{"slug":"darden-restaurants","name":"다든 레스토랑","name_en":"Darden Restaurants","ticker":"DRI","updated_at":"2026-09-24T11:07:26.125102+00:00","canonical":"https://valuechain.wiki/darden-restaurants","citable":"밸류체인 그래프 기준 다든 레스토랑의 직접 연결 기업은 2곳(관계 기준 공급 1·매출 1)이고, 사슬을 2차까지 넓히면 10곳에 닿는다. 링크의 근거 출처는 8건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-09-24 기준).","citable_en":"Per the valuechain.wiki graph, Darden Restaurants is directly linked to 2 companies (1 supply, 1 revenue relationships) and reaches 10 companies within two hops; the links are backed by 8 dated sources, 2 of them primary filings (as of 2026-09-24).","kicker":"미국 풀서비스 외식그룹","kicker_en":"U.S. full-service dining group","lead":"다든 레스토랑은 올리브 가든과 롱혼 스테이크하우스를 중심으로 직영 식당의 음식·음료 판매와 프랜차이즈 로열티에서 돈을 번다. 식재료와 포장재를 대규모로 직접 조달하고 배달망을 외부 파트너와 연결하며, 브랜드 인수로 사업 범위를 넓힌다.","lead_en":"Darden Restaurants earns most of its revenue from food and beverage sales at company-operated restaurants led by Olive Garden and LongHorn Steakhouse, supplemented by franchise royalties. It directly sources food and packaging at scale, connects delivery through outside partners, and expands its portfolio through acquisitions.","categories":[{"key":"food-beverage-brands","ko":"식품·음료 브랜드","en":"Food & Beverage Brands","theme":"consumer-commerce","theme_ko":"소비 브랜드·유통","theme_en":"Consumer Brands & Commerce","theme_kind":"sector","primary":true}],"segments":{"parts":[{"name":"올리브 가든","note":"FY2026 매출 55억 9,480만 달러"},{"name":"롱혼 스테이크하우스","note":"FY2026 매출 34억 2,300만 달러"},{"name":"파인 다이닝","note":"FY2026 매출 13억 7,570만 달러"},{"name":"기타 사업","note":"FY2026 매출 28억 1,740만 달러"}],"total":"132억 1,090만 달러 (FY2026)","track":"C"},"segments_en":{"parts":[{"name":"Olive Garden","note":"$5.5948 billion in FY2026 sales"},{"name":"LongHorn Steakhouse","note":"$3.4230 billion in FY2026 sales"},{"name":"Fine Dining","note":"$1.3757 billion in FY2026 sales"},{"name":"Other Business","note":"$2.8174 billion in FY2026 sales"}],"total":"$13.2109 billion (FY2026)"},"returns_yearly":{"2021":29.5,"2022":-4.8,"2023":22.8,"2024":17.7,"2025":1.6,"2026":10.8},"return_asof":"2026-10-09","value_chain":{"leading":[{"slug":"pepsico","name":"PepsiCo","name_en":"PepsiCo","tier":3,"returns_yearly":{"2021":20.6,"2022":6.8,"2023":-3.3,"2024":-7.6,"2025":-1.8,"2026":-2.2}},{"slug":"yum-brands","name":"얌! 브랜즈","name_en":"Yum! Brands","tier":2,"returns_yearly":{"2021":30.1,"2022":-6,"2023":3.9,"2024":4.7,"2025":14.9,"2026":0.6}},{"slug":"kroger","name":"크로거","name_en":"The Kroger Co.","tier":2,"returns_yearly":{"2021":45.4,"2022":0.4,"2023":5,"2024":36.9,"2025":4.3,"2026":-4.6}},{"slug":"uber","name":"Uber","name_en":"Uber","tier":1,"returns_yearly":{"2021":-17.8,"2022":-41,"2023":149,"2024":-2,"2025":35.5,"2026":-7.3}}],"benefiting":[{"slug":"coca-cola","name":"Coca-Cola","name_en":"The Coca-Cola Company","tier":1,"returns_yearly":{"2021":11.4,"2022":10.6,"2023":-4.4,"2024":8.9,"2025":15.6,"2026":27.7}},{"slug":"smurfit-westrock","name":"스머핏 웨스트록","name_en":"Smurfit Westrock