Darden Restaurants Crescita futura
Criteri Future verificati 2/6
Darden Restaurants prevede che gli utili e i ricavi cresceranno rispettivamente di 8.3% e 5.3% all'anno. Si prevede che l'EPS crescerà di 10.4% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 52.8% in 3 anni.
Informazioni chiave
8.3%
Tasso di crescita degli utili
10.40%
Tasso di crescita dell'EPS
| Hospitality crescita degli utili | 18.0% |
| Tasso di crescita dei ricavi | 5.3% |
| Rendimento futuro del capitale proprio | 52.79% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 07 May 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento della narrazione • May 03
DRI: Core Brand Consistency And Buybacks Will Support Long-Term Upside
Analysts have lifted their consolidated price target for Darden Restaurants by several dollars, reflecting refreshed models that incorporate slightly adjusted discount rate and revenue growth assumptions, as well as updated views from recent Street research that has generally raised targets into a $200 to $260 range. Analyst Commentary Recent Street research shows a cluster of bullish analysts nudging price targets higher across a tight range, with several updates concentrated between roughly $200 and $260.Aggiornamento della narrazione • Apr 19
DRI: Value Discipline And Core Brand Consistency Will Support Long-Term Upside
The analyst price target for Darden Restaurants has been adjusted higher to reflect a fair value increase of about $4, supported by recent Street research that highlights steady same-store sales expectations at Olive Garden and LongHorn, along with multiple price target increases across major firms. Analyst Commentary Recent Street research shows a cluster of bullish analysts raising price targets on Darden Restaurants, with several firms adjusting their views higher by between $1 and $10.
Aggiornamento della narrazione • Apr 03
DRI: Mixed Sector Headwinds And Brand Stability Are Expected To Shape Returns
Analysts have trimmed the fair value estimate for Darden Restaurants to $183.53 from $185.66, reflecting slightly softer assumptions for revenue, profit margin and future P/E even as recent research shows a mix of higher and lower price targets across the Street. Analyst Commentary Street research on Darden has been active, with several firms adjusting price targets and ratings in different directions.Aggiornamento della narrazione • Mar 20
DRI: Sector Headwinds And Slowing Traffic Are Expected To Pressure Shares
Analysts have lifted the implied fair value for Darden Restaurants from about $169.22 to roughly $185.66 per share, reflecting a higher blended price target across recent research that cites relatively stable same-store sales at Olive Garden and LongHorn and ongoing sector headwinds that keep expectations measured. Analyst Commentary Recent Street research paints a mixed picture for Darden Restaurants, with some firms lifting price targets and others turning more cautious.Aggiornamento della narrazione • Mar 06
DRI: Value Discipline And Brand Reshaping Will Support Long-Term Upside
Darden Restaurants' analyst price target has inched slightly higher to $235, with analysts citing the company's value discipline, recent rating upgrades and ongoing sector headwinds that have kept expectations relatively contained. Analyst Commentary Recent research on Darden Restaurants shows a split tape, but there is still a core group of bullish analysts leaning into the story with higher targets and upgrade calls that emphasize value discipline and execution in a tougher restaurant backdrop.Aggiornamento della narrazione • Feb 20
DRI: Value Discipline And New Unit Openings Will Support Long-Term Upside
Narrative Update: Darden Restaurants The updated analyst fair value estimate for Darden Restaurants edges higher to $263.49 from $258.71. Analysts cite slightly stronger assumptions for revenue growth, profit margins, and future P/E, despite mixed recent price target revisions and ratings changes across the Street.
