Restaurant Brands International Inc. · NYSE:QSR
Restaurant Brands International — Bernstein Strategic Decisions Conference 2021
10 slides from Restaurant Brands International's conference presentation, Jun 4, 2021
Slide 1: Bernstein Strategic Decisions Conference June 4, 2021
Bernstein Strategic Decisions Conference June 4, 2021 1
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains certain forward-looking statements and information, which reflect management's current beliefs and expectations regarding future events and operating performance and speak only as of the date hereof. These forward-looking statements include statements
Slide 3: The RBI Value Proposition
The RBI Value Proposition 3 Iconic Brands Highly-Scalable Sustainable and Efficient Organic Top- Platform Line Growth Integrated Differentiated Technology Global Growth Platform Model 3
Slide 4: Three Iconic Brands
Three Iconic Brands Since Acquired Since Acquired Since Acquired 1954 2010 1964 2014 1972 2017 >18,600 >115 >4,900 >10 >3,400 >25 Restaurants Countries Restaurants Countries Restaurants Countries 4
Slide 5: Sustainable Organic Top-line Growth
Sustainable Organic Top-line Growth Quality & Everyday Value Innovation Digital Guest Experience Cajun Flounder Mobile Order & Pay Chicken Sandwich Sandwich Whopper® Ch’King® – Hand Breaded Chicken Sandwich Tims Rewards Restaurant Brands Delivery for Good $1 Your Way Menu Cold Brew Royal Digital Men
Slide 6: Differentiated Global Growth Model
Differentiated Global Growth Model (1) On track to 40k Restaurants Globally Cumulative Net (2) +54% Compounding Benefits of Restaurant Growth +16% Development since Brand +27% Increased +8k Acquisition Brand Awareness BK TH PLK Higher Restaurant BK Int’l Revenue Growth +2x to per Store ~12k Units Im
Slide 7: Integrated Technology Platform
Integrated Technology Platform Restaurant Guest Data Point of sale software Web Data & Analytics Platform Back of house Mobile App Prediction engine & (iOS, Android) suggestive sell Product and information management Kiosk -Tims Rewards Loyalty -BK Royal Perks -Popeyes Rewards pilot World class team
Slide 8: Digital Menu Board Update
Digital Menu Board Update Restaurant Digital Guest Menu Data Boards Installation Target: Considerable majority of (1) North America completed by year end To be enhanced with additional capabilities: Predictive and Personalized Selling Integrated Loyalty Programs Remote, Contactless Payment (
Slide 9: Historical Growth Algorithm
Historical Growth Algorithm Comparable Sales 2% - 3% Unit Growth ~5% System-wide Sales Growth ~7% Mid to High Adj. EBITDA Growth Single Digits Note: Based on combined results from 2014 to 2019 9
Slide 10: Total Shareholder Return
Total Shareholder Return Base Layer Returns • Compounding system-wide sales growth, disciplined EPS Growth management and scalable model drive bottom line + Strong Dividend • Strong growth in dividends to $2.12 per share, +3x over last 5 years, representing industry best-in-class yield of ~3% Strate
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