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Bullish Case: DRI's robust EPS growth and insider holdings suggest a strong alignment of interests towards company success, coupled with a potentially undervalued price-to-GF value ratio.


Bearish Case: Insider selling trends, a reduced full-year revenue outlook, and recent declines in same-store sales highlight operational challenges that may continue affecting DRI's performance.


Potential Outcomes:

1) Modest near-term growth (35%): Improving market sentiment and EPS growth.

2) Continued sales decline (40%): Challenging operating environment persists.

3) Stable mid-term (25%): Market adjustments post-insider sales.


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April 16, 2024


Darden Restaurants Forecast

DRI        Darden Restaurants
Price Forecast: NEUTRAL    Price Action: MEAN REVERTING (?)











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