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Nov 28, 2021

Darden Q2 2022 Earnings Report

Darden's financial performance was strong due to effective execution by restaurant teams, resulting in increased sales and earnings.

Key Takeaways

Darden Restaurants reported a 37% increase in total sales to $2.27 billion, driven by a 34.4% increase in blended same-restaurant sales and the addition of 34 net new restaurants. Diluted net earnings per share from continuing operations were $1.48, and net earnings from continuing operations were $193 million.

Total sales increased 37% year-over-year to $2.27 billion.

Blended same-restaurant sales increased 34.4%.

Diluted net earnings per share from continuing operations was $1.48.

The company repurchased $266 million of its outstanding common stock.

Total Revenue
$2.27B
Previous year: $1.66B
+37.1%
EPS
$1.48
Previous year: $0.74
+100.0%
Olive Garden same-store sales
29.3%
Previous year: -19.9%
-247.2%
LongHorn same-store sales
31.2%
Previous year: -11.1%
-381.1%
Fine Dining same-store sales
61.6%
Previous year: -31%
-298.7%
Gross Profit
$448M
Previous year: $315M
+42.1%
Cash and Equivalents
$746M
Previous year: $777M
-4.0%
Total Assets
$10.4B
Previous year: $9.93B
+4.8%

Darden

Darden

Darden Revenue by Segment

Forward Guidance

The Company updated its financial outlook for fiscal 2022 based on year-to-date results and its expected performance for the remainder of the year, assuming no significant business interruptions related to COVID-19.

Positive Outlook

  • Total sales of approximately $9.55 to $9.70 billion
  • Total sales growth vs. Pre-COVID of 9% to 11%
  • Same-restaurant sales vs. fiscal 2021 of 29% to 31%
  • 35 to 40 new restaurant openings
  • EBITDA between $1.55 to $1.60 billion

Challenges Ahead

  • Total capital spending of approximately $425 million
  • Total inflation of approximately 5.5%
  • Effective tax rate of approximately 14%
  • Approximately 130 million weighted average diluted shares outstanding
  • Assuming no significant business interruptions related to COVID-19

Revenue & Expenses

Visualization of income flow from segment revenue to net income