Red Robin Gourmet Burgers, Inc.

Supplier of plant-based Impossible Burger patties. Launched nationally across all Red Robin locations in April 2019 as the largest restaurant partnership for Impossible Foods at the time.

Donatos Pizza

Licensing partner for nested pizza concept within Red Robin restaurants. As of 2023, Donatos operated in 248 Red Robin locations. Red Robin pays royalties on Donatos pizza sales; annual pizza sales were projected to exceed $60M by 2023.

하류

생산물을 소화하는 고객, 유통사, OEM 및 판매 채널.

하류

Lehigh Valley Restaurant Brands (LVRB)

Ansara Restaurant Group

Evergreen Dining LLC

DoorDash, Inc.

Uber Technologies, Inc. (Uber Eats)

Grubhub (Just Eat Takeaway.com N.V.)

Red Robin Restaurants of Canada, Ltd.

Lehigh Valley Restaurant Brands (LVRB)

Largest franchisee. Operates ~20 Red Robin locations in Eastern and Central Pennsylvania. Acquired 4 additional locations in Dallas-Fort Worth, TX in November 2025. One of the two largest franchisees (part of the 46 restaurants operated by the top two franchisees).

Ansara Restaurant Group

Longtime franchisee operating ~19+ Red Robin locations in Michigan and Ohio. Celebrated 30 years as a Red Robin franchisee in 2023. One of the company's historically largest franchisees.

Evergreen Dining LLC

New franchisee formed in 2026 to acquire 30 company-owned Red Robin locations in Washington and Western Idaho for $23.5M. Transaction expected to close in H2 2026. Will become one of the largest franchisees post-acquisition.

DoorDash, Inc.

NYSE:DASH

Third-party delivery partner. Largest delivery partnership for Red Robin, launched December 2016. Part of Red Robin's off-premise strategy alongside in-house direct delivery. DoorDash commands ~60-61% of US third-party delivery market share.

Uber Technologies, Inc. (Uber Eats)

NYSE:UBER

Third-party delivery partner. Uber Eats holds ~26% of US delivery market share. Provides delivery from Red Robin locations across the United States.

대체 기업

분석에서 대표로 사용하는 상장 비교 기업 및 모니터링 종목.

대체 기업

The Cheesecake Factory Incorporated

Brinker International, Inc.

Dine Brands Global, Inc.

Sysco Corporation

Lamb Weston Holdings, Inc.

The Cheesecake Factory Incorporated

NASDAQ:CAKE

Publicly traded US casual dining chain with similar scale (~300+ locations), comparable customer demographic, and analogous supply chain structure (broadline food distributor dependency, commodity cost sensitivity to beef and produce).

Brinker International, Inc.

NYSE:EAT

Operates Chili's Grill & Bar, a direct casual dining competitor with burger-centric menu, similar guest check averages, franchise mix, and identical upstream commodity exposures (ground beef, poultry, potatoes).

Dine Brands Global, Inc.

NYSE:DIN

Franchisor of Applebee's and IHOP. Provides a proxy for US casual dining franchise economics, supply chain distributor relationships, and third-party delivery partnerships.

Sysco Corporation

NYSE:SYY

Red Robin's primary distributor (80%+ of food purchases). Sysco's performance, pricing, and logistics capabilities are a direct operational dependency for RRGB. Sysco's food cost trends serve as a lead indicator for Red Robin's COGS.

Lamb Weston Holdings, Inc.

NYSE:LW

Key potato product supplier to Red Robin (fries represent ~12% of COGS). Lamb Weston's pricing and potato crop yields directly impact Red Robin's input costs.

지역

공급망을 왜곡할 수 있는 지역별 노출.

지역

United States (all 50-state exposure)

Pacific Northwest (Washington & Idaho)

Canada (British Columbia)

Red Robin International, Inc.

Evergreen Dining LLC

Red Robin Restaurants of Canada, Ltd.

United States (all 50-state exposure)

Domestic operations concentration — no international diversification outside Canada

Red Robin International, Inc.NASDAQ:RRGBWholly-owned operating subsidiary managing all company-owned US restaurants (385 locations in 39 states)

Pacific Northwest (Washington & Idaho)

Refranchising transition risk — 30 company-owned restaurants being sold to Evergreen Dining LLC in 2026

Evergreen Dining LLCAcquiring 30 Red Robin locations in Washington and Idaho for $23.5M in refranchising deal (announced May 2026)

Canada (British Columbia)

International franchise exposure — limited to one Canadian province via franchise operations

Red Robin Restaurants of Canada, Ltd.Franchisee operating Red Robin locations in British Columbia, Canada

집중도

공급망을 왜곡할 수 있는 고객, 공급업체 또는 파트너 집중 노출.

