DRIDarden Restaurants

Consumer discretionary · Restaurants · NYSE

Headquarters: Orlando, FL
CEO: Ricardo Cardenas
Next results: around Dec 17, 2026

DRI and 9 peers, year by year

The 9 Consumer discretionary companies closest to DRI in revenue over the last twelve months. Every number is from the 10-K and links to it in SEC's Inline XBRL viewer.

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Choose the peers

Each company's latest fiscal year
Company	Year	Revenue	Sales growth	Gross margin	Operating margin	Net margin	FCF margin	Return on equity	Debt / equity
DRI Darden Restaurants	FY2026	$13.2B	+9.4%	20.3%	12.0%	9.1%	8.5%	54.7%	1.06
LVS Las Vegas Sands	FY2025	$13.0B	+15.2%	-	21.6%	12.5%	14.3%	102.3%	9.93
ULTA Ulta Beauty	FY2025	$12.4B	+9.7%	39.1%	12.4%	9.3%	8.6%	41.1%	0.02
ABNB Airbnb	FY2025	$12.2B	+10.3%	-	20.8%	20.5%	-	30.6%	0.24
CMG Chipotle Mexican Grill	FY2025	$11.9B	+5.4%	-	16.2%	12.9%	12.1%	54.3%	0.00
HLT Hilton Worldwide	FY2025	$12.0B	+7.7%	-	22.4%	12.1%	16.8%	n/m	n/m
EBAY eBay Inc.	FY2025	$11.1B	+7.9%	71.5%	20.5%	18.3%	12.9%	45.3%	1.50
LULU Lululemon Athletica	FY2025	$11.1B	+4.9%	56.6%	19.9%	14.2%	8.3%	31.8%	-
TSCO Tractor Supply	FY2025	$15.5B	+4.3%	36.4%	9.5%	7.1%	4.8%	42.5%	0.06
PHM PulteGroup	FY2025	$17.3B	−3.5%	-	-	12.8%	10.1%	17.1%	0.00

Revenuepeer median $12.2B

Sales growthpeer median +7.7%

Gross marginpeer median 47.8%

EBAY 71.5%
LULU 56.6%
ULTA 39.1%
TSCO 36.4%
DRI 20.3%
LVS -
ABNB -
CMG -
HLT -
PHM -

Operating marginpeer median 20.2%

Net marginpeer median 12.8%

FCF marginpeer median 11.1%

Return on equitypeer median 41.8%

Debt / equitypeer median 0.06

LVS 9.93
EBAY 1.50
DRI 1.06
ABNB 0.24
TSCO 0.06
ULTA 0.02
PHM 0.00
CMG 0.00
HLT n/m
LULU -

RevenueSales growthGross marginOperating marginNet marginFree cash flowFCF marginReturn on equityDebt / equityEPS (diluted)

Revenue, FY2017 to FY2026

Revenue as reported in the 10-K.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
DRI May	$7.2B	$8.1B	$8.5B	$7.8B	$7.2B	$9.6B	$10.5B	$11.4B	$12.1B	$13.2B
LVS Dec	$12.9B	$13.7B	$12.1B	$2.9B	$4.2B	$4.1B	$10.4B	$11.3B	$13.0B	-
ULTA Jan	$5.9B	$6.7B	$7.4B	$6.2B	$8.6B	$10.2B	$11.2B	$11.3B	$12.4B	-
ABNB Dec	-	-	$4.8B	$3.4B	$6.0B	$8.4B	$9.9B	$11.1B	$12.2B	-
CMG Dec	$4.5B	$4.9B	$5.6B	$6.0B	$7.5B	$8.6B	$9.9B	$11.3B	$11.9B	-
HLT Dec	$8.1B	$8.9B	$9.5B	$4.3B	$5.8B	$8.8B	$10.2B	$11.2B	$12.0B	-
EBAY Dec	$9.9B	$8.7B	$7.4B	$8.9B	$10.4B	$9.8B	$10.1B	$10.3B	$11.1B	-
LULU Feb	$2.6B	$3.3B	$4.0B	$4.4B	$6.3B	$8.1B	$9.6B	$10.6B	$11.1B	-
TSCO Dec	$7.3B	$7.9B	$8.4B	$10.6B	$12.7B	$14.2B	$14.6B	$14.9B	$15.5B	-
PHM Dec	$8.6B	$10.2B	$10.2B	$11.0B	$13.7B	$16.0B	$16.1B	$17.9B	$17.3B	-
Peer median	$7.7B	$8.3B	$7.4B	$6.0B	$7.5B	$8.8B	$10.2B	$11.3B	$12.2B	-

