Restaurant Brands Intl 주식 (NYSE: QSR)

에 대한 최신 뉴스 Restaurant Brands Intl (NYSE:QSR) 주식

Restaurant Brands Intl

Restaurant Brands International is one of the largest restaurant companies in the world, with approximately $43 billion in 2023 systemwide sales across a footprint that spanned more than 31,000 restaurants and more than 100 countries. The firm generates revenue primarily from retail sales at its company-owned restaurants, royalty fees and lease income from franchised stores, and from its Tim Hortons supply chain operations. Formed in 2014 after 3G Capital's acquisition of Tim Hortons International, the RBI portfolio is split among Burger King (7,144 units), Tim Hortons (4,525 units), Popeyes Louisiana Kitchen (3,394 units), Firehouse Subs (1,265 units), and international franchise units of those banners (14,742) as of year-end 2023.

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ABBV

AVGO

CIVI

DINO

GTLS

MUSA

SCCO

SHEL

TSLA

WFRD

바이킹 펀드 매니지먼트(Viking Fund Management)의 최근 13F 공시를 보면, 2024년 대선을 앞두고 일부 석유 기업 주식을 매도하는 등 3분기에 어떤 회사를 사고 팔았는지 확인할 수 있다. 13F 공시를 통해 보고한 포지션은 다음과 같다.

바이킹 펀드: 3분기에 대형 석유주 매각, 테슬라 포지션 절반으로 축소, 브로드컴 추가 매입

USFD

신선한 양파와 관련된 대장균(E. coli) 발생에 대응하여, 주요 미국 패스트푸드 체인인 맥도날드(NYSE:MCD), 레스토랑 브랜드 인터내셔널(NYSE:QSR) 그리고 얌 브랜즈(NYSE:YUM)가 메뉴에서 해당 채소를 제거하기로 결정했다. 이 사건으로 인해 49명이 병을 앓았고 한 명이 사망한 것으로 전해졌다.

쿼터 파운더 대장균 공포 속에 맥도날드의 라이벌 버거킹, 얌 브랜즈가 메뉴에서 양파 제거

Asia

ANCTF

만약 인수 제안이 승인되고 캐나다 최대 공기업들 중 하나가 역사를 만들면 편의점 체인인 세븐일레븐(7-Eleven)이 곧 일본 기업을 대상으로 한 최대 규모 인수에 포함될 수 있다.

세븐일레븐이… 캐나다 기업이 될 수도? 일본 체인이 어떻게 변할 수 있는지

Restaurant Brands International Inc. Common Shares

Restaurant Brands International Inc

RBI Suggests Shareholders Reject New York Stock And Bonds Mini-Tender Offer; Offer To Purchase 10K Shares At $45/Share

https://www.cnbc.com/2024/11/20/mcdonalds-preparing-mcvalue-offering-for-2025.html#:~:text=McDonald's%20is%20working%20on%20a,%E2%80%9D%20option%2C%20CNBC%20has%20learned.

JACK

"McDonald's Plans 2025 'McValue' Initiative With $5 Meal Deal And 'Buy One Add One' Option" - CNBC

A new 13F filing from Viking Fund Management reveals which companies the fund bought and sold in the third quarter, including exiting some oil companies ahead of the 2024 election.
Third Quarter Exits: Viking Fund Management sold out of eight stocks completely in the third quarter, including positions in some of the largest oil companies.
Here are the positions exited, as <a href="https://13f.info/13f/000116906924000080/compare/000116906924000006">reported </a>by 13finfo:
<ul>
<li>Marathon Oil (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRO#NYSE">MRO</a>)</li>
<li>Shell PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHEL#NYSE">SHEL</a>)</li>
<li>SM Energy Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SM#NYSE">SM</a>)</li>
<li>Southern Copper Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCCO#NYSE">SCCO</a>)</li>
<li>Sociedad Quimica y Minera (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SQM#NYSE">SQM</a>)</li>
<li>Murphy USA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MUSA#NYSE">MUSA</a>)</li>
<li>Sanofi SA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NYSE">SNY</a>)</li>
<li>Cactus Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WHD#NYSE">WHD</a>)</li>
</ul>
Third Quarter New Positions: The following were the new stocks added to the fund in the third quarter, ranked in size by the dollar value at the end of the quarter.
<ul>
<li>Kodiak Gas Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KGS#NYSE">KGS</a>)</li>
<li>EQT Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQT#NYSE">EQT</a>)</li>
<li>HF Sinclair Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DINO#NYSE">DINO</a>)</li>
<li>Weatherford International (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WFRD#NASDAQ">WFRD</a>)</li>
<li>NRG Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>)</li>
<li>Vertiv Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>)</li>
<li>Chart Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GTLS#NYSE">GTLS</a>)</li>
<li>Vistra Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)</li>
<li>United Microelectronics (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>)</li>
<li>Eversource Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ES#NYSE">ES</a>)</li>
<li>Portland General Electric (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POR#NYSE">POR</a>)</li>
<li>Restaurant Brands International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>)</li>
<li>Nutrien (NTR.TO – Canada)</li>
</ul>
 Big Moves: The fund made several changes to its existing positions alongside the new positions and exited positions.
Here are the biggest additions in the quarter to existing stakes:
<ul>
<li>Civitas Resources (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIVI#NYSE">CIVI</a>): +16,900%</li>
<li>Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>): +882%</li>
<li>LyondellBassell Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>): +400%</li>
<li>Rio Tinto PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RIO#NYSE">RIO</a>): +386%</li>
<li>Dow Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>): +200%</li>
</ul>
Here are the biggest position cuts during the quarter to existing stakes:
<ul>
<li>Texas Pacific Land (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TPL#NYSE">TPL</a>): -60%</li>
<li>Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>): -50%</li>
<li>Haliburton Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HAL#NYSE">HAL</a>): -40%</li>
<li>ExxonMobil (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>): -36%</li>
<li>Ovintiv (OVV.TO – Canada): -33%</li>
</ul>
Why It's Important: At the end of the quarter, these are the fund's largest positions ranked by dollar value and the percentage they make up of the fund:
<ul>
<li>Broadcom: $27.96 million, 4.5%</li>
<li>AbbVie Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>): $24.88 million, 4.0%</li>
<li>NextEra Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>): $22.65 million, 3.7%</li>
<li>Entergy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>): $16.27 million, 2.6%</li>
<li>BlackRock Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>): $14.24 million, 2.3%</li>
</ul>
The fund added significantly to its position in Broadcom, which remains the largest holding.
The quarter saw the sale of several oil stocks, but the fund opened new positions in several energy names in the quarter.
Photo: Shutterstock

