Investor SentimentSentiment on DRI still skews cautious, with questions about OG trends/plans, capital allocation, and the catalyst path this fiscal year.
Sales PerformanceDarden Restaurants posted a comparable sales miss with a decline of 1.1%.
Strategic FocusInitial feedback on the acquisition has been somewhat negative, with investors preferring DRI focus on improving the health of its core business rather than M&A in a challenging consumer environment.