Sales growth, FY2017 to FY2026

Revenue against the fiscal year before.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
DRI May	+3.4%	+12.7%	+5.3%	−8.3%	−7.8%	+33.8%	+8.9%	+8.6%	+6.0%	+9.4%
LVS Dec	+12.9%	+7.9%	+0.1%	−75.8%	+44.0%	−2.9%	+152%	+8.9%	+15.2%	-
ULTA Jan	+21.2%	+14.1%	+10.1%	−16.8%	+40.3%	+18.3%	+9.8%	+0.8%	+9.7%	-
ABNB Dec	-	-	-	−29.7%	+77.4%	+40.2%	+18.1%	+11.9%	+10.3%	-
CMG Dec	+14.7%	+8.7%	+14.8%	+7.1%	+26.1%	+14.4%	+14.3%	+14.6%	+5.4%	-
HLT Dec	+23.6%	+9.5%	+6.1%	−54.4%	+34.4%	+51.6%	+16.7%	+9.2%	+7.7%	-
EBAY Dec	+6.8%	+8.3%	−0.2%	+19.7%	+17.2%	−6.0%	+3.2%	+1.7%	+7.9%	-
LULU Feb	+13.0%	+24.1%	+21.0%	+10.6%	+42.1%	+29.6%	+18.6%	+10.1%	+4.9%	-
TSCO Dec	-	+9.0%	+5.6%	+27.2%	+19.9%	+11.6%	+2.5%	+2.2%	+4.3%	-
PHM Dec	+11.7%	+18.8%	+0.2%	+8.1%	+26.2%	+16.5%	+0.4%	+11.7%	−3.5%	-
Peer median	+13.0%	+9.3%	+5.9%	+7.1%	+34.4%	+16.5%	+14.3%	+9.2%	+7.7%	-

Gross margin, FY2017 to FY2026

Gross profit / revenue.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
DRI May	18.5%	18.5%	18.7%	15.0%	19.5%	19.7%	19.0%	20.1%	20.5%	20.3%
LVS Dec	-	-	-	-	-	-	-	-	-	-
ULTA Jan	35.6%	35.9%	36.2%	31.7%	39.0%	39.6%	39.1%	38.8%	39.1%	-
ABNB Dec	-	-	-	-	-	-	-	-	-	-
CMG Dec	-	-	-	-	-	-	-	-	-	-
HLT Dec	-	-	-	-	-	-	-	-	-	-
EBAY Dec	77.6%	76.6%	78.7%	79.8%	74.6%	72.6%	72.0%	72.0%	71.5%	-
LULU Feb	52.8%	55.2%	55.9%	56.0%	57.7%	55.4%	58.3%	59.2%	56.6%	-
TSCO Dec	34.3%	34.2%	34.4%	35.4%	35.2%	35.0%	35.9%	36.3%	36.4%	-
PHM Dec	-	-	-	-	-	-	-	-	-	-
Peer median	44.2%	45.6%	46.1%	45.7%	48.4%	47.5%	48.7%	49.0%	47.8%	-

Operating margin, FY2017 to FY2026

Operating income / revenue.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
DRI May	9.4%	9.5%	9.8%	0.6%	9.0%	12.1%	11.5%	11.5%	11.3%	12.0%
LVS Dec	26.9%	27.3%	27.7%	−47.4%	−16.3%	−19.3%	22.3%	21.3%	21.6%	-
ULTA Jan	13.3%	12.7%	12.2%	3.8%	15.0%	16.1%	15.0%	13.9%	12.4%	-
ABNB Dec	-	-	−10.4%	−106.3%	7.2%	21.5%	15.3%	23.0%	20.8%	-
CMG Dec	6.0%	5.3%	7.9%	4.8%	10.7%	13.4%	15.8%	16.9%	16.2%	-
HLT Dec	13.9%	16.1%	17.5%	−9.7%	17.4%	23.9%	21.7%	21.2%	22.4%	-
EBAY Dec	22.8%	20.3%	23.8%	29.6%	28.1%	24.0%	19.2%	22.5%	20.5%	-
LULU Feb	17.2%	21.5%	22.3%	18.6%	21.3%	16.4%	22.2%	23.7%	19.9%	-
TSCO Dec	9.5%	8.9%	8.9%	9.4%	10.3%	10.1%	10.2%	9.9%	9.5%	-
PHM Dec	-	-	-	-	-	-	-	-	-	-
Peer median	13.9%	16.1%	14.9%	4.3%	12.8%	16.2%	17.5%	21.2%	20.2%	-