Viking Fund Management Sells Big Oil Stocks In Q3, Cuts Tesla Position In Half, Adds To Largest Position Broadcom

Stifel analyst Chris O'Cull maintains Restaurant Brands Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>) with a Hold and lowers the price target from $77 to $72.

Price Target

Analyst Ratings

Stifel Maintains Hold on Restaurant Brands Intl, Lowers Price Target to $72

Argus Research analyst John Staszak maintains Restaurant Brands Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>) with a Buy and lowers the price target from $85 to $80.

Argus Research Maintains Buy on Restaurant Brands Intl, Lowers Price Target to $80

TD Cowen analyst Andrew Charles maintains Restaurant Brands Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>) with a Buy and lowers the price target from $82 to $80.

TD Cowen Maintains Buy on Restaurant Brands Intl, Lowers Price Target to $80

CIBC analyst John Zamparo maintains Restaurant Brands Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>) with a Outperformer and lowers the price target from $88 to $86.

CIBC Maintains Outperformer on Restaurant Brands Intl, Lowers Price Target to $86

Shares of Restaurant Brands International Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>) continued to slide in early trading on Wednesday, after the company reported <a href="https://www.benzinga.com/news/earnings/24/11/41742557/burger-king-parent-restaurant-brands-stock-slips-on-q3-earnings-miss-on-track-to-deliver-8-system-w">downbeat third-quarter earnings</a>.
The company reported its results amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
RBC Capital Markets On Restaurant Brands International
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/6645dc02eba8c50001257ef4/logan-reich">Analyst Logan Reich</a> maintained an Outperform rating, while reducing the price target from $95 to $90.
Restaurant Brands International's third-quarter revenues and EBITDA missed consensus by 2.5% and 1.2%, respectively, Reich said in a note. The company's revenue shortfall was due to lower same-store sales "across every brand," he added.
Same-store sales trends improved in October, driven by Burger King, Popeyes Louisiana Kitchen and the international segment, with consumer pressures "abating to some degree," the analyst stated. "Further, the company continues to demonstrate their ability to manage expenses in a challenging macro which could give investors confidence in some level of earnings support next year even if macro is worse than expected," he wrote.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
KeyBanc Capital Markets On Restaurant Brands International
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58e64302b85e9300014c97e6/eric-gonzalez">Analyst Eric Gonzalez</a> reaffirmed an Overweight rating, while cutting the price target from $80 to $78.
Restaurant Brands International results missed consensus on macro pressures and competitive challenges, Gonzalez said. Management lowered full-year outlook for systemwide sales to 5%-5.5% and unit growth to around 3.5%, he added.
"However, it continues to see 8% + adj. operating income growth and reaffirmed its five-year outlook, including 8%+ systemwide sales growth and 5% unit growth on average through 2028," the analyst wrote. He added that same-store sales improved across the portfolio in October, from around flat to the low single-digit range.
QSR Price Action: Shares of Restaurant Brands International were flat at $68.17 at the time of publication on Wednesday.
Read More: 
<ul>
<li><a href="https://www.benzinga.com/news/24/10/41535638/mcdonalds-rivals-burger-king-yum-brands-remove-onions-from-menus-amid-quarter-pounder-e-coli-scare">McDonald&#8217;s Rivals Burger King, Yum Brands Remove Onions From Menus Amid Quarter-Pounder E.Coli Scare</a></li>
</ul>
Photo by Savvapanf on Shutterstock

Analyst Color

Earnings Beats

Reiteration

Movers

Restaurant Brands Analysts Trim Forecasts After Q3 Sales Miss

Evercore ISI Group analyst David Palmer maintains Restaurant Brands Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>) with a Outperform and lowers the price target from $93 to $90.