plc","tier":2,"returns_yearly":{"2021":17.3,"2022":-28,"2023":14.1,"2024":37.6,"2025":-26.2,"2026":22}},{"slug":"live-nation-entertainment","name":"라이브 네이션 엔터테인먼트","name_en":"Live Nation Entertainment, Inc.","tier":2,"returns_yearly":{"2021":62.9,"2022":-41.7,"2023":34.2,"2024":38.4,"2025":10,"2026":21.8}},{"slug":"coca-cola-europacific-partners","name":"코카콜라 유로퍼시픽 파트너스","name_en":"Coca-Cola Europacific Partners","tier":2,"returns_yearly":{"2021":15.6,"2022":2.3,"2023":24.5,"2024":18.4,"2025":21.2,"2026":16.2}},{"slug":"monster-beverage","name":"몬스터 베버리지","name_en":"Monster Beverage Corporation","tier":2,"returns_yearly":{"2021":3.8,"2022":5.7,"2023":13.5,"2024":-8.8,"2025":45.9,"2026":13.8}},{"slug":"ecolab","name":"에코랩","name_en":"Ecolab Inc.","tier":2,"returns_yearly":{"2021":9.4,"2022":-37.1,"2023":37.9,"2024":19.3,"2025":13.2,"2026":7}},{"slug":"adobe","name":"어도비","name_en":"Adobe Inc.","tier":2,"returns_yearly":{"2021":13.4,"2022":-40.7,"2023":77.3,"2024":-25.5,"2025":-21.3,"2026":-23.9}},{"slug":"dow","name":"다우","name_en":"Dow Inc.","tier":3,"returns_yearly":{"2021":6.8,"2022":-6.6,"2023":14.7,"2024":-22.8,"2025":-37.4,"2026":25.7}},{"slug":"ford-motor-company","name":"포드","name_en":"Ford Motor Company","tier":3,"returns_yearly":{"2021":137.5,"2022":-42.2,"2023":15.8,"2024":-13.1,"2025":42.3,"2026":15.3}},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":3,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":12}},{"slug":"ball","name":"볼","name_en":"Ball Corporation","tier":3,"returns_yearly":{"2021":4.1,"2022":-46.2,"2023":14.1,"2024":-3,"2025":-2.4,"2026":11.5}},{"slug":"automatic-data-processing","name":"오토매틱 데이터 프로세싱","name_en":"Automatic Data Processing, Inc.","tier":3,"returns_yearly":{"2021":42.6,"2022":-1.3,"2023":-0.2,"2024":28.4,"2025":-10.2,"2026":9.6}},{"slug":"microsoft","name":"마이크로소프트","name_en":"Microsoft","tier":3,"returns_yearly":{"2021":52.5,"2022":-28,"2023":58.2,"2024":12.9,"2025":15.6,"2026":4}},{"slug":"dover","name":"도버","name_en":"Dover Corporation","tier":3,"returns_yearly":{"2021":45.7,"2022":-24.3,"2023":15.2,"2024":23.3,"2025":5.2,"2026":-0.5}},{"slug":"jyp-entertainment","name":"JYP Ent.","name_en":"JYP Entertainment","tier":3,"returns_yearly":{"2021":27.1,"2022":77.8,"2023":4.5,"2024":0.4,"2025":-1.6,"2026":-45.7}}],"analysis":"미국 풀서비스 외식그룹 기업. 최근 몇 년간 견조한 상승이 이어졌고 2026년 +20.6%다. 수요단(평균 -7.3%)·본주(+20.6%)·공급단(평균 +27.7%)이 비슷한 보폭이다. 전파가 한 바퀴 돈 동조 국면이라, 다음 구간은 사슬 방향보다 개별 실적이 가른다. 연결 노드 중 가장 앞선 곳은 코카콜라(+27.7%), 가장 처진 곳은 우버(-7.3%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Darden Restaurants operates across U.S. full-service dining group. It stayed steadily positive in recent years and is +20.6% in 2026. Demand side (avg -7.3%), the stock (+20.6%) and supply side (avg +27.7%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is The Coca-Cola Company (+27.7%) and the furthest behind is Uber (-7.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It directly sources food and packaging at scale, connects delivery through outside partners, and expands its portfolio through acquisitions.