Darden Restaurants, Inc.
$223.26+2.0%YTD+10.9%1Y+8.7%
Mentions · last 7 days
24+5%
Price updated 2m ago·X counts updated 19h ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $DRI, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Restaurants sits in its cycle right now — and what that implies for $DRI.
Restaurants
No material change from last week — Food input cost inflation is the margin headwind across the sector; Cracker Barrel's turnaround narrative and CAVA's Mediterranean expansion are the two..
What this means for $DRI
Neutral — Owner-operator of 1,800+ full-service restaurants including Olive Garden and LongHorn Steakhouse in the US and Canada; limited read-through from restaurants macro dynamics to this specific revenue mix.
Industry benchmark
21-name peer basket
+21.9%YTD
+5.6%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
Q1 2026Jun 25, 2026$3.66$3.63+0.8%
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%
Next earningsThu, Sep 17·consensus EPS $2.07
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
FYRevenueRangeEPSRangeAnalysts
FY26$13.2B$13.2B – $13.2B$10.63$10.58 – $10.6719
FY26$13.2B$13.2B – $13.2B$10.63$10.58 – $10.6720
FY27$13.7B$13.6B – $13.8B$11.40$11.20 – $11.6220
FY27$13.7B$13.6B – $13.7B$11.29$11.13 – $11.6020
FY28$14.5B$14.5B – $14.5B$12.57$12.25 – $13.2818
FY28$14.5B$14.3B – $14.8B$12.41$12.12 – $12.8219
FY29$15.5B$15.5B – $15.5B$14.23$13.36 – $15.084
FY29$15.4B$15.2B – $15.6B$13.55$13.35 – $14.159
FY30$16.4B$16.2B – $16.5B$15.81$15.66 – $16.032
FY30$16.3B$16.1B – $16.5B$14.38$14.17 – $14.565
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.0.8×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.97%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.+7.0%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.+10.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 113.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% 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.β0.585-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.
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
8-KCharter amendmentJun 258-K — Item 2.02: Earnings release · Item 5.03: Charter amendment
AI summary
+ 6 other (3 13Gs · 1 10-K · 1 10-Q · 1 earnings 8-K) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Six Darden Executives Sold Within a Week. Here's What to Make of ItA Darden Executive Kept Just 742 Shares Directly After Selling. Here's What Investors Should KnowLongHorn's President Sold Darden Stock After a 9.5% Sales Jump. Here's What to KnowA Darden Insider Cut His Direct Holdings. Here's How Long-Term Investors Should Read ItDarden's CEO Sold Stock With Options Struck at $124. Here's How to Read It
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