Evercore ISI Group Maintains Outperform on Restaurant Brands Intl, Lowers Price Target to $90

RBC Capital analyst Christopher Carril maintains Restaurant Brands Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>) with a Outperform and lowers the price target from $95 to $90.

RBC Capital Maintains Outperform on Restaurant Brands Intl, Lowers Price Target to $90

Keybanc analyst Eric Gonzalez maintains Restaurant Brands Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>) with a Overweight and lowers the price target from $80 to $78.

Keybanc Maintains Overweight on Restaurant Brands Intl, Lowers Price Target to $78

Guidance

Restaurant Brands Exec, In China, Sent Termination Notices To Master Franchisee, Which Was Disputed, And We Are Currently In Dispute Resolution Process; Says Now Believe FY24 System-wide Sales Growth Will Be In 5% To 5.5% Range

Restaurant Brands International Executive Says Expect FY System-Wide Sales Growth Will Come In Slightly Below Expectations Laid Out In August; In China, Actively Working To Find Right Long-Term Path For Burger King

Restaurant Brands International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>) shares are trading lower in the premarket session on Tuesday after the company <a target="_blank" href="https://www.benzinga.com/premarket" rel="noreferrer noopener">reported its third-quarter results.</a>
Restaurant Brands reported adjusted earnings per share of 93 cents, <a target="_blank" href="https://www.benzinga.com/pressreleases/24/11/n41740099/restaurant-brands-international-inc-reports-third-quarter-2024-results" rel="noreferrer noopener">missing the street view of 95 cents</a>. Quarterly sales of $2.291 billion missed the analyst consensus estimate of $2.307 billion.
The company reported consolidated comparable sales growth of 0.3% and a 3.8% increase in net restaurants compared to the previous year. System-wide sales saw a 3.2% year-over-year rise.
Income from operations was $577 million, slightly down from $582 million in the prior year. However, adjusted operating income reached $652 million, reflecting a 6.1% organic growth when excluding foreign exchange impacts and Restaurant Holdings.
&#8220;We have been pleased to see an improvement in consolidated comparable sales in October and remain confident we will achieve our 8% plus Adjusted Operating Income growth target for 2024 and beyond,&#8221; said Josh Kobza.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/24/11/41740288/us-stocks-set-for-cautious-start-as-investors-brace-for-volatility-on-election-day-expert-points-to" rel="noreferrer noopener">US Stocks Set For Cautious Start As Investors Brace For Volatility On Election Day: Expert Points To &#8216;Pretty Well Overall&#8217; Historical Performance</a>
After acquiring Carrols and PLK China, Restaurant Brands created Restaurant Holdings. This segment includes results from Carrols Burger King and PLK China restaurants.
The company exited the quarter with cash and equivalents worth $1.176 billion. Net inventories as of quarter end totaled $169 million. The company&#8217;s long-term debt, net of current portion as of quarter end was $13.571 billion.
Dividend: Restaurant Brands declared a dividend of&nbsp;58 cents&nbsp;per common share for the fourth quarter of 2024. The dividend will be payable on January&nbsp;3.
Outlook: For 2024, Restaurant Brands continues to expect adjusted net interest expense to range between $565 million and $575 million. Additionally, consolidated capital expenditures, tenant inducements, and incentives (excluding RH) are expected to total around $300 million.
Restaurant Brands continues to expect its long-term performance targets for 2024 to 2028, including expectations of 3%+ growth in comparable sales, 5%+ growth in net restaurant count, 8%+ growth in system-wide sales, and adjusted operating income growth at least in line with system-wide sales growth.
Price Action: QSR shares are trading lower by 2.87% to $68.03 premarket at last check Tuesday.
Photo by Savvapanf on Shutterstock
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<li><a href="https://www.benzinga.com/markets/equities/24/11/41736062/boeing-workers-end-seven-week-strike-by-accepting-new-contract-with-major-pay-increases" target="_blank" rel="noreferrer noopener">Boeing Workers End Seven-Week Strike By Accepting New Contract With Major Pay Increases</a></li>
</ul>

Earnings

Equities

Markets

General

Burger King Parent Restaurant Brands Stock Slips On Q3 Earnings Miss; On Track To Deliver 8%+ System-Wide Sales Growth

WIIM

Restaurant Brands International shares are trading lower following worse-than-expected Q3 financial results.

