Core Viewpoint - Top Wall Street analysts have revised their outlook on several prominent companies, indicating potential shifts in investment sentiment and opportunities in the market [1] Company Analysis - Analysts are considering MCD stock as a potential buy, reflecting a positive sentiment towards the company's future performance [1]

Performance Review - The U.S. labor market added 130,000 nonfarm payrolls in January, exceeding the Dow Jones consensus estimate of 55,000 jobs, with the unemployment rate decreasing to 4.3%, the lowest since August [2][6] - Job growth was primarily concentrated in health care-related fields, but annual revisions indicated payroll gains from April 2024 to March 2025 were 898,000 lower than initially reported [6] Tariff Turnover - The House of Representatives voted to overturn President Trump's tariffs on Canada, with a vote of 219-211, reflecting a symbolic rebuke of Trump's economic policy [3][4] - The U.S. generated $30 billion from tariffs in January, marking a more than 300% year-over-year increase, which helped reduce the federal budget deficit [5] Company Performance - McDonald's reported a nearly 7% increase in domestic same-store sales for the fourth quarter, attributed to successful promotions and a focus on value [7][8] - Restaurant Brands International, the parent company of Burger King, also reported better-than-expected fourth-quarter results, with same-store sales outside the U.S. rising 6.1%, surpassing analysts' estimate of 3.7% [9] IPO vs. IOU - Wall Street is currently focused on debt issuance in the tech sector, with a UBS report estimating global tech and AI-related debt issuance could reach $990 billion in 2026, up from $710 billion in 2025 [11][12] - Major companies like Oracle and Alphabet have led corporate debt sales, with Amazon, Meta, and Tesla expected to follow suit [12]

Core Insights - Restaurant Brands International experienced a decline in profit during the fourth quarter, despite an increase in sales across its major brands, which contributed to revenue growth in the period [1] Financial Performance - The company's revenue increased due to higher sales across its major brands, indicating strong consumer demand [1] - However, the profit fell, suggesting that rising costs or other factors may have impacted the bottom line despite the revenue growth [1]

Core Insights - Restaurant Brands International reported stronger-than-expected quarterly earnings and revenue, driven by the international growth of Burger King, which helped offset weaker performance in other brands [1] Financial Performance - Adjusted earnings per share for the quarter ended December 31 reached 96 cents, exceeding analyst expectations of 95 cents [1] - Revenue increased to $2.47 billion, surpassing forecasts of $2.41 billion [1] - Net income attributable to shareholders fell to $113 million, or 34 cents per share, down from $259 million, or 79 cents per share, in the same quarter last year [1] - Net sales rose by 7.4%, while organic revenue grew by 6.5% after excluding currency fluctuations and planned refranchising [1] - Same-store sales increased by 3.1%, with international markets showing the strongest gains [1] International Expansion - Burger King's international same-store sales growth was 5.8%, exceeding analyst expectations of 3.7% [1] - Restaurant Brands is accelerating international expansion through a joint venture in China, with CPE acquiring about 83% ownership of Burger King China [1] - The joint venture allows for shared operational responsibilities and investment costs, emphasizing the importance of China as a growth market [1] Brand Performance - Tim Hortons reported same-store sales growth of 2.9%, below analyst expectations of 3.8%, but remained the largest revenue contributor at 46% of total revenue [1] - Burger King's overall same-store sales increased by 2.7%, exceeding analyst estimates of 2.4% [1] - Popeyes faced the weakest performance with same-store sales declining by 4.8%, compared to expectations of a 2.4% drop [1] - Restaurant Brands is taking steps to address Popeyes' slowdown, including leadership changes [1]

Core Viewpoint - Luckin Coffee Inc. is set to release its fourth quarter and full year 2025 financial results on February 26, 2026, before the U.S. market opens [1] Group 1: Financial Results Announcement - The financial results will be discussed in a conference call scheduled for February 26, 2026, at 8:00 am Eastern Time [1] - The conference call will be accessible via multiple dialing options for participants in different regions [2] Group 2: Company Overview - Luckin Coffee has established a technology-driven retail network aimed at providing high-quality, convenient, and affordable coffee products [3] - Founded in 2017 and based in China, the company aspires to build a world-class coffee brand integrated into daily life [3]

MONTREAL, Feb. 12, 2026 (GLOBE NEWSWIRE) -- (TSX : MTY) OPEN TO:Analysts, investors and all interested parties DATE:Thursday, February 19, 2026 TIME:8:30 AM Eastern Time RAPIDCONNET:To instantly join the conference call by phone, please use the following URL to easily register and be connected into the conference call automatically: https://emportal.ink/4t8tCNo CALL:1-416-945-7677 (For all International participants) 1-888-699-1199 (For all other North American participants) Participants can access a w ...

Burger King owner Restaurant Brands beats fourth-quarter sales estimates | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Item 1 of 2 Restaurant Brands International logo and stock graph are seen displayed in this illustration taken, May 3, 2022. REUTERS/Dado Ruvic/Illustration[1/2]Restaurant Brands International logo and stock graph are seen displayed in this illustration taken, May 3, 2022. REUTERS/Dado Ruvic/Illustration [Purchas ...