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Chuy’s Holdings","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2024-10-11","basis":"Chuy’s Holdings 지분 100% 인수 총대가","value":649100000,"period":"FY2025","basis_en":"Total consideration for the acquisition of 100% of Chuy’s Holdings","qualifier":null},"note":"다든은 2024년 10월 Chuy’s Holdings 지분 100%를 인수했고 최종 총대가는 6억4,910만 달러였다. 103개 직영점을 확보해 멕시칸·텍스멕스 외식 브랜드를 포트폴리오에 추가했다.","note_en":"Darden acquired 100% of Chuy’s Holdings in October 2024 for final total consideration of $649.1 million. The deal added 103 company-operated restaurants and a Mexican and Tex-Mex concept to the portfolio.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-07-24","url":"https://www.sec.gov/Archives/edgar/data/940944/000094094426000025/dri-20260531.htm","title":"DARDEN RESTAURANTS INC 10-K (2026-07-24)","title_en":"DARDEN RESTAURANTS INC 10-K (2026-07-24)","excerpt":"Chuy’s 지분 100%를 인수했다.","excerpt_en":"acquired 100 percent of the equity interest"},{"stance":"mentions","publisher":"악시오스","publisher_en":"Axios","kind":"news","lang":"en","published_at":"2024-07-18","url":"https://www.axios.com/2024/07/18/olive-garden-darden-chuys","title":"Olive Garden owner to buy Tex-Mex chain Chuy's","title_en":"Olive Garden owner to buy Tex-Mex chain Chuy's","excerpt":"다든은 Chuy’s를 현금 6억500만 달러에 인수하기로 합의했다.","excerpt_en":"agreed to buy Tex-Mex chain Chuy's for $605 million in cash"}]},{"direction":"revenue","counterparty":"Uber","counterparty_slug":"uber","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-07-24","basis":"Uber가 수행한 다든 자사 채널 배달 주문 매출","value":null,"period":"FY2026","basis_en":"Sales from Darden-channel delivery orders fulfilled by Uber","qualifier":"confirmed_no_disclosed_value"},"note":"다든은 자사 주문 채널에서 받은 배달 주문을 Uber가 수행하는 독점 다년 계약을 운영한다. 회사가 고객 결제를 직접 받고 배달 매출을 총액으로 인식하므로 Uber는 의미 있는 디지털 매출 채널이다.","note_en":"Darden operates an exclusive multi-year arrangement under which Uber fulfills delivery orders placed through Darden's own channels. Darden collects payment from guests and recognizes delivery sales on a gross basis, making Uber a meaningful digital revenue channel.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-07-24","url":"https://www.sec.gov/Archives/edgar/data/940944/000094094426000025/dri-20260531.htm","title":"DARDEN RESTAURANTS INC 10-K (2026-07-24)","title_en":"DARDEN RESTAURANTS INC 10-K (2026-07-24)","excerpt":"Uber와 독점 다년 배달 계약을 체결했다.","excerpt_en":"exclusive multi-year delivery arrangement with Uber"},{"stance":"mentions","publisher":"한국투자증권","publisher_en":"Korea Investment & Securities","kind":"research","lang":"ko","published_at":"2025-06-23","url":"https://m.koreainvestment.com/main/research/research/StrategyDetail.jsp?id=144987&jkGubun=6","title":"다든 레스토랑(DRI USA): 캐주얼 다이닝의 기준을 다시 쓰다, 목표주가 상향","title_en":"Darden Restaurants (DRI USA): Redefining Casual Dining, Price Target Raised","excerpt":"Uber Direct 도입 확대와 관련된 매출 모멘텀도 긍정적이다.","excerpt_en":"The expansion of Uber Direct also provides positive sales momentum."