Aggiornamento della narrazione • Feb 05
DRI: Beef Tariff Cuts And Value Discipline Will Shape Casual Dining Resilience
Narrative Update: Darden Restaurants The analyst price target for Darden Restaurants has been adjusted modestly higher by about US$1.80 to reflect slightly higher fair value estimates and profit margin assumptions, as analysts weigh recent upgrades that highlight value discipline and sector positioning, while also considering ongoing concerns about sales drivers and a challenging 2026 setup for casual dining. Analyst Commentary Recent research on Darden Restaurants presents a mixed picture, with some analysts more constructive on valuation support and discipline, while others flag earnings and sales uncertainty into 2026.Aggiornamento della narrazione • Jan 22
DRI: Execution And New Unit Expansion Will Support Long-Term Upside Potential
Analysts have trimmed their price targets for Darden Restaurants by about US$2 to reflect slightly lower assumed fair value and P/E multiples, citing a tougher casual dining sales setup into 2026 and limited near term sales drivers, even as some firms still see relative strength in the broader restaurant group. Analyst Commentary Recent research has highlighted a mixed backdrop for Darden Restaurants but also flagged areas where some bullish analysts still see room for the story to work, particularly on execution and valuation relative to the broader restaurant group.Aggiornamento della narrazione • Jan 08
DRI: Future Returns Will Depend On Beef Tariffs And Casual Dining Resilience
Narrative Update The updated analyst price work on Darden Restaurants implies a marginal trim of about US$0.10 to fair value, to US$220.57, as analysts factor in recent price target cuts, mixed ratings, and a tougher 2026 setup for casual dining demand and margins. Analyst Commentary Recent research on Darden Restaurants gives you a mixed but useful snapshot of how the Street is weighing the 2026 setup for casual dining against Darden's current execution and valuation.Articolo di analisi • Jan 02
Darden Restaurants, Inc. (NYSE:DRI) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates
Shareholders might have noticed that Darden Restaurants, Inc. ( NYSE:DRI ) filed its second-quarter result this time...Seeking Alpha • Dec 26
Darden Restaurants: Pricing Power, Scale, And The Cost Of Beef Inflation
Summary Darden Restaurants remains a solid 'Buy', leveraging scale and multi-brand diversification to outperform peers despite beef-driven margin compression. DRI's updated FY 2026 guidance raises sales to $13.1–$13.2 billion, with EBITDA margin expected at 13.5–14.5%, reflecting ongoing commodity headwinds. Capital returns remain robust, with $1.18 billion returned in the last twelve months and long-term EPS growth targeted at 6–10% annually. My price target is $215, implying 13.2% upside, with total return potential near 20% when including dividends and buybacks. Read the full article on Seeking AlphaAggiornamento della narrazione • Dec 25
DRI: Recent Share Pullback Will Set Up Attractive Long-Term Upside
Darden Restaurants' analyst price target has been trimmed by $10 to $230 per share, as analysts cite the recent share pullback as a buying opportunity. They point to management's consistent execution despite slightly softer long term growth assumptions.Aggiornamento della narrazione • Dec 11
DRI: Future Returns Will Depend On Managing Beef Costs And Menu Pricing
We trim our Darden Restaurants price target slightly to approximately $221 from about $221 and maintain a constructive outlook, as analysts cite modestly lower valuation multiples and near term beef driven margin pressure but continue to highlight resilient same store sales trends, solid execution and supportive long term demand across key banners. Analyst Commentary Street research on Darden following its latest results reflects a mixed but generally constructive stance, with most firms trimming price targets while reiterating positive long term views on execution, traffic resilience and brand positioning.Aggiornamento della narrazione • Nov 27
DRI: Future Performance Will Depend On Navigating Beef Inflation And Menu Pricing
Darden Restaurants’ analyst price target has been trimmed by less than $1 to $221. Analysts cite mixed performance in recent earnings, ongoing inflationary pressures, and continued strength in core brands like Olive Garden as factors shaping their slightly more cautious outlook.Aggiornamento della narrazione • Nov 11
DRI: Future Margin Expansion Will Rely On Managing Beef Inflation Risks
Darden Restaurants' analyst fair value target edged slightly lower to $221.50, as analysts cite persistent beef inflation and recent earnings misses, which are offset by continued solid sales trends and an overall positive long-term outlook. Analyst Commentary Recent street research reveals a range of views on Darden Restaurants following the company's latest quarterly updates.Aggiornamento della narrazione • Oct 27
Share Price Weakness And Menu Focus Will Define Restaurant Sector Momentum
Darden Restaurants’ average analyst price target has declined modestly, falling by several dollars as analysts cite slightly pressured margins and earnings amid higher input costs. However, they continue to highlight the company’s strong market positioning and resilient sales momentum.Aggiornamento della narrazione • Sep 20
Uber Direct And New Restaurant Formats Will Transform Casual Dining
Darden Restaurants’ consensus price target was revised down from $233.29 to $224.86 as analysts responded to a modest earnings miss, lower guidance, and margin pressures, despite ongoing strength in same-store sales and positive long-term drivers. Analyst Commentary Recent price target changes reflect a modest earnings miss and guidance below elevated expectations, prompting some downward revisions, though several analysts remain positive on the long-term outlook.Articolo di analisi • Sep 09
Estimating The Fair Value Of Darden Restaurants, Inc. (NYSE:DRI)
Key Insights The projected fair value for Darden Restaurants is US$183 based on 2 Stage Free Cash Flow to Equity...Articolo di analisi • Aug 08
Does Darden Restaurants (NYSE:DRI) Have A Healthy Balance Sheet?
