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DRI

DARDEN RESTAURANTS INC

NYSE · Consumer Cyclical · Restaurants · US

$209.32
+1.25%
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  • Research · Sep 10, 2026

    [DRI] Darden Restaurants: Expensive beef fills LongHorn and squeezes its margin

    Darden closed fiscal 2026 with $13.21 billion of sales as LongHorn comps rose 7.2 percent but its segment margin fell 70 basis points; the September 24 quarter tests if both can rise together.

  • Research · Sep 3, 2026

    [DRI] Darden Thesis 2026: Ruth's Chris Integration and LongHorn Momentum Offset Olive Garden Casual Dining Pressure

    Darden delivered FY2025 revenue of ~$12.1B with Ruth's Chris fully integrated and generating procurement synergies ahead of plan. LongHorn continues to be the portfolio's fastest-growing casual brand (+3% SRS) while Olive Garden stabilized at modest positive SRS (+2%) against industry-wide casual dining traffic headwinds. Adj. EPS ~$9.55 grew ~8% driven by Ruth's Chris synergies and Darden's consistent buyback program. FY2026 thesis rests on whether Darden's portfolio diversification (steakhouse, Italian, fine dining, value casual) insulates earnings from any single casual dining category recession — and whether LongHorn reaches $3B revenue as the company's second-largest brand.