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]

Shares of Darden Restaurants Inc DR tanked in early trading on Friday, after the company reported downbeat first quarter results.Here are some analyst projections:TD Cowen analyst Andrew Charles maintained a Hold rating, while reducing the price target from $235 to $200.BTIG analyst Peter Saleh reiterated a Buy rating, while trimming the price target from $235 to $225.Check out other analyst stock ratings.TD Cowen: Although the magnitude was surprising, the decline in Darden Restaurants' stock was due to "e ...

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]

Darden Restaurants, Inc. DRI reported worse-than-expected first-quarter financial results.Darden Restaurants reported quarterly earnings of $1.97 per share which missed the analyst consensus estimate of $2.00 per share. The company reported quarterly sales of $3.004 billion which missed the analyst consensus estimate of $3.040 billion."We had a strong start to the fiscal year with same-restaurant sales and earnings growth that exceeded our expectations," said Darden President & CEO Rick Cardenas.Darden Rest ...

财务业绩表现 - 第一季度每股收益1.97美元 低于分析师共识预期2.00美元[1] - 季度销售额30.04亿美元 低于分析师共识预期30.40亿美元[1] - 股价单日下跌7.7% 收盘报192.74美元[2] 业绩指引调整 - 维持2026财年调整后每股收益指引10.50-10.70美元 接近市场预期10.68美元[2] - 上调2026财年销售额预期至129.83-131.04亿美元 原预期为129.22-130.43亿美元[2] - 管理层表示同店销售额和盈利增长超预期[1] 分析师评级变动 - BTIG维持买入评级 目标价从235美元下调至225美元[7] - TD Cowen维持持有评级 目标价从235美元下调至200美元[7] - Keybanc维持超配评级 目标价从240美元下调至225美元[7]

All right, two minutes before we get to the final opening bell of the week. Let's get in a mad dash. What do you do with the best restaurant company.Uh, Olive Garden. Fantastic margins. They do have a long, you know, you know, this long run.It's not doing so much steak. Yeah. But I would tell you this thing went down hard on a miss.3% yield. It is still the flagship. I think it can come back.It can come back, but you have to have some dimmunition in food prices because there's certainly no there's not a tra ...

Darden Restaurants, Inc. (NYSE:DRI) is one of the stocks on Jim Cramer’s radar. As the company is set to report its fiscal 2026 first-quarter earnings on September 18, Cramer commented: “Thursday morning, we get results from Darden, parent of Olive Garden and a bunch of other restaurant chains. I wish I could just say go buy it, but the restaurant group has suddenly gotten real out of favor. Let’s do this. If you want a piece of the Olive Garden, its principal property, buy small ahead of the quarter, may ...

Darden Restaurants is seeing sales grow in the face of spiking food costs.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The company, which owns chains that include Olive Garden and Longhorn Steakhouse, posted qua ...

The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...

业绩表现 - 公司第一季度调整后每股收益为197美元 低于分析师预期的200美元 [1] - 季度收入同比增长104%至30亿美元 但低于分析师预期的304亿美元 [1] - 同店销售额整体增长47% 其中Olive Garden增长59% LongHorn Steakhouse增长55% [2] 业务细分 - 高端餐饮部门同店销售额下滑02% [2] - 其他业务部门(包括近期收购的Chuy's Tex Mex)同店销售额增长33% [2] 财务指引 - 维持全年每股收益指引1050-1070美元 高端略高于市场共识1069美元 [2] - 预计2026财年销售额增长75%-85% 其中约2%来自额外的第53周 [3] - 2026财年同店销售额预计增长25%-35% [3] - 计划新开约65家餐厅 [3] 市场反应 - 公司股价单日下跌10% 因季度业绩未达预期且全年指引仅符合市场共识 [1]