Restaurant Brands International (QSR): A Dividend Giant With Global Reach
This Canadian Dividend Aristocrat looks ready to "serve up" some healthy profits
When the world gets wobbly, people still crave their morning coffee, a comforting burger, or a reliable fried chicken fix. That’s where Restaurant Brands International (QSR) shines.
This Canadian-based giant is the parent company of Tim Hortons, Burger King, Popeyes, and Firehouse Subs, with a footprint that spans over 100 countries. It’s not just a fast food play—it’s a global cash-flow machine with serious dividend credentials.
Why I Like It:
1. Dividend Strength
QSR is a dividend powerhouse. As of June 2025, it offers a yield of around 3.3%, and it has grown that payout steadily over time. For income-focused investors, this is a compelling anchor stock—especially in a higher interest rate environment where consistency matters more than speculation.
2. Global Franchising Model = High Margins
What makes QSR unique is its asset-light franchising strategy. Rather than owning and operating the majority of its restaurants, QSR collects royalties and fees from franchisees. That keeps capital expenditures low and margins high. Translation: more money drops to the bottom line.
3. Transformation in Motion
QSR isn’t standing still. New CEO Patrick Doyle, formerly of Domino’s, is known for revitalizing brands. Under his guidance, Burger King has launched a major rebranding initiative, Tim Hortons has expanded internationally, and Popeyes continues to win in the chicken wars. The company is also investing heavily in digital drive-thrus, loyalty programs, and delivery tech—laying the groundwork for sustained long-term growth.
The Chart: QSR.TO / QSR (NYSE)
Looking at the chart, QSR is currently trading in a broad sideways channel between CAD $90–$105 on the TSX. It’s been consolidating since late 2023, after a strong bounce from the $78 level. That long base could act as a launchpad if macro conditions (especially interest rates and consumer confidence) turn favourable. Here is the 5 Year, Weekly chart.
Support zone: $90 CAD
Breakout trigger: $105 CAD
Next upside target: $115–$120 CAD
If the breakout comes on volume, this stock could re-rate quickly, especially with its defensive qualities in a jittery market.
Who Might Like This Stock?
Investors seeking dividend growth
People who want exposure to consumer staples but with a fast food twist
Those who appreciate brand loyalty and global scalability
Final Thought:
Restaurant Brands International isn’t flashy, but it’s foundational. It combines the reliability of recurring revenue with global reach and a renewed focus on digital transformation. In times of uncertainty, stocks like QSR remind us that people still eat—and that comfort food, executed at scale, can be a quietly powerful investment theme.
Sue O’Reilly, Founder - The Positive Point
https://finviz.com/quote.ashx?t=QSR&p=d
** Not making any recommendations. Always do your own homework.
As I look at QSR's tale of the tape, I certainly see "consistency" in its Earning Yield (~4% to 6%) and Dividend Yield (~2.7% to 4.0%) over the past 5-6 years, but its Price has been down to sideways since its most recent peak in early 2024. I see some strong resistance around $105-$107, but perhaps under new management and marketing ploys it could muster enough momentum to break through to your lofty targets!?! I see that recent quarterly Sales are up about 29% from the same quarter a year ago, and that analysts are forecasting earnings & dividend growth in the 7% to 9% range for the coming year. I'll try visiting Tims a few more times to help your forecasted price!