U.S. full-service dining group
Darden Restaurants
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.
Business categories Food & Beverage Brands · Consumer Brands & Commerce · primary
DRI Updated Sep 24, 2026 4 AI consumers· 3 recurring
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).
Financials & Segments
- Total revenue · $13.2109 billion (FY2026)
- Segments · Olive Garden · LongHorn Steakhouse · Fine Dining · Other Business
Revenue from
- Uber High confidence
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.Mentions KO Korea Investment & Securities Published Jun 23, 2025: Darden Restaurants (DRI USA): Redefining Casual Dining, Price Target RaisedConfirms EN Associated Press Published Sep 19, 2024: Olive Garden teams up with Uber Direct to offer delivery - Recipe Unlimited High confidence
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.Confirms EN Recipe Unlimited Published Jul 14, 2025: Recipe Restaurants Unlimited Acquires Canadian Olive Garden Locations, Signs National Expansion Deal
Pays to
- The Coca-Cola Company High confidence
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.Confirms EN SEC EDGAR Published May 16, 2014: Asset and Stock Purchase Agreement (Exhibit 2.1 to Form 8-K) - QSR Automations High confidence
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.Confirms EN QSR Automations Published Aug 11, 2015: Darden Restaurants Joins QSR Automations’ DineTime NetworkConfirms EN Darden Restaurants Published Dec 21, 2010: Darden Using New Seating and Wait List Management Software to Enhance Guest and Team Member Experience
Investments
- Chuy’s Holdings High confidence· Contract value $649M · FY2025 · Total consideration for the acquisition of 100% of Chuy’s Holdings
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.
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Yum! