Revenue distribution by industry:

1. Fast food restaurants: approx. 70%
2. Franchise fees and licenses: approx. 20%
3. Sale of food and beverages: approx. 10%

TOP 3 markets and their percentage shares of revenue:

1. USA: approx. 55%
2. Canada: approx. 20%
3. Latin America: approx. 15%

Restaurant Brands International Limited Partnership generates the majority of its revenue from operating fast food restaurants, with franchise fees and the sale of food and beverages also making significant contributions. The U.S. market is the largest single market, followed by Canada and Latin America. These markets benefit from a strong brand presence and a broad customer base.

Production Sites: Globally distributed, with a focus on North America

Restaurant Brands International Limited Partnership, the company behind brands like Burger King, Tim Hortons, and Popeyes, produces its products in various regions worldwide. The majority of production takes place in North America, where the main markets of the brands are also located.

In addition, the company operates production facilities and has supply contracts in other regions to efficiently serve international markets. This global production strategy enables the company to optimize logistics costs and shorten supply chains.

Current Growth Strategy:

Restaurant Brands International Limited Partnership is pursuing a multi-pronged growth strategy focused on the following core areas:

1. Market Expansion: The company plans to further expand its presence in international markets. This includes opening new branches in emerging markets to capitalize on the growing demand for Western fast-food brands.

2. Digitalization and Technology: Another key focus is on improving the digital infrastructure. This includes investments in mobile ordering and delivery platforms to enhance the customer experience and increase efficiency.

3. Product Innovation: The company is focusing on developing new products to diversify its existing offerings and attract new customer segments. This also includes introducing healthier menu options to meet changing consumer preferences.

4. Sustainability: Restaurant Brands International is committed to implementing more sustainable practices, including reducing waste and improving supply chain processes to operate more environmentally friendly in the long term.

These strategic initiatives are intended to support the company's growth in the coming years and strengthen its competitiveness in the global market.

I'm sorry, but I do not have specific information on the commodities or materials imported by Restaurant Brands International Limited Partnership (TSX:QSP.UN), especially for the year 2025.

However, I can provide you with general information about the industry. Restaurant chains like those of Restaurant Brands International, which include brands like Burger King, Tim Hortons, and Popeyes, typically import:

• Coffee: Often from countries like Brazil, Colombia, and Vietnam.
• Beef: Frequently from the USA, Canada, or Brazil.
• Chicken: Mostly from the USA or regional sources, depending on the market.
• Palm oil: Commonly from Indonesia or Malaysia.

These commodities are crucial for the menu offerings of the brands and are imported from countries known for their respective production. The exact import sources may vary depending on the market and specific supply chain strategies.

Market share: 4% in the global quick service restaurant market (2023)

Brand portfolio: Burger King, Tim Hortons, Popeyes, Firehouse Subs

Restaurant Brands International Limited Partnership (RBI) has a significant competitive advantage due to its strong brand portfolio, which includes some of the most well-known names in the quick service restaurant industry. These brands offer a wide range of products and appeal to different target groups, strengthening market presence and customer loyalty.

Another advantage is RBI's global presence, which allows the company to benefit from various regional markets and diversify risks. Continuous expansion into new markets and adaptation to local tastes also contribute to strengthening the competitive position.

Furthermore, RBI heavily invests in technology and innovation to enhance the customer experience and increase operational efficiency. These investments help reduce operating costs and improve margins, giving the company another advantage over competitors.

Institutional Investor Share: 68% (2025, estimated)

Insider Buys/Sells: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in Restaurant Brands International Limited Partnership is approximately 68%. This demonstrates a strong trust from institutional investors in the company, which often indicates a stable financial performance and positive future prospects.

There were no significant insider transactions in the last quarter, suggesting that the management and other insiders do not currently anticipate significant changes in the company's valuation. Such transactions can often serve as an indicator of the management's assessment of the company's future development.

Market share of Restaurant Brands International Limited Partnership (TSX:QSP.UN): Estimate: 3-5% (2025)

Main competitors and their market share:

1. McDonald's Corporation: 10-12%
2. Starbucks Corporation: 8-10%
3. Yum! Brands, Inc.: 6-8%
4. Subway (private): 4-6%
5. Restaurant Brands International (total): 3-5%
6. Domino's Pizza, Inc.: 2-4%
7. Dunkin' Brands (part of Inspire Brands): 2-3%

Restaurant Brands International Limited Partnership is part of Restaurant Brands International, which also includes brands like Burger King, Tim Hortons, and Popeyes. The market share of 3-5% refers to the entire corporate group.

Moat Analysis:

Restaurant Brands International has a certain moat through its well-known brands, especially due to strong brand recognition and global presence. Burger King and Tim Hortons are well-established in their respective markets.

However, compared to McDonald's and Starbucks, the moat is less pronounced. McDonald's has a stronger global presence and brand loyalty, while Starbucks excels through its premium positioning and customer experience. Yum! Brands benefits from a diversified brand strategy with KFC, Pizza Hut, and Taco Bell.

Overall, Restaurant Brands International has a solid, but not outstanding moat compared to its main competitors. The competitive advantage could be further strengthened through innovations, expansion into new markets, and enhancing the customer experience.

Revenue Growth: 8% (2024) Profit Growth: 10% (2024) Market Share in Fast-Food Sector: 12% (2024)

Restaurant Brands International Limited Partnership (TSX:QSP.UN) recorded a revenue growth of 8% and a profit growth of 10% in 2024. These positive growth rates indicate a strong operational performance supported by strategic expansions and efficiency improvements.

The company holds a significant market share of 12% in the fast-food sector, highlighting its strong position in the industry. This market position allows the company to benefit from economies of scale and compete against rivals.

Future growth opportunities could arise from continued international expansion and the introduction of new products. Additionally, digitization and a focus on delivery services could unlock additional revenue streams.

Overall, the stock appears to be an attractive investment opportunity due to its solid financial performance and strategic positioning in the market.

Dividend Yield: 3.5% (estimated for 2025)
Dividend History: Stable payouts in recent years

Restaurant Brands International Limited Partnership is known for regularly distributing dividends to its shareholders. The company's dividend policy aims to return a significant portion of profits to shareholders, which is reflected in a stable dividend yield.

The reliability of the payout is supported by the company's strong market position and continuous revenue growth. Historically, the company has also maintained its dividends even in economically challenging times, indicating a solid financial foundation. Analysts expect this stability to continue in the coming years, barring any unforeseen economic influences.