Orlando, Florida-based Darden Restaurants, Inc. (DRI) owns and operates full-service restaurants in North America. With a market cap of $21.4 billion, Darden Restaurants operates various brands including Olive Garden, LongHorn Steakhouse, Cheddar's Scratch Kitchen, Seasons 52, Yard House, and more. The restaurant giant is expected to release its Q2 results by mid-December. Ahead of the event, analysts expect DRI to report an adjusted EPS of $2.10, up 3.5% from $2.03 reported in the year-ago quarter. While ...

You might know Darden Restaurants (NYSE: DRI ) best as the company that owns Olive Garden, but this company actually owns 10 restaurant concepts in total, including LongHorn Steakhouse and Yard House. This portfolio of restaurants gives itI am a freelance business writer. I formerly wrote articles for the Motley Fool Blogging Network, where I won several editor's choice awards. After that, I wrote articles for the main Motley Fool site. I typically focus on restaurants, retailers, and food manufacturers, co ...

公司概况 - 市值达225亿美元 是北美最大的全方位服务餐厅运营商之一 [1] - 经营超过1700家餐厅 品牌包括Olive Garden、LongHorn Steakhouse、The Capital Grille和Ruth's Chris Steak House [1] - 属于大盘股类别 投资组合涵盖意大利菜、牛排馆、高级餐饮和休闲餐饮概念 [2] 财务表现 - 第一季度调整后每股收益197美元 低于华尔街预期 [5] - 季度销售额304亿美元符合预期 但运营成本激增88%至271亿美元 [5] - 年度销售增长预期上调至75%-85% 但中点略低于分析师平均预期 [5] 股价表现 - 较52周高点22827美元回落184% [3] - 过去三个月下跌164% 同期消费者 discretionary选择行业SPDR基金(XLY)上涨147% [3] - 年内迄今小幅下跌 表现逊于XLY的76%涨幅 [4] - 过去52周上涨81% 但低于XLY的225%回报率 [4] - 9月18日单日大跌77% [5] - 目前交易价格仍高于200日移动平均线 [4] 同业比较 - 百胜餐饮集团(YUM)表现优异 过去52周上涨115% 年内迄今上涨89% [6] 分析师观点 - 29位覆盖分析师给予"适度买入"共识评级 [6] - 平均目标价23464美元 较当前水平有262%溢价空间 [6]

核心观点 - 达登餐厅公司2026财年第一季度每股收益1.97美元 低于分析师预期的2美元 导致股价单日下跌7.69%至192.74美元[1] - 公司财务表现呈现分化态势：净利润同比增长24%至2.578亿美元 销售额同比增长10.4%至30.4亿美元[2] - 同店销售额增长4.7% 并通过收购Chuy's Tex Mex餐厅及新增22家门店推动收入增长[2] 财务表现 - 每股收益1.97美元 较市场预期低0.03美元[1] - 净利润从去年同期的2.072亿美元增长至2.578亿美元[2] - 总销售额从27.6亿美元提升至30.4亿美元[2] 运营数据 - 同店销售额实现4.7%的混合增长[2] - 通过收购获得103家Chuy's Tex Mex餐厅[2] - 净新增22家餐厅[2] 管理层评论 - 公司总裁兼CEO表示财年开局强劲 同店销售额和盈利增长超预期[3] - 强调通过四大竞争优势推动品牌长期成功 同时增加业务投资并回报股东[4] - 旗下品牌包括Olive Garden和LongHorn Steakhouse等连锁餐厅[5]

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, Inc. (NYSE:DRI) shares tumbled nearly 10% Thursday after the Olive Garden parent posted weaker-than-expected quarterly earnings and revenue, overshadowing double-digit sales growth fueled by acquisitions and steady same-restaurant gains. The company reported first-quarter adjusted earnings per share of $1.97, missing the analyst consensus estimate of $2.00. Quarterly sales of $3.004 billion missed the Street view of $3.040 billion. Also Read: Darden Restaurants, Factset Research And 3 ...

Key Takeaways DRI posted Q1 EPS of $1.97, below estimates, though sales rose 10.4% to $3.04B. Same-restaurant sales grew 4.7%, led by Olive Garden and LongHorn Steakhouse gains. For fiscal 2026, DRI raised sales growth outlook to 7.5-8.5% and sees up to 65 new restaurants. Darden Restaurants, Inc. ((DRI) reported first-quarter fiscal 2026 results, with earnings missing the Zacks Consensus Estimate, but revenues beat the same. Following the results, the stock declined 8% in today’s pre-market trading session ...

公司业绩与股价表现 - 公司股价今日下跌9.7%至18861美元，因每股收益197美元不及预期，而304亿美元营收符合预期[1] - 公司旗下品牌组合同店销售额增长强劲，但高端餐饮部门因成本上升表现疲软[1] - 尽管业绩未达预期，公司仍上调了2026年业绩指引，显示出对潜在反弹的信心[1] - 此次下跌为至少九个季度以来最严重的财报后跌幅，股价跌至4月以来最低水平[2] - 2025年至今公司股价表现不一，年内微涨13%，并在6月创下历史新高，但目前已连续第五日下跌[2] 市场情绪与分析师观点 - 分析师整体倾向看涨，覆盖该股的29家券商中，18家给予“买入”或更高评级，11家给予“持有”评级[3] - 财报后出现大量目标价调整，但12个月共识目标价23294美元仍较当前股价有大幅溢价[3] - 期权市场情绪明显看跌，今日迄今看跌期权交易量7865份远超看涨期权1885份，总成交量是日均水平的24倍[4] - 最活跃的合约为9月到期、行权价在200美元、195美元、190美元和185美元的看跌期权，且新头寸正在建立[4]

For the quarter ended August 2025, Darden Restaurants (DRI) reported revenue of $3.04 billion, up 10.4% over the same period last year. EPS came in at $1.97, compared to $1.75 in the year-ago quarter.The reported revenue represents a surprise of +0.17% over the Zacks Consensus Estimate of $3.04 billion. With the consensus EPS estimate being $2.00, the EPS surprise was -1.5%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...

The exterior of an Olive Garden is seen on June 20, 2025 in Austin, Texas.Darden Restaurants on Thursday reported mixed quarterly results, as Olive Garden and LongHorn Steakhouse helped offset weakness in its fine-dining business.The company also raised its full-year forecast for revenue growth, although it only reiterated its projections for its earnings. Shares of the company fell 6% in premarket trading.Here's what the company reported compared with what Wall Street was expecting, based on a survey of an ...