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DRI Earnings Breakdown: the ‘Sweet Spot of Value vs Price’

DRI Earnings Breakdown: the ‘Sweet Spot of Value vs Price’

Schwab Network · Schwab Network

March 20, 20256m 0s

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Show Notes

Dan Ahrens and Lisa Flicker review Darden Restaurants (DRI) earnings. “There’s a lot to like” overall, says Dan Ahrens, noting that his restaurant ETF EATZ has DRI as its second-largest position. He argues they’ve found the “sweet spot of value vs price” in its portfolio, which includes Olive Garden. Lisa adds that “they do such a good job of retaining their talent,” generally promoting from within, and thinks the market is responding positively to it.


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