$DRI

Darden 因 Olive Garden 销售疲软而盈利不及预期,但仍是该板块的首选标的。

《Thursday's First Moves: DRI Earnings, Diller's Withdraws MGM Bid, P All-Time High》
Schwab Network发布 2026-09-24 · 8 段内容
00:11/ —打开原视频

逐段跳播

8 段内容
0:111:56

是的,它在营收和净利润两方面都未能达到预期。调整后每股收益为2.05美元,弱于华尔街分析师的预期。营收也弱于预期,为32亿美元。分析师此前预期为32.1亿美元。销售额有所增长,但同样弱于预期。

Yes, it failed to meet expectations in terms of both revenue and net profit. Earnings came in at $2.05 per share on an adjusted basis, which was weaker than Wall Street analysts had expected.

Revenue also came in weaker than expected, at $3.2 billion. Analysts had expected $3.21 billion. There has been an increase in sales, but again it is weaker than expected.

同店销售额。我很习惯说同店销售额。这一百分比增长了3.1%。在这里同样弱于预期。Longhorn是这里最突出的部分,我们先来看积极的一面。同店销售额跃升了6.2%。但它比Olive Garden要小。所以这就是那里的挑战所在。

Same-restaurant sales. I'm very used to saying same-store sales . That percentage increased by 3.1%. It is also weaker than expected here. Longhorn is the most prominent element here, and we will focus on the positive aspects first.

Sales at the same restaurant jumped by 6.2%. But it is smaller than "Olive Garden". So that's the challenge there.

现在,我们看到Olive Garden的同店销售额有所增长,但仅增长了1.1%。这一点之所以如此关键,是因为Olive Garden是Darden最大的品牌。

Now, we have seen growth in sales at the same restaurant in "Olive Garden", but only by 1.1% . The reason this is so crucial is that Olive Garden is Darden's biggest brand.

想想它旗下的品牌组合,有Longhorn、Olive Garden、Capitol Grill和Yard House,但Olive Garden是覆盖面最广的那个。所以,尽管有增长,但并未达到我们过去在那里习惯看到的水平。

When you think about the brands within its portfolio, you have Longhorn, Olive Garden, Capitol Grill, and Yard House, but Olive Garden is the one with the widest reach. So, although there is growth, it is not at the same level that we have been used to seeing there.

这是一件令人担忧的事,显然也令投资者感到忧虑,因为股价今早下跌了约2.25%。由于该品牌在其品牌组合中的规模,它对其整体业绩产生了不成比例的巨大影响。

This is a worrying matter that is clearly of concern to investors, as stocks fell by about 2.25% this morning. It has a disproportionately large impact on its overall results due to the size of the brand within its portfolio here.

至于Capitol Grill和Rooth's Chris这类高端餐厅,它们的同店销售额增长了1.6%。总体而言,其他品牌的增长更为强劲。

As for upscale restaurants such as "Capitol Grill" and "Rooth's Chris", they saw a growth in same-restaurant sales of 1.6%. Overall, other brands achieved stronger growth.

他们需要让Olive Garden重回核心位置,以维持那里的势头。

They need to bring Olive Garden back to the forefront to maintain momentum there .

我觉得这只股票至少是该板块中最好的之一。

I feel that this name is at least one of the best in the group.

这个频道对 $DRI 的历次判断

Schwab Network 在这只股票上只有这一条判断。

2026-09-24本条
是的,它在营收和净利润两方面都未能达到预期。调整后每股收益为2.05美元,弱于华尔街分析师的预期。
看完整历史 ›
美股听风