Restaurant Brands Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>) reported quarterly earnings of $0.93 per share which missed the analyst consensus estimate of $0.95 by 2.11 percent. The company reported quarterly sales of $2.291 billion which missed the analyst consensus estimate of $2.307 billion by 0.69 percent. This is a 24.71 percent increase over sales of $1.837 billion the same period last year.

Earnings Misses

Restaurant Brands Intl Q3 2024 Adj. EPS $0.93 Misses $0.95 Estimate, Sales $2.291B Miss $2.307B Estimate

The U.S. copyright office has granted an exemption allowing third-party repairs of the frequently malfunctioning ice cream machines at McDonald&#8217;s Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>).
What Happened: Last week, the U.S. copyright office gave the green light to&nbsp;third parties to diagnose and&nbsp;repair commercial equipment, including McDonald&#8217;s notorious ice cream machines.
This decision enables franchise owners to circumvent the digital locks that previously barred them from fixing the machines themselves.
The exemption is a part of the Copyright Office&#8217;s final rule granting exceptions&nbsp;to Section 1201 of the&nbsp;Digital Millennium Copyright Act or DMCA. The law had earlier forbidden&nbsp;anyone other than the manufacturer,&nbsp; from bypassing its software&nbsp;locks.
See Also:&nbsp;<a href="https://www.benzinga.com/news/24/10/41517027/five-us-banks-face-billions-in-losses-as-silvers-price-spike-hits-short-sellers-hard-report?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Five US Banks Face Billions In Losses As Silver&#8217;s Price Spike Hits Short Sellers Hard: Report</a>
However, following a machine teardown last year, iFixit and Public Knowledge filed for an exemption, which received support from&nbsp;the Federal Trade Commission and&nbsp;Department of Justice.
While the decision does not fully cover the request for an exemption for a broader range of commercial and industrial equipment, it does address the issue with McDonald&#8217;s ice cream machines.
The exemption will officially come&nbsp;into effect on Oct. 28.
Why It Matters: This development comes at a time when McDonald&#8217;s has been grappling with other issues. The fast-food giant recently faced an&nbsp;E. Coli scare&nbsp;linked to its Quarter Pounder burgers, which <a href="https://www.benzinga.com/news/24/10/41468120/mcdonalds-stock-drops-after-cdc-identifies-e-coli-outbreak-linked-to-quarter-pounders">led to a drop in its stock</a>.
As a result, McDonald&#8217;s and its rivals, including&nbsp;Restaurant Brands International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>)&nbsp;and&nbsp;Yum Brands Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YUM#NYSE">YUM</a>),&nbsp;<a href="https://www.benzinga.com/news/24/10/41535638/mcdonalds-rivals-burger-king-yum-brands-remove-onions-from-menus-amid-quarter-pounder-e-coli-scare">removed onions</a>&nbsp;from their menus.
However, McDonald&#8217;s has now announced that its&nbsp;Quarter Pounders are making a comeback&nbsp;after beef was ruled out as the<a href="https://www.benzinga.com/markets/equities/24/10/41565765/mcdonalds-quarter-pounders-to-make-a-comeback-after-beef-ruled-out-as-main-culprit-in-e-coli-sca"> main culprit in the E.Coli scare</a>.
The Food and Drug Administration, or FDA, had also <a href="https://www.benzinga.com/news/24/10/41527681/fda-launches-investigation-into-mcdonalds-supplier-taylor-farms-following-e-coli-outbreak">launched an&nbsp;investigation</a>&nbsp;into McDonald&#8217;s supplier, Taylor Farms, following the outbreak.
The outbreak has been linked to 49 reported cases of E. coli, leading to 10 hospitalizations and one fatality.
Read Next:
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<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/24/10/41544210/jim-cramer-buy-broadcom-but-stay-away-from-these-stocks?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Jim Cramer: Buy Broadcom, But Stay Away From These Stocks</a></li>
</ul>
Disclaimer: This content was partially produced with the help of <a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a> and was reviewed and published by Benzinga editors.
Photo courtesy: LadyDucayne via Flickr

Media

McDonald's Broken Ice Cream Machines Can Finally Be Fixed As New Copyright Exemption Allows 3rd Party Repairs

