Goldman Sachs upgraded Darden (DRI) to Buy from Neutral with a $225 price target implying 20% upside potential. The firm believes Darden is seeing market share gains given its lower skew towards lower income consumers. The company offers “compelling value and scale” at its Olive Garden and LongHorn divisions, which are driving share gains within casual dining, the analyst tells investors in a research note. Goldman views Darden as a key beneficiary of accelerated middle-income quintile pre-savings cash flow growth in 2026.
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