Darden Restaurants, Inc.

DRI

$218.85

+0.37%

N/A+$0.81

Consumer Cyclical

Restaurants

NYSE

Active Trading

Darden Restaurants, Inc., through its various subsidiaries, focuses on the ownership and operation of full-service dining establishments across both the United States ...

Supply Chain of DRI

Upstream

Foundry, packaging, memory, wafers, components, and input vendors.

Upstream

King & Prince Seafood Corporation

Colavita USA

Bernardi Italian Foods Company

The Bama Companies

NCR Voyix (fka NCR Corporation)

Sysco Corporation

NYSE:SYY

Broadline Foodservice Distributor

US Foods Holding Corp

NYSE:USFD

Broadline Foodservice Distributor

Tyson Foods, Inc.

NYSE:TSN

Beef, Poultry, and Pork Protein Supplier

King & Prince Seafood Corporation

Seafood and Shrimp Processor

Colavita USA

Italian Specialty Foods (Olive Oil, Pasta, Vinegars)

Downstream

Customers, distributors, OEMs, and channels that absorb output.

Downstream

Individual Dining Consumers (B2C)

International Franchise Operators

Corporate and Social Event Bookings

Marriott Distribution Services (Historical)

Food Delivery Platforms (DoorDash, Uber Eats, Grubhub)

Individual Dining Consumers (B2C)

End consumers dining at Darden restaurants

International Franchise Operators

Franchisee operators in airports and select international markets (Olive Garden, LongHorn, Bahama Breeze) · 2.0%

Corporate and Social Event Bookings

Fine dining and casual dining venues for business events, celebrations

Marriott Distribution Services (Historical)

NASDAQ:MAR

Former contract distributor for Olive Garden and Red Lobster (25 states; pre-2000s)

Food Delivery Platforms (DoorDash, Uber Eats, Grubhub)

Third-party delivery partners for off-premise dining

Proxies

Public comparables and monitoring names used as representatives for the analysis.

Proxies

The Cheesecake Factory Incorporated

Ruth's Hospitality Group (now Darden-owned)

Darden Restaurants Direct Distribution, Inc. (DDDI)

Bloomin' Brands, Inc.

NASDAQ:BLMN

Competitor multi-brand restaurant operator with similar casual dining portfolio (Outback Steakhouse, Carrabba's, Bonefish Grill, Fleming's); similar supply chain structure with protein, produce, and broadline distributors

The Cheesecake Factory Incorporated

NASDAQ:CAKE

Multi-concept casual dining operator; comparable scale in full-service dining; similar B2C consumer model and supply chain requirements

Ruth's Hospitality Group (now Darden-owned)

NASDAQ:RUTH (delisted)

Historical peer for fine dining steakhouse segment comparison; now subsidiary of DRI following $715M acquisition

Chuy's Holdings, Inc.

NASDAQ:CHUY (delisted)

Tex-Mex casual dining competitor; now subsidiary of DRI following $605M acquisition in Oct 2024

Darden Restaurants Direct Distribution, Inc. (DDDI)

Internal Darden subsidiary for direct procurement and distribution; Darden's proprietary supply chain entity that handles specialty Italian products and direct imports

Geographic

Region-level exposures that can distort the supply network.

Geographic

United States (Domestic)

Middle East (International)

North America (Supply Sources)

US Consumer Spending on Casual Dining

Darden International Franchising

Tyson Foods, Sysco, US Foods

United States (Domestic)

Primary market; >95% of revenue from US operations

US Consumer Spending on Casual DiningEnd consumer market

Middle East (International)

International franchise presence; Olive Garden in select Middle East markets

Darden International FranchisingInternational franchise operator partnerships

North America (Supply Sources)

Food ingredient sourcing from domestic farms and processing facilities

Tyson Foods, Sysco, US FoodsNYSE:TSN, NYSE:SYY, NYSE:USFDPrimary domestic suppliers

Concentration

Customer, supplier, or partner concentration exposures that can distort the supply network.

Customer

Critical

Olive Garden represents ~43% of total revenue; loss of this brand's performance would severely impact Darden's financial results

Customer

High

LongHorn Steakhouse represents ~25% of revenue; combined with Olive Garden, top 2 brands account for ~68% of revenue

Equipment

Medium

POS technology consolidation with NCR Voyix creates technology dependency risk for operational systems

Foundry

High

Reliance on major broadline distributors (Sysco, US Foods) for food distribution; any disruption to these logistics networks would impact supply

Memory

High

Beef price volatility and protein supply chain disruptions (disease, weather, trade) directly impact LongHorn and fine dining margins

Revenue mix

How the target's revenue mix translates into supply-chain leverage and dependency.

Olive Garden (Italian Casual Dining)

43.1%

$5.2B

Largest revenue driver; significant demand for Italian food products (pasta, olive oil, tomatoes, cheese), wine, and bread. Direct supplier relationships for specialty Italian ingredients; uses broadline distributors for commodity items.

LongHorn Steakhouse (Steakhouse Casual Dining)

25.1%

$3.0B

High protein consumption (beef, poultry); demand for fresh, never-frozen steaks; significant relationships with meat packers and distributors; beer and alcohol sales contribution.

Fine Dining (The Capital Grille, Ruth's Chris, Eddie V's, Seasons 52)

10.8%

$1.3B

Premium quality ingredients; dry-aged steaks, fresh seafood, high-end wines and spirits; suppliers must meet strict quality specifications; premium pricing enables higher food costs.

Other Business (Cheddar's, Yard House, Chuy's, Bahama Breeze, Consumer Insights)

21.0%

$2.5B

Diverse menu mix across concepts (American, Tex-Mex, seafood, Caribbean); recent addition of Chuy's (acquired Oct 2024) expands protein and Mexican ingredient sourcing.

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Darden Restaurants, Inc.

Supply Chain of DRI

Upstream

Sysco Corporation

US Foods Holding Corp

Tyson Foods, Inc.

King & Prince Seafood Corporation

Colavita USA

Bernardi Italian Foods Company

The Bama Companies

NCR Voyix (fka NCR Corporation)

View More

Downstream

Individual Dining Consumers (B2C)

International Franchise Operators

Corporate and Social Event Bookings

Marriott Distribution Services (Historical)

Food Delivery Platforms (DoorDash, Uber Eats, Grubhub)

Proxies

Bloomin' Brands, Inc.

The Cheesecake Factory Incorporated

Ruth's Hospitality Group (now Darden-owned)

Chuy's Holdings, Inc.

Darden Restaurants Direct Distribution, Inc. (DDDI)

Geographic

United States (Domestic)

Middle East (International)

North America (Supply Sources)

Supply Chain of DRI

Upstream

Sysco Corporation

US Foods Holding Corp

Tyson Foods, Inc.

King & Prince Seafood Corporation

Colavita USA

Bernardi Italian Foods Company

The Bama Companies

NCR Voyix (fka NCR Corporation)

View More

Downstream

Individual Dining Consumers (B2C)

International Franchise Operators

Corporate and Social Event Bookings

Marriott Distribution Services (Historical)

Food Delivery Platforms (DoorDash, Uber Eats, Grubhub)

Proxies

Bloomin' Brands, Inc.

The Cheesecake Factory Incorporated

Ruth's Hospitality Group (now Darden-owned)

Chuy's Holdings, Inc.

Darden Restaurants Direct Distribution, Inc. (DDDI)

Geographic

United States (Domestic)

Middle East (International)

North America (Supply Sources)