RBI's Investor Day: Strategic Growth Plans and $1.6 Billion in Shareholder Returns by 2028

### Restaurant Brands International Charts Strategic Path for Growth at Investor Day

On February 26, 2026, Restaurant Brands International Inc. (RBI) convenes its annual Investor Day in Miami, outlining an ambitious strategic plan aimed at driving substantial growth until 2028. Central to the discussions is RBI’s commitment to returning significant value to shareholders, with an announcement for over $1.6 billion in shareholder returns through dividends and share repurchases in 2026. This financial strategy includes an initial $500 million allocated specifically for share buybacks, signifying RBI's confidence in its growth trajectory and market position. The company also reveals a goal of achieving a minimum of 8% organic Adjusted Operating Income growth through 2028, building on successful growth rates already recorded in 2024 and 2025.

RBI's long-term plans feature a target of 5%+ Net Restaurant Growth by 2028, which is intended to be supported by a roadmap aimed at simplifying its operations. One noteworthy aspect of this plan is the decision to phase out its Restaurant Holdings segment by the end of 2027, reflecting a strategic pivot towards streamlining operations and enhancing focus on its flagship brands. CEO Josh Kobza emphasizes the importance of leveraging RBI’s four iconic brands while fostering strong partnerships with franchisees, thereby positioning the company for sustained growth and robust shareholder returns in the future.

The financial framework projected by RBI outlines a commitment to a predominantly franchised business model, as reiterated by CFO Sami Siddiqui. The focus on franchising is expected to generate significant free cash flow while maintaining the discipline of returning value to shareholders through dividends and share buybacks. The company expresses its ambition to achieve corporate investment-grade leverage by 2028, signaling a refined financial strategy aimed at supporting consistent earnings growth and creating lasting value for stakeholders.

In addition to the broader growth strategy, RBI's plans include an extension of the franchisee advertising contribution rate at 4.5% through 2027, highlighting ongoing support for the Reclaim the Flame initiative at Burger King. This continued investment in marketing initiatives reflects RBI's dedication to enhancing brand presence and franchisee success across its portfolio. Overall, the discussions during Investor Day reinforce RBI’s proactive approach to driving growth while ensuring significant returns for its investors.