},{"stance":"confirms","publisher":"AP 통신","publisher_en":"Associated Press","kind":"news","lang":"en","published_at":"2024-09-19","url":"https://apnews.com/article/olive-garden-uber-delivery-9cd0cb20802108eb1da48b2cc73097fb","title":"Olive Garden teams up with Uber Direct to offer delivery","title_en":"Olive Garden teams up with Uber Direct to offer delivery","excerpt":"올리브 가든은 첫 배달 서비스를 위해 Uber와 협력한다고 밝혔다.","excerpt_en":"Olive Garden said it’s teaming up with Uber"}]},{"direction":"revenue","counterparty":"Recipe Unlimited","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-07-24","basis":"Recipe Unlimited가 지급하는 올리브 가든 상표 사용 로열티","value":null,"period":"FY2026 onward","basis_en":"Olive Garden trademark royalties payable by Recipe Unlimited","qualifier":"confirmed_no_disclosed_value"},"note":"Recipe Unlimited는 캐나다의 기존 올리브 가든 8곳과 향후 신규 매장을 운영하며 다든에 상표 사용 로열티를 지급한다. 이 계약은 캐나다에서 올리브 가든을 확장하는 이름 있는 프랜차이즈 매출처다.","note_en":"Recipe Unlimited operates the eight existing Canadian Olive Garden restaurants and future locations while paying Darden royalties for the trademark. The agreement establishes a named franchise revenue counterparty for Olive Garden's Canadian expansion.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-07-24","url":"https://www.sec.gov/Archives/edgar/data/940944/000094094426000025/dri-20260531.htm","title":"DARDEN RESTAURANTS INC 10-K (2026-07-24)","title_en":"DARDEN RESTAURANTS INC 10-K (2026-07-24)","excerpt":"Recipe는 상표 사용에 대한 로열티를 지급한다.","excerpt_en":"will pay royalties for use of the trade name"},{"stance":"confirms","publisher":"Recipe Unlimited","publisher_en":"Recipe Unlimited","kind":"ir","lang":"en","published_at":"2025-07-14","url":"https://www.newswire.ca/news-releases/recipe-restaurants-unlimited-acquires-canadian-olive-garden-locations-signs-national-expansion-deal-845292792.html","title":"Recipe Restaurants Unlimited Acquires Canadian Olive Garden Locations, Signs National Expansion Deal","title_en":"Recipe Restaurants Unlimited Acquires Canadian Olive Garden Locations, Signs National Expansion Deal","excerpt":"Recipe는 캐나다 전역에서 새 올리브 가든을 개발하고 운영할 독점권을 받았다.","excerpt_en":"exclusive rights to develop and operate new Olive Garden restaurants throughout Canada"}]},{"direction":"cost","counterparty":"Coca-Cola","counterparty_slug":"coca-cola","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2014-05-15","basis":"Coca-Cola Foodservice 음료 마케팅 계약에 따른 음료 구매액","value":null,"period":"2014 beverage marketing agreement","basis_en":"Beverage purchases under the Coca-Cola Foodservice beverage marketing agreement","qualifier":"confirmed_no_disclosed_value"},"note":"다든이 SEC에 제출한 2014년 Red Lobster 매각 계약서는 다든과 Coca-Cola Foodservice 사이의 음료 마케팅 계약을 직접 명시한다. 