Darden Restaurants 경영진
경영진 기준 점검 4/4
Darden Restaurants CEO는 Rick Cardenas, Jan2021 에 임명되었습니다 의 임기는 5.5 년입니다. 총 연간 보상은 $14.00M, 9% 급여 및 91% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $16.20M 가치에 해당하는 회사 주식의 0.069% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.5 년과 11.8 년입니다.
핵심 정보
Rick Cardenas
최고경영자
US$14.0m
총 보수
| CEO 급여 비율 | 9.04% |
| CEO 재임 기간 | 5.5yrs |
| CEO 지분 보유율 | 0.07% |
| 경영진 평균 재임 기간 | 5.5yrs |
| 이사회 평균 재임 기간 | 11.8yrs |
최근 경영진 업데이트
Recent updates
분석 기사 • Jun 29
Darden Restaurants, Inc. (NYSE:DRI) Just Reported Yearly Earnings: Have Analysts Changed Their Mind On The Stock?
Darden Restaurants, Inc. ( NYSE:DRI ) came out with its yearly results last week, and we wanted to see how the business...
내러티브 업데이트 • Jun 22
DRI: Core Brand Strength And Institutional Demand Will Support Future Returns
Analysts have nudged their fair value estimate for Darden Restaurants slightly higher to about $270 per share, citing updated price targets in the $228 to $276 range and expectations for steady topline trends, along with close monitoring of beef and energy costs. Analyst Commentary Recent research on Darden Restaurants points to generally constructive sentiment, with bullish analysts refining their models around updated price targets, earnings forecasts, and key cost inputs such as beef and energy.Seeking Alpha • Jun 21
Darden Restaurants: Everything You Need To Know Before Q4 Earnings
Summary Darden Restaurants remains a top full-service restaurant pick, with operational strength led by Olive Garden and LongHorn Steakhouse. Despite trading at ~20x earnings, DRI offers a projected 10%+ total return, supported by resilient margins and industry outperformance. FY 2027 guidance suggests robust sales and EPS growth, but elevated Capex will temporarily reduce free cash flow and buyback yield. I maintain a 'Buy' rating for long-term investors, targeting sustained 10–15% annualized total shareholder return as Capex normalizes. Read the full article on Seeking Alpha분석 기사 • Jun 20
Darden Restaurants (DRI) Stock Could Be 4% Undervalued Ahead Of June 25 Earnings
Market attention on Darden Restaurants (DRI) is building ahead of its June 25 earnings report, as higher estimates for fiscal 2027 and expectations for year-over-year growth in earnings and revenue are reshaping sentiment around the stock. See our latest analysis for Darden Restaurants. Darden Restaurants’ recent 1-month share price return of 8.31% and year to date share price return of 14.02% suggest momentum has been building again, even though the 1-year total shareholder return declined...내러티브 업데이트 • Jun 05
DRI: Core Brand Resilience And Buybacks Will Support Future Earnings Power
Analysts have slightly raised their price expectations for Darden Restaurants, with the fair value estimate moving from about $267.90 to roughly $268.64. This adjustment reflects updated views on revenue growth, profit margins, and beef cost trends discussed in recent research.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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 AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| May 31 2026 | n/a | n/a | US$1b |
| Feb 22 2026 | n/a | n/a | US$1b |
| Nov 23 2025 | n/a | n/a | US$1b |
| Aug 24 2025 | n/a | n/a | US$1b |
| May 25 2025 | US$14m | US$1m | US$1b |
| Feb 23 2025 | n/a | n/a | US$1b |
| Nov 24 2024 | n/a | n/a | US$1b |
| Aug 25 2024 | n/a | n/a | US$1b |
| May 26 2024 | US$12m | US$1m | US$1b |
| Feb 25 2024 | n/a | n/a | US$1b |
| Nov 26 2023 | n/a | n/a | US$1b |
| Aug 27 2023 | n/a | n/a | US$985m |
| May 28 2023 | US$9m | US$1m | US$984m |
| Feb 26 2023 | n/a | n/a | US$950m |
| Nov 27 2022 | n/a | n/a | US$911m |
| Aug 28 2022 | n/a | n/a | US$917m |
| May 29 2022 | US$5m | US$796k | US$955m |
| Feb 27 2022 | n/a | n/a | US$1b |
| Nov 28 2021 | n/a | n/a | US$923m |
| Aug 29 2021 | n/a | n/a | US$827m |
| May 30 2021 | US$4m | US$745k | US$632m |
| Feb 28 2021 | n/a | n/a | -US$216m |
| Nov 29 2020 | n/a | n/a | -US$112m |
| Aug 30 2020 | n/a | n/a | -US$184m |
| May 31 2020 | US$3m | US$686k | -US$49m |
보상 대 시장: Rick의 총 보수(USD14.00M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.46M) 수준입니다.
