QSR Restaurant Brands International (QSR) Q4 FY25 earnings call
Restaurant Brands International delivered a third consecutive year of strong organic adjusted operating income growth in Q4 FY25, driven by robust performance in Tim Hortons and International, alongside continued progress at Burger King U.S. despite macro headwinds. While Popeyes U.S. faced sales challenges, the company is implementing a focused turnaround strategy. Management emphasized a commitment to a simplified, franchise-heavy model and outlined plans for reaccelerated unit growth and sustained earnings momentum, with further details expected at the upcoming Investor Day.
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QSR operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | Mar 2025 Q1 FY25 | Change vs prior quarter |
|---|---|---|---|
| Restaurants Popeyes International | <1,500We've grown the business from roughly 500 international restaurants to nearly 1,500 today and from around $300 million in system-wide sales to nearly $1.3 billion.Source: earnings call transcript | ~1,500We're now at about 1,500 international restaurants.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.