Core Insights - Restaurant Brands International reported strong quarterly earnings and revenue, exceeding expectations due to robust international growth [1][2] Financial Performance - The company reported a fourth-quarter net income of $113 million, or 34 cents per share, down from $259 million, or 79 cents per share, a year earlier [1] - Adjusted earnings were 96 cents per share, slightly above the expected 95 cents [7] - Net sales increased by 7.4% to $2.47 billion, with organic revenue growth of 6.5% after excluding currency fluctuations and refranchising sales [2] Same-Store Sales - Same-store sales rose by 3.1%, driven by strong international performance [2] - Outside the U.S. and Canada, same-store sales increased by 6.1%, with international Burger King restaurants achieving 5.8% growth, surpassing analyst expectations of 3.7% [3] Segment Performance - Tim Hortons reported a same-store sales growth of 2.9%, below the projected 3.8%, contributing 46% to overall revenue [5] - Burger King achieved a same-store sales growth of 2.7%, exceeding the expected 2.4% [5] - Popeyes experienced a decline in same-store sales of 4.8%, worse than the anticipated 2.4% decrease [5] Strategic Initiatives - The company plans to expand its international presence, including a joint venture for Burger King China, where CPE owns approximately 83% and Restaurant Brands retains a 17% stake [4] - To address challenges at Popeyes, the company appointed Burger King veteran Peter Perdue to lead the U.S. and Canadian business and named Matt Rubin as the new chief marketing officer [6] - Further growth strategies will be discussed at the investor day in Miami on February 26 [6]

Core Insights - Restaurant Brands International Inc. (RBI) reported a consolidated system-wide sales growth of 5.8% in Q4 2025 and 5.3% for the full year 2025, with comparable sales increasing by 3.1% in Q4 [1][2] - The company achieved its 2025 targets for organic Adjusted Operating Income (AOI) growth and net leverage, returning approximately $1.1 billion of capital to shareholders while investing for growth [1][4] - CEO Josh Kobza highlighted the consistent execution from teams and franchisees, leading to a third consecutive year of roughly 8% organic AOI growth [1][3] Operational Highlights - System-wide sales for Q4 2025 reached $12.131 billion, up from $11.279 billion in Q4 2024, while total revenues for the year were $46.762 billion compared to $44.476 billion in 2024 [1][2] - Net restaurant growth was reported at 2.9% for Q4 and 2.9% for the full year, with a total system restaurant count of 33,041 at the end of 2025 [1][2] - Adjusted Operating Income for Q4 was $674 million, reflecting a 15.6% growth compared to Q4 2024, while the full year adjusted operating income was $2.584 billion, up 8.3% from 2024 [1][2] Financial Performance - Total revenues for Q4 2025 were $2.466 billion, an increase from $2.296 billion in Q4 2024, while full-year revenues rose to $9.434 billion from $8.406 billion [1][5] - Net income from continuing operations for Q4 was $274 million, down from $361 million in Q4 2024, with diluted earnings per share from continuing operations at $0.60 compared to $0.79 in the prior year [1][5] - The company declared a dividend of $0.65 per common share for Q1 2026, with an annual total dividend target of $2.60 per share for 2026 [1][4] Segment Performance - Tim Hortons (TH) reported system-wide sales growth of 2.7% in Q4 2025, while Burger King (BK) saw a 1.9% increase, and Popeyes (PLK) experienced a decline of 2.5% [2][3] - The International (INTL) segment achieved a system-wide sales growth of 11.9% in Q4, driven by strong performance from Burger King and Popeyes [3][4] - The Restaurant Holdings (RH) segment, which includes results from the Carrols acquisition, reported total revenues of $480 million in Q4 2025, up from $445 million in Q4 2024 [4][5] Future Outlook - For 2026, RBI expects consolidated capital expenditures of around $400 million and adjusted interest expense between $500 million and $520 million [4][5] - The company aims for long-term consolidated performance of 8%+ organic AOI growth and 3%+ comparable sales from 2024 to 2028 [4][5] - RBI continues to focus on refranchising efforts and enhancing operational efficiency across its brands [4][5]

Market Overview - U.S. stock futures rose on Thursday following a decline on Wednesday, driven by a strong January jobs report [1] - The Dow Jones index declined after a record-high close on Tuesday [1] - The 10-year Treasury bond yield was at 4.175%, while the two-year bond yield was at 3.502% [1] - The CME Group's FedWatch tool indicates a 94.1% likelihood of the Federal Reserve keeping interest rates unchanged in March [1] Index Performance - Dow Jones increased by 0.21% [2] - S&P 500 rose by 0.23% [2] - Nasdaq 100 gained 0.17% [2] - Russell 2000 saw an increase of 0.39% [2] Stocks in Focus - Micron (MU) maintains a strong price trend across short, medium, and long terms according to Benzinga's Edge Stock Rankings [2] - Novocure (NVCR) shows a strong price trend in the short and medium terms but a weaker trend in the long term [3] - Fastly (FSLY) maintains a strong price trend across all time frames [4] - McDonald's (MCD) also shows a strong price trend across short, medium, and long terms [5] - Applovin (APP) has a weak price trend across all time frames [6] Analyst Insights - Analysts at the Schwab Center for Financial Research noted that investors are awaiting the Consumer Price Index (CPI) release [7] - The market is pricing out rate cuts for this year following the jobs report [7] - The likelihood of a Federal Reserve rate cut next month dropped to 6% from 20% earlier in the week, with less than 60% chance of at least one rate cut by June [8] Economic Data - The three-month average of nonfarm payroll growth increased to 73,000 in January, the highest since February 2025 [9]