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DRDRI

Darden Restaurants, Inc.

$DRI·$24B·Restaurants·Consumer Cyclical
$212.75+1.0%YTD+14.1%1Y-4.9%
Mentions · last 7 days
2026-06-17: 9 posts2026-06-18: 17 posts2026-06-19: 11 posts2026-06-20: 10 posts2026-06-21: 24 posts2026-06-22: 21 posts2026-06-23: 17 posts109
Price updated 3m ago·X counts updated 20h ago
DRDRI
$DRIDarden Restaurants, Inc.
$212.75+1.03%109 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Owner-operator of 1,800+ full-service restaurants including Olive Garden and LongHorn Steakhouse in the US and Canada.

Industry overviewAI analysisGenerated by AI from underlying data

Where Restaurants sits in its cycle right now — and what that implies for $DRI.

Restaurants · Consumer Cyclical

Food input cost inflation is the margin headwind across the sector; Cracker Barrel's turnaround narrative and CAVA's Mediterranean expansion are the two stories this week. QSR operators (MCD, YUM, WEN) absorb commodity cost through menu pricing and AI-driven operational efficiency; Cracker Barrel's restructuring is the recovery narrative.

Industry benchmark

13-name peer basket
+7.4%YTD
-15.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
22.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
50.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
44.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q4 2025Mar 19, 2026$2.95$2.94+0.3%
Q3 2025Dec 18, 2025$2.08$2.10-1.0%
Q2 2025Sep 18, 2025$1.97$2.00-1.5%
Q1 2025Jun 20, 2025$2.98$2.97+0.3%
Next earningsThu, Jun 25·consensus EPS $3.63

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$3.3B+5.9%18.0%13.2%$2.66$623.3M
Q2 FY26$3.1B+7.3%68.9%10.3%$2.05$494.8M
Q1 FY26$3.0B+10.4%69.5%11.1%$2.21$162.9M
Q4 FY25$3.3B+10.6%23.4%11.7%$2.59$284.4M

Forward consensus

5-year forecast · up to 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$13.2B$13.2B – $13.2B$10.63$10.58 – $10.6719
FY27$13.7B$13.6B – $13.8B$11.40$11.20 – $11.6220
FY28$14.5B$14.5B – $14.5B$12.57$12.25 – $13.2818
FY29$15.5B$15.5B – $15.5B$14.23$13.36 – $15.084
FY30$16.4B$16.2B – $16.5B$15.81$15.66 – $16.032

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.74%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+7.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 114.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.595-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 17Douglas J. MilanesSVP, Chief Supply Chain Ofcr3.6K sh$732KSellApr 7Lindsay L. KorenSVP General Counsel300 sh$58KSellApr 6Martin Melvin JohnPresident5.1K sh$998KSellMar 23William S SimonDirector2.3K sh$476KSellMar 23William S SimonDirector2.3K sh$468KSellJan 23Charles M SonstebyDirector3.1K sh$641KSellJan 22Sarah H. KingSVP, Chief People Officer4.6K sh$952KSellJan 16John W. WilkersonPresident2.3K sh$481KSellJan 15Rajesh VennamCFO6.8K sh$1.5MSellJan 14Susan M. ConnellySVP, Chief Comm & PA Officer2.6K sh$546K
1–10 of 12
+ 12 other (4 exempts · 4 awards · 4 gifts) in window

See when $DRI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsFeb 103
+ 8 other (5 13Gs · 2 10-Qs · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Darden Gears Up for Q4 Earnings: What's in Store for the Stock?zacks.com·1d agoHere Are Tuesday's Best Wall Street Analyst Research Calls: Centene, Darden Restaurants, Flutter Entertainment, GE Healthcare, IBM, Nike, SpaceX, Synopsys, Target, and More247wallst.com·1d ago5 Things to Know Before the Stock Market Opensinvestopedia.com·2d agoTop Wall Street Forecasters Revamp Darden Restaurants Expectations Ahead Of Q4 Earningsbenzinga.com·2d agoInflation Data, FedEx, Micron, KB Home, Darden, and More to Watch This Weekbarrons.com·3d ago

More in Restaurants

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · top 1 · last 7 days

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