DRDRIEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
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DRI earnings call: Finally, as shared in our press release this morning, we are reaffirming all aspects of our financial outlook for the fiscal 2027, culminating in diluted net earnings per share between $11.10 and $11.35 for the year.达登饭店 (DRI) 电话会：正如今早我们在新闻稿中分享的，我们重申2027财年所有财务展望目标，全年摊薄后每股净收益介于11.10美元至11.35美元之间。
Management remarks
Call period: 2027 Q1 · 2026-09-24
Guidance: Rajesh Vennam: Finally, as shared in our press release this morning, we are reaffirming all aspects of our financial outlook for the fiscal 2027, culminating in diluted net earnings per share between $11.10 and $11.35 for the year.
Demand and orders: Rajesh Vennam: right now, about 20% of historic volumes, but could reach 70% by the end of fiscal 2027.
Margins: Rajesh Vennam: Segment profit margin declined 20 basis points from last year, which included the margin investment of approximately 30 basis points related to the addition of lighter portion section to the menu.
Analyst Q&A
Analyst Peter Saleh asked: I did want to ask, I don't know if I heard this, but Raj, are you guys still seeing demand destruction at retail for beef? Management Rajesh Vennam answered: And that's -- so that's easy one. From a retail demand perspective, yes, there's still some demand destruction. I think last I checked for the month of August, we got data that's about down 4% on the steaks we look at. But it is not -- it has come down. It's not as low as it was running 10% decline, I think, a quarter ago, and we talked about it for several quarters for 3 quarters or so up to that. And now we're starting to see that, I guess, plateau a little bit, but still down 4%.
