RBA / Q2-FY26 / promises

Measure what management said.

Restaurant Brands Asia · A quarter-by-quarter view of forward statements and whether delivery is visible yet.

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WatchQ2-FY26 · 2025-11-06Back to quarter ↗

Management delivery ledger

Promises over time.

5 tracked

Q3-FY26 · Q2 FY26

Store expansion: 60-80 net additions annually through FY29

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

heuristic_v1

Q3-FY26 · Q2 FY26

Gross margin trajectory to 70% by FY29

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

heuristic_v1

Q3-FY26 · Q2 FY26

Delivery margin improvement of 1 percentage point achieved

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

heuristic_v1

Q4-FY26 · Q3 FY26

600 Restaurants by March 2026

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

heuristic_v1

Q4-FY26 · Q3 FY26

60-80 Net New Restaurants Annually

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

heuristic_v1