The Energy Information Administration on Wednesday reported another drop in U.S. commercial oil inventories, saying stocks fell by 2.3-million barrels last week, under the consensus estimate for a drop of 3.3-million barrels among analysts polled by Reuters.

$CLM6$LCON6$USO
Oil & Energy

US Oil Update: Futures Slide With Prospects of US-Iran Deal in Focus

Crude oil futures retreated in midday trading on Wednesday, extending losses from the previous session, as signs of progress toward a potential US-Iran agreement eased concerns about supply disruptions in the Middle East.Front-month West Texas Intermediate crude futures fell by 6.93% to $95.17 per barrel, while Brent futures were down 7.55% to $101.59/bbl.Soojin Kim, research analyst at MUFG, said tighter US crude inventories and ongoing Middle East supply risks continue to support prices despite improving sentiment around diplomacy.US crude oil inventories decreased by 2.3 million barrels to 457.2 mmbbls in the week ended May 1, the Energy Information Administration said in its weekly report on Wednesday.The agency said crude oil input to refineries dropped by 42,000 barrels per day from the previous week to average about 16 mmb/d in the week ending May 1. Crude oil production dropped by 13,000 b/d to 13.6 mmb/d.Iran is reviewing a new US proposal, and it will convey its response soon through Pakistan, according to media reports. On Wednesday, President Trump said "Great Progress" has been made on a final agreement to end the war with Iran, without giving more details.Trump said the US would pause its efforts to escort ships through the Hormuz Strait, as White House officials reportedly believe Washington is nearing a one-page, 14-point memorandum of understanding to end the conflict.ING strategists said a deal that normalizes oil flows through Hormuz is crucial, with about 13 million b/d of disrupted supply largely offset by declining inventory.However, Rystad Energy strategists said even if an agreement is reached, the impact on actual oil flows would be slower and more conditional than current price action suggests."A deal announcement would move futures further immediately, in fact, even the potential of a deal is already triggering a decline in oil prices. However, the physical market does not run on political timelines," said Paola Rodriguez-Masiu, Rystad's chief oil analyst.On the supply front, Venezuelan crude exports climbed to a seven-month high of just over 1.05 million barrels per day in April, more than double from January levels, as a revamped licensing framework and easing trade restrictions supported a broader recovery in flows.Kpler said the rebound was driven by stronger demand from traditional buyers, with the US importing about 400,000 b/d and India taking 384,000 b/d.