达登餐饮(DRI)
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Darden Restaurants(DRI) - 2026 Q2 - Earnings Call Presentation
2025-12-18 13:30
业绩总结 - 第二季度同店销售增长为4.3%[10] - 总销售额达到31亿美元,同比增长7.3%[10] - 调整后的每股摊薄净收益为2.08美元[10] - 调整后的EBITDA为4.66亿美元[10] - 餐厅级EBITDA占销售额的18.7%,较去年下降100个基点[13] - 餐厅劳动力成本占销售额的32.2%,较去年下降10个基点[13] 未来展望 - 预计2026财年总销售增长在8.5%至9.3%之间[19] - 预计2026财年调整后的每股摊薄净收益为10.50至10.70美元[19] - 预计2026财年有效税率约为13.0%[19] - 预计2026财年资本支出在7.5亿至7.75亿美元之间[19] - 2026年持续经营业务的报告稀释每股净收益预计在10.62美元至10.82美元之间[38] - 2026年持续经营业务的调整后稀释每股净收益预计在10.50美元至10.70美元之间[38] 其他信息 - Chuy's交易及整合相关成本为0.06美元[38] - 关闭餐厅的成本为0.08美元[38] - Olive Garden加拿大出售的收益为-0.26美元[38] - 第四季度关闭了22家表现不佳的餐厅[39]
Darden Posts Higher Profit, Shrugging Off Beef Inflation
WSJ· 2025-12-18 12:47
公司业绩表现 - 达登餐饮集团报告了更高的第二财季销售额和利润 [1] - 公司上调了其全财年的销售增长指引 [1] 经营环境与成本 - 公司成功抵御了牛肉价格飙升带来的影响 [1]
Darden Expects FY26 Same-restaurant Sales Growth Of 3.5%-4.3%
RTTNews· 2025-12-18 12:39
Darden Restaurants, Inc. (DRI) updated its fiscal 2026 financial outlook, which includes a 53rd week. The updated outlook includes the impact of the additional week. Total sales growth is projected in a range of 8.5% to 9.3%, including approximately 2% growth related to the 53rd week. Same-restaurant sales growth is expected in a range of 3.5% to 4.3%. The company expects adjusted net earnings per share from continuing operations of $10.50 to $10.70, including: approximately $0.20 related to the addition o ...
Olive Garden owner Darden Restaurants hikes revenue outlook for second straight quarter
CNBC· 2025-12-18 12:15
公司业绩表现 - 达登餐饮报告第二财季净利润为2.372亿美元 每股收益2.03美元 高于去年同期的2.151亿美元和每股1.82美元 [2] - 剔除餐厅关闭成本及收购Chuy's相关费用后 调整后每股收益为2.08美元 [2] - 第二财季净销售额增长7.3% 达到31亿美元 [2] 财务展望更新 - 公司连续第二个季度上调全年营收增长预期 但重申了盈利预测 [1] - 目前预计2026财年营收将增长8.5%至9.3% [1] - 预计2026财年每股收益在10.50美元至10.70美元之间 [1] 销售驱动因素与市场反应 - 强劲的销售增长主要由Olive Garden和LongHorn Steakhouse的需求推动 [1] - 公司股价在盘前交易中上涨超过4% [2]
Darden Restaurants(DRI) - 2026 Q2 - Quarterly Results
2025-12-18 12:07
Exhibit 99.1 Darden Restaurants Reports Fiscal 2026 Second Quarter Results; Declares Quarterly Dividend; And Updates Fiscal 2026 Financial Outlook ORLANDO, Fla., December 18, 2025 /PRNewswire/ -- Darden Restaurants, Inc. (NYSE:DRI) today reported its financial results for the second quarter ended November 23, 2025. Second Quarter 2026 Financial Highlights, Comparisons Versus Same Fiscal Quarter Last Year | 1 Consolidated Darden | 4.3% | | --- | --- | | Olive Garden | 4.7% | | LongHorn Steakhouse | 5.9% | | ...
