2026年1月期间，达登饭店股价呈现波动。例如，1月26日股价下跌4.72%，成交额3.73亿美元；1月15日 股价上涨3.11%，成交额4.47亿美元。整体1月累计涨幅6.74%，但近期（截至1月27日）未提供2月数 据。 经济观察网 达登饭店发布2026财年中报，营收61.47亿美元，同比增长8.85%，净利润4.95亿美元，同比 增长17.22%。2025财年第四季度营收31.02亿美元，同比增长7.3%，净利润2.37亿美元，同比增长 10.3%，核心品牌Olive Garden和LongHorn Steakhouse销售额分别增长5.4%和9.3%。 机构观点 根据近期数据，截至2026年1月，覆盖达登饭店的35家机构中，57%给予买入建议，37%为持有建议， 6%为卖出建议。机构评级整体偏积极，但未在参考资料中提及最新调整。 股票近期走势 未来发展 参考资料中未明确披露达登饭店在2026年2月及之后的特定事件（如财报发布日期或公司公告）。作为 常规关注，投资者可留意公司后续财季业绩发布及行业动态。 以上内容基于公开资料整理，不构成投资建议。 ...

Industry Overview - Diners are shifting from higher-priced fast food to full-service restaurants as households reconsider their spending habits, leading to a significant rotation in restaurant traffic [1] - The casual dining segment is gaining market share, although steakhouses are still pressured by high beef prices, which are expected to slow down in the latter half of the year, potentially benefiting margins by late 2027 [2] Company Performance: Texas Roadhouse - Texas Roadhouse operates over 600 steakhouses and has shown consistent traffic, outperforming rivals [3] - In the most recent quarter, same-store sales increased by 6.1%, with guest counts up by 4.3%, attributed to a disciplined strategy avoiding aggressive discounting [4] - Restaurant-level margins declined by nearly 170 basis points due to higher beef prices and labor-cost inflation, but management expects easing inflationary pressures in the latter half of the year [5] - The company plans to open 35 new locations in 2026, with a current valuation reflecting some margin recovery, trading at 28 times forward earnings [6] Company Performance: Darden Restaurants - Darden Restaurants operates over 2,100 locations, including brands like Olive Garden and LongHorn Steakhouse, and has seen shares rise by about 11% following a 4.3% comps growth in Q2 2026 [8] - LongHorn Steakhouse reported a stronger performance with comps rising by 5.9%, capturing market share from more expensive steakhouses [9] - Darden's scale allows it to maintain competitive pricing, keeping prices around 320 basis points below inflation at LongHorn, providing a competitive edge [9] Company Performance: Brinker International - Brinker International, which owns over 1,600 restaurants including Chili's, has seen its stock rise 60% since November lows, with Chili's reporting 8.6% comps growth in January [10] - The growth is driven by budget-friendly offerings like the 3 for Me platform, attracting cost-conscious diners [12] - Brinker is increasing its advertising to emphasize its value over fast-food competitors, trading at around 15 times this year's earnings estimates, making it the best value among the three chains discussed [13]

Darden Restaurants to Release Fiscal 2026 Third Quarter Results on March 19, 2026 [Accessibility Statement] Skip NavigationORLANDO, Fla., Feb. 19, 2026 /PRNewswire/ -- Darden Restaurants, Inc. (NYSE: DRI) plans to release its fiscal 2026 third quarter financial results before the market opens on Thursday, March 19, 2026. The Company will host a conference call, led by Rick Cardenas, President and Chief Executive Officer, and Raj Vennam, Chief Financial Officer, to review third quarter results and conduct a ...

Company Overview - Darden Restaurants, Inc. (DRI) has a market cap of approximately $25.1 billion and is one of the largest full-service restaurant operators in the U.S., known for brands like Olive Garden and LongHorn Steakhouse [1] Stock Performance - DRI stock has increased by 7.6% over the past year, underperforming the S&P 500 Index, which has risen by 14.4%. However, on a year-to-date basis, DRI shares are up 14.3%, significantly outperforming the S&P 500's 1.4% gain [2] - The company has also outperformed the State Street Consumer Discretionary Select Sector SPDR Fund (XLY), which returned 4.6% over the past 52 weeks [3] Strategic Decisions - On February 3, DRI shares rose by 2.3% following the announcement of the completion of a strategic review for its Bahama Breeze brand, which will involve the permanent closure of 14 locations and the conversion of the remaining 14 into other Darden concepts. These closures are expected to be finalized by April 5, 2026, with conversions occurring over the next 12–18 months. Management indicated that this move will not have a material financial impact and aims to strengthen other brands within its portfolio while supporting employees by placing them in other roles across Darden's network [4] Financial Projections - For the fiscal year ending in May 2026, analysts project DRI's adjusted EPS to grow by 10.7% year-over-year to $10.57. The company's earnings surprise history has been mixed, with one out of the last four quarters exceeding consensus estimates and three missing [5] - Among the 31 analysts covering DRI, the consensus rating is a "Moderate Buy," consisting of 19 "Strong Buy" ratings, one "Moderate Buy," and 11 "Holds" [5]

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, Inc. has completed its exploration of strategic alternatives for the Bahama Breeze brand, deciding to permanently close 14 locations and convert the remaining 14 into other Darden brands, with no material impact expected on financial results [1][2]. Group 1: Strategic Decisions - The company has determined to permanently close 14 Bahama Breeze restaurants and convert the remaining 14 locations into another Darden brand [2]. - The 14 restaurants designated for closure will continue operating until April 5, 2026, while the conversion of the remaining locations is anticipated to occur over the next 12-18 months [3]. Group 2: Operational Focus - The company believes that the conversion locations are valuable sites that will benefit several brands within its portfolio [4]. - The primary focus going forward will be on supporting team members, with efforts to place as many as possible in roles within the Darden portfolio [4]. Group 3: Location Details - A list of the closing and conversion restaurant locations has been provided, detailing specific addresses for both categories [5].

