Highest-materiality recent filing
RBI Q1: system-wide sales +6.2%, comp sales +3.2%, BK US comp +5.8%
Adjusted EPS $0.86, up 14.6% YoY; diluted EPS from continuing ops $0.97 vs $0.49.
RBI Q4 2025: system-wide sales +5.8%, comps +3.1%, organic AOI +15.6%
Q4 system-wide sales $12.1B (+5.8% constant currency); comparable sales +3.1% led by INTL (+6.1%).
3G Capital affiliate launches secondary offering of up to 17.6M RBI shares at $68.72
HL1 17 LP (3G affiliate) will sell up to 17,626,570 common shares via underwritten public offering.
CPE to invest $350M new primary capital into Burger King China JV, owning ~83%; RBI retains ~17% and a board seat.
RBI Q3 EPS $0.96, adj. EPS $1.03; comparable sales +4.0% YoY
Diluted EPS from continuing ops $0.96 vs $0.79 YoY; adjusted EPS $1.03 vs $0.93.
RBI Q2 2025: system-wide sales +5.3% to $11.85B, comparable sales +2.4%, adj. EPS $0.94 up 9.2%
Total revenues $2.41B vs $2.08B YoY; GAAP income from operations fell 27.2% to $483M.
RBI Q1 GAAP EPS $0.49, adjusted $0.75; comparable sales flat; reaffirms 8%+ AOI growth for 2025
GAAP diluted EPS from continuing ops $0.49 vs $0.72 YoY; adjusted EPS $0.75 vs $0.73.
RBI acquires Burger King China stake for $158M; to find new local partner
Acquired all equity interests in Burger King China from TFI and Cartesian for $158M all-cash.
RBI reports Q4 comparable sales +2.5%, FY 2024 income from operations up 17.9% to $2.419B
Global system-wide sales +5.6% in Q4; comparable sales +2.5% led by International +4.7% and TH Canada +2.5%.
RBI Q3 2024: consolidated comps +0.3%, adj. op. income +6.1% organically
System-wide sales +3.2% YoY to $11.4B; global comparable sales +0.3%.
RBI Q2 2024 comp sales +1.9%, adj. EPS $0.86 (+3.1% organic), net income $399M
Net income $399M, diluted EPS $0.88 vs $0.77 prior year; adjusted diluted EPS $0.86 (+3.1% organic).
RBI subsidiary issues $1.2B 6.125% senior secured notes due 2029; reprices Term Loan B
Issued $1,200M aggregate principal of 6.125% First Lien Senior Secured Notes due June 15, 2029.
RBI issues $1.2B 6.125% senior notes due 2029, reprises term loan B to SOFR+1.75%
$1.2B of 6.125% first lien senior secured notes due 2029, upsized from previously announced $1B.
RBI completes $1.0B Carrols acquisition, upsizes term loan to $5.9B
Acquisition of Carrols closed May 16, 2024; all-cash $9.55/share, total enterprise value ~$1.0B.
RBI Q1 2024: comp sales +4.6%, system-wide sales +8.1%; adj. EPS $0.73
Consolidated comparable sales increased 4.6% and system-wide sales grew 8.1% YoY to $10.5B.
RBI appoints Sami Siddiqui as CFO; Matthew Dunnigan departs with $685K severance
Matthew Dunnigan's employment terminated effective March 14, 2024; separation agreement finalized April 9, 2024.
Sami Siddiqui succeeds Matt Dunnigan as CFO effective March 14, 2024; salary increased to $685,000.
The final terms of Mr. Dunnigan’s separation from the Company and termination of his employment have been agreed as April 9, 2024.
the Board has appointed Sami Siddiqui to succeed Matthew Dunnigan as Chief Financial Officer of the Company.
the Board has appointed Sami Siddiqui to succeed Matthew Dunnigan as Chief Financial Officer of the Company
Mr. Shear will transition to serving as an advisor to the International business segment through March 1, 2025.
the Board has appointed Sami Siddiqui to succeed Matthew Dunnigan as Chief Financial Officer of the Company
The Company has also entered into a separation agreement with Mr. Shear pursuant to which Mr. Shear will separate from the company effective March 1, 2025
Max materiality 0.80 · Median 0.68 · Most common event earnings