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Sentiment · FY2026 Q4
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Danilo Gargiulo | Bernstein | 13 (0%) |
| Sara Senatore | Bank of America | 13 (0%) |
| Jeff Bernstein | Barclays | 11 (9%) |
| Dave Palmer | Evercore ISI | 11 (18%) |
| Brian Harbour | Morgan Stanley | 11 (0%) |
| Lauren Silberman | Deutsche Bank | 11 (0%) |
| Dennis Geiger | UBS | 11 (0%) |
| Jim Salera | Stephens | 10 (10%) |
| Brian Vaccaro | Raymond James | 9 (0%) |
| Jon Tower | Citigroup | 9 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bernstein | 1 | 13 (0%) |
| Bank of America | 1 | 13 (0%) |
| Morgan Stanley | 1 | 11 (0%) |
| Barclays | 1 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $2.76B | +1.0% | $1.74 | +9.4% | 20.4% | 9.8% | 7.5% | $122M |
| FY2025 Q2 | $2.89B | +6.0% | $1.82 | +3.4% | 21.2% | 10.1% | 7.4% | $213M |
| FY2025 Q3 | $3.16B | +6.2% | $2.74 | +5.4% | 22.2% | 13.2% | 10.2% | $417M |
| FY2025 Q4 | $3.27B | +10.6% | $2.58 | +0.4% | 23.4% | 11.7% | 9.3% | $284M |
| FY2026 Q1 | $3.04B | +10.4% | $2.19 | +25.9% | 69.5% | 11.1% | 8.5% | $163M |
| FY2026 Q2 | $3.10B | +7.3% | $2.03 | +11.5% | 68.9% | 10.3% | 7.6% | $495M |
| FY2026 Q3 | $3.35B | +5.9% | $2.65 | -3.3% | 18.0% | 13.2% | 9.2% | $623M |
| FY2026 Q4 | $3.72B | +13.7% | $3.52 | +36.4% | — | 13.0% | 10.9% | $-162M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| 11 (9%) |
| Evercore ISI | 1 | 11 (18%) |
| Deutsche Bank | 1 | 11 (0%) |
| Stephens | 2 | 11 (9%) |
| UBS | 1 | 11 (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 |
What DRI and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Uber was 4.7% of sales for Q3.”
Darden uses Uber for first-party delivery at Olive Garden, where Uber-fulfilled delivery reached 4.7% of Olive Garden sales in the quarter, supported by delivery marketing.
| 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% |