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    Darden Restaurants Inc (DRI)

    Q4 2025 Earnings Summary

    Reported on Jun 20, 2025 (Before Market Open)
    Pre-Earnings Price$223.57Open (Jun 20, 2025)
    Post-Earnings Price$223.57Open (Jun 20, 2025)
    Price Change
    $0.00(0.00%)
    MetricYoY ChangeReason

    Total Revenue

    +10.6% ( )

    Total Revenue increased to $3,271.7 million in Q4 2025 from $2,957.3 million in Q4 2024; this growth builds on previous period momentum from acquisitions and new restaurant openings that had boosted revenue in earlier quarters, continuing to drive higher sales overall.

    Olive Garden Revenue

    +8.1% ( )

    Olive Garden’s revenue rose to $1,381.0 million from $1,277.5 million YoY; the increase reflects ongoing improvements from initiatives such as menu updates and promotional activities previously seen in Q3, which enhanced same-restaurant sales and contributed to steady segment growth.

    LongHorn Steakhouse Revenue

    +9.3% ( )

    LongHorn Steakhouse’s revenue increased to $833.8 million from $762.7 million YoY; driven by continued same-restaurant sales growth, new restaurant openings, and strong execution in quality service, further building on trends observed in earlier periods.

    Other Business Revenue

    Extraordinary surge from $59.0 million to $722.3 million ( )

    Other Business revenue surged dramatically, primarily due to the integration of acquired assets—such as those from Chuy’s—and the addition of new restaurants; this remarkable increase exceeds earlier modest gains in the segment and reflects a significant strategic acquisition impact.

    Operating Income

    –3.1% ( )

    Operating Income declined to $382.8 million from $395.4 million YoY; despite higher revenue, margin pressures from increased operating expenses—including integration and promotional costs—eroded earnings, a challenge that builds on cost aspects noted in previous periods.

    Net Earnings

    –1.4% ( )

    Net Earnings slightly decreased to $303.8 million from $308.1 million YoY; this near‐flat performance indicates that factors such as higher effective tax rates and cost pressures partially offset the benefits of revenue growth, echoing trends observed in earlier quarters.

    Total Assets

    +11.2% ( )

    Total Assets grew to $12,587.0 million from $11,323.0 million YoY; investments in land, buildings, equipment, and intangible assets like goodwill and trademarks—primarily from acquisitions and new restaurant investments—continued the expansion trend seen in prior periods.

    Cash Flow from Operating Activities

    +Over 300% ( )

    Cash Flow from Operating Activities surged to $1,707.0 million from $426.0 million YoY; this dramatic increase was driven by significantly higher net earnings, improved working capital management, and favorable federal income tax payment timing, building on earlier improvements.

    MetricPeriodGuidanceActualPerformance
    Total Sales
    Q4 2025
    $3.23B to $3.26B
    $3,271.7M
    Beat