Darden Restaurants (DRI)
NYSEConsumer DiscretionaryRestaurantsSnapshot 2026-10-29
$220.17-0.14%
Close 2026-10-30 · 1-day change
NYSEConsumer DiscretionaryRestaurantsSnapshot 2026-10-29
Research Workspace
Put DRI beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Restaurants is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve approximately 9.5% revenue growth for FY 2026: Comparison needs review.
View ThesisRevenue is growing steadily — about 8% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskDarden’s case rests on durable restaurant growth, with revenue growth slowing from the fourth-quarter pace. Q1 FY2027 revenue grew 5.1% year over year, and reported EPS was inline. Darden trades at 21× P/E versus a 16× peer median, near its 20× history. The price reflects less growth than our forecast, leaving the peer premium dependent on durable growth. The FY2026 revenue-growth pillar needs review because its comparison is unverified. Our model puts the next-quarter miss probability near 23%. Peer multiples imply a price about 10% below where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. DRI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 28 analysts currently covering DRI (as of Oct 2026).
Based on 9 Wall Street analysts offering 12-month price targets for DRI in the last 4 months.
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Compare DRI with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| DRI Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Restaurants — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put DRI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Maintain capital expenditures between $750M and $775M for FY 2026
Lease extensions support capital allocation and operational stability.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $220.17
The last 12 months of price, then the range of analyst 12-month targets from today’s $220.17.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Achieve approximately 9.5% revenue growth for FY 2026
Analyst upgrade supports revenue growth expectations.
Advances: Increase adjusted diluted EPS to $10.57-$10.67 for FY 2026
Reaffirming EPS guidance supports growth objectives.
Advances: Achieve approximately 9.5% revenue growth for FY 2026
Demonstrates resilience amid inflation, supporting revenue growth objective.
Threatens: Increase adjusted diluted EPS to $10.57-$10.67 for FY 2026
Q1 results missing estimates could hinder EPS growth.
Director vote proposal may affect governance and shareholder returns.
Advances: Achieve approximately 9.5% revenue growth for FY 2026
Sales jump supports revenue growth objective for FY 2026.
Threatens: Achieve approximately 9.5% revenue growth for FY 2026
Beef inflation could impact revenue growth targets.