经济观察网达登饭店预计2026财年销售增长区间为8.5%至9.3%，其中同店销售额预计增长3.5%至 4.3%，并计划新开设65至70家餐厅。资本支出预计在7.50亿至7.75亿美元之间，用于新餐厅建设、现有 餐厅改造和技术项目。 公司于2025年6月批准了一项无到期日的10亿美元股票回购计划，2025财年第四季度已回购110万股。股 息政策方面，2025财年支付每股3.00美元股息(高于上年的2.80美元)，未来派息计划需关注财报披露。 行业政策与环境 2025年餐饮行业面临客流减少与成本压力，但达登饭店通过提价和成本控制维持增长。投资者需关注消 费趋势变化对同店销售额的潜在影响。 以上内容基于公开资料整理，不构成投资建议。 战略推进 达登饭店正在为旗下Bahama Breeze品牌(拥有28家门店)探索战略选择，包括出售或转型。此外，公司持 续整合收购的Chuy's品牌，并评估新税法(如2025年7月颁布的H.R.1法案)对财务的潜在影响。 资金动向 ...

With a market cap of around $25.1 billion, Darden Restaurants, Inc. (DRI) is one of the largest full-service restaurant operators in the United States, best known for brands such as Olive Garden, LongHorn Steakhouse, Cheddar’s Scratch Kitchen, Yard House, and The Capital Grille. Headquartered in Orlando, Florida, the company operates and franchises hundreds of locations across North America. DRI stock has risen 7.6% over the past year, lagging the broader S&P 500 Index ($SPX) has rallied 14.4%. However, ...

Core Viewpoint - Principal Financial Group Inc. reduced its stake in Darden Restaurants by 2.2% in Q3, holding 139,005 shares valued at approximately $26.46 million after selling 3,185 shares [2] Institutional Holdings - Several hedge funds have significantly increased their positions in Darden Restaurants, with Marshall Wace LLP growing its stake by 820.4% to 706,416 shares valued at $153.98 million [3] - Invesco Ltd. raised its holdings by 45.2% to 1,917,398 shares worth $417.94 million [3] - Arrowstreet Capital increased its position by 192.6% to 880,765 shares valued at $191.98 million [3] - Norges Bank established a new position worth about $125.52 million [3] - AQR Capital Management raised its stake by 239.4% to 722,529 shares valued at $157.49 million [3] - Institutional investors collectively own 93.64% of Darden's stock [3] Insider Transactions - CFO Rajesh Vennam sold 6,774 shares at an average price of $214.12, totaling approximately $1.45 million, reducing his position by 42.84% [4] - Insider John W. Wilkerson sold 2,258 shares at an average price of $213.00, totaling about $480,954, representing an 11.27% decrease in ownership [4] - Over the last ninety days, insiders sold 18,770 shares worth approximately $3.95 million, with corporate insiders owning 0.49% of the stock [4] Financial Performance - Darden Restaurants reported Q2 earnings of $2.08 per share, missing estimates by $0.02, with revenue of $3.10 billion, exceeding expectations of $3.07 billion [6] - Revenue increased by 7.3% year-over-year, with a return on equity of 52.44% and a net margin of 8.92% [6] - The company has set FY 2026 EPS guidance at $10.50 to $10.70, with analysts predicting an EPS of $9.52 for the current fiscal year [6] Dividend Information - Darden announced a quarterly dividend of $1.50, resulting in an annualized dividend of $6.00 and a dividend yield of 2.8% [7] - The payout ratio stands at 62.89% [7] Stock Performance and Valuation - Darden's shares opened at $216.28, with a market cap of $24.90 billion [5] - The company has a price-to-earnings ratio of 22.67 and a price-to-earnings-growth ratio of 2.05 [5] - The stock has a 12-month low of $169.00 and a high of $228.27 [5] Analyst Ratings and Price Targets - Analysts have varied ratings on Darden, with Stephens maintaining an "equal weight" rating and a target price of $205.00 [9] - Morgan Stanley reduced its price target from $238.00 to $236.00 while maintaining an "overweight" rating [9] - KeyCorp and Weiss Ratings have also provided positive ratings, with Weiss upgrading to "buy" [9] - The consensus rating is "Moderate Buy" with an average target price of $224.78 [9]