Core Insights - Texas Roadhouse, Inc. (TXRH) plans to open approximately 35 company-owned restaurants in 2026, including around 20 Texas Roadhouse locations, 10 Bubba's 33 units, and up to five Jaggers restaurants, alongside additional franchise openings [1][10] - The company anticipates a store-week growth of 5-6% in 2026, driven by new openings and the acquisition of remaining California franchise locations, with strong average weekly sales across all concepts [2][10] - Despite the growth plans, unit expansion may not significantly impact earnings in the short term due to beef inflation and margin pressures, with capital spending expected to rise to about $400 million in 2026 [3][10] Company Strategy - The 35-store expansion plan is viewed as a steady compounding strategy rather than a bold acceleration, reinforcing Texas Roadhouse's long-term growth engine [4] - The success of the expansion will depend on traffic trends, cost moderation, and the speed at which new units mature into high-cash-flow restaurants [4] Competitive Landscape - Competitors like LongHorn Steakhouse adopt a more conservative growth model, focusing on margin resilience and low-single-digit annual unit growth, while Outback Steakhouse has reduced aggressive U.S. unit expansion in favor of operational improvements [6][7] - Texas Roadhouse's 2026 development plan is considered one of the more assertive unit-growth strategies within the steakhouse category compared to its competitors [7] Stock Performance and Valuation - Texas Roadhouse shares have increased by 12.9% in the past month, outperforming the industry growth of 2.6% [8] - The company trades at a forward price-to-sales (P/S) multiple of 1.95, which is below the industry average of 3.63 [12] - The Zacks Consensus Estimate for TXRH's 2026 earnings per share has risen to $6.62, indicating a projected 3.4% increase in earnings for that year [14]

Company Overview - Darden Restaurants, Inc. (NYSE:DRI) is an American full-service restaurant company operating brands such as Olive Garden [2]. Financial Performance - For the second fiscal quarter, Darden reported revenue of $3.1 billion, exceeding analyst estimates of $3.07 billion [2]. - Adjusted earnings per share were $2.08, which fell short of the expected $2.10 [2]. Analyst Ratings - BTIG reiterated a Buy rating with a price target of $225 on December 19 [2]. - Stephens maintained an Equal Weight rating but reduced the price target from $215 to $205 on December 11, citing weaker trends at Olive Garden [2]. Market Trends - The CFO noted that high beef prices are impacting margins, although comparable sales at LongHorn Steakhouse remain stable despite this volatility [2]. - Jim Cramer highlighted the influence of chicken prices on Darden's performance, particularly in relation to Olive Garden [3].

Group 1 - Darden Restaurants, Inc. is recognized as a leading operator in the full-service dining industry, managing well-known brands such as Olive Garden, Ruth's Chris Steak House, and others [2] - The company has established a competitive advantage through operational excellence, scale, and prudent capital allocation, positioning itself as a category-defining enterprise in the restaurant sector [2] - Olive Garden's performance has been highlighted positively, contributing to Darden's status as a "retail winner" in the current economic landscape [1] Group 2 - Darden's portfolio includes a diverse range of restaurant concepts, which enhances its market presence and appeal to various consumer segments [2] - The company is noted for its ability to compound shareholder value, indicating a strong focus on long-term growth and profitability [2]

Sales Performance - Darden Restaurants reported sales of $3.1 billion for Q2 FY2026, marking a 7.3% increase from the previous year [1] - Same-store sales grew by 4.3%, driven by strong performance across major brands, with Olive Garden and LongHorn Steakhouse reporting increases of 4.7% and 5.9% respectively [1] Financial Results - The company achieved a net income of $237.2 million in Q2 FY2026, or $2.03 per share, compared to $215.7 million or $1.82 per share in the same quarter last year [2] - On an adjusted basis, diluted earnings from continuing operations were $2.08 per share, excluding costs related to restaurant closures and the acquisition of Chuy's [2] Future Outlook - Darden raised its full-year same-restaurant sales growth forecast to a range of 3.5% to 4.3%, up from a previous estimate of 2.5% to 3.5% [3] - The guidance for adjusted diluted earnings per share for FY2026 remains unchanged at $10.50 to $10.70 [3] Operational Insights - Darden's president and CEO noted that all segments delivered positive same-restaurant sales, exceeding top-line expectations [4] - The company has been enhancing delivery options through a partnership with Uber, utilizing Uber Direct's network for nationwide on-demand delivery for Olive Garden [5] - An on-demand delivery trial with Uber Technologies was initiated at Cheddar's Scratch Kitchen in March [6]