Dafinchi AI

DRI

Consumer

Adjusted diluted net earnings per share were $1.97, up 12.6% from last year.
Darden reported $3 billion in total sales, a 10% increase year-over-year, driven by 4.7% same-restaurant sales growth, acquisition of 103 Chuy's restaurants, and 22 net new restaurants.
Fine Dining segment sales increased 2.7% with 5 net new restaurants, but same-restaurant sales were slightly negative and segment profit margin declined.
LongHorn segment profit margin declined 60 basis points to 17.4%, pressured by higher beef costs and pricing below inflation.
Olive Garden segment profit margin was 20.6%, only 10 basis points below last year despite investments in affordability and delivery fees.
Other Business segment sales increased 22.5% with Chuy's acquisition and 3.3% same-restaurant sales growth, with segment profit margin up 90 basis points to 16.1%.
Restaurant-level EBITDA was 18.9%, 10 basis points lower than last year, impacted by delivery fees and brand mix changes.

Consumer

Adjusted operating margin improved by 340 basis points to 15.1%, and adjusted EBITDA margin rose to 20.6%.
Demand grew 13.7% in the quarter, with a 2-year revenue increase of 12% and demand increase of 21%.
Free cash flow generation was $81 million for the quarter, with full-year guidance of $250 million to $300 million.
Inventory reduction efforts are ongoing, with a $200 million to $300 million target over the next 12 to 18 months.
Investments for European expansion caused a 170 basis point drag on margins.
Net income surged 79% year-over-year, reflecting strong profitability.
Revenue increased 8.4% year-over-year despite challenging housing market conditions and tariff uncertainties.

PLAY

Consumer

Adjusted net income was $14 million or $0.40 per diluted share, with adjusted EBITDA of $130 million and a margin of 23%.
Capital expenditures totaled $193 million gross, approximately $110 million net after landlord payments.
Comparable store sales declined 3% year-over-year, impacted by calendar shifts and macroeconomic factors.
Ended Q2 with $12 million in cash and $443 million in total liquidity including revolving credit availability.
Net total leverage ratio stood at 3.2 times under the credit agreement definition.
Operating cash flow for Q2 was $34 million, with $130 million generated year-to-date.
Q2 2025 revenue was $557 million with net income of $11 million or $0.32 per diluted share.
Sale-leaseback transactions generated approximately $77 million in liquidity, enhancing funding for new store growth.

AVO

Consumer

Adjusted EBITDA increased 3% to $32.6 million, driven by higher avocado production in International Farming.
Adjusted net income grew to $18.2 million or $0.26 per diluted share from $16.7 million or $0.23 last year.
Blueberries segment sales increased to $4.5 million from $1.6 million, with adjusted EBITDA improving accordingly.
Gross profit increased 22% to $45.1 million, with gross margin rising 120 basis points to 12.6%.
International Farming segment gross sales surged 79% to $49 million, with adjusted EBITDA up 163% to $12.1 million.
Marketing & Distribution segment net sales rose 7% to $344.1 million, with adjusted EBITDA declining due to margin normalization.
Record third quarter revenue of $357.7 million, up 10% year-over-year.
SG&A expenses increased 19% due to higher employee-related costs and profit sharing tied to improved segment performance.

OXM

Consumer

Adjusted gross margin contracted 160 basis points to 61.7%, impacted by $9 million in additional tariffs despite mitigation efforts.
Adjusted net earnings per share were $1.26, slightly above guidance.
Adjusted operating profit was $28 million (7% margin), down from $57 million (13.5% margin) in prior year due to investments and challenging environment.
Adjusted SG&A expenses increased 5% to $224 million, driven by new store openings and higher employment and occupancy costs.
Consolidated net sales were $403 million in Q2 2025, down from $420 million in Q2 2024, near the midpoint of guidance ($395M-$415M).
Inventory increased 19% on LIFO basis, primarily due to tariff-related accelerated purchases and capitalized costs.
Long-term debt was $81 million, up from $31 million at fiscal 2024-end, reflecting capital expenditures and share repurchases.
Total company comparable sales declined 5% in Q2, consistent with guidance.

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