Jun 30, 2020

RBI Q2 2020 Earnings Report

Restaurant Brands International reported second quarter 2020 results, which were significantly impacted by the COVID-19 global pandemic, but saw a substantial improvement in business performance over the course of the quarter.

Key Takeaways

Restaurant Brands International Inc. reported a significant recovery in performance since March, driven by a proactive and coordinated response to the COVID-19 pandemic. By the end of the quarter, the company was back to 90% of prior year system-wide sales with 93% of restaurants open worldwide. Digital sales across brands grew over 120% year-over-year and more than 30% quarter-over-quarter.

Drive thru and digital channels drove a 30-point recovery in comparable sales across brands from the end of March to June.

Reopened over 4,500 restaurants in the quarter, with 93% now open globally.

Maintained a strong and flexible financial position with $2.5 billion of available liquidity at quarter end.

Focused on building a pipeline for a return to strong net restaurant growth in 2021.

Total Revenue
$1.05B
Previous year: $1.4B
-25.1%
EPS
$0.33
Previous year: $0.71
-53.5%
TH Comparable Sales
-29.3%
Previous year: 0.5%
-5960.0%
BK Comparable Sales
-13.4%
Previous year: 3.6%
-472.2%
Popeyes Comparable Sales
24.8%
Previous year: 3%
+726.7%
Gross Profit
$575M
Previous year: $812M
-29.2%
Cash and Equivalents
$1.54B
Previous year: $1.03B
+49.8%
Free Cash Flow
$40M
Previous year: $312M
-87.2%
Total Assets
$22B
Previous year: $21.7B
+1.3%

RBI

RBI

RBI Revenue by Segment

Forward Guidance

While we do not know the future impact COVID-19 will have on our business, or when our business will return to normal operations, we expect to see a continued impact from COVID-19 on our full quarter results in the third quarter.

Revenue & Expenses

Visualization of income flow from segment revenue to net income