보상과 수익: Rick의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Rick Cardenas (58 yo)
5.5yrs
재임 기간
US$13,995,871
보수
Mr. Ricardo Cardenas, also known as Rick, is Director of Darden Concepts, Inc. Mr. Cardenas serves as President at Darden Restaurants, Inc. since January 4, 2021 and is its Chief Executive Officer and Dire...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Director | 5.5yrs | US$14.00m | 0.069% $ 16.2m | |
| Senior VP & CFO | 5.5yrs | US$4.64m | 0.0079% $ 1.9m | |
| President of Business Development | 2.2yrs | US$3.49m | 0.039% $ 9.0m | |
| President of Specialty Restaurant Group | 22.5yrs | US$3.06m | 0.015% $ 3.5m | |
| Senior VP & Chief Information Officer | 10.3yrs | 데이터 없음 | 데이터 없음 | |
| Vice President of Finance & Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Senior VP | less than a year | 데이터 없음 | 0.0014% $ 330.0k | |
| Senior VP and Chief Communications & Public Affairs Officer | 10.9yrs | 데이터 없음 | 0.0036% $ 844.8k | |
| Senior VP & Chief People Officer | 9.3yrs | 데이터 없음 | 0.00062% $ 145.1k | |
| Senior VP & Chief Supply Chain Officer | 11.2yrs | 데이터 없음 | 0.00024% $ 56.2k | |
| Senior Vice President of Finance for Olive Garden | 2.1yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Marketing - Olive Garden | 4.5yrs | 데이터 없음 | 데이터 없음 |
5.5yrs
평균 재임 기간
57yo
평균 나이
경험이 풍부한 관리: DRI의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.5 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Director | 4.2yrs | US$14.00m | 0.069% $ 16.2m | |
| Independent Director | 11.8yrs | US$404.38k | 0.0010% $ 236.4k | |
| Independent Director | 12.5yrs | US$349.12k | 0.023% $ 5.4m | |
| Independent Director | 12.5yrs | US$494.68k | 0.017% $ 4.0m | |
| Independent Chair of the Board | 12.5yrs | US$558.33k | 0.0061% $ 1.4m | |
| Independent Director | 7.8yrs | US$387.33k | 0.024% $ 5.5m | |
| Independent Director | 4.3yrs | US$350.35k | 0.0037% $ 870.5k | |
| Independent Director | 11.8yrs | US$321.16k | 0.0055% $ 1.3m | |
| Independent Director | 1.6yrs | US$198.79k | 0.0015% $ 362.7k |
11.8yrs
평균 재임 기간
66yo
평균 나이
경험이 풍부한 이사회: DRI의 이사회는 노련하고 경험이 풍부합니다(평균 재임 11.8 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/06 01:03 |
| 종가 | 2026/07/06 00:00 |
| 수익 | 2026/05/31 |
| 연간 수익 | 2026/05/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Darden Restaurants, Inc.는 46명의 분석가가 다루고 있습니다. 이 중 25명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| John Staszak | Argus Research Company |
| David Tarantino | Baird |
| Jeffrey Bernstein | Barclays |