Darden Restaurants, Inc. · DRI · Next earnings

Darden Restaurants, Inc. reports Thursday, Sep 24, 2026

DRI reports before market open with consensus EPS at $2.05 and revenue at $3.21B. Last quarter: Darden Closes FY2026 With Double-Digit Sales Growth, 8% Dividend Hike, and International Expansion

Reports Before market open4 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $2.05 Calendar consensus
Consensus revenue $3.21B Calendar consensus
Report date Sep 24, 2026 Thursday, date estimated
Session Before market open 4 days away

Where DRI left off: FY2026 Q4

Full report

Darden Closes FY2026 With Double-Digit Sales Growth, 8% Dividend Hike, and International Expansion

EPS surprise +0.8% Reported $3.66 vs $3.63
Revenue surprise -0.3% Reported $3.72B vs $3.73B
Stock move -0.3% Event window
Subsequent drift -7.7% Up to 20 sessions

Guidance sentiment shifted from raised in Q3 FY2026 to maintained in Q4 FY2026. The prior quarter had raised the FY2026 outlook to approximately 9.5% sales growth and adjusted EPS of $10.57-$10.67. This quarter introduced FY2027 guidance of $13.6-$13.75 billion in sales, 2.5-3.5% same-restaurant sales growth, and approximately $875 million in capital spending -- up from the roughly $850 million figure discussed in Q3.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Elevated commodity costs, particularly beef inflation, could pressure margins if pricing cannot fully offset input cost increases.
  • Macro-economic softness among younger consumers and potential fuel surcharge impacts could dampen traffic.
  • Pricing discipline constraints may limit the ability to fully pass through inflation to guests.
  • Execution risk associated with a faster pace of new restaurant openings and brand conversions.
  • Rising gasoline prices could indirectly affect consumer discretionary spending.

Questions analysts left open

  • Impact of rising gas prices on consumer spending and traffic trends.
  • Cadence of same-restaurant comps and EPS growth throughout FY2027 given tougher year-over-year comparisons.
  • Commodity inflation outlook, especially beef and chicken pricing, and its effect on restaurant-level margins.
  • Strategy for third-party delivery versus first-party delivery and its impact on profitability.
  • Capex allocation priorities and the relationship between new restaurant openings and brand conversions.

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Recent DRI quarters

All DRI earnings
-0.3%FY2026 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.