QSR Earnings Prediction
The chart below shows how QSR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, QSR sees a -2.72% change in stock price 10 days leading up to the earnings, and a +1.01% change 10 days following the report. On the earnings day itself, the stock moves by +0.49%. This data can give you a slight idea of what to expect for the next quarter's release.
QSR Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.29B
24.71%
10.14%
Gross Margin
49.19%
-16.95%
-8.72%
Operating Margin
27.32%
-16.50%
-5.92%
Net Margin
15.58%
-21.35%
-18.77%
EPS
0.78
-1.27%
-11.36%
No Data Available
QSR Earnings Analysis
Restaurant Brands International Inc. Corporation (QSR.N) Earnings Conference Call
Positive
Organic Operating Income Growth: 1. Strong Organic Adjusted Operating Income Growth: The company achieved organic adjusted operating income growth of 6.1% year-over-year, demonstrating effective cost management despite softer system-wide sales growth.
Strong Free Cash Flow: 2. Significant Free Cash Flow Generation: Restaurant Brands International generated $485 million in free cash flow during the quarter, excluding the benefits from FX and interest rate hedges, indicating strong cash generation capabilities.
Strong Operating Income Growth: 3. Robust Year-to-Date Performance: The year-to-date organic adjusted operating income growth exceeded 7.5%, with expectations to surpass 8% for the full year 2024, reflecting strong operational execution.
Digital Sales Surge: 4. Increased Digital Sales: Digital sales for Popeyes grew by 21% year-over-year, now representing 28% of total sales, highlighting the brand's successful digital transformation and customer engagement strategies.
Franchisee Profitability Growth: 5. Strong Franchisee Profitability: Average franchisee profitability for Burger King reached $205,000 by the end of last year, with expectations to increase to $230,000 by the end of 2026, showcasing the brand's commitment to enhancing franchisee returns.
Negative
Sales Decline Overview: 1. Declining Comparable Sales: Burger King US comparable sales decreased by 0.4%, with net restaurants declining by 1.6%, leading to a 1.5% decline in system-wide sales.
Popeyes Sales Decline: 2. Softer Performance in Popeyes: Popeyes U.S. comparable sales fell by 3.8%, resulting in a system-wide sales decrease of 0.8%, attributed to a lack of appealing offers in a value-sensitive market.
Burger King China Challenges: 3. Challenges in Burger King China: The company is facing significant challenges in Burger King China, which has contributed to a 100 basis points shortfall in net restaurant growth compared to long-term targets.
Rising Interest Expenses: 4. Increased Interest Expense: Adjusted net interest expense rose by approximately $18 million during the quarter, primarily due to a higher debt balance following the Carrols transaction.
Bad Debt Expense Increase: 5. Negative Cash Flow Impact: Net bad debt expenses in the quarter exceeded $3 million, compared to approximately $2 million of net bad debt recoveries in the same quarter last year.
QSR FAQs
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QSR Earning Call Sentiment
Restaurant Brands International Inc. (QSR) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
QSR.N
2.34%Positive
The earnings call summary reflects mixed signals. Basic financial performance shows modest growth, but supply chain challenges and a tough consumer environment weigh negatively. The Q&A reveals positive international performance and strategic plans, yet uncertainties persist in China. Dividend declarations and digital sales growth are positives, but the overall sentiment remains neutral due to ongoing geopolitical and economic pressures.
