Burger Wars: McDonald's Vs. Restaurant Brands International

Restaurant Brands International has outperformed McDonald's Corporation recently, driven by stronger U.S. sales growth and market share gains. My valuation-driven “Flipping Burger” strategy proposes rotating between QSR and MCD as their valuation premium narrows or widens. QSR delivered 5.8% U.S. same-store sales growth in Q1 versus MCD's 3.9%, and QSR's EPS grew 14.5% versus MCD's 6%.