Darden Restaurants, Inc.

Darden Restaurants, Inc.

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Market Cap$24.62B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Darden Restaurants, Inc.Darden Restaurants, Inc.19.23.16%57%1.83.6

Earnings Call Q1 2027

September 24, 2026 - AI Summary

Q1 performance met expectations; sales + EPS up (good) - Total Q1 sales: $3.2B, +5.1% YoY (driven by +3.2% comparable calendar same-restaurant sales and 53 net new restaurants). - Diluted EPS (cont. ops): $2.05, +4.1% YoY. - EBITDA: $464M. - Restaurant-level EBITDA margin: 18.8%, flat YoY and consistent with plan.
Same-restaurant growth solid across segments; key headwinds were temporary (mixed but manageable) - Industry benchmark (Black Box, excluding Darden): comps +2.4% sales, -0.2% guest counts on a comparable calendar basis. - Company: positive comps in every segment. - World Cup + lettuce concerns hurt early in Q1 and drove guest count softness at Olive Garden. - Net effect disclosed: World Cup impact led to ~+180 bps at Yard House but ~-80 bps net to Darden same-restaurant sales, concentrated early; trends improved through the quarter and accelerated into September.
Olive Garden: value-led promotions + lunch opportunity; NEPB demand stronger than expected (surprising upside) - Olive Garden same-restaurant sales: +1%; guest counts down ~150–200 bps from World Cup and lettuce concern; mix headwind ~50 bps from lighter portion section. - Brand maintained strength; NEPB “Never-Ending Pasta Bowl” launched in Q2: - Pasta Pass sale: 10,000 passes sold out immediately; ~3M devices logged in. - Early quarter performance: “a little bit better than expected”; buy-ups higher than before. - Added menu/toppings helped: Spicy Alfredo Sauce and Crispy Shrimp Fritta; protein buy-up pricing noted as unlimited proteins for $4.99 (pricing discipline). - Lunch is a meaningful opportunity: longer-term traffic deterioration vs dinner; marketing support and a new lunch platform are being activated/tested in Q2 after being paused earlier post-COVID.

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$235.35

Target Price by Analysts

9.8% upsideDarden Restaurants Target Price DetailsTarget Price
$232.57

Current Fair Value

8.5% upside

Undervalued by 8.5% based on the discounted cash flow analysis.

Share Statistics

Market cap$24.62 Billion
Enterprise Value$31.74 Billion
Dividend Yield$6.24 (3.16%)
Earnings per Share$10.46
Beta0.62
Outstanding Shares113,600,000

Return

Return on Equity57.16%ROE
Return on Assets8.94%
Return on Invested Capital17.81%

Valuation & Multiples

P/E Ratio19.19P/E Ratio
PEG-202.76PEG
Price to Sales1.83Price to Sales
Price to Book Ratio11.91Price to Book Ratio
Enterprise Value to Revenue2.37
Enterprise Value to EBIT17.77
Enterprise Value to Net Income26
Total Debt to Enterprise0.23
Debt to Equity3.55Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
September 24, 2026
EPS Estimate
$2.05
Average shareholder expectation
Revenue Estimate
$3.21 B
Average shareholder expectation

Next Earnings Call

Expected Date
December 17, 2026
EPS Estimate
$2.28
Average shareholder expectation
Revenue Estimate
$3.27 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000▼ 112.03%
Total Calls-▼ 100.00%
Total Puts-▼ 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %0.84%▼ 100.96%
Total Invested$183.37M▼ 99.23%
Investors Holding44▼ 1078.00%

ESG Score

No data

About Darden Restaurants, Inc.

185 employees
CEO: Eugene Lee

Darden is a restaurant company featuring a portfolio of differentiated brands that include Olive Garden, LongHorn Steakhouse, Cheddar's Scratch Kitchen, Yard House, The Capital Grille, Seasons 52, Bahama Breeze and Eddie V's.