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May 25, 2025
Darden Q4 2025 Earnings Report
Darden reported strong Q4 performance with solid sales growth and improved adjusted earnings.
Key Takeaways
Darden's Q4 2025 results were driven by a 10.6% sales increase, supported by same-restaurant sales growth and the impact of newly acquired and opened restaurants.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Darden expects continued growth in Fiscal 2026, supported by new restaurant openings and favorable sales momentum.
Positive Outlook
- Sales growth projected at 7% to 8%, including a 53rd week boost
- Same-restaurant sales expected to grow 2% to 3.5%
- 60 to 65 new restaurant openings planned
- Total capital spending projected at $700M to $750M
- Effective tax rate expected to remain low at around 13%
Challenges Ahead
- Inflation estimated at 2.5% to 3%
- EPS guidance only modestly up to $10.50–$10.70
- 53rd week impact contributes only ~$0.20 to EPS
- Chuy’s sales not included in same-restaurant metrics until Q4 FY26
- New restaurant integration may present operational challenges
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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