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John Ivanko

Research Analyst at JPMorgan

John Ivanko serves as an analyst at JPMorgan, though specific details about his exact job title or coverage companies are not available in the search results. Typically, analysts in this role cover a variety of sectors, with a focus on delivering high-quality investment advice to clients. Career timelines and professional credentials such as FINRA registration or securities licenses are not detailed in the search findings. Notable achievements or specific performance metrics, such as success rates or rankings on platforms like TipRanks, are also not provided for John Ivanko.

John Ivanko's questions to DARDEN RESTAURANTS (DRI) leadership

John Ivanko's questions to DARDEN RESTAURANTS (DRI) leadership • Q1 2026

Question

John Ivanko asked about Darden's observations on demand destruction at retail, specifically recent data on retail beef demand. He also inquired about lessons learned from past unsuccessful attempts at smaller portions and lower prices in casual dining, and how Olive Garden's current approach to lighter portions differs.

Answer

CFO Raj Vennam confirmed that recent data (last month) shows a low single-digit year-over-year decline in retail beef volume, a shift from prior robust months. CEO Rick Cardenas clarified that Cheddar's Hawaiian sirloin is not a smaller portion. Regarding Olive Garden's lighter portions, he explained that they still offer abundance (with unlimited soup/salad/breadsticks) but add price breadth, catering to a consumer group whose definition of abundance may differ, unlike past attempts where overall portions were already smaller.

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John Ivanko's questions to DARDEN RESTAURANTS (DRI) leadership • Q1 2026

Question

John Ivanko inquired about Darden's observation of demand destruction at retail for beef, seeking recent signs and potential implications for restaurant supply. He also asked about historical lessons from unsuccessful smaller portions or value items in casual dining and how Darden's current approach differs.

Answer

Raj Vennam, CFO, clarified that recent (last month) data showed a low single-digit year-over-year volume decline for beef at retail, a shift from prior robust months. Rick Cardenas, President and CEO, distinguished Cheddar's Hawaiian sirloin (not a smaller portion, and LongHorn had success with it previously) from Olive Garden's lighter portions. He explained that Olive Garden's smaller portions still offer abundance with unlimited soup/salad/breadsticks, add price breadth, and cater to a consumer group seeking appropriate portion sizes without changing the entire menu.

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