Net margin, FY2017 to FY2026

Net income / revenue.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
DRI May	6.7%	7.4%	8.4%	−0.7%	8.7%	9.9%	9.4%	9.0%	8.7%	9.1%
LVS Dec	21.8%	17.6%	22.2%	−57.3%	−22.7%	44.6%	11.8%	12.8%	12.5%	-
ULTA Jan	9.4%	9.8%	9.5%	2.9%	11.4%	12.2%	11.5%	10.6%	9.3%	-
ABNB Dec	-	-	−14.0%	−135.7%	−5.9%	22.5%	48.3%	23.9%	20.5%	-
CMG Dec	3.9%	3.6%	6.3%	5.9%	8.7%	10.4%	12.4%	13.6%	12.9%	-
HLT Dec	13.3%	8.6%	9.3%	−16.6%	7.1%	14.3%	11.1%	13.7%	12.1%	-
EBAY Dec	−10.2%	29.2%	24.0%	63.7%	130.6%	−13.0%	27.4%	19.2%	18.3%	-
LULU Feb	9.8%	14.7%	16.2%	13.4%	15.6%	10.5%	16.1%	17.1%	14.2%	-
TSCO Dec	5.8%	6.7%	6.7%	7.1%	7.8%	7.7%	7.6%	7.4%	7.1%	-
PHM Dec	5.2%	10.0%	10.0%	12.7%	14.2%	16.4%	16.2%	17.2%	12.8%	-
Peer median	7.6%	9.9%	9.5%	5.9%	8.7%	12.2%	12.4%	13.7%	12.8%	-

Free cash flow, FY2017 to FY2026

Cash from operations minus capital spending.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
DRI May	$623.3M	$623.8M	$815.6M	$257.5M	$938.6M	$887.7M	$987.9M	$1.0B	$1.1B	$1.1B
LVS Dec	$3.7B	$3.8B	$2.0B	−$2.5B	−$1.1B	−$1.6B	$2.2B	$1.6B	$1.9B	-
ULTA Jan	$338.7M	$636.7M	$802.8M	$658.5M	$887.1M	$1.2B	$1.0B	$964.1M	$1.1B	-
ABNB Dec	-	-	$97.3M	−$777.0M	$2.3B	$3.4B	-	-	-	-
CMG Dec	$251.4M	$334.2M	$387.7M	$290.5M	$839.6M	$844.0M	$1.2B	$1.5B	$1.4B	-
HLT Dec	$791.0M	$1.2B	$1.3B	$662.0M	$74.0M	$1.6B	$1.8B	$1.9B	$2.0B	-
EBAY Dec	$2.5B	$2.0B	$2.6B	$2.0B	$2.2B	$1.8B	$2.0B	$2.0B	$1.4B	-
LULU Feb	$331.5M	$517.0M	$386.3M	$574.1M	$994.6M	$327.8M	$1.6B	$1.6B	$921.7M	-
TSCO Dec	$381.0M	$415.9M	$594.3M	$1.1B	$510.3M	$583.6M	$580.1M	$636.8M	$740.5M	-
PHM Dec	$631.0M	$1.4B	$1.0B	$1.7B	$931.2M	$555.8M	$2.1B	$1.6B	$1.7B	-
Peer median	$506.0M	$909.9M	$802.8M	$658.5M	$887.1M	$844.0M	$1.7B	$1.6B	$1.4B	-

FCF margin, FY2017 to FY2026

Free cash flow / revenue.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
DRI May	8.7%	7.7%	9.6%	3.3%	13.0%	9.2%	9.4%	9.0%	8.8%	8.5%
LVS Dec	28.8%	27.3%	16.7%	−86.4%	−25.3%	−38.8%	21.3%	14.5%	14.3%	-
ULTA Jan	5.8%	9.5%	10.9%	10.7%	10.3%	11.5%	9.3%	8.5%	8.6%	-
ABNB Dec	-	-	2.0%	−23.0%	38.2%	40.5%	-	-	-	-
CMG Dec	5.6%	6.9%	6.9%	4.9%	11.1%	9.8%	12.4%	13.4%	12.1%	-
HLT Dec	9.7%	13.3%	13.8%	15.4%	1.3%	18.7%	17.5%	17.2%	16.8%	-
EBAY Dec	25.0%	23.5%	35.1%	22.0%	21.2%	18.4%	19.5%	19.0%	12.9%	-
LULU Feb	12.5%	15.7%	9.7%	13.0%	15.9%	4.0%	17.1%	15.0%	8.3%	-
TSCO Dec	5.3%	5.3%	7.1%	10.4%	4.0%	4.1%	4.0%	4.3%	4.8%	-
PHM Dec	7.4%	13.6%	10.0%	15.6%	6.8%	3.5%	13.1%	8.7%	10.1%	-
Peer median	8.5%	13.5%	10.0%	10.7%	10.3%	9.8%	15.1%	13.9%	11.1%	-