NYSE:DRI 1 Year Share Price vs Fair Value Explore Darden Restaurants's Fair Values from the Community and select yours...Seeking Alpha • Apr 20
Darden: A Win Streak With An Expiration Date
Summary Darden's stock has outperformed this year, gaining 9% YTD, despite broader market declines and weaker consumer spending impacting the restaurant sector. The company is guiding to a sharp improvement in same-restaurant sales in Q4, which I find difficult to believe given weakening trends in Q3 and worsening macro conditions. Darden has exposure to tariffs: ~20% of its cost basket is sourced overseas, while macro tightness will force consumers to think twice about spending to eat out. Darden's stretched valuation at ~21x forward P/E inspires little confidence, leading me to reiterate my sell opinion. Read the full article on Seeking AlphaSeeking Alpha • Mar 30
Darden Restaurants' Earnings: The Valuation Gap With The Industry Offers Upside
Summary Darden Restaurants' strong financial performance, including high margins and solid FCF, supports its resilience and attractiveness to investors despite industry challenges. Recent earnings report shows positive developments, including successful partnerships and efficient cost management, leading to all-time high stock prices. Valuation remains appealing with potential upside, as Darden's profitability outshines competitors like Texas Roadhouse, and future growth prospects remain solid. Weather-related sales dip is seen as temporary, with expectations for a stronger Q4 and continued positive growth driven by strategic acquisitions and expansions. Read the full article on Seeking AlphaSeeking Alpha • Jan 21
Darden: Terrible Price For Slower Comparable Sales Trends And Inflation Risks
Summary Restaurant chains like Darden have reported positive same-store sales growth by pushing price increases onto customers. However, SSS is trailing behind fast-casual peers. Inflation continues to hit some of Darden's core input costs, especially beef. In an inflation-sensitive environment, its ability to keep raising prices will be limited. The company recently acquired Tex-Mex chain Chuy's to spur revenue growth. However, the acquisition has left Darden with a heavy debt load. Darden's ~19x P/E multiple doesn't discount the stock enough for its operational risks, and sits at a richer premium relative to peers like The Cheesecake Factory. Read the full article on Seeking AlphaSeeking Alpha • Dec 19
Darden Restaurants: Solid Q2 Results Reflected In Valuation (Downgrade)
Summary Darden Restaurants, Inc.'s stock surged 14% after strong earnings, with shares up 28% since my last 'buy' rating, surpassing my $160 price target. Darden's revenue grew 6% to $2.9 billion, driven by same-restaurant sales, M&A, and margin recovery, with Olive Garden and LongHorn performing well. Updated guidance projects $12.1 billion in sales and $9.45-$9.65 EPS, and the stock is supported by a solid balance sheet, share repurchases, and a secure 3.5% dividend yield. I am downgrading DRI stock to 'hold' as upside potential is limited; ongoing sales momentum and secure dividend suggest no urgency to sell. Read the full article on Seeking AlphaSeeking Alpha • Nov 27
Darden Restaurants Cooks Up Future Growth As Consumer Confidence Sizzles
Summary Today I'm initiating coverage of Darden Restaurants with a buy rating, driven largely by growth indicators and strong macro consumer forecasts. The +3% dividend yield beats several peers, an attractive play for dividend investors who want portfolio exposure to restaurants. Despite trading near a 10-year high, the stock remains undervalued on forward P/E and EV/EBITDA ratios vs. key peers. The recent acquisition of Chuy's brands may lead to integration costs, although Darden's low debt-to-equity and strong credit ratings point to strong overall financial health. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
Darden Restaurants: Partnership With Uber Could Bring Incremental Sales
