Bill Ackman's Pershing Square has held shares of Restaurant Brands International for over a decade. QSR stock has a healthy dividend yield of 3.4% but does not look like a compelling buy.

Tim Hortons' business is cooling off just as Burger King is starting to pull its weight.

A new beverage platform running at or above plan in each market it has entered offers McDonald's stock its clearest evidenced path up from a base left by a year of underperformance.

Nelson Peltz is circling Wendy's with a take-private consortium even as the burger chain logs its sixth straight quarter of falling sales and shutters hundreds of restaurants. Whether deal fever or a genuine turnaround is driving this stock surge is the question every investor needs to answer before acting.

Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. Pershing Square is an alternative asset manager that primarily manages capital in publicly traded investment vehicles, with 98% of its capital structure dedicated to such assets, including Howard Hughes Holdings. This capital […]

MCD's lower valuation offers appeal, but weak U.S. traffic, value execution issues and cost pressure make patience key.

MCD's earnings beat highlights franchised strength, but weak U.S. traffic and margins keep investors focused on execution.

Restaurant Brands has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 14% to $77.66 per share while the index has gained 13.9%.

McDonald's has shed nearly 15% from its recent peak while a bold analyst just raised his target to levels most of Wall Street won't touch, and the question isn't whether the fundamentals support a recovery but whether the U.S. execution failure runs deeper than one bad quarter.

The burger’s overhaul, overseen by a corporate chef who had already worked magic at Popeyes, is helping propel a comeback.

Aaron Kaufman used to meet his lofty daily protein goals — a gram for each pound he weighs — with ground beef.

During the August 11 episode of CNBC’s Mad Money, host Jim Cramer discussed McDonald’s Corporation’s (NYSE:MCD) recent earnings report and said: Last week, we heard from both McDonald’s and Restaurant Brands International, the parent of Burger King… McDonald’s kicked things off last Tuesday morning, delivering a fairly tepid set of numbers. Their global same-store sales […]

On the August 11 episode of Mad Money, host Jim Cramer discussed the financial mechanics behind Restaurant Brands International Inc. (NYSE:QSR), and focused on the divergence between Burger King’s resurgence and the broader headwinds facing its parent company. He said: Apparently, the monarch is making a comeback because Burger King is running circles around the […]

Restaurant Brands’ second quarter results reflected steady execution across its multi-brand portfolio, with particular strength from Burger King and international markets. Management pointed to Burger King’s same-store sales outperformance and ongoing operational improvements as key drivers for the quarter. CEO Josh Kobza emphasized the company’s alignment with franchisees and highlighted strong performance in international markets such as Germany, Spain, and China. Kobza noted, “Our results hig

Fast-food chains scramble to resonate with younger consumers through new cold drink lines

Burger King U.S. surges past industry peers as Tim Hortons Canada faces headwinds.

Nelson Peltz's Trian Fund Management is preparing a takeover offer, sending shares up 14.70% on deal optionality, today, Aug. 12, 2026.

Treasury Secretary Scott Bessent criticized Economist Robert Reich‘s analysis, arguing that McDonald’s Corporation issues are not due to structural inequality but rather competition from rivals like Burger King, whose parent company is Restaurant Brands International Inc.. Bessent’s post on X...

Restaurant Brands International (NYSE:QSR) is back in focus after its latest quarterly update highlighted earnings that met or beat expectations, with Burger King momentum tied to menu changes and extensive restaurant remodeling efforts. See our latest analysis for Restaurant Brands International. The latest earnings update and capital returns have arrived after a period where Restaurant Brands International’s share price return has cooled in the short term, with the stock down over the past...

In early August 2026, Restaurant Brands International reported past second-quarter 2026 results showing year-on-year increases in sales to US$1,405 million, revenue to US$2,520 million, and net income to US$507 million, alongside a declared third-quarter dividend of US$0.65 per share and completion of a US$205.86 million buyback. Beyond headline figures, a sharper rise in earnings per share, continued Burger King operational improvements, and incremental share count reduction through...

Burger King has a new look in its sights.

MCD is pushing its 50,000-store goal to 2028 as U.S. traffic softens, but disciplined expansion and 2,600 planned 2026 openings support growth.

Fast-food company Restaurant Brands (NYSE:QSR) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 4.6% year on year to $2.52 billion. Its non-GAAP profit of $1.07 per share was 3.2% above analysts’ consensus estimates.

Wendy’s posted Q2 results, slashing its dividend and scaling back annual guidance while activist investor Nelson Peltz keeps up the pressure.

Wendy's held the No. 2 fast-food burger spot in America for years, but a shift in the rankings is shaking up the entire industry and putting the top chain on notice.

According to a report from CNBC, Burger King is now the number 2 burger chain in the U.S., after McDonald’s.

Burger King is back in second place. The chain has passed Wendy's to become the second-largest US burger brand by systemwide sales, a spot it lost six years ago. McDonald's still holds first place by a wide margin. The change showed up in the latest earnings from parent company Restaurant ...

The Burger King parent company has some momentum.

Restaurant Brands International (NYSE:QSR) reported second-quarter results that showed continued sales and earnings growth, led by Burger King U.S. and its international operations, while Tim Hortons Canada posted nearly flat comparable sales and Popeyes remained under pressure. Chief Executive Off

BK is taking MCD to school.

Moby summary of Restaurant Brands International Inc.'s Q2 2026 earnings call

Restaurant Brands International has delivered a 33.3% total return over the past five years, yet its current share price near US$72.92 and mixed valuation checks leave investors weighing a discounted intrinsic value estimate against an overall picture that is not a clear bargain or a clear overpay. A 33.3% gain over five years suggests Restaurant Brands International has rewarded patient shareholders, which raises the question of how much of that progress is now reflected in the...

QSR delivers third consecutive quarter of outperformance with 3.8% same-store sales growth, while navigating currency headwinds and elevated beef costs.

Burger King's improvement contrasted sharply with nearly flat Tim Hortons sales and another contraction at Popeyes.

Consumer stocks were lower late Thursday afternoon, with the State Street Consumer Staples Select Se

Consumer stocks were lower Thursday afternoon, with the State Street Consumer Staples Select Sector

By Karen Roman Krispy Kreme, Inc. (Nasdaq: DNUT) said second quarter adjusted EBITDA grew 43.2% to $28.8 million, and net revenue decreased 12.8% to $331.0 million due to its refranchising strategy and the closure of underperforming stores. System-wide sales increased 1.1% in constant currency terms to reach $497.3 million, and rose 2.6% excluding sales attributable […] The post Krispy Kreme Posts 43% EBITDA Growth as Turnaround Gains Momentum appeared first on ExecEdge.

Burger King’s 2 straight quarters of U.S. outperformance, undone by a flat Tim Hortons and a rising beef bill

Restaurant Brands International (TSX:QSR, NYSE:QSR) reported second quarter 2026 adjusted earnings above Wall Street expectations on Thursday, supported by stronger comparable sales led by Burger King in the US. The company posted adjusted diluted earnings of $1.07 per share, above the $1.03...

Although the revenue and EPS for Restaurant Brands (QSR) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Restaurant Brands reported US$2.52 billion in total revenues for the second quarter, up from US$2.4 billion the year before

Restaurant Brands International (QSR) reported better-than-expected second-quarter earnings on Thurs

Restaurant Brands International Inc. (NYSE:QSR) reported second-quarter results ahead of Wall Street earnings expectations on Thursday, with strong performance from Burger King helping to accelerate comparable sales growth despite mixed results across its other brands.

The fast-food burger chain’s U.S. same-store sales rose 8.5% in the second quarter, but its sibling brand has been in decline in seven of the past eight periods.

Restaurant Brands (QSR) delivered earnings and revenue surprises of +3.88% and +0.61%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Restaurant Brands International’s profit rose in the second quarter, driven by a standout performance at Burger King U.S. that bucked a broader trend of slowing fast-food demand across other major chains.

Fast-food company Restaurant Brands (NYSE:QSR) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 4.6% year on year to $2.52 billion. Its non-GAAP profit of $1.07 per share was 3.2% above analysts’ consensus estimates.

Investing.com -- Restaurant Brands International Inc. (NYSE: QSR) reported second-quarter earnings before the open on Thursday, topping earnings expectations.

Restaurant Brands posted adjusted earnings per share of $1.07 in the second quarter, topping Wall Street's estimate of $1.03

Chipotle Mexican Grill stock is valued above the market on earnings while running a thinner margin, and the growth paying for that gap now comes mostly from opening restaurants.