이 문서는 당시의 계약 관계를 확인하지만 현재 계약의 지속 여부와 구매액은 공개 자료에서 재확인되지 않았다.","note_en":"Darden's 2014 Red Lobster sale agreement filed with the SEC directly identifies a beverage marketing agreement between Darden and Coca-Cola Foodservice. The filing confirms the relationship at that time, but current contract continuity and purchasing spend have not been publicly reconfirmed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2014-05-16","url":"https://www.sec.gov/Archives/edgar/data/940944/000094094414000034/redlobsterassetandstockpur.htm","title":"자산 및 주식 매매계약서 (8-K 첨부 2.1)","title_en":"Asset and Stock Purchase Agreement (Exhibit 2.1 to Form 8-K)","excerpt":"매도인은 Coca-Cola Foodservice 또는 그 계열사와의 계약을 유사한 권리·의무를 가진 대체 계약으로 전환하기 위해 최선의 노력을 다해야 한다.","excerpt_en":"cause any Contract with Coca-Cola Foodservice or its Affiliates to be replaced with a Replacement Contract"}]},{"direction":"cost","counterparty":"QSR Automations","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2015-08-11","basis":"QSR Automations 좌석·대기열 및 주방 자동화 기술 사용료","value":null,"period":"2015 nationwide rollout","basis_en":"Fees for QSR Automations seating, wait-list, and kitchen automation technology","qualifier":"confirmed_no_disclosed_value"},"note":"다든은 QSR Automations의 좌석·대기열 관리 소프트웨어와 주방 자동화 하드웨어·소프트웨어를 사용한다고 공식 발표했다. QSR Automations도 2015년 Olive Garden과 LongHorn Steakhouse 1,300곳 이상에 DineTime 플랫폼을 전국 배포하는 계약을 발표했지만 현재 계약의 지속 여부와 지급액은 공개되지 않았다.","note_en":"Darden officially announced that it used QSR Automations' seating and wait-list software as well as its kitchen automation hardware and software. QSR Automations separately announced a 2015 nationwide DineTime rollout across more than 1,300 Olive Garden and LongHorn Steakhouse locations, but current contract continuity and fees are not public.","sources":[{"stance":"confirms","publisher":"QSR Automations","publisher_en":"QSR Automations","kind":"ir","lang":"en","published_at":"2015-08-11","url":"https://qsrautomations.com/blog/press-release/darden-restaurants-joins-qsr-automations-dinetime-network-longhorn-steakhouse-olive-garden-use-dinetime-enhance-guest-experience-provide-mobile-wait-listing/","title":"다든 레스토랑, QSR Automations의 DineTime 네트워크 도입","title_en":"Darden Restaurants Joins QSR Automations’ DineTime Network","excerpt":"QSR Automations는 Olive Garden과 LongHorn Steakhouse 1,300곳 이상에 DineTime 고객 관리 플랫폼을 전국 배포하기 위해 다든과 협력한다고 발표했다.","excerpt_en":"partnered with Darden Restaurants for a nationwide rollout of its DineTime guest management platform to more than 1,300 LongHorn Steakhouse and Olive Garden locations"},{"stance":"confirms","publisher":"다든 레스토랑","publisher_en":"Darden Restaurants","kind":"ir","lang":"en","published_at":"2010-12-21","url":"https://investor.darden.com/news/news-details/2010/Darden-Using-New-Seating-and-Wait-List-Management-Software-to-Enhance-Guest-and-Team-Member-Experience-2010-12-21/default.aspx","title":"다든, 고객·직원 경험 개선을 위한 새 좌석·대기열 관리 소프트웨어 도입","title_en":"Darden Using New Seating and Wait List Management Software to Enhance Guest and Team Member Experience","excerpt":"QSR Automations가 다든에 ConnectSmart Hostess 소프트웨어를 제공하며, 다든은 QSR의 주방 자동화 소프트웨어와 하드웨어를 오랫동안 사용해 왔다.","excerpt_en":"QSR Automations ... is providing the \"ConnectSmart Hostess\" software solution to Darden. Darden is a long-time user of QSR's advanced kitchen automation software and hardware solutions."}]}]}