Tim Hortons would give Burger King a strong coffee label, just as McDonald's seeks to boost the following for its McCafe brand by teaming up with Kraft Foods Group Inc. to sell packaged coffee at supermarkets. "Burger King has had breakfast for a number of years but they have not been able to crack the code to McDonald's historical success in this area," Anderson said. Tim Hortons "will provide at the very onset an effective entry into the coffee market." Expansion Runway For Tim Hortons, combining with Burger King would give the company the platform it needs to step up U.S. and international expansion, according to Kenric Tyghe, an analyst at Raymond James Financial Inc. Activist investors Scout Capital Management LLC and Highfields Capital Management LP have criticized the company's strategy in America, where it has failed to build the same following the brand enjoys in Canada.