Return on equity, FY2017 to FY2026

Net income / shareholders' equity at the year end.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
DRI May	22.8%	27.2%	29.8%	−2.2%	22.4%	43.3%	44.6%	45.8%	45.4%	54.7%
LVS Dec	43.3%	42.5%	52.0%	−56.7%	−48.1%	47.2%	29.7%	50.1%	102.3%	-
ULTA Jan	31.3%	36.2%	37.1%	8.8%	64.2%	63.4%	56.6%	48.3%	41.1%	-
ABNB Dec	-	-	n/m	−158.0%	−7.4%	34.0%	58.7%	31.5%	30.6%	-
CMG Dec	12.9%	12.2%	20.8%	17.6%	28.4%	38.0%	40.1%	42.0%	54.3%	-
HLT Dec	64.2%	138.7%	n/m	n/m	n/m	n/m	n/m	n/m	n/m	-
EBAY Dec	−12.6%	40.3%	62.2%	159.1%	139.2%	−24.6%	43.3%	38.3%	45.3%	-
LULU Feb	16.2%	33.5%	33.1%	23.0%	35.6%	27.1%	36.6%	42.0%	31.8%	-
TSCO Dec	29.8%	34.1%	35.9%	38.9%	49.8%	53.3%	51.5%	48.5%	42.5%	-
PHM Dec	10.8%	21.2%	18.6%	21.4%	26.0%	29.4%	25.1%	25.4%	17.1%	-
Peer median	23.0%	35.1%	35.9%	19.5%	32.0%	36.0%	41.7%	42.0%	41.8%	-

Debt / equity, FY2017 to FY2026

Total debt / shareholders' equity at the year end.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
DRI May	0.45	0.42	0.39	0.51	0.33	0.41	0.40	0.65	0.92	1.06
LVS Dec	1.49	2.11	2.41	4.71	7.41	4.12	3.41	4.77	9.93	-
ULTA Jan	-	-	-	-	-	-	-	-	0.02	-
ABNB Dec	-	-	-	0.63	0.42	0.36	0.24	0.24	0.24	-
CMG Dec	-	-	0.00	0.00	0.00	0.00	0.00	0.00	0.00	-
HLT Dec	3.91	13.22	n/m	n/m	n/m	n/m	n/m	n/m	n/m	-
EBAY Dec	1.24	1.47	2.70	2.18	0.93	1.72	1.32	1.44	1.50	-
LULU Feb	-	-	0.00	0.00	0.00	0.00	0.00	0.00	-	-
TSCO Dec	0.11	0.10	0.10	0.08	0.07	0.07	0.07	0.07	0.06	-
PHM Dec	-	-	-	-	0.01	0.01	0.01	0.00	0.00	-
Peer median	1.37	1.79	0.10	0.35	0.07	0.07	0.07	0.07	0.06	-

EPS (diluted), FY2017 to FY2026

Diluted earnings per share, on today's share count after splits.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
DRI May	$3.80	$4.73	$5.69	−$0.43	$4.77	$7.39	$7.99	$8.51	$8.86	$10.38
LVS Dec	$3.55	$3.07	$3.50	−$2.21	−$1.26	$2.40	$1.60	$1.96	$2.35	-
ULTA Jan	$8.96	$10.94	$12.15	$3.11	$17.98	$24.01	$26.03	$25.34	$25.64	-
ABNB Dec	-	-	-	-	-	-	-	-	-	-
CMG Dec	$6.17	$6.31	$12.38	$12.52	$22.90	$0.64	$0.89	$1.11	$1.14	-
HLT Dec	$3.32	$2.50	$3.04	−$2.58	$1.46	$4.53	$4.33	$6.14	$6.12	-
EBAY Dec	−$0.95	$2.55	$2.09	$7.89	$20.54	−$2.27	$5.19	$3.94	$4.34	-
LULU Feb	$1.90	$3.61	$4.93	$4.50	$7.49	$6.68	$12.20	$14.64	$13.26	-
TSCO Dec	$0.66	$0.86	$0.93	$1.28	$1.72	$1.94	$2.02	$2.04	$2.06	-
PHM Dec	$1.44	$3.55	$3.66	$5.18	$7.43	$11.01	$11.72	$14.69	$11.12	-
Peer median	$2.61	$3.31	$3.58	$3.80	$7.46	$3.46	$4.76	$5.04	$5.23	-

Fiscal years are lined up as each company's 10-K names them; the month next to a ticker is when its year ends. Hover a number for the XBRL line items and the filing; click it to open the filing on sec.gov. "n/m" means not meaningful: equity below zero, or a base so close to zero that the ratio says nothing. The peer median leaves out DRI and needs at least three peers with the number. P/E, P/S and P/FCF at each year end appear here once the site has daily prices. What the same companies write about AI, tariffs and more →

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