财务业绩表现 - 第一季度每股收益1.97美元 低于分析师共识预期2.00美元[1] - 季度销售额30.04亿美元 低于分析师共识预期30.40亿美元[1] - 股价单日下跌7.7% 收盘报192.74美元[2] 业绩指引调整 - 维持2026财年调整后每股收益指引10.50-10.70美元 接近市场预期10.68美元[2] - 上调2026财年销售额预期至129.83-131.04亿美元 原预期为129.22-130.43亿美元[2] - 管理层表示同店销售额和盈利增长超预期[1] 分析师评级变动 - BTIG维持买入评级 目标价从235美元下调至225美元[7] - TD Cowen维持持有评级 目标价从235美元下调至200美元[7] - Keybanc维持超配评级 目标价从240美元下调至225美元[7]

公司表现与前景 - Olive Garden作为旗舰品牌拥有极佳的利润率但股价因业绩未达预期而大幅下跌 [1] - 公司提供3%的股息收益率 [1] 行业需求与成本 - 餐厅不存在客流量问题需求依然旺盛 [2] - 牛排价格大幅上涨可能导致需求破坏消费者因此减少消费 [2] - 烈酒价格正在下降包括啤酒（除甜啤酒外）威士忌和伏特加 [3][4] - 啤酒价格下降有助于吸引消费者外出就餐 [4] 消费趋势变化 - 无酒精鸡尾酒业务受到消费者欢迎 [4]

公司业绩与市场预期 - 公司定于9月18日公布2026财年第一季度财报 [1] - 公司此前在6月份公布了一个业绩非凡的季度 这是其一系列强劲业绩中的最新一次 [2] - 管理层提供了坚实的全年业绩预测 [2] 投资策略与市场情绪 - 餐饮板块突然变得非常不受市场青睐 [1] - 建议在财报公布前小规模买入 若财报后股价下跌则可大举买入 [1] - 公司被认为是一家业务稳定的公司 并提供良好的股息 [1] - 在6月份时 公司股价被认为提供了一个引人注目的机会 其强劲的季度业绩未被市场充分定价 堪称物超所值 [2] 公司战略与发展 - 公司旗下拥有Olive Garden和LongHorn Steakhouse等知名品牌 [2] - 公司首席执行官概述了新的五年计划 该计划令人鼓舞 [2]

Darden Restaurants is seeing sales grow in the face of spiking food costs.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The company, which owns chains that include Olive Garden and Longhorn Steakhouse, posted qua ...

The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...

业绩表现 - 公司第一季度调整后每股收益为197美元 低于分析师预期的200美元 [1] - 季度收入同比增长104%至30亿美元 但低于分析师预期的304亿美元 [1] - 同店销售额整体增长47% 其中Olive Garden增长59% LongHorn Steakhouse增长55% [2] 业务细分 - 高端餐饮部门同店销售额下滑02% [2] - 其他业务部门(包括近期收购的Chuy's Tex Mex)同店销售额增长33% [2] 财务指引 - 维持全年每股收益指引1050-1070美元 高端略高于市场共识1069美元 [2] - 预计2026财年销售额增长75%-85% 其中约2%来自额外的第53周 [3] - 2026财年同店销售额预计增长25%-35% [3] - 计划新开约65家餐厅 [3] 市场反应 - 公司股价单日下跌10% 因季度业绩未达预期且全年指引仅符合市场共识 [1]

财务业绩 - 第一财季每股收益1.97美元 较预期2美元略低但较去年同期1.75美元实现增长[1][2][6] - 季度营收达30.4亿美元 超出市场预期[1][6] - 企业上调2026财年营收增长指引[4] 估值指标 - 市盈率约21.04倍 市销率约1.83倍 反映市场对公司盈利能力和营收的估值水平[3][6] - 企业价值与销售额比率约2.30倍 企业价值与经营现金流比率约16.29倍[4] - 盈利收益率约4.75% 体现投资回报潜力[5] 资本结构 - 债务股权比率约2.57倍 显示债务融资依赖度较高[5][6] - 流动比率约0.42倍 反映短期偿债能力[5]

The restaurant is offering a "lighter portion†section of its menu in an attempt to drive more customer traffic. ...

Shares of Darden (NYSE: DRI ) have been an excellent performer over the past year, rallying 30% into Thursday. However, with the stock at an elevated level, there is little room for error, and mixed quarterly earnings sent the stock down ~8% in early trading Thursday. I have been ratingOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or ...

Shares of Darden (NYSE: DRI ) have been an excellent performer over the past year, rallying 30% into Thursday. However, with the stock at an elevated level, there is little room for error, and mixed quarterly earnings sent the stock down ~8% in early trading Thursday. I have been ratingOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or ...