Added to YB: 2026-06-30
Pitch date: 2026-06-26
DRI [neutral]
Darden Restaurants, Inc.
-3.29%
current return
Author Info
Company Info
Darden Restaurants, Inc., together with its subsidiaries, owns and operates full-service restaurants in the United States and Canada.
Market Cap
$24.5B
Pitch Price
$212.70
Price Target
307.00 (+49%)
Dividend
3.03%
EV/EBITDA
12.42
P/E
20.47
EV/Sales
2.44
Sector
Hotels, Restaurants and Leisure
Category
N/A
Darden Restaurants (DRI) -- Q4 FY2026 Results
DRI (earnings): Q4 FY26 adj EPS $3.66 beat $3.63; SSS +4.6% beat. Longhorn +9.5% comp, best in years; OG +2.4% missed (artificial 80bps lighter-portions drag, ~3.2% organic). FY27 guide ($11.10-11.35) below consensus but optical—53rd-wk distortion masks ~5.5% organic. 13.3x fwd EV/EBITDA, low end of 3yr range. Base IRR ~6.6%, modest. Key variable: OG SSS trajectory. Bull ~13% IRR, bear breakeven. Q1 beef inflation near-term risk. Neutral.
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