Restaurant Brand Stock Price, News & Analysis

Restaurant Brands International (NYSE: QSR) announced two senior U.S. and Canada leadership changes on November 4, 2025. Peter Perdue, a 12‑year RBI veteran and former COO of Burger King U.S. & Canada, was appointed President of Popeyes, U.S. and Canada, succeeding Jeff Klein who will be leaving the company. Nicolas Henrich was named Chief Operating Officer of Burger King, U.S. and Canada, succeeding Perdue. Announcements highlight Perdue's role in Burger King's operations turnaround and Henrich's franchise, finance, and supply‑chain experience; management will focus on unlocking share gains at Popeyes and driving Burger King operational excellence.

Restaurant Brands International (NYSE: QSR) reported third-quarter 2025 results for the period ended September 30, 2025: Consolidated system‑wide sales +6.9% YoY, Comparable Sales +4.0%, and International Comparable Sales +12.1%. GAAP income from operations was $663M and diluted EPS from continuing operations was $0.96. Adjusted Operating Income (AOI) was $702M with organic AOI growth of 8.8%; Adjusted EPS was $1.03 (nominal growth +10.7%). Net leverage was reported at 4.4x. Management said RBI remains on track for 8%+ organic AOI growth for 2025 and highlighted strength in Tim Hortons and International segments.

Restaurant Brands International (NYSE: QSR) warned shareholders on October 15, 2025 about an unsolicited mini-tender offer from New York Stock and Bond LLC to buy up to 10,000 shares (~0.002% of outstanding) at US$28.80 per share. RBI noted that US$28.80 is a 54.89% discount to the NYSE closing price of US$63.85 on September 16, 2025 and does not endorse the offer. RBI recommends shareholders do not tender and reminds those who already tendered they can withdraw within 14 days following delivery of their acceptance form per the offer documents. The release cites SEC and CSA guidance warning investors about mini-tender risks and provides links for broker and investor resources.

Restaurant Brands International (NYSE: QSR) rescheduled its third quarter 2025 financial results release to Thursday, October 30, 2025. The company will host an investor conference call the same morning at 8:30 a.m. Eastern Time. The call will be webcast on the investor relations site and a replay will be available for 7 days after the release.

Dial-in access is provided for U.S., Canadian and international callers with access code 078506. Investors can use the webcast or the listed dial-in numbers to participate.

Popeyes (NYSE:QSR) has announced major expansion plans in Mexico through new development agreements with regional franchisees. The company plans to open more than 300 new restaurants over the next 10 years across Mexico's Northwest, West, Central, and Southeast regions.

The expansion will be executed through partnerships with four franchisee groups: Star Louisiana (West region), Border Crunch (Northwest region), Grupo Euro (Central region), and Grupo Berny (Southeast region). The initiative is expected to create thousands of new local jobs and introduce Popeyes' signature products, including their famous chicken sandwich, to new Mexican markets.

This expansion is part of Popeyes' broader international growth strategy, following recent openings in Costa Rica, Italy, and the Balkans. The brand currently operates in more than 45 countries worldwide.

Restaurant Brands International (NYSE: QSR) has issued a warning to shareholders regarding an unsolicited mini-tender offer from Ocehan LLC. The offer seeks to purchase up to 50,000 RBI common shares (approximately 0.02% of outstanding shares) at CAD $66.50 per share, representing a significant 24.81% discount to the TSX closing price of CAD $88.44 as of August 20, 2025.

RBI strongly recommends shareholders reject the offer and emphasizes it has no association with Ocehan. The company highlights that mini-tender offers, which target less than 5% of shares, often avoid standard securities regulations and may confuse investors about pricing, as noted by both the SEC and CSA.

Restaurant Brands International (NYSE: QSR) has scheduled its third quarter 2025 financial results announcement for Wednesday, November 5, 2025. The company will host an investor conference call at 8:30 a.m. Eastern Time on the same day.

The earnings call will be accessible via webcast on RBI's investor relations website, with a replay available for 30 days. Investors can also join through dial-in numbers provided for U.S., Canadian, and international callers using access code 078506.

Restaurant Brands International (NYSE:QSR) has announced the renewal of its Normal Course Issuer Bid (NCIB) program, allowing for share repurchases up to $1 billion through September 30, 2027. The new authorization replaces the previous two-year program that expires September 30, 2025.

Under the renewed NCIB, QSR can purchase up to 32,326,078 common shares, representing 10% of its public float, during the period from September 16, 2025, to September 15, 2026. Purchases will be made through the TSX, NYSE, and alternative trading systems, with daily repurchases on TSX limited to 237,040 shares. Despite this authorization, the company emphasizes its priority remains focused on debt reduction in the near term.

Restaurant Brands International (NYSE:QSR) reported Q2 2025 financial results with consolidated system-wide sales growth of 5.3%, driven by 9.8% growth in International markets. The company achieved comparable sales growth of 2.4%, with notable performance from Burger King International (4.1%) and Tim Hortons Canada (3.6%).

Key financial metrics include total revenues of $2.41 billion, adjusted operating income of $668 million (5.7% organic growth), and adjusted diluted EPS of $0.94 (9.2% growth). The company maintains its guidance for 8%+ organic Adjusted Operating Income growth in 2025.

Segment performance showed Tim Hortons delivering 3.9% system-wide sales growth, Burger King achieving 1.0% growth with US comparable sales up 1.5%, Popeyes recording 1.6% system-wide sales growth, and Firehouse Subs posting 6.3% system-wide sales growth.