DARDEN’S LOGICAL FALLACY

Darden’s board is so desperate that it wants us to believe the company is on a slippery slope, which is also known…

DARDEN: RESTAURANT IMPOSSIBLE?

“Good morning, Mr. Otis. Your mission, should you choose to accept it, involves the recovery of lost customers from your core business”

THE HOUR BETWEEN DOG AND WOLF

he sun is beginning to set in Orlando and it’s becoming increasingly…

STOP THE RED LOBSTER SPINOFF

Management’s strategic plan could do more harm than good. 

Darden’s Discounting is a Stage-2 Panic Condition

Discounting is a drug not a solution to a problem.

DRI: ARE WE BEING MUSHROOMED?

Some thought for Darden’s independent Directors.

Mushrooms can tolerate some light, but they thrive best in the dark while they grow in composted manure. If you are being “mushroomed,” you are likely being left in the…

DARDEN: CLARENCE’S LEGACY, A HALF-BAKED PLAN

The CEO took his best shot at fixing the company and fell short. Will Starboard come to the rescue?

DRI: A GENERATIONAL OPPORTUNITY

Takeaway: We continue to believe there is significant upside in DRI. The main question is: Who will unlock the potential?

DARDEN: NEWTON’S FIRST LAW

If you are a current shareholder of DRI, do you have the confidence that…

DARDEN: LIGHT GETS IN

“There’s a crack in everything that’s how the light gets in.”