Company Dossier · Consumer Discretionary
Darden Restaurants
- S&P 500
- Russell 1000
What Darden Restaurants is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to August 30, 2026: $13.4 billion, up 8.2% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to August 30, 2026: $1.05 billion, down 4.5% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to August 30, 2026: $0.74 billion, up 10% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to May 31, 2026: $0.67 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (September 24, 2026): sentiment 0.20 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 0 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed July 24, 2026): 0 risk factors added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $15.6 million on the open market.SEC Form 4
- 1,087 institutional managers reported a position at June 30, 2026 (+53 on the quarter before).SEC Form 13F
Risk events (12 months): 1 — latest OSHA inspection, May 5, 2026 →
Company Posture
How Company Posture is measured →What Darden Restaurants is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Mixed
Expanding ↔ Retrenching
Steady
- Capital spending42nd pct
- Debt raised—
- Buybacks vs capex34th pct
- Hiring filings49th pct
- Deals and private raises42nd pct
- Patent publications52nd pct
- − Buybacks vs capex
- − Capital spending
- − Deals and private raises
Confident ↔ Hedging
Mixed
- Call sentiment30th pct
- Call confidence72nd pct
- Guidance changes43rd pct
- Risk factors added77th pct
- Insider open-market trades45th pct
- − Call sentiment
- + Call confidence
- + Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver38th pct
- Stress filings50th pct
Credit
How these are built →Darden Restaurants's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$4.4B
- Due within a year $1.0B
- Longer term $3.4B
- Default point $2.7B (short + ½ long)
Finance leases included · Aug 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Sep 30, 2024 | $400M | 4.350% | 2027 (3y) | +80bp | 4.357% |
| Sep 30, 2024 | $350M | 4.550% | 2029 (5y) | +102bp | 4.592% |
From the pricing term sheets Darden Restaurants filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 17, 2026LobbyingLobbying report (GUIDEPOSTSTRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Sep 24, 20268-KShareholder vote resultsItem 5.07
- Jul 24, 202610-KAnnual report (10-K)0 risk factors added, 1 removed
- Jul 19, 2026LobbyingLobbying report (GUIDEPOSTSTRATEGIES, LLC)second_quarter 2026 · $0.1 million
- Jul 10, 2026LobbyingLobbying report (MILLER & CHEVALIER, CHTD)second_quarter 2026 · $0.0 million
- May 5, 2026Risk event
- Apr 20, 2026LobbyingLobbying report (GUIDEPOSTSTRATEGIES, LLC)first_quarter 2026 · $0.1 million
- Apr 20, 2026LobbyingLobbying report (MILLER & CHEVALIER, CHTD)first_quarter 2026 · $0.0 million
- Jan 20, 2026LobbyingLobbying report (GUIDEPOSTSTRATEGIES, LLC)fourth_quarter 2025 · $0.1 million
- Jan 20, 2026LobbyingLobbying report (MILLER & CHEVALIER, CHTD)fourth_quarter 2025 · $0.0 million
- Oct 21, 2025LobbyingLobbying report (MILLER & CHEVALIER, CHTD)third_quarter 2025 · $0.1 million
- Sep 19, 20258-KDirector or officer changeItem 5.02
- Sep 19, 20258-KShareholder vote resultsItem 5.07
- Jul 18, 202510-KAnnual report (10-K)0 risk factors added, 1 removed
- Jun 24, 2025Risk event
- Jun 20, 20258-KDirector or officer changeItem 5.02
- Jan 28, 20258-KDirector or officer changeItem 5.02
- Dec 9, 20248-KDirector or officer changeItem 5.02
- Jul 19, 202410-KAnnual report (10-K)2 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Chipotle Mexican Grill CMG | $12.4B | $1.6B | Jun 30, 2026 |
| Restaurant Brands International QSR | $9.7B | $1.6B | Jun 30, 2026 |
| Yum! Brands YUM | $8.7B | $1.7B | Jun 30, 2026 |
| McDonald's Corp. MCD | $27.7B | $7.8B | Jun 30, 2026 |
| Starbucks Corp. SBUX | $38.3B | $3.6B | Jun 28, 2026 |
| Dutch Bros Inc. BROS | $1.9B | $0.1B | Jun 30, 2026 |
| Cava Group CAVA | — | — | — |
| Domino's DPZ | — | — | — |