Darden Restaurants: FY26 Q4 earnings call, Jun 25, 2026

On its Jun 25, 2026 earnings call (FY26 Q4), Darden Restaurants said 10 of the 20 words Polymarket listed; Parrot’s count agreed with all 20 settlements. Quotes below are at most 25 words each.

Updated

Markets

20 words · 10 settled yes · our count agreed on 20 of 20

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Quarter 10+ timesYes6060✓91%transcripts from the transcript model–
Olive Garden 5+ timesYes5959✓93%transcripts from the transcript model–
Fiscal Yes3333✓96%transcripts from the transcript model–
Darden Yes2525✓95%transcripts from the transcript model–
Menu 3+ timesYes1818✓88%transcripts from the transcript model–
Protein Yes1515✓63%transcripts from the transcript model–
Dining Yes1414✓96%transcripts from the transcript model–
Kitchen Yes11✓66%transcripts from the transcript model–
Litigation Yes11✓54%transcripts from the transcript model–
Discount Yes11✓50%transcripts from the transcript model–
GLP-1 / GLP No00✓76%transcripts from the transcript model–
Texas No00✓51%transcripts from the transcript model–
Appetite No00✓16%transcripts from the transcript model–
Breakfast No00✓16%transcripts from the transcript model–
Cheap No00✓16%transcripts from the transcript model–
DoorDash No00✓16%transcripts from the transcript model–
Drive-thru No00✓16%transcripts from the transcript model–
Fiber No00✓16%transcripts from the transcript model–
Ozempic No00✓16%transcripts from the transcript model–
Revenue 10+ timesNo00✓5%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

18 matches for “Menu”; 5 quoted, at least 25 words apart.

Rick Cardenascompanyprepared

…our guests' expectations and allows us to identify opportunities to improve the guest experience and drive incremental sales through continuous menu innovation across our brands.

Rick Cardenascompanyprepared

…have also grounded all the great work Yard House has done on menu optimization. The new burger, pizza, and taco platforms they have rolled out…

Raj Vennamcompanyprepared

…the industry by 200 basis points. The lighter portion section of the menu created an 80 basis point mix headwind to check. On a two-year…

Raj Vennamcompanyprepared

…margin investment related to the addition of lighter portion section to the menu. At LongHorn, total sales increased 21.9%, driven by same-restaurant sales growth of…

Jon Toweranalystqa

…right now you're featuring smaller plates, and now they're part of the menu core. It looks like protein is becoming a bigger piece of the…

Where the listed words were said

Operatoroperator“Quarter (10+)” · prepared

Greetings. Welcome to the Darden Fiscal Year 2026 fourth quarter earnings call. Your line has been placed in a listen-only mode until the question and…

Rick Cardenascompany“Olive Garden (5+)” · prepared

…enjoyed record performance on Mother's Day, including the highest-ever traffic day at Olive Garden and LongHorn Steakhouse. And our guest satisfaction results continued to be…

Courtney Aquillacompany“Fiscal” · prepared

Looking ahead, we plan to release Fiscal 2027 first quarter earnings on Thursday, September 24th before the market opens, followed by a conference call. During…

Courtney Aquillacompany“Darden” · prepared

…Thank you for participating on today's call. Joining me are Rick Cardenas, Darden's President and CEO, and Raj Vennam, CFO. As a reminder, comments made…

Rick Cardenascompany“Menu (3+)” · qa

…want to make sure it's clear that we have the lighter portions menu, we're not featuring anywhere. It's not like we're marketing it or doing…

Rick Cardenascompany“Protein” · qa

…most of their steaks. Olive Garden has a little bit on that. Protein is a little bit more important, and Olive Garden just introduced in…

Courtney Aquillacompany“Dining” · prepared

…underlying brand set. This restatement had an outsized impact on the casual dining benchmarks. The change moved the average benchmarks up by 150 basis points…

Rick Cardenascompany“Kitchen” · prepared

…strong guest relevance and additional room for growth. Yard House, Cheddar's Scratch Kitchen, and Chuy's are incredibly popular brands with significant runway for growth. Ruth's…

Rick Cardenascompany“Discount” · qa

…it's got to be simple to execute, can't be at a deep discount, and it's got to elevate brand equity. At the end of the…

Agents: this page as TSV at /api/v1/appearances/darden-restaurants:2026-06-25:earnings_call · words: /api/v1/brief?appearance=darden-restaurants:2026-06-25:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP