Description

Restaurant Brands International Fires Up Growth: Can the Whopper Lead a Flame-Grilled Comeback?

Restaurant Brands International (RBI) reported a solid performance for the third quarter of 2025, achieving organic adjusted operating income growth of 8.8% and a system-wide sales increase of 6.9%. This was led by gains in its core brands, Tim Hortons, Burger King, and Popeyes, amidst a challenging consumer environment. The company has highlighted both positive outcomes and ongoing challenges within its business units. On the positive side, Tim Hortons remained a consistent performer, with Canada driving a 4.2% increase in comparable sales, surpassing the broader Canadian quick-service restaurant (QSR) industry by 3 percentage points. This growth was attributed to innovations in the menu, particularly in breakfast offerings and beverages, which witnessed record-high sales. The company is optimistic about further growth supported by digital initiatives, such as loyalty partnerships and the expansion of kiosk installations, contributing to higher average checks and guest engagement.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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