In response to an E. coli outbreak associated with fresh onions, leading U.S. fast-food chains including McDonald&#8217;s Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>), Restaurant Brands International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>), and Yum Brands Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YUM#NYSE">YUM</a>) have decided to remove the vegetable from their menus. The outbreak has reportedly caused 49 illnesses and one fatality.
What Happened: As reported by Reuters, the parent company of Burger King, Restaurant Brands International, and Yum Brands have also decided to eliminate fresh onions from their offerings. A spokesperson confirmed that about 5% of Burger King outlets have already implemented this change.
&#8220;We&#8217;ve been told by corporate to not use any onions going forward for the foreseeable future,&#8221; said Maria Gonzales, a manager at a Longmont, Colorado Burger KIng, according to the report.
McDonald&#8217;s identified Taylor Farms as the source of the contaminated onions, which have now been recalled. Yellow onions from a Colorado facility have been recalled, according to a memo by US Foods (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USFD#NYSE">USFD</a>), a major U.S. food service supplier.
The U.S. Food and Drug Administration announced that Taylor Farms, the supplier for the impacted McDonald&#8217;s locations, has started a recall. The health regulator is working with both federal and state authorities and the companies to establish if onions led to the outbreak.
See Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41510042/peter-schiff-warns-investors-against-keeping-20k-in-cash-one-of-the-riskiest-bets-y?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Peter Schiff Warns Investors Against Keeping $20K In Cash: &#8216;One Of The Riskiest Bets You Can Make&#8217;</a>
Why It Matters: This outbreak follows a recent report of E. coli cases linked to McDonald&#8217;s hamburgers, which led to a <a href="https://www.benzinga.com/news/24/10/41494285/mcdonalds-stock-is-tumbling-wednesday-heres-why">drop in the company&#8217;s shares</a>. The U.S. Centers for Disease Control announced that 49 cases of E. coli were detected across 10 states, with the majority of sick people reporting eating Quarter Pounder hamburgers from McDonald&#8217;s.
The FDA has launched an <a href="https://www.benzinga.com/news/24/10/41527681/fda-launches-investigation-into-mcdonalds-supplier-taylor-farms-following-e-coli-outbreak">investigation</a> into Taylor Farms, the supplier of McDonald&#8217;s, after multiple people fell ill with E. coli linked to the restaurant chain&#8217;s Quarter Pounder. The FDA currently believes slivered onions served on McDonald's hamburgers are the most likely source of contamination.
Despite the outbreak, analysts had previously stated that the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41494741/mcdonalds-well-positioned-to-contain-e-coli-outbreak-analysts-say-impact-minimal-co">impact on McDonald&#8217;s stock</a> would be minimal. However, David Tarantino, an analyst at Baird Equity Research, downgraded McDonald&#8217;s shares to &#8220;neutral&#8221; late on Wednesday due to concerns over consumer sentiment.
Price Action: On Thursday, McDonald&#8217;s stock traded 1% higher at $301.58 in the regular session and was largely flat in the after-hours trading, according to <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent102224&amp;t=be2bearmibe3na1">data from Benzinga Pro</a>.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/10/41459673/whats-going-on-with-trump-media-technology-stock-today?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">What&#8217;s Going On With Trump Media &amp; Technology Stock Today?</a></li>
</ul>
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

