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Burger King had another good quarter… which is something we couldn't have imagined typing this time last year.

U.S. comps rose 8.5% in the quarter ended June 30, against the 3.5% analysts penciled in and the 1.5% it managed a year ago. McDonald's did 0.8%, and the Golden Arches felt so tarnished by that it installed a new U.S. president. That's now 2 straight quarters the Whopper has flexed on the Big Mac.

The King's engine remains value with the "2 for $5" and "3 for $7" deals aimed at Americans who now treat eating out as a luxury good. Restaurant Brands has also poured years and serious money into remodels and marketing, which apparently works if you keep at it long enough.

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Then there's Tim Hortons, which generates roughly 41% of Restaurant Brands' operating income and grew Canadian comparable sales by 0.1%. Not 1%. Zero point one. Analysts wanted 1.5%, last year delivered 3.6%, and there are some 3,900 of these things up there. A nation that treats the double-double as a civic obligation could not be roused by a C$3 breakfast sandwich.

Across all of Restaurant Brands, global comps landed at 3.8% against 3.0% expected, revenue of $2.52 billion just missed estimates, and adjusted EPS climbed to $1.07 from 94 cents. Popeyes was the worst brand in the house. Maybe it should try spinach?

Beef runs about a quarter of Restaurant Brands' food basket, and prices are headed the wrong way, which is awkward for a comeback built on 2 sandwiches for $5. The gorgeous math needs to moo on margin, which might be why the stock sold off by about 1.5% at Thursday's open.