Stock Movers Restaurant Brands Raises Dividend; McDonald’s Sales Beat Estimates; Cisco Shares Fall
Feb 12, 2026
Coverage of Restaurant Brands raising its quarterly cash dividend. A deep dive into McDonald’s surge in US comparable sales driven by value meals. Analysis of Cisco’s hit to shares after a softer-than-expected gross margin outlook. Brief rundowns of coal stock gains and AI-related market themes.
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Restaurant Brands Outperformed On International Strength
- Restaurant Brands (QSR) beat Q4 sales and earnings with comp sales driven largely by international operations.
- Domestic units like Tim Hortons, Burger King and Popeyes underperformed while Firehouse Subs exceeded expectations.
Host Shout-Out To A Dad’s Favorite Sandwich
- Dan Curtis gives a light personal shout-out to Nathan Hager's dad for liking Firehouse Subs after that brand beat expectations.
- The hosts used this small personal aside to humanize the business update.
McDonald’s Sees Fastest U.S. Sales Growth In Two Years
- McDonald’s US comparable sales jumped 6.8%, the fastest growth in over two years, beating estimates.
- The gain reflects cost-conscious diners choosing value meals and stronger loyalty program engagement.