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바이킹 펀드 매니지먼트(Viking Fund Management)의 최근 13F 공시를 보면, 2024년 대선을 앞두고 일부 석유 기업 주식을 매도하는 등 3분기에 어떤 회사를 사고 팔았는지 확인할 수 있다. 13F 공시를 통해 보고한 포지션은 다음과 같다.
우선, 바이킹펀드매니지먼트는 3분기에 일부 대형 석유 회사의 포지션을 포함하여 8개 종목을 완전히 매각했다.
<h3>3분기 매도 종목:</h3>
&#8211; 마라톤 오일 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRO#NYSE">MRO</a>) 
&#8211; 쉘 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHEL#NYSE">SHEL</a>) 
&#8211; SM 에너지 컴퍼니 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SM#NYSE">SM</a>) 
&#8211; 서던 코퍼 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCCO#NYSE">SCCO</a>) 
&#8211; 소시에다드 퀴미카 미네라 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SQM#NYSE">SQM</a>) 
&#8211; 머피 USA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MUSA#NYSE">MUSA</a>) 
&#8211; 사노피 SA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NYSE">SNY</a>) 
&#8211; 캑터스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WHD#NYSE">WHD</a>)
다음은 3분기에 펀드에 추가된 신규 주식이다. 분기 말 기준으로 달러 가치에 따라 크기별로 정렬되었다.
<h3>3분기 신규 매수 종목:</h3>
&#8211; 코디악 가스 서비스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KGS#NYSE">KGS</a>) 
&#8211; EQT 코퍼레이션 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQT#NYSE">EQT</a>) 
&#8211; HF 싱클레어 코퍼레이션 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DINO#NYSE">DINO</a>) 
&#8211; 웨더포드 인터네셔널 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WFRD#NASDAQ">WFRD</a>) 
&#8211; NRG 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) 
&#8211; 버티브 홀딩스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>) 
&#8211; 차트 인더스트리즈 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GTLS#NYSE">GTLS</a>) 
&#8211; 비스타 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>) 
&#8211; 유나이티드 마이크로엘릭트로닉스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) 
&#8211; 에버소스 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ES#NYSE">ES</a>) 
&#8211; 포트랜드 제너럴 일렉트릭 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POR#NYSE">POR</a>) 
&#8211; 레스토랑 브랜즈 인터내셔널 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>) 
&#8211; 뉴트리엔 (NTR.TO – Canada)
주요 변화: 바이킹펀드는 기존 포지션에 대한 여러 가지 변화를 보였고, 새로운 포지션을 개시하기도 했다.
다음은 분기 중 기존 보유 주식 중 추가 매수 규모가 가장 큰 종목이다.
&#8211; 키비타스 리소시스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIVI#NYSE">CIVI</a>): +16,900% 
&#8211; 브로드컴 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>): +882% 
&#8211; 라이온델바젤 인더스트리즈 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>): +400% 
&#8211; 리오 틴토 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RIO#NYSE">RIO</a>): +386% 
&#8211; 다우 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>): +200%
다음은 분기 중 기존 보유 주식 중 매도 규모가 가장 큰 종목이다.
&#8211; 텍사스 퍼시픽 랜드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TPL#NYSE">TPL</a>): -60% 
&#8211; 테슬라 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>): -50% 
&#8211; 할리버튼 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HAL#NYSE">HAL</a>): -40% 
&#8211; 엑슨모빌 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>): -36% 
&#8211; 오빈티브 (OVV.TO – Canada): -33%
