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Today at a glance:
🌐 Accenture: AI Builds, Bookings Shrink
🫒 Darden: Olive Garden Delivers
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🌐 Accenture: AI Builds, Bookings Shrink
Accenture topped expectations for Q3 FY25 but fell short where it counts—future work. Revenue grew 8% Y/Y to $17.7 billion ($380 million beat), and EPS came in at $3.49 ($0.17 beat), but new bookings dropped 6% to $19.7 billion, falling short of estimates for the second quarter in a row.
Still, Gen AI growth continued, albeit a a slower sequential pace. Bookings reached $1.5 billion—a new high—while revenue from Gen AI rose to $700 million. That brings total Gen AI revenue to $1.8 billion fiscal year-to-date, proof that these deals are moving from hype to delivery.
To keep pace, Accenture is undergoing its biggest shake-up in years. Starting September, all services—from strategy and tech to marketing and ops—will merge into a single unit: Reinvention Services, led by Americas CEO Manish Sharma. The goal? Speed up delivery and embed Gen AI everywhere.
Despite slowing bookings, Accenture slightly raised full-year guidance. But investors weren’t sold. The stock dropped ~7% post-earnings as analysts flagged the second straight decline in bookings, ongoing US federal spending headwinds, and leadership turnover. About 2% of Q4 growth is expected to be shaved off from reduced government contracts.
Accenture is walking a tightrope: balancing its AI-driven reinvention story with macro and sector-specific risks. The company returned $2.7 billion to shareholders this quarter and still plans $1–1.5 billion in acquisitions for the year. But without a bookings rebound, even strong delivery might not be enough to satisfy Wall Street’s forward-looking lens.
🫒 Darden: Olive Garden Delivers
Darden wrapped FY25 with a solid Q4, driven by strong same-store sales at Olive Garden and LongHorn. Revenue rose 11% Y/Y to $3.3 billion ($40 million beat), and EPS came in at $2.98 (a $0.01 beat). Same-restaurant sales climbed 4.6%, led by Olive Garden (+6.9%) and LongHorn Steakhouse (+6.7%)—both ahead of expectations.
The recent Chuy’s Tex Mex acquisition (103 locations) and 25 net new openings added fuel to growth. But not all brands performed: Fine dining same-store sales fell 3.3%, and Bahama Breeze is now on the chopping block, with Darden exploring a sale after closing 15 underperforming locations.