Core Viewpoint - Darden Restaurants is closing its Bahama Breeze chain, permanently shutting down 14 out of 28 locations and converting the remaining restaurants into other Darden brands [1][5]. Group 1: Closure Details - The company will permanently close 14 Bahama Breeze restaurants, with operations continuing until April 5 [1]. - The remaining 14 locations will be converted into other Darden brands, a process expected to take 12 to 18 months [1][2]. Group 2: Brand Conversion - Darden has not specified which brands the Bahama Breeze locations will be converted into, but its portfolio includes Olive Garden, Yard House, Ruth's Chris Steak House, and Eddie V's [2]. - Most of the locations designated for conversion are in Florida, with additional restaurants in Georgia, North Carolina, South Carolina, and Virginia [4]. Group 3: Company Focus and Employee Support - The company aims to support team members during this transition, with a focus on placing as many employees as possible in roles within the Darden portfolio [3]. Group 4: Market Performance - Shares of Darden Restaurants have increased by more than 14% year to date [4].

Olive Garden parent company Darden Restaurants has announced that it will shut down its Bahama Breeze restaurant chain for good. But in an unusual move, some current Bahama Breeze locations will live ... ...

JD and Kyle Shoot Stock/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify Darden (DRI) decides to pull the plug on the Bahama Breeze chain. (00:14) AMD slides even as Q4 results, guidance surge past Wall Street estimates. (01:13) Walmart (WMT) reaches $1 trillion market value. (02:33) This is an abridged transcript. Darden Restaurants (DRI) announced that it will permanently close 14 of the company's 28 Bahama Breeze restaurants and convert the remaining 14 lo ...

JD and Kyle Shoot Stock/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify Darden (DRI) decides to pull the plug on the Bahama Breeze chain. (00:14) AMD slides even as Q4 results, guidance surge past Wall Street estimates. (01:13) Walmart (WMT) reaches $1 trillion market value. (02:33) This is an abridged transcript. Darden Restaurants (DRI) announced that it will permanently close 14 of the company's 28 Bahama Breeze restaurants and convert the remaining 14 lo ...

Core Viewpoint - Darden Restaurants is closing 14 of the 28 Bahama Breeze locations in the US as part of a strategic review, with plans to convert the remaining sites to other brands within its portfolio [1][4]. Group 1: Closure Details - The closures will affect locations in several states, including Delaware, Georgia, Michigan, New Jersey, North Carolina, Virginia, and Florida, as well as sites in King of Prussia and Pittsburgh, Pennsylvania [2]. - The restaurants marked for closure are expected to continue operating until April 5, 2026 [2]. Group 2: Conversion Plans - Darden plans to convert the remaining 14 Bahama Breeze locations over the next 12 to 18 months, with temporary closures occurring as needed for the conversion work [3]. - The specific brands that will take over the converted sites have not yet been disclosed, but the company believes these locations will benefit several brands in its portfolio [3]. Group 3: Financial Impact and Support - Darden does not anticipate that the closures and conversions will have a material impact on its financial results [4]. - The company emphasizes its commitment to supporting team members, aiming to place as many as possible in roles within the Darden portfolio [4].

The Bahama Breeze restaurant chain is closing, with half of the restaurants being shuttered and the other half converting to parent company Darden's other brands. ...

Darden Restaurants, Inc. (NYSE:DRI) shares traded higher on Tuesday after the company finalized its review of the Bahama Breeze brand.The casual dining operator said it completed an evaluation of strategic alternatives for the Caribbean-themed chain.Darden previously signaled that the 28 Bahama Breeze restaurants no longer fit its long-term growth priorities.The company explored options, including a potential sale or brand conversion.Darden now plans to permanently shut 14 Bahama Breeze restaurants and will ...