왜 중요한가: 다음은 분기 말 기준으로 바이킹펀드에서 가장 큰 포지션을 달러 가치와 펀드에서 차지하는 비율로 순위를 매긴 것이다.
&#8211; 브로드컴: 2,796만 달러, 4.5% 
&#8211; 애브비 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>): 2,488만 달러, 4.0% 
&#8211; 넥스테라 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>): 2,265만 달러, 3.7% 
&#8211; 엔터지 코퍼레이션 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>): 1,627만 달러, 2.6% 
&#8211; 블랙록(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>): 1,424만 달러, 2.3%
바이킹펀드는 브로드컴에 대한 포지션을 크게 늘렸으며, 여전히 가장 큰 보유 종목이다. 또한 분기 동안 여러 석유주가 매각되었지만, 에너지 관련 새로운 포지션들이 열리기도 했다.
사진 출처: Shutterstock
이 기사도 읽어보세요: <a href="_wp_link_placeholder" data-wplink-edit="true">13F 공시: 넬슨 펠츠가 이끄는 트리안펀드매니지먼트의 대선 전 포트폴리오 리밸런싱</a>
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신선한 양파와 관련된 대장균(E. coli) 발생에 대응하여, 주요 미국 패스트푸드 체인인 맥도날드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>), 레스토랑 브랜드 인터내셔널(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>) 그리고 얌 브랜즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YUM#NYSE">YUM</a>)가 메뉴에서 해당 채소를 제거하기로 결정했다. 이 사건으로 인해 49명이 병을 앓았고 한 명이 사망한 것으로 전해졌다.
무슨 일이 (What Happened): 로이터에 따르면, 버거킹의 모회사인 레스토랑 브랜드 인터내셔널과 얌 브랜즈도 신선한 양파를 메뉴에서 제외하기로 결정했다. 한 대변인은 약 5%의 버거킹 매장이 이미 이 변경을 실시했다고 확인했다.
이 보도에 따르면 콜로라도주 롱몬트 버거킹의 매니저 마리아 곤잘레스(Maria Gonzales)는 &#8220;앞으로 당분간 양파를 전혀 사용하지 말라는 회사 측의 지시를 받았다&#8221;고 말했다.
맥도날드는 오염된 양파의 출처가 테일러 팜스(Taylor Farms)임을 확인했으며 현재 리콜되었다. 미국의 주요 식품 서비스 공급업체인 US 푸즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USFD#NYSE">USFD</a>)의 메모에 따르면 콜로라도 시설의 노란 양파가 회수되었다.
미국 식품의약국(FDA)는 영향을 받은 맥도날드 매장들의 공급업체는 테일러 팜스라고 발표하고 리콜을 시작했다고 전했다. 이 건강 규제 당국은 연방 및 주 당국과 회사들과 협력하여 양파가 발생의 원인인지 확인하고 있다.
왜 중요한가 (Why It Matters): 이번 발생은 맥도날드 햄버거와 연관된 대장균 사례가 최근에 보고된 후 발생한 일로, 이로 인해 이 <a href="https://www.benzinga.com/news/24/10/41494285/mcdonalds-stock-is-tumbling-wednesday-heres-why">회사의 주가가 하락</a>한 바 있다. 미국 질병통제예방센터(CDC)는 10개 주에서 49건의 대장균 감염 사례가 확인되었으며, 대부분의 환자들이 McDonald's의 쿼터 파운더(Quarter Pounder) 햄버거를 먹었다고 보고했다.
FDA는 여러 사람이 맥도날드의 쿼터 파운더와 관련된 대장균으로 아프게 된 후 테일러 팜스에 대한 <a href="https://www.benzinga.com/news/24/10/41527681/fda-launches-investigation-into-mcdonalds-supplier-taylor-farms-following-e-coli-outbreak">조사</a>를 시작했다. FDA는 현재 맥도날드 햄버거에 제공된 슬라이스 양파가 오염의 가장 가능성이 높은 원인이라고 생각하고 있다.
발생에도 불구하고, 애널리스트들은 이전에 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41494741/mcdonalds-well-positioned-to-contain-e-coli-outbreak-analysts-say-impact-minimal-co">맥도날드 주식에 미치는 영향이 미미할 것</a>이라고 언급했다. 그러나 베어드 에퀴티 리서치(Baird Equity Research)의 애널리스트 데이비드 타란티노(David Tarantino)는 소비자 심리에 대한 우려로 수요일 늦게 맥도날드의 주가를 &#8216;중립&#8217;으로 하향 조정했다.
가격 움직임: 목요일, 맥도날드 주식은 정규 거래에서 1% 상승하여 $301.58에 마감되었으며, 이후 시간외 거래에서는 0.12% 추가 상승하였다.
다음 읽을 내용: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/10/41459673/whats-going-on-with-trump-media-technology-stock-today?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">트럼프 미디어 &amp; 기술 주식에 무슨 일이 일어나고 있나요?</a></li>
</ul>
이 기사는 <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a>를 사용하여 생성되었으며 <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>에 의해 편집되었습니다.

