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Goldman Sachs cautious on Darden stock as Olive Garden traffic risks linger

EditorEmilio Ghigini
Published 05/12/2024, 09:50
DRI
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The price target is based on a forward price-to-earnings (P/E) multiple of 17 times, which aligns with the five-year average for Darden Restaurants (NYSE:DRI). Goldman Sachs (NYSE:GS)' analysis suggests a balanced view of the company's prospects, recognizing both the opportunities and risks present in its current business strategy.

Notable strengths include a 3.27% dividend yield and an impressive 30-year track record of maintaining dividend payments. For detailed valuation analysis and comprehensive insights, investors can access the full Pro Research Report available on InvestingPro.

Notable strengths include a 3.27% dividend yield and an impressive 30-year track record of maintaining dividend payments. For detailed valuation analysis and comprehensive insights, investors can access the full Pro Research Report available on InvestingPro.

The price target is based on a forward price-to-earnings (P/E) multiple of 17 times, which aligns with the five-year average for Darden Restaurants. Goldman Sachs' analysis suggests a balanced view of the company's prospects, recognizing both the opportunities and risks present in its current business strategy.

Notable strengths include a 3.27% dividend yield and an impressive 30-year track record of maintaining dividend payments. For detailed valuation analysis and comprehensive insights, investors can access the full Pro Research Report available on InvestingPro.

Goldman Sachs anticipates modest margin expansion for Darden through the fiscal year 2027. However, their earnings per share (EPS) estimates for fiscal years 2025 to 2027 are slightly below the consensus, with figures of $9.14, $10.49, and $11.49 respectively. The estimates reflect expectations of lower comparable sales across most of the company's brands and marginally slimmer margins.

The price target is based on a forward price-to-earnings (P/E) multiple of 17 times, which aligns with the five-year average for Darden Restaurants. Goldman Sachs' analysis suggests a balanced view of the company's prospects, recognizing both the opportunities and risks present in its current business strategy.

In other recent news, Darden Restaurants, the parent company of Olive Garden and other chains, has seen a series of financial adjustments following the release of its earnings results. The company reported a modest 1% increase in sales, totaling $2.8 billion, but earnings per share fell short of expectations at $1.75.

Despite this, Darden reaffirmed its full-year financial guidance. Citi, Stifel, KeyBanc Capital Markets, and BMO Capital Markets have all adjusted their price targets for Darden, reflecting various perspectives on the company's recent performance and future prospects.

Darden has also completed the acquisition of Chuy's Holdings (NASDAQ:CHUY), a Tex-Mex restaurant group, in a deal valued at around $605 million. This strategic move is expected to diversify Darden's restaurant offerings and potentially strengthen its market position. Additionally, Darden has expanded its partnership with Uber (NYSE:UBER) Eats, a development that could counterbalance concerns about ongoing softness in same-store sales at Olive Garden.

These are recent developments that investors may find noteworthy. As Darden navigates through these new initiatives and the current market conditions, the company's performance will continue to be closely watched by investors and financial firms. The impacts of these recent developments on Darden's future earnings and financial health remain to be seen.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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