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Research

Research Alert: Qsr: Q1 Beats Estimates; Burger King Us Gains Momentum

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Consolidated system-wide sales grew 6.2% with comparable sales accelerating to 3.2%, while adjusted EPS of $0.86 increased 15% Y/Y, beating consensus of $0.83. Organic adjusted operating income growth of 10.7% positions the company ahead of its 8%+ full-year target. Burger King U.S. turnaround is accelerating with comps of +5.8% above the +3.3% consensus, validating the Reclaim the Flame investment as the key investable takeaway. Management resumed share repurchases with $940M remaining under authorization and a $500M full-year target. We believe sustained Burger King U.S. momentum would be the primary catalyst for multiple expansion, as this represents the clearest evidence the turnaround is working. International remains the growth engine with 11.1% system-wide sales growth and 20 consecutive quarters of positive comps. Popeyes U.S. remains a headwind with comps declining 6.5%, while Tim Hortons' margin compression despite revenue growth suggests reinvestment may be structural, bearing watching.

$QSR
US Markets

Stocks Rise Pre-Bell, Oil Prices Fall After Report Says US, Iran Nearing Peace Agreement

The main US stock measures were pointing higher in Wednesday's premarket activity, while oil prices declined after a media report said the US and Iran are nearing a potential agreement to end their conflict.The S&P 500 and the Dow Jones Industrial Average rose 0.7% each before the opening bell, while the Nasdaq advanced 1.2%. The indexes finished the previous trading session in the green, with the S&P 500 and the Nasdaq closing with new highs.Washington is nearing an agreement with Tehran on a one-page memorandum of understanding to end their conflict in the Middle East and establish a framework for more detailed nuclear negotiations, Axios reported Wednesday, citing two US officials and two other sources familiar with the matter.In a social media post on Tuesday, President Donald Trump said the US is temporarily pausing "Project Freedom," its effort to guide neutral ships locked up in the Strait of Hormuz out of the crucial waterway. Trump noted that the US blockade on Iranian ports will remain in effect.US Defense Secretary Pete Hegseth reportedly said Tuesday that the ceasefire agreement with Iran remained intact despite recently renewed tensions in the Gulf region.West Texas Intermediate crude oil dropped 9.3% to $92.88 a barrel in premarket action, while Brent fell 8.3% to $100.77.Treasury yields slipped before the open, with the two-year rate retreating 7.3 basis points to 3.87% and the 10-year rate off 6.8 basis points to 4.35%.Walt Disney (DIS), Uber Technologies (UBER), CVS Health (CVS), Marriott International (MAR), Johnson Controls International (JCI), Restaurant Brands International (QSR), Kraft Heinz (KHC) and Performance Food Group (PFGC) are some of the major companies scheduled to report their latest financial results before the bell, among others.Arm Holdings (ARM), Applovin (APP), DoorDash (DASH) and Warner Bros. Discovery (WBD) post earnings after the markets close.Shares of Advanced Micro Devices (AMD) jumped 18% pre-bell after the chipmaker reported stronger-than-expected first-quarter results. Novo Nordisk's (NVO) US-listed stock climbed 7.5% as the Danish pharmaceutical giant issued an improved full-year sales outlook. Arista Networks (ANET) declined 8.1% after it issued a downbeat second-quarter revenue outlook.Wednesday's economic calendar has the weekly mortgage applications bulletin at 7 am ET, followed by the ADP Employment report for April at 8:15 am. The weekly EIA domestic petroleum inventories report is out at 10:30 am.Federal Reserve Bank of St. Louis President Alberto Musalem is slated to speak at 9:30 am, while Chicago Fed President Austan Goolsbee speaks at 1 pm.Gold increased 3.1% to $4,710 per troy ounce, while bitcoin moved up 0.8% to $82,210.

