Darden Restaurants, Inc. (NYSE:DRI) stock is muted after Jefferies downgraded the Olive Garden parent to "underperform" from "hold" and slashed its price target by $30 to $124. The analyst said the company could lose market share in a "more promotional" environment, and cited potential challenges for DRI's near-term fundamentals. Darden stock has had a rough go of it on lately. While last seen marginally higher, the shares are currently mired in an 11-day losing streak. Now trading at its lowest level since ...

Morgan Stanley analyst Joseph Moore downgraded the rating for ON Semiconductor ON from EqualWeight to Underweight, while cutting the price target from $70 to $65. ON Semiconductor shares gained 4.2% to close at $76.59 on Wednesday. See how other analysts view this stock. Goldman Sachs analyst Mark Delaney downgraded Innoviz Technologies Ltd. INVZ from Buy to Neutral, while cutting the price target from $2.25 to $1. Innoviz Technologies shares rose 5.6% to close at $0.9550 on Wednesday. See how other analyst ...

While they generally are quite more volatile than mid or large-cap companies (where valuations range from $2 billion to $10 billion and $10 billion to $200 billion respectively), small-caps are valuable portions of an investment portfolio. That is primarily because, at their current development stage, it's likely they are still expanding. Depending on several factors, it could cause their valuation to skyrocket. In the end, this benefits the cautious investor. Here are three underappreciated companies to bu ...

Smart investors will watch restaurant stocks since the business is estimated to generate over $1 trillion in 2024. The industry is expected to gain 200,000 jobs this year, reaching 15.7 million. The industry could add an average of 150,000 jobs per subsequent year, reaching 16.9 million by 2032. Restaurants are the second most popular private sector employment in the U.S. Also, technology-based eating habits are spreading swiftly. According to Madmobile, 64% of customers prefer to place digital orders, demo ...

文章核心观点 - 公司有望从新餐厅开业、收购Ruth's Chris Steak House以及菜单创新中获益 [1] - 公司专注于数字化转型也是利好因素 [1] - 但通胀压力是一大隐忧 [1] 驱动增长的因素 - 2024财年公司在24个州新开设53家餐厅,包括8家重新开业,并成功整合了Ruth's Chris Steak House [2] - 公司专注于强化四大竞争优势并保持卓越的运营,有效应对了加剧的折扣和营销压力 [2] - 2024财年第四季度,公司完成了对Ruth's Chris Steak House的整合,将所有自营餐厅转移到了自有的POS和劳动力管理系统,并收购了佛罗里达州Destin的一家特许经营店,实现了每股收益(EPS)0.10美元的预期协同效应 [3] - 公司未来将通过专注核心菜单、创新菜品、优化厨房运营和提高员工水平来提升顾客满意度 [4] - 公司一直在投资内部数字媒体能力,测试连接电视等策略以吸引客流,并利用洞察力优化跨品牌的信息传播 [4] 估值分析 - 公司估值相对同行略显偏低,其12个月前瞻性市盈率为16.01倍,低于行业平均水平的22.45倍 [5] 潜在隐忧 - 过去一年公司股价下跌6.3%,低于行业5.7%的跌幅,主要受到宏观环境波动和通胀压力的影响 [7] - 2024财年第四季度,总运营成本和费用同比增加7%,主要由于食品饮料成本、餐厅费用和人工成本上升 [7][8] - 公司对牛肉价格上涨持谨慎态度,预计2025财年总通胀约3%,其中商品通胀约2%,人工成本通胀约4% [8]

Cardenas said Darden, which owns popular franchises including Olive Garden and Longhorn Steakhouse, has not yet benefited from the trend, but noted competitors like Brinker International, which owns Chili's, and Applebee's parent Dine Brands have begun to market towards fast food customers with cheap deals. On Darden's quarterly earnings call on Thursday, Cardenas said industry data shows "a little bit of a shift" from fast food joints to sit-down competitors. His comments come after a recent survey conduct ...

Olive Garden customers can expect menu prices to increase in the near future after the popular Italian restaurant chain has kept price hikes well below inflation in recent years, parent company Darden Restaurants said this week. Darden CFO Raj Vennam told analysts on the company's earnings call Thursday that Olive Garden menu prices for this year are "to be more in line with inflation" in the 2.5% to 3% range, spread over the next four quarters. Vennam said Olive Garden has kept pricing "very modest" over t ...

Loading... The results came amid an exciting earnings season. Here are some key analyst takeaways. Analyst Sara Senatore maintained a Buy rating, while raising the price target from $180 to $185. "We subscribe to Darden's view that slower input cost growth – commodities and labor – is a natural counterweight to slower demand growth and continue to believe that DRI can meet or exceed its long term growth algorithm, albeit with the balance of growth shifted to margin expansion," the analyst further wrote. Dar ...

文章核心观点 - 奥利维花园餐厅的客流量在第四季度同比行业基准高约0.6% [2][3] - 尽管如此,奥利维花园的同店销售额在该季度同比下降1.5%,主要是因为其"决定最小化定价" [4] - 奥利维花园在过去一年内将价格上调约3.5%,与全美正餐行业平均水平持平,未来一年计划再上调2.5%-3% [7] 行业分析 - 疫情期间,餐厅价格快速上涨,主要受食品和人工成本上升影响,而杂货价格涨幅已趋稳定 [9] - 消费者已经注意到这一差异,认为快餐性价比不如从前,一些人选择在家烹饪,也有人转向像奥利维花园这样的休闲餐厅 [9][10] - 近期一些休闲餐厅通过推出优惠套餐吸引顾客,从而从快餐企业那里抢占了一些客流 [11] - 奥利维花园选择专注于整体价格水平的维持,而非大幅优惠,这种策略被认为更加可持续 [12][13]

Loading... Loading... Darden Restaurants, Inc. DRI reported better-than-expected fourth-quarter earnings results and increased its quarterly dividend. Sales grew 6.8% Y/Y to $2.957 billion, missing the analyst consensus estimate of $2.975 billion. Consolidated same-restaurant sales for the quarter remained flat. Adjusted EPS of $2.65 topped the consensus of $2.62, according to data from Benzinga Pro. Darden's Board of Directors declared a quarterly cash dividend of $1.40 per share, a 6.9% Q/Q, payable on Au ...