Summary Darden Restaurants is adapting to challenging market conditions with value promotions, menu innovations, and strategic partnerships, such as the new ToGo partnership with Uber. Olive Garden's reintroduction of the 'Never Ending Pasta Bowl' and other value-driven initiatives have significantly boosted traffic and comparable sales in recent months. LongHorn Steakhouse continues to outperform with positive comparable sales and traffic, driven by its resilience and strategic menu offerings without relying on value promotions. I recommend a 'Buy' rating for Darden Restaurants, with a target price of $175-$180, anticipating further growth from promotional and operational improvements. Read the full article on Seeking Alpha
Nuova narrazione • Sep 24
Uber Direct And Menu Innovations Set To Enhance Dining Experience And Boost Sales
Expansion into delivery services with Uber Direct could enhance off-premise sales by meeting customer demands for convenience without impacting dining experience.Previsioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 5/31/2028 | 14,509 | 1,403 | 1,440 | 2,280 | 17 |
| 5/31/2027 | 13,704 | 1,299 | 1,134 | 1,985 | 27 |
| 5/31/2026 | 13,221 | 1,223 | 1,053 | 1,941 | 26 |
| 2/22/2026 | 12,764 | 1,110 | 994 | 1,735 | N/A |
| 11/23/2025 | 12,577 | 1,123 | 967 | 1,700 | N/A |
| 8/24/2025 | 12,364 | 1,101 | 1,068 | 1,768 | N/A |
| 5/25/2025 | 12,077 | 1,051 | 1,027 | 1,699 | N/A |
| 2/23/2025 | 11,762 | 1,057 | 1,029 | 1,668 | N/A |
| 11/24/2024 | 11,579 | 1,047 | 1,034 | 1,664 | N/A |
| 8/25/2024 | 11,416 | 1,043 | 992 | 1,616 | N/A |
| 5/26/2024 | 11,390 | 1,031 | 984 | 1,612 | N/A |
| 2/25/2024 | 11,202 | 1,036 | 954 | 1,597 | N/A |
| 11/26/2023 | 11,013 | 1,010 | 894 | 1,519 | N/A |
| 8/27/2023 | 10,772 | 985 | 766 | 1,387 | N/A |
| 5/28/2023 | 10,488 | 984 | 951 | 1,546 | N/A |
| 2/26/2023 | 10,322 | 950 | 943 | 1,483 | N/A |
| 11/27/2022 | 9,984 | 911 | 899 | 1,411 | N/A |
| 8/28/2022 | 9,770 | 917 | 1,059 | 1,502 | N/A |
| 5/29/2022 | 9,630 | 955 | 854 | 1,256 | N/A |
| 2/27/2022 | 9,306 | 1,042 | 979 | 1,355 | N/A |
| 11/28/2021 | 8,590 | 923 | 903 | 1,244 | N/A |
| 8/29/2021 | 7,975 | 827 | 854 | 1,166 | N/A |
| 5/30/2021 | 7,196 | 632 | 924 | 1,194 | N/A |
| 2/28/2021 | 6,187 | -216 | 258 | 539 | N/A |
| 11/29/2020 | 6,801 | -112 | 368 | 700 | N/A |
| 8/30/2020 | 7,200 | -184 | 259 | 667 | N/A |
| 5/31/2020 | 7,807 | -49 | 227 | 711 | N/A |
| 2/23/2020 | 8,766 | 639 | 763 | 1,268 | N/A |
| 11/24/2019 | 8,666 | 631 | N/A | 1,271 | N/A |
| 8/25/2019 | 8,583 | 722 | N/A | 1,304 | N/A |
| 5/26/2019 | 8,510 | 719 | N/A | 1,257 | N/A |
| 2/24/2019 | 8,415 | 685 | N/A | 1,175 | N/A |
| 11/25/2018 | 8,297 | 679 | N/A | 1,123 | N/A |
| 8/26/2018 | 8,205 | 651 | N/A | 1,033 | N/A |
| 5/27/2018 | 8,080 | 604 | N/A | 1,001 | N/A |
| 2/25/2018 | 7,881 | 554 | N/A | 946 | N/A |
| 11/26/2017 | 7,631 | 502 | N/A | 922 | N/A |
| 8/27/2017 | 7,392 | 493 | N/A | 907 | N/A |
| 5/28/2017 | 7,170 | 483 | N/A | 898 | N/A |
| 2/26/2017 | 7,026 | 498 | N/A | 902 | N/A |
| 11/27/2016 | 6,995 | 439 | N/A | 903 | N/A |
| 8/28/2016 | 6,961 | 390 | N/A | 835 | N/A |
| 5/29/2016 | 6,934 | 360 | N/A | 778 | N/A |
| 2/28/2016 | 7,022 | 337 | N/A | 696 | N/A |
| 11/29/2015 | 6,905 | 358 | N/A | 656 | N/A |
| 8/30/2015 | 6,855 | 297 | N/A | 536 | N/A |
| 5/31/2015 | 6,764 | 196 | N/A | 471 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di DRI ( 8.3% all'anno) è superiore al tasso di risparmio ( 3.5% ).
Guadagni vs Mercato: Si prevede che gli utili di DRI ( 8.3% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.7% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di DRI cresceranno, ma non in modo significativo.
Ricavi vs Mercato: Si prevede che il fatturato di DRI ( 5.3% all'anno) crescerà più lentamente rispetto al mercato US ( 11.6% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di DRI ( 5.3% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di DRI sarà molto alto tra 3 anni ( 52.8 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/13 07:16 |
| Prezzo dell'azione a fine giornata | 2026/05/13 00:00 |
| Utili | 2026/02/22 |
| Utili annuali | 2025/05/25 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Darden Restaurants, Inc. è coperta da 47 analisti. 27 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Staszak | Argus Research Company |
| David Tarantino | Baird |
| Jeffrey Bernstein | Barclays |