Tims China Set to Release Q2 2025 Financial Results on August 26, 2025
Financial Results Announcement: TH International Limited, the operator of Tim Hortons in China, will release its Q2 2025 financial results on August 26, 2025, before U.S. market opens.
Conference Call Details: A conference call to discuss the financial results will take place at 8:00 AM EST (8:00 PM China Standard Time) and will be available via webcast on the company's Investor Relations website.
Company Background: TH International Limited is the exclusive master franchisee for Tim Hortons in mainland China, Hong Kong, and Macau, founded by Cartesian Capital Group and Tim Hortons Restaurants International.
Corporate Philosophy: The company emphasizes world-class execution, data-driven decision making, local relevance, continuous innovation, community engagement, and convenience in its operations.
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- Clear Growth Targets: Restaurant Brands International (QSR) aims to add approximately 1,800 new restaurants annually by 2028, with Firehouse Subs expected to contribute half of that growth, indicating strong expansion potential in the U.S. and Canada.
- International Market Expansion: QSR anticipates opening 300-400 new restaurants per year in China by 2028 and 1,100 internationally (excluding China), focusing on key markets such as India, Mexico, France, Japan, and the UK, thereby enhancing its global footprint.
- Financial Return Commitment: The company reaffirms plans to resume share repurchases with approximately $500 million expected in 2026, alongside a long-term goal to increase the dividend payout ratio to 60%, reflecting strong cash flow management and commitment to shareholder returns.
- Sustained Growth Expectations: QSR expects to maintain over 3% comparable sales growth and over 5% net restaurant growth, supporting an anticipated 8%+ organic adjusted operating income growth through 2028, showcasing its robust profitability and competitive market position.
- Market Expansion Achievement: Since entering the Chinese market in 2019, Tim Hortons China has opened over 1,000 stores across nearly 100 cities and successfully listed on Nasdaq, showcasing strong market growth potential and solidifying its position in the competitive coffee market.
- Member Appreciation Campaign: To celebrate its seventh anniversary, Tim Hortons China has partnered with Air Canada to offer four round-trip tickets between Shanghai and a Canadian city to its 31 million loyalty members, aiming to enhance brand loyalty and express gratitude for consumer support, thereby strengthening emotional connections with customers.
- Strategic Hub Development: Shanghai, as the starting point for Tim Hortons China, continues to serve as a key strategic hub, with the brand's expansion into major transportation hubs like airports and high-speed rail stations allowing consumers to enjoy quality coffee experiences while traveling, thus increasing market penetration.
- Future Growth Vision: The CEO stated that the company will continue to optimize its 'Coffee + Freshly Prepared Food' strategy, guided by local consumer preferences and digital innovation, demonstrating confidence in future market opportunities and sustained growth potential.
- Steady Growth: Since entering the Chinese market in 2019, Tims China has opened over 1,000 stores across nearly 100 cities and successfully listed on Nasdaq, demonstrating robust market expansion capabilities that solidify its position in the competitive coffee sector.
- Member Appreciation Campaign: To celebrate its seventh anniversary, Tims China has partnered with Air Canada to offer four round-trip tickets to over 31 million loyalty members, reflecting the brand's gratitude for consumer support while enhancing brand loyalty and customer relationships.
- Strategic Hub Development: Shanghai, where Tims China began, remains a key strategic hub, and the brand's expansion into major transit points like airports and high-speed rail stations increases visibility and convenience, attracting more travelers.
- Future Growth Vision: The CEO of Tims China stated that the company will continue to optimize its 'Coffee + Freshly Prepared Food' strategy, guided by local consumer preferences and digital innovation, ensuring sustained growth and competitiveness in the Chinese market.
- Burger Upgrade: Burger King has introduced its first major upgrade to the iconic Whopper in nearly a decade, featuring a premium bun and new packaging designed to enhance the dining experience and ensure the burger arrives in optimal condition.
- Core Ingredients Intact: The new Whopper still boasts over a quarter-pound of 100% flame-grilled beef, topped with freshly cut onions, tomatoes, crisp lettuce, tangy pickles, and improved mayo, ensuring no artificial colors, flavors, or preservatives, thus maintaining consumer preferences.
- Customer Feedback Driven: Tom Curtis, President of Burger King U.S. and Canada, stated that guest feedback has been crucial in recent operational and restaurant design updates, shaping the evolution of the brand's flagship product, emphasizing an elevation rather than a reinvention of the Whopper.
- Positive Market Response: The upgraded Whopper is now available nationwide, and the announcement made during Restaurant Brands International's Investor Day event saw QSR shares rise 4.2% in Thursday afternoon trading, indicating a positive market reaction to the new product.
- Investor Event Announcement: Restaurant Brands International will host an investor event on February 26, 2026, at 8:30 a.m. Eastern Time, marking the two-year anniversary of its long-term growth algorithm and providing a mid-point update on company progress.
- Executive Leadership Insights: Senior leaders, including Executive Chairman Patrick Doyle, CEO Josh Kobza, and CFO Sami Siddiqui, will share updates on the execution of multi-year initiatives, highlighting operational and brand-building priorities that are crucial for future growth.
- Capital Allocation Focus: The event will address capital allocation and other topics of interest to investors, showcasing the company's commitment to diversified investments and sustainable development, which is expected to enhance investor confidence.
- Live Webcast and Replay: The event will be webcast live on RBI's Investor Relations website, allowing all interested parties to access it, with a limited-time replay available afterward to ensure widespread dissemination of information.

Dividend Increases: Major companies are raising their dividend payouts, reflecting a shift in market expectations and a focus on providing reliable cash returns to investors.
NextEra Energy's Performance: NextEra Energy, a leading utility company, has shown strong financial performance with significant revenue growth and plans for continued dividend increases, targeting an annual growth rate of 6% from 2026 to 2028.
Prologis Dividend Boost: Prologis, a major player in the real estate investment trust sector, has increased its annualized dividend by 6%, indicating strong operational income and a commitment to returning capital to shareholders.
QSR's Consistent Growth: Restaurant Brands International (QSR) has raised its dividend for 14 consecutive years, showcasing its stability and commitment to shareholder returns, despite facing challenges in sales growth.






