Stocks / Restaurants
QSRRestaurants
Restaurant Brands International Inc.
$73.541d -2.1%5d -3.9%settled close · 2026-09-17
Mkt cap $26B (3/25)β -0.1152w $71–82Shares 347.1MInd. Retail-Eating PlacesNYSE since 2014Emp. 53,500HQ Miami, FLrbi.com
The tape, with the calls on it
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.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about QSR
4 longlatest 2026-02-05
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-02-05 | Bill AckmanCEO, Pershing Square | Bullish | Investor Weekly | Quick-service restaurant brands like Burger King and Tim Hortons benefit from consumer trade-down during… |
| 2025-11-30 | Bill AckmanCEO, Pershing Square | Bullish | Unreleased Podcast | Restaurant Brands' franchise model collects royalties without bearing operating costs, producing remarkably… |
| 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 ~$60 with no sale; the 3G Capital… |
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Earnings
Next report: 29 Oct 2026 before the open
Confirmed date · consensus EPS 1.09. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where QSR’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-17 | ||||||
| 2026-09-10 | ||||||
| 2026-08-20 | ||||||
| 2026-08-19 | ||||||
| 2026-08-17 | ||||||
| 2026-06-26 | ||||||
| 2026-06-15 | ||||||
| 2026-06-10 | ||||||
| 2026-06-05 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
QSR is in this morning’s Brief.
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