Darden Restaurants, Inc. (NYSE: DRI) Faces Analysts' Cautious Outlook Despite Strong Brand Presence
Financial Modeling Prep· 2025-12-18 02:00
The consensus price target for Darden Restaurants, Inc. (NYSE: DRI) has decreased from $218.76 to $213.5 over the past year, indicating a cautious outlook from analysts.Credit Suisse analyst Lauren Siberman sets a conservative price target of $152, aligning with the average 1-year target price reported by MarketBeat.Despite the downward trend in price targets, Darden receives an average recommendation of "Moderate Buy" from analysts.Darden Restaurants, Inc. (NYSE: DRI) is a major player in the full-service ...
Darden Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call - Darden Restaurants (NYSE:DRI)
Benzinga· 2025-12-17 14:09
即将发布的第二季度财报 - 达登餐饮公司将于12月18日周四开盘前发布2025财年第二季度财报 [1] - 市场普遍预期公司第二季度每股收益为2.1美元,较上年同期的2.03美元增长3.4% [1] - 市场普遍预期公司第二季度营收为30.7亿美元,较上年同期的28.9亿美元增长6.2% [1] 近期财务表现与股价 - 公司在9月18日公布的第一季度财务业绩逊于市场预期 [2] - 截至12月17日周二收盘,公司股价下跌0.5%,报收于185.53美元 [2] 近期分析师观点汇总 - 花旗银行分析师Jon Tower于12月3日维持“买入”评级,将目标价从239美元下调至232美元,其预测准确率为68% [3] - 瑞穗证券分析师Nick Setyan于11月24日维持“中性”评级,将目标价从190美元下调至185美元,其预测准确率为67% [3] - 摩根大通分析师John Ivankoe于10月6日维持“超配”评级,将目标价从240美元下调至230美元,其预测准确率为71% [3] - 德意志银行分析师Brian Mullan于9月19日维持“买入”评级,将目标价从239美元大幅下调至220美元,其预测准确率为72% [3] - 雷蒙德詹姆斯分析师Brian Vaccaro于9月19日维持“跑赢大盘”评级,将目标价从230美元下调至210美元,其预测准确率为76% [3]
Darden Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Benzinga· 2025-12-17 14:09
Darden Restaurants, Inc. (NYSE:DRI) will release earnings results for its second quarter before the opening bell on Thursday, Dec. 18.Analysts expect the Orlando, Florida-based company to report quarterly earnings at $2.1 per share, up from $2.03 per share in the year-ago period. The consensus estimate for Darden's quarterly revenue is $3.07 billion, compared to $2.89 billion a year earlier, according to data from Benzinga Pro.On Sept. 18, Darden Restaurants reported worse-than-expected first-quarter financ ...
Darden Restaurants' Q2 2026 Earnings: What to Expect
Yahoo Finance· 2025-12-17 13:24
With a market cap of $21.6 billion, Darden Restaurants, Inc. (DRI) is a leading full-service restaurant company that owns and operates a diverse portfolio of well-known dining brands across the United States and Canada. The company includes popular concepts such as Olive Garden, LongHorn Steakhouse, and Ruth’s Chris Steak House. The Orlando, Florida-based company is expected to announce its fiscal Q2 2026 results before the market opens on Thursday, Dec. 18. Ahead of this event, analysts predict Darden R ...
Darden Restaurants, Inc. (NYSE: DRI) Quarterly Earnings Preview
Financial Modeling Prep· 2025-12-17 13:00
Darden Restaurants, Inc. (NYSE: DRI) is a prominent player in the restaurant industry, known for its popular brands like Olive Garden and LongHorn Steakhouse. The company is set to release its quarterly earnings on December 18, 2025. Analysts expect earnings per share (EPS) of $2.10 and revenue of approximately $3.07 billion.Darden's performance is anticipated to be driven by strong revenue growth from its Olive Garden and LongHorn brands. Despite facing cost pressures from increased beef and labor expenses ...