10-QPeriod: Q1 FY2026

DARDEN RESTAURANTS INC Quarterly Report for Q1 Ended Aug 24, 2025

Filed September 26, 2025For Securities:DRI

Summary

Darden Restaurants, Inc. reported a strong first quarter for fiscal year 2026, with total sales increasing by 10.4% to $3.04 billion year-over-year. This growth was driven by a combination of new restaurant openings, including the significant acquisition of Chuy's in the prior quarter, and a healthy same-restaurant sales increase of 4.7%. Net earnings from continuing operations rose by 24.2% to $257.9 million, translating to a diluted EPS of $2.19, up from $1.74 in the prior year. The company is strategically divesting certain assets, evidenced by the sale of eight Olive Garden locations in Canada, and exploring strategic alternatives for the Bahama Breeze brand. Darden also provided a positive outlook for the full fiscal year 2026, projecting sales growth between 7.5% and 8.5%, with continued same-restaurant sales growth expected, supported by approximately 65 new restaurant openings.

Financial Statements
Beta
Revenue$3.04B
Gross Profit$574.30M
Operating Expenses$2.71B
Operating Income$339.20M
Net Income$257.80M
EPS (Basic)$2.21
EPS (Diluted)$2.19
Shares Outstanding (Basic)116.70M
Shares Outstanding (Diluted)117.60M

Key Highlights

  • 1Total sales grew 10.4% to $3.04 billion, driven by new units and a 4.7% same-restaurant sales increase.
  • 2Net earnings from continuing operations increased 24.2% to $257.9 million.
  • 3Diluted EPS from continuing operations was $2.19, a 25.9% increase year-over-year.
  • 4The company completed the acquisition of 103 Chuy's restaurants, contributing to growth in the 'Other Business' segment.
  • 5Strategic divestiture of eight Olive Garden Canada locations was completed, generating a gain on disposal.
  • 6Darden is exploring strategic alternatives for the Bahama Breeze brand.
  • 7Full fiscal year 2026 sales growth is projected between 7.5% and 8.5%, with same-restaurant sales growth expected between 2.5% and 3.5%.

Frequently Asked Questions

Sales growth was primarily driven by 125 net new restaurants (including the acquisition of 103 Chuy's restaurants) and a blended same-restaurant sales increase of 4.7%. The Olive Garden and LongHorn Steakhouse segments showed particularly strong same-restaurant sales growth.

Darden is exploring strategic alternatives for the Bahama Breeze brand, which could include a sale of the brand or conversion of some locations to other Darden brands. The brand's assets were not classified as held for sale as of the end of the first fiscal quarter.

The acquisition of 103 Chuy's restaurants in October 2024 contributed significantly to the 'Other Business' segment's sales growth and overall company expansion. The integration costs were noted in general and administrative expenses.

Darden expects full fiscal year 2026 sales growth to be between 7.5% and 8.5%. This is anticipated to be driven by a 2.0% growth from the 53rd week, same-restaurant sales growth between 2.5% and 3.5%, and approximately 65 new restaurant openings. Capital expenditures are projected between $700 and $750 million.