Restaurant chains refocus on food quality to bring back diners

Restaurant chains like Chipotle Mexican Grill and Applebee's are upgrading their core menu items to try to win back diners. For some companies, like Wendy's and Burger King, improved food is a key step in ambitious turnaround plans.

CNBC • Nov 9, 2026

Higher Margins, Better ROIC And Capable Management Define Pershing Square's Q3 2026 Portfolio

We seek to purchase our target companies at share prices that incorporate a margin of safety. We estimate that the companies in PSH's investment portfolio will have average annual EPS growth of about 20% over the next three to five years. Our companies also have higher profit margins, better returns on capital, more favorable competitive positioning, and, in our view, more capable management teams than the average company in the S&P 500.

Seeking Alpha • Nov 4, 2026

What Restaurant Brands International (QSR) Said on Its Q3 Earnings Call

Restaurant Brands International NYSE: QSR reported third-quarter results marked by 3.8% comparable sales growth, 3% net restaurant growth and 6.2% system-wide sales growth, as strength at Burger King and the company's international operations helped offset continued sales pressure at Popeyes.

MarketBeat • Oct 31, 2026

Restaurant Brands International: Burger King Continues To Sizzle, But Popeyes Has Me Worried

Restaurant Brands International remains a buy, driven by Burger King's strong comp sales and operating income growth. Popeyes' ongoing comp sales declines warrant close monitoring; improvement is needed for a more bullish outlook on QSR. Tim Hortons shows modest recovery with improved daypart performance, while Firehouse Subs continues steady expansion.

Seeking Alpha • Oct 31, 2026

Popeyes' parent company blames ‘complicated' chicken wings for mixed third-quarter results — customers lament fewer options

Some say cooking chicken wings is an art -- for Popeyes, it was a big pain in the neck that contributed to mixed third-quarter results for parent company Restaurant Brands International.

New York Post • Oct 30, 2026

Burger King US President on Sales Turnaround

Burger King US and Canada President Tom Curtis discussed the chain's comparable-sales growth, cited in the conversation as 8.4%, against an estimate of 6.2%. Curtis said growth is being driven largely by customers who had stopped visiting and are now returning, drawn by a renewed connection to the brand.

Bloomberg Markets and Finance • Oct 31, 2026

Restaurant Brands reports mixed results as Burger King's U.S. turnaround shows signs of success

Restaurant Brands International reported better-than-expected quarterly earnings, but its revenue fell slightly short of Wall Street's expectations. Burger King was the top performer, with U.S. same-store sales growth of 8.4%.

CNBC • Oct 29, 2026

Restaurant Brands tops sales estimates as Burger King deals draw diners

Restaurant Brands International, beat Wall Street estimates for third-quarter comparable sales on Thursday, as value meals and new menu items drew ​more diners to its Burger King outlets in the US.

Reuters • Oct 29, 2026

Restaurant Brands Asia posts narrower loss on healthy demand

Restaurant Brands Asia , the operator of Burger King India, reported ​a narrower second-quarter loss on ‌Thursday, helped by improving demand and store expansion.

Reuters • Oct 29, 2026

Restaurant Brands International Profit, Revenue Rise on U.S. Burger King Sales

Restaurant Brands International reported higher third-quarter profit as strong U.S. demand at Burger King helped drive revenues higher.

WSJ • Oct 29, 2026