Friday, November 21, 2025

"Canadian Tire, Tim Hortons form loyalty program partnership"/ "Tim Hortons parent beats quarterly estimates on resilient restaurant traffic"

Sept. 15, 2025 "Canadian Tire, Tim Hortons form loyalty program partnership": Today I found this article by Tara Deschamps on BNN Bloomberg:


TORONTO — Your Tim Hortons order might soon come with a side of Canadian Tire money.

Canadian Tire Corp. Ltd. announced Monday that it’s partnering with the coffee giant to dish out perks to customers of both brands.

Under the partnership launching sometime next year, customers who link their Triangle and Tims Rewards accounts will earn Canadian Tire money on eligible purchases at the restaurant chain. 

Linking both accounts will also give customers access to exclusive offers.

Neither brand would specify what kind of offers shoppers will see. They said those details and information about what constitutes an eligible purchase and how much Canadian Tire money will be earned per dollar spent will be available closer to launch.

Canadian Tire CEO Greg Hicks and Tims’ chief marketing officer Hope Bagozzi each said in a statement that the partnership will deliver even more value to their customers.


The partnership continues the growth of the Triangle Rewards program beyond the Canadian Tire family of brands — 

SportChek, 

Party City, 

Mark’s, 

Pro Hockey Life 

and Atmosphere.

The loyalty program already has incentives for customers who patronize 

Petro-Canada gas stations 

and Royal Bank of Canada. 

A partnership with WestJet is set to launch next year.

Canadian Tire’s Triangle Rewards program has nearly 12 million members 

and is a cornerstone of its True North initiative, which is meant to deliver growth and operational efficiency through restructuring and an investment of more than $2 billion over four years.

Tim Hortons has also been growing its rewards program through its Roll Up To Win contest and by offering app users the ability to skip the line when ordering ahead.

This report by The Canadian Press was first published Sept. 15, 2025.

Companies in this story: (TSX:CTC.A, TSX:QSR)

Tara Deschamps, The Canadian Press

https://www.bnnbloomberg.ca/business/company-news/2025/09/15/canadian-tire-tim-hortons-form-loyalty-program-partnership/


My opinion:

The similarity: Canadian Tire and Tim Horton's are Canadian companies.

The difference: Canadian Tire is a store and Tim Horton's is a restaurant.

However, this will work because Canadian Tire has other businesses that aren't stores like Petro-Canada gas stations and Royal Bank of Canada. 


Oct. 30, 2025 "Tim Hortons parent beats quarterly estimates on resilient restaurant traffic": Today I found this article by Neil J Kanatt on BNN Bloomberg:


Restaurant Brands beats quarterly sales and profit estimates on Thursday, helped by resilient traffic at its Burger King and Tim Hortons chains.

Menu updates 

and a focus on value pricing 

helped the Toronto-based restaurant chain operator offset broader macro pressures that have rattled consumer confidence recently in the U.S.

Tim Hortons, the company’s biggest business, 

recorded strong demand as it is less exposed to the economic pressures in the U.S. 

It operates only around 11 per cent of its outlets in the country.

Restaurant Brands’ other big business, Burger King, also enjoyed traffic growth, driven by its value offerings, including its ‘2 for $5’ and ‘3 for $7’ deals.

“Burger King is serving up value at a time when consumers are seeking deals,” said eMarketer analyst Zak Stambor.

Consumers gravitating towards cheaper meals aided Shake Shack’s SHAK.N upbeat quarterly results on Thursday, 

and Domino’s Pizza’s DPZ.O better-than-expected earnings earlier this month.

Meanwhile, Chipotle Mexican Grill cut its annual sales forecast on Wednesday, warning that consumer spending on dining out is likely to remain under pressure through early 2026.

Multiple brands and an extended global footprint helped Restaurant Brands sustain demand, compared to Chipotle, Thomas Curtis, president of Burger King US and Canada, told Reuters.

Elevated beef costs are pressuring Burger King’s U.S. business margin, 

but it is temporary as prices normalize, CFO Sami Siddiqui said in a post-earnings call.

U.S.-listed shares of the company were up 2 per cent in early trading.

Restaurant Brands’ third-quarter same-store sales grew 4 per cent, 

compared to a 0.3 per cent growth last year. 

Analysts expected a 3.2 per cent growth, according to data compiled by LSEG.

Quarterly revenue of $2.45 billion, surpassed analysts’ average expectation of $2.4 billion, while adjusted profit per share of $1.03 beat estimates of $1.

(Reporting by Neil J Kanatt in Bengaluru; Editing by Shinjini Ganguli)

https://www.bnnbloomberg.ca/business/2025/10/30/tim-hortons-parent-reports-stronger-than-expected-sales-growth-on-resilient-demand/



No comments: