Darden Restaurants, Inc. (DRI)
Darden Restaurants owns full-service dining chains including Olive Garden and LongHorn Steakhouse.
Consumer Discretionary stock comparison
DRI vs YUM: which business are you actually underwriting?
Compare Darden Restaurants, Inc. with Yum! Brands, Inc. using their business models, SEC classifications, fiscal calendars, current primary filings, and the research questions that matter. This is a thesis framework—not a price target or automatic winner.
- Sector
- Consumer
- Industry
- Same SIC
- Shared themes
- 0
- Updated
- 2026-07-24
DRI vs YUM: quick comparison
| Company fact | DRI | YUM |
|---|---|---|
| Company | Darden Restaurants, Inc. | Yum! Brands, Inc. |
| Exchange | NYSE | NYSE |
| SEC industry | Retail-Eating Places | Retail-Eating Places |
| Fiscal year-end | May 31 | December 31 |
| Latest annual filing | 10-K · 2026-07-24 | 10-K · 2026-02-20 |
DRI vs YUM: audited financials
DRI reported about 1.6× the revenue of YUM in the latest audited fiscal year. On profitability, YUM converted a larger share of revenue into net income (19.0% versus 9.1%). Scale and margin are starting facts for the thesis, not the verdict.
| Metric | DRI | YUM |
|---|---|---|
| Revenue | $13.2B | $8.2B |
| Net income | $1.2B | $1.6B |
| Operating cash flow | — | $2.0B |
| Diluted EPS | $10.38 | $5.55 |
| Net margin | 9.1% | 19.0% |
DRI: FY ending 2026-05-31 · YUM: FY ending 2025-12-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
How the businesses differ
Why this pair belongs in the comparison set
DRI and YUM share the SEC industry classification “Retail-Eating Places,” giving the comparison a primary-source operating relationship. A shared classification or theme makes the pair useful for a defined research question; it does not mean the companies have identical products, economics, or risks.
Yum! Brands, Inc. (YUM)
Yum! Brands franchises the KFC, Taco Bell, and Pizza Hut fast-food chains worldwide.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. DRI is classified by the SEC as Retail-Eating Places, while YUM is classified as Retail-Eating Places. The matching industry code strengthens the peer comparison, although product mix can still differ materially.
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The thesis, the numbers behind it, and what would break it. Full access is $15 a month.
Read the full researchWhich thesis does each company fit?
Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Study DRI when…
- Real wage growth and consumer confidence
- Interest rates on autos and big-ticket credit
- Inventory cycles and promotional intensity
- The trade-down between premium and value
Study YUM when…
- Real wage growth and consumer confidence
- Interest rates on autos and big-ticket credit
- Inventory cycles and promotional intensity
- The trade-down between premium and value
Shared research themes
Retail-Eating Places (SEC industry)
SEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.DRI's fiscal year ends May 31, while YUM's ends December 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 11matched transaction rows for DRIand 7 for YUM. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
DRI primary filings
YUM primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
DRI vs YUM FAQs
Are DRI and YUM direct competitors?
Darden Restaurants, Inc. and Yum! Brands, Inc. share the SEC industry classification “Retail-Eating Places.” That makes the operating comparison relevant, but it does not prove that every product, customer, or revenue stream competes directly.
Which is better, DRI or YUM?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this DRI vs YUM comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Darden Restaurants, Inc. and Yum! Brands, Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-25. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-25. Independent educational research; not investment advice.
A comparison is the setup. The thesis is the call.
DRI vs YUM shows how the businesses differ. Membership is the monthly sourced view of who could benefit, what could break, and what evidence matters next. $15/month or $150/year.
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