Here's Why You Should Add QSR Stock to Your Portfolio Right Now

Core Insights - Restaurant Brands International Inc. (QSR) is enhancing its market position through innovative menu offerings, operational efficiency, and strategic restaurant remodels, demonstrating resilience in the competitive quick-service restaurant industry [1] - The company's stock has increased by 15.5% over the past year, outperforming the Zacks Retail - Restaurants industry's growth of 6.8% [2] - QSR's 2026 EPS estimate has been revised upward to $3.99 from $3.97, indicating positive growth despite inflation pressures [4] Factors Driving Growth - Core brands such as Tim Hortons, Burger King, and Popeyes are pivotal for sustained growth, with Tim Hortons contributing approximately 44% of operating profit and achieving 4.2% comparable sales growth in Q3 2025 [6][7] - Burger King U.S. is experiencing growth under the Reclaim the Flame strategy, with a 3.2% increase in comparable sales, supported by menu innovation and restaurant remodels [6][9] - Popeyes is expanding internationally, particularly in EMEA and China, leading to significant system-wide sales growth [8] Remodeling and Refranchising Initiatives - QSR is modernizing its restaurant base through remodeling and refranchising initiatives, with around 400 remodels planned for Burger King U.S. in 2025 [9] - The refranchising program aims to transition between 50 and 100 Burger King restaurants in 2025, promoting a capital-light and franchise-led growth model [9] Focus on Menu Innovation - Menu innovation is a key strategy for driving traffic and customer engagement, with Tim Hortons seeing a 6.5% increase in breakfast food sales due to new offerings [10] - Burger King's new menu items, such as the Barbecue Brisket and Crispy Onion Whoppers, have performed well, attracting a younger demographic [11] Financial Performance Indicators - QSR's trailing 12-month return on equity (ROE) stands at 32.4%, significantly higher than the industry average of 23.3%, indicating efficient use of shareholders' funds [12]