DRI
Medium convictionDarden Restaurants, Inc.
Consumer Cyclical · NYSE
$24.2B mkt cap
Brief updated Jun 15, 2026
Darden Restaurants, Inc., through its various subsidiaries, focuses on the ownership and operation of full-service dining establishments across both the United States and Canada. As of May 29, 2022, the company's extensive portfolio comprised 1,867 directly managed restaurants. These included a sign
Darden Restaurants faces growth test
Darden Restaurants operates 1,867 full-service dining establishments, with 784.0% year-over-year revenue growth. The company's gross margin is 44.03% and net margin is 8.66%. With a medium conviction score of 35/100, the analyst consensus rating is buy. This setup is interesting due to the high revenue growth and relatively low P/E ratio of 22.2x.
Why now
The current macro context, with the Dow dropping 400 points due to US-Iran unease, makes Darden's growth prospects more compelling. The recent revenue growth of 784.0% year-over-year, as of May 29, 2022, is a key catalyst to watch.
Key risks
Valuation risk is a concern, with a DCF intrinsic value of $212. Execution risk is also a factor, as the company must maintain its high revenue growth. Macro risk, such as further US-Iran tensions, could impact consumer spending and dining habits.
What to watch
The company's future revenue growth and net margin will be key indicators to confirm or deny the thesis over the next quarter. Investors should watch for updates on the company's performance, particularly in the context of the current macroeconomic uncertainty, to assess the sustainability of its growth prospects.
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Earnings surprises
+0.3%
2026-03
-0.9%
2025-12
-1.5%
2025-09
+0.3%
2025-06
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2025-03
Generated Mon, 15 Jun 2026 05:38:41 GMT by Decifer intelligence engine. For informational purposes only — not investment advice. Decifer Intelligence Hub.