QSRRestaurants
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Who said what, and what QSR did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about QSR
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-30 | Jonathan BoyarPresident, Boyar Value Group | Bullish | The Acquirers Podcast | Burger King North America is now same-store-sales positive after years of being the problem child under… |
| 2023-09-28 | Bill AckmanCEO, Pershing Square | Bullish | CNBC Television | Restaurant Brands operates as a royalty on people eating at its franchise concepts, with revenues that… |
| 2023-06-03 | Bill AckmanCEO, Pershing Square | Bullish | Aurinna | Pershing Square paid ~$12 per share and the stock reached ~$60 with no sale; the 3G Capital… |
Next report: 29 Oct 2026 before the open
Notable options days
Sessions in the last 120 where QSR’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 14 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-13 | ||||||
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| 2026-06-05 |
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