Darden Restaurants Inc. Prepares for Q2 2025 Earnings Release
Darden Restaurants Inc. (NYSE: DRI) is scheduled to report its second‑quarter 2025 financial results on Thursday, 18 December 2025, ahead of the market open. The company’s earnings announcement follows a series of analyst updates and a revision of its price objective by Jefferies Financial Group.
Analyst Consensus on Earnings
A group of 30 analysts have projected earnings per share (EPS) of $2.10 for the quarter ending 30 November 2025, a modest increase from the previous year’s $2.03. The consensus also anticipates a $2.1 EPS figure for the upcoming quarter, indicating a slight upward revision of the company’s performance expectations.
Jefferies Revision of Price Target
Jefferies Financial Group has lowered its price target for Darden Restaurants from $210 to $200. The brokerage retains a hold rating on the stock. This adjustment reflects a more conservative outlook on the company’s future profitability and market conditions affecting the consumer discretionary sector.
Market Context
- Current Share Price (15 Dec 2025): $185.53
- 52‑Week Range: $169 (low) – $228.27 (high)
- Market Capitalization: $21.68 billion
- Price‑Earnings Ratio: 20.05
The company’s operations span a portfolio of seafood and Italian restaurant brands in the United States and Canada. Darden’s performance is sensitive to consumer spending trends and the broader economic environment that influences dining‑out habits.
Expected Impact on Share Price
Analysts expect the earnings release to be closely watched by investors, with particular attention to:
- EPS versus Guidance: Whether the reported EPS matches or exceeds the $2.10 consensus.
- Revenue Growth: Year‑over‑year change in top‑line figures, especially from key brand segments.
- Margin Analysis: Gross and operating margin performance relative to the previous quarter.
- Forward‑Looking Statements: Management’s outlook on the next fiscal period and any guidance for the fourth quarter.
A favorable earnings report could support the stock near or above the revised Jefferies target of $200, while a weaker than expected performance may reinforce the downward adjustment.
Conclusion
Darden Restaurants Inc. is poised to disclose its Q2 2025 results with analysts anticipating modest earnings growth. The recent Jefferies price target cut signals a cautious stance among market participants, underscoring the importance of the forthcoming earnings announcement for determining the company’s near‑term valuation trajectory.