Dow JonesNasdaq CompositeS&P 500$AMD$ANET$APP$ARM$CVS$DASH$DIS$JCI$KHC$MAR$NVO$PFGC$QSR$UBER$WBD
Wire

Restaurant Stocks Trail Market Amid Soft Demand, Early Q2 Volatility, BofA Says

Restaurant stocks are trailing the broader market as Q2 gets underway, with rising gasoline prices and softer demand weighing on the group, BofA Securities said Friday in a report.Same-store sales improved in Q1 despite adverse weather, while early April trends are difficult to interpret because Easter fell earlier this year, typically slowing restaurant traffic, the report said.Higher fuel costs are squeezing budgets and margins after investors had expected stronger spending helped by tax refunds, BofA said. Restaurants showing steady customer traffic and clear earnings momentum should stand out, the report said.In coverage of 19 companies, BofA cut its price target on Chipotle Mexican Grill (CMG) stock to $50 from $53, citing adjustments to its long-term earnings model tied to recent stock volatility. The company remains a strong brand with meaningful long-term earnings potential, the report said.BofA raised its price target on Starbucks (SBUX) stock to $130 from $120. The coffee chain is working to improve store operations and customer service, and these efforts could help stabilize results and support a recovery as the year progresses, the report said.BofA boosted its price target on Restaurant Brands International (QSR) stock to $74 from $63, pointing to improvements across its major chains. Better marketing and store upgrades, particularly at Burger King, may help drive steadier sales, the report said.Chipotle shares rose 0.5% in Friday trading, Starbucks fell 0.6%, and Restaurant Brands eased 0.1%.Price: $34.10, Change: $+0.20, Percent Change: +0.58%

$CMG$QSR$SBUX
Wire

BofA Adjusts Price Target on Restaurant Brands International to $74 From $63

Restaurant Brands International (QSR) has an average rating of overweight and mean price target of $82.89, according to analysts polled by FactSet.Price: $80.93, Change: $-0.30, Percent Change: -0.37%

$QSR
Wire

Restaurant Brands Seen Extending Q1 Momentum on Burger King, International Strength, RBC Says

Restaurant Brands International (QSR) is expected to extend its "positive momentum" into Q1, led by strength at Burger King and its international segment, while valuation leaves room for further upside, RBC Capital Markets said.The brokerage said in a Monday note that it expects the company to "beat" quarterly estimates and said risk/reward and investor sentiment remain positive. It cited improving fundamentals and a high-teens discount to mature global quick-service peers.Burger King is gaining traction as ongoing renovations, menu innovation and targeted marketing drive performance, with only about 58% of US locations modernized by the end of 2025.RBC said the brand is approaching a "critical mass" of renovated stores that is creating a positive halo effect on performance. International operations remain a standout, with broad-based strength across key European markets such as France, the UK, Spain and Germany.The firm flagged potential headwinds at Tim Hortons from slowing Canadian population growth, which could limit same-store sales upside in 2026. Popeyes is still undergoing an operational turnaround that may take multiple quarters before returning to positive same-store sales growth.RBC said it continues to view Restaurant Brands International as a "top idea" in the global franchised fast-food sector, with improving Burger King US trends, accelerating international growth and a shift toward growth-focused capital allocation expected to support the stock.The firm has an outperform rating on Restaurant Brands and raised its price target to $90 from $83.Price: $78.71, Change: $-0.20, Percent Change: -0.25%

$QSR
Research

Research Alert: CFRA Keeps Hold Opinion On Shares Of Restaurant Brands International Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target by CAD15 to CAD114, based on 21x our 2026 EPS estimate (up from 18x), in line with the shares' 10-year average forward multiple. We raise our 2026 EPS to USD4.05 (CAD5.43) from USD4.00 and lower 2027's to USD4.29 (CAD5.75) from USD4.30. Our revised multiple reflects our view that QSR's franchised model offers better earnings resilience than company-operated formats in an environment of heightened margin headwinds. Our new estimates reflect potential acceleration of consumer trade-down toward value as higher gas prices may limit dining occasions or overall purchasing power. Our opinion remains Hold, as QSR is not immune to cost pressures, with adjusted operating margins falling 120 bps in 2025. We believe 2026 consensus estimates suggest expectations of margin expansion, with EPS growth estimates of 9.9% outpacing revenue growth of 4.3%, which may be at risk. Additionally, current valuation at historical averages leaves limited upside.

$QSR

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