Restaurant Brands vs Darden
This page compares Restaurant Brands International and Darden Restaurants, Inc., presenting their business models, financial performance, and market context in a neutral, accessible way. It outlines strategy, operations, and competitive positioning without advice or recommendations, helping readers understand the respective approaches. Educational content, not financial advice.
This page compares Restaurant Brands International and Darden Restaurants, Inc., presenting their business models, financial performance, and market context in a neutral, accessible way. It outlines s...
Why It's Moving
RBI gears up for Q4 earnings reveal and Miami investor event amid QSR sector's AI-driven pivot.
- Q4 earnings set for February 12, offering a snapshot of systemwide sales growth across RBI's iconic brands amid tightening margins.
- Investor event on February 26 in Miami to spotlight 2026 priorities, including streamlined strategies at Burger King for reliable execution.
- QSR trends signal 2026 focus on AI boosting throughput and waste reduction, positioning leaders like RBI to gain loyalty in a competitive field.
RBI gears up for Q4 earnings reveal and Miami investor event amid QSR sector's AI-driven pivot.
- Q4 earnings set for February 12, offering a snapshot of systemwide sales growth across RBI's iconic brands amid tightening margins.
- Investor event on February 26 in Miami to spotlight 2026 priorities, including streamlined strategies at Burger King for reliable execution.
- QSR trends signal 2026 focus on AI boosting throughput and waste reduction, positioning leaders like RBI to gain loyalty in a competitive field.
Investment Analysis
Pros
- Restaurant Brands International surpassed analyst earnings and revenue estimates for Q3 2025, indicating strong operational performance.
- The company reported a 6.9% system-wide sales growth, reflecting robust consumer demand across its global brand portfolio.
- Restaurant Brands International exhibits effective cost management converting sales growth into higher profitability.
Considerations
- Shares have experienced recent negative movement prior to the earnings beat, signalling some prior investor concerns.
- The company's market capitalization of approximately $22 billion places it in a more moderate scale relative to some larger competitors.
- Price-to-earnings ratio near 18.76 suggests the stock could be moderately valued, requiring scrutiny against growth prospects.
Darden
DRI
Pros
- Darden operates a diversified portfolio of 11 well-known restaurant brands, providing revenue diversification.
- The company maintains steady unit growth targets of 2%-3% annually, supported by strong restaurant margin recovery.
- Darden's stock trades near its fair value, indicating a balanced market perception relative to its fundamentals.
Considerations
- Darden’s stock price showed slight short-term volatility with recent trading near $177-$180 in early November 2025.
- Fair value estimates suggest the stock could be overvalued compared to some analyst price targets below current levels.
- Exposure to full-service dining may present greater vulnerability to economic cycles compared to quick-service peers.
Related Market Insights
Private Equity's Restaurant Shopping Spree: Why Apollo's Papa John's Bid Signals Bigger Things
Apollo's Papa John's bid signals private equity's appetite for restaurant brands. Discover potential buyout targets & event-driven investment opportunities with Nemo.
Aimee Silverwood | Financial Analyst
October 15, 2025
Related Market Insights
Private Equity's Restaurant Shopping Spree: Why Apollo's Papa John's Bid Signals Bigger Things
Apollo's Papa John's bid signals private equity's appetite for restaurant brands. Discover potential buyout targets & event-driven investment opportunities with Nemo.
Aimee Silverwood | Financial Analyst
October 15, 2025
Restaurant Brands (QSR) Next Earnings Date
Restaurant Brands International (QSR) is estimated to report its next earnings for Q4 2025 on February 11, 2026. This date aligns with the company's historical pattern of early-to-mid February releases for fourth-quarter results, as seen in prior years. The report will cover the quarter ending December 2025, with consensus estimates anticipating EPS around $0.94. Note that the exact date remains unconfirmed by the company and could shift slightly.
Restaurant Brands (QSR) Next Earnings Date
Restaurant Brands International (QSR) is estimated to report its next earnings for Q4 2025 on February 11, 2026. This date aligns with the company's historical pattern of early-to-mid February releases for fourth-quarter results, as seen in prior years. The report will cover the quarter ending December 2025, with consensus estimates anticipating EPS around $0.94. Note that the exact date remains unconfirmed by the company and could shift slightly.
Which Baskets Do They Appear In?
Restaurant Buyouts (Apollo Interest) Drive Focus
Apollo Global's renewed bid for Papa John's highlights a growing trend of private equity interest in the restaurant industry. This theme focuses on other publicly traded restaurant chains that could be the next attractive takeover targets.
Published: October 15, 2025
Explore BasketWhich Baskets Do They Appear In?
Restaurant Buyouts (Apollo Interest) Drive Focus
Apollo Global's renewed bid for Papa John's highlights a growing trend of private equity interest in the restaurant industry. This theme focuses on other publicly traded restaurant chains that could be the next attractive takeover targets.
Published: October 15, 2025
Explore BasketBuy QSR or DRI in Nemo
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