만약 인수 제안이 승인되고 <a href="https://www.benzinga.com/money/how-to-buy-canadian-stocks" target="_blank" rel="noopener" data-google-interstitial="false">캐나다 최대 공기업들</a> 중 하나가 역사를 만들면 편의점 체인인 세븐일레븐(7-Eleven)이 곧 일본 기업을 대상으로 한 최대 규모 인수에 포함될 수 있다.
어떤 일이 (What Happened): 캐나다 편의점 소유주인 알리맨테이션 쿠쉬타드(OTC:<a class="ticker" href="https://www.benzinga.com/stock/ANCTF#OTC">ANCTF</a>)는 <a href="https://www.benzinga.com/topic/7-eleven" target="_blank" rel="noopener" data-google-interstitial="false">세븐일레븐의 소유주</a>인 세븐 앤 아이 홀딩스(Seven &amp; I Holdings Co)를 대상으로 인수 제안을 했다.
쿠쉬타드(Couche-Tard), 써클K(Circle K), 홀리데이(Holiday) 및 온더런(On the Run) 브랜드를 소유한 알리맨테이션 쿠쉬타드는 컴퍼니스바이마켓캡(<a href="https://companiesmarketcap.com/canada/largest-companies-in-canada-by-market-cap/" target="_blank" rel="noopener">CompaniesbyMarketCap</a>)에 따르면 캐나다 상장 기업 중 13번째로 가치가 높다.
블룸버그의 <a href="https://www.bloomberg.com/news/articles/2024-08-19/couche-tard-made-buyout-offer-for-seven-i-nikkei-reports?srnd=homepage-americas&amp;sref=TBDibEcD">보도</a>에 따르면 편의점 운영업체는 세븐 앤 아이 홀딩스 인수를 위해 310억 달러에 입찰했다. 이번 거래가 승인되면 일본 기업을 대상으로 한 외국 기업 인수로는 최대 규모가 된다.
세븐앤아이가 검토 중인 것으로 알려진 이번 합병 제안은 전 세계적으로 10만 개 이상의 매장을 보유한 세계적 편의점 선두주자로 자리매김할 것으로 알려졌다.
세븐 앤 아이와 쿠쉬타드는 이 보도에 따라 &#8220;우호적이고 구속력 없는 제안&#8221;이 이루어졌음을 확인했으며, 세븐 앤 아이는 특별 독립 위원회가 제안을 검토하고 있다고 밝혔다.
세븐일레븐의 오너로 가장 잘 알려진 세븐 앤 아이는 일본의 데니스(Denny&#8217;s) 레스토랑, 슈퍼마켓 체인 및 은행 브랜드의 오너이기도 하다.
중요한 점 (Why It&#8217;s Important): 세븐일레븐과 쿠쉬타드의 합병은 북미 대륙과 그 이상에서 강력한 입지를 두게 될 것이다.
쿠쉬타드에는 <a href="https://corpo.couche-tard.com/en/our-company/where-we-operate/" target="_blank" rel="noopener">약</a> 16,700개의 매장이 있으며, 매장 수 기준으로 미국(7,131개)과 캐나다(2,142개)가 가장 큰 시장이다. 이 소매업체의 다른 주요 지역으로는 독일(1,191)과 멕시코(856)가 있다.
이번 합병으로 소규모 쿠쉬타드와 85,000개 이상의 매장을 보유한 세븐 앤 아이가 결합된다. 쿠쉬타드의 높은 시가총액은 이 캐나다 회사가 합병에서 우위를 점할 수 있게 해준다.
세븐 앤 아이는 일본 기업인 반면, 이 편의점 주인은 연간 매출의 약 75%를 북미에서, 25%를 일본에서 얻고 있다.
세븐 앤 아이의 주가는 이 입찰 소식에 급등해 하루 최대 상승폭을 기록했다. 하지만 이 일본 기업의 주가는 2월 말 이후 21% 하락했다.
행동주의 투자자 밸류액트 캐피털(ValueAct Capital Management)은 세븐일레의 잠재적 가치 창출에 초점을 맞춰 이 일본 회사의 변화를 추진했다. 이는 독립 기업으로서 세븐 앤 아이의 가치보다 4배 이상의 가치가 있을 수 있다고 주장했다.
쿠쉬타드는 이전 인수를 통해 새로운 영역으로 확장했으며, 2021년 유럽 소매업체 까르푸(Carrefour)를 인수하려는 200억 달러 입찰이 프랑스 정부의 우려로 취소되었다.
이번 제안된 세븐 앤 아이의 거래는 북미에서 규제 압력을 받을 수 있으며, 합병된 회사는 미국에서 20,000대 이상의 매장을 소유하게 된다.
세븐 앤 아이는 이전에 2021년 마라톤 페트롤리엄(Marathon Petroleum)에서 스피드웨이(Speedway) 주유소와 편의점 체인을 210억 달러에 <a href="https://www.benzinga.com/m-a/20/08/16890900/7-eleven-to-buy-marathon-petroleum-convenience-stores-arm-speedway-for-21b">매입</a>했다.
두 브랜드 간의 합병은 일부 투자자들에게 2014년 레스토랑 합병을 회상하게 할 수 있다. 캐나다 커피 체인점 팀 홀튼(Tim Horton)은 2014년 버거킹(Burger King)과 합병됐다. 이 두 레스토랑 회사는 현재 레스토랑 브랜드 인터내셔널(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>)의 일부이며 미국, 캐나다 및 기타 시장에 대규모 매장을 보유하고 있다.
Photo: Unsplash
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패스트푸드 지주 회사인 레스토랑 브랜드 인터내셔널(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>)은 중국에서 두 건의 전략적 거래를 발표하여 전 세계 최대 규모의 <a href="https://www.benzinga.com/pressreleases/24/07/n39573205/restaurant-brands-international-announces-investments-to-drive-growth-in-china" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">퀵 서비스 레스토랑 시장</a> 중 하나에 대한 신뢰를 강화했다.
이 회사는 파파이스 차이나(Popeyes China)를 인수하고 팀스 차이나(Tims China)라고도 알려진 TH 인터내셔널(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/THCH#NASDAQ">THCH</a>)에 카테시안 캐피털(Cartesian Capital)과 공동 투자했다.
이러한 거래에 대한 레스토랑 브랜드의 총 자본 지출은 최대 4,500만 달러이다. 1,500만 달러 규모의 파파이스 차이나 인수에는 상하이에 있는 14개 레스토랑이 포함된다.
레스토랑 브랜드는 마스터 프랜차이즈 모델을 위한 현지 파트너십 구축이라는 장기 목표를 가지고 현지 팀과 개발에 대한 투자를 통해 레스토랑 성장을 가속화할 계획이다.
팀스 차이나의 확장을 지원하기 위해 레스토랑 브랜드와 카테시안 캐피털은 3년 만기 전환사채를 통해 최대 5천만 달러를 투자할 예정이다.
이 중 4천만 달러는 종료 시 발행될 예정이며, 나머지 1천만 달러는 운영 및 재무 상황에 따라 향후 7개월에 걸쳐 자금이 조달될 예정이다.
이번 투자로 레스토랑 브랜드의 팀스 차이나 지분율은 최대 18%까지 증가하고 팀스 차이나 이사회에 2명의 이사를 임명할 수 있게 된다.
아시아 태평양 지역 사장 라파엘 오도리지(Rafael Odorizzi)는 "중국은 파파이스와 팀 홀튼(Tim Hortons) 브랜드 모두에게 가장 매력적인 장기적 시장 기회 중 하나이다. 파파이스 차이나는 강력한 출발을 하고 있으며 전 세계적으로 가장 큰 치킨 QSR 시장 중 하나에서 개발 잠재력을 발휘하게 되어 기쁘다"고 말했다.
"오늘 발표를 통해 팀스 차이나는 고품질 레스토랑 개발에 더욱 집중하고 중국 소비자에게 고품질 팀스(Tims) 커피와 음식을 제공할 수 있게 되었다."
주가 움직임: 월요일 레스토랑 브랜드(QSR)의 주식은 0.11% 낮아진 70.29달러에 마감했다.
면책 조항: 본 콘텐츠는 AI 도구의 도움을 받아 제작되었으며 Benzinga 편집자가 검토하고 발행했습니다.
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