Other

Critical

Sysco single-distributor concentration risk. Sysco supplies ~80%+ of all foodservice products to Red Robin locations under a long-term master distribution agreement. Any disruption in Sysco's operations (logistics failure, labor issues, pricing disputes, or bankruptcy) would severely impact all 475+ restaurant locations.

Other

High

Ground beef commodity price exposure. Ground beef represents ~18% of total cost of goods sold. Only ~53% of estimated annual food and beverage purchases were covered by fixed-price contracts as of December 2025. Beef price volatility directly impacts restaurant-level margins.

Other

High

Potato commodity price exposure. Potatoes represent ~12% of COGS. Red Robin's signature bottomless steak fries program makes potato costs a significant and visible input cost. Fixed-price contracts cover only about half of annual purchases.

Other

Medium

Franchisee concentration. Two largest franchisees operated 46 of 90 franchised restaurants. Financial distress or operational issues at these franchisees (LVRB, Ansara, or the incoming Evergreen Dining) could lead to restaurant closures and reduced royalty revenue.

Other

Medium

Third-party delivery platform dependence. Off-premise sales rely on DoorDash, Uber Eats, and Grubhub. High commission fees (15-30%) compress margins. Changes in platform policies, fee structures, or consumer delivery preferences could materially impact revenue.

매출 구성

대상 기업의 매출 구성이 공급망 영향력과 의존도로 이어지는 방식.

Food and Beverage (Company-owned restaurants)

98.3%

$1.2B

Drives nearly all upstream procurement demand for beef (~18% of COGS), potatoes (~12% of COGS), poultry, produce, dairy, beverages, and disposables. Menu mix (54% burgers) makes ground beef the single most critical commodity input.

Franchise Royalties and Fees

1.2%

$0.0B

Franchisees are required to purchase from approved suppliers including Sysco. Franchise royalty revenue depends on franchisee unit count and sales performance. Two largest franchisees operated 46 of 90 franchised units.

Gift Card and Other Revenue (including breakage)

0.5%

$0.0B

Minimal direct supply chain implications; reflects deferred revenue recognition on gift cards and breakage income.

회사 소개개인정보 처리방침서비스 약관면책 조항종목 디렉터리ETF지수13F 보유 종목목표주가무료 도구기술 지도Slack 참여하기

Plutux는 투자자문업자가 아닙니다. 시장 데이터와 AI가 생성한 분석은 정보 제공 및 교육 목적일 뿐 투자 자문이 아닙니다. 면책 조항

Red Robin Gourmet Burgers, Inc.

RRGB 공급망

상류

Sysco Corporation

Lamb Weston Holdings, Inc.

The Coca-Cola Company

Impossible Foods Inc.

Donatos Pizza

Tyson Foods, Inc.

Cargill, Incorporated

J.R. Simplot Company

View More

하류

Lehigh Valley Restaurant Brands (LVRB)

Ansara Restaurant Group

Evergreen Dining LLC

DoorDash, Inc.

Uber Technologies, Inc. (Uber Eats)

Grubhub (Just Eat Takeaway.com N.V.)

Red Robin Restaurants of Canada, Ltd.

대체 기업

The Cheesecake Factory Incorporated

Brinker International, Inc.

Dine Brands Global, Inc.

Sysco Corporation

Lamb Weston Holdings, Inc.

지역

United States (all 50-state exposure)

Pacific Northwest (Washington & Idaho)

Canada (British Columbia)

RRGB 공급망

상류

Sysco Corporation

Lamb Weston Holdings, Inc.

The Coca-Cola Company

Impossible Foods Inc.

Donatos Pizza

Tyson Foods, Inc.

Cargill, Incorporated

J.R. Simplot Company

View More

하류

Lehigh Valley Restaurant Brands (LVRB)

Ansara Restaurant Group

Evergreen Dining LLC

DoorDash, Inc.

Uber Technologies, Inc. (Uber Eats)

Grubhub (Just Eat Takeaway.com N.V.)

Red Robin Restaurants of Canada, Ltd.

대체 기업

The Cheesecake Factory Incorporated

Brinker International, Inc.

Dine Brands Global, Inc.

Sysco Corporation

Lamb Weston Holdings, Inc.

지역

United States (all 50-state exposure)

Pacific Northwest (Washington & Idaho)

Canada (British Columbia)