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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Danilo Gargiulo | Bernstein | 12 | 0% |
| Sara Senatore | Bank of America | 12 | 0% |
| Jeff Bernstein | Barclays | 11 | 9% |
| Brian Harbour | Morgan Stanley | 10 | 0% |
| Dennis Geiger | UBS | 10 | 0% |
| Lauren Silberman | Deutsche Bank | 10 | 0% |
| Dave Palmer | Evercore ISI | 10 | 20% |
| Jim Salera | Stephens | 9 | 0% |
| Brian Vaccaro | Raymond James | 8 | 0% |
| Jon Tower | Citigroup | 8 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 12 | 0% |
| Bernstein | 1 | 12 | 0% |
| Barclays | 1 | 11 | 9% |
| Morgan Stanley | 1 |
| 10 |
| 0% |
| Evercore ISI | 1 | 10 | 20% |
| Deutsche Bank | 1 | 10 | 0% |
| Stephens | 2 | 10 | 0% |
| UBS | 1 | 10 | 0% |
Darden posted total sales of $3.3 billion, up 5.9%, with same-restaurant sales of 4.2% exceeding the industry benchmark by 540 basis points as LongHorn Steakhouse led with a 7.2% comp exceeding the industry by 840 basis points. Adjusted EPS of $2.95 grew 5.4% with fine dining turning positive at 2.1% comp growth. EPS guidance was narrowed to $10.57-10.67, a modest reduction at the midpoint, as Bahama Breeze was resolved with 14 closures and 14 conversions while beef costs remained elevated.
Demand | Revenue Growth | Competitive Dynamics | Cost Pressure | Pricing | Product Launch | Innovation & R&D | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 11 | 6 | 5 | 3 | 3 | 2 | 2 | |
| 2025Q3 | 11 | 5 | 5 | 2 | 3 | 5 | 5 | 2 |
| 2025Q4 | 10 | 7 | 9 | 3 | 5 | 5 | 3 | 3 |
| 2026Q1 | 13 | 7 | 3 | 6 | 7 | 6 | 3 | 4 |
| 2026Q2 | 16 | 6 | 8 | 4 | 9 | 6 | 5 | 5 |
| 2026Q3 | 13 | 8 | 8 | 5 | 5 | 2 | 4 | 3 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|
| Demand | 11 | 11 | 10 | 13 | 16 | 13 |
| Revenue Growth | 6 | 5 | 7 | 7 | 6 | 8 |
| Competitive Dynamics | 5 | 5 | 9 | 3 | 8 | 8 |
| Cost Pressure | 3 | 2 | 3 | 6 | 4 | 5 |
| Pricing | 3 | 5 | 7 | 9 | 5 | |
| Product Launch | 3 | 5 | 5 | 6 | 6 | 2 |
| Innovation & R&D | 2 | 5 | 3 | 3 | 5 | 4 |
| Macroeconomic | 2 | 2 | 3 | 4 | 5 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DRI Darden Restaurants | 5 | +5.9% | |
| CMG Chipotle Mexican Grill | 5 | +7.4% | |
| DPZ Domino's | 5 | +3.5% | |
| MCD McDonald's Corporation | 7 | +9.4% | |
| SBUX Starbucks | 9 | +8.8% | |
| YUM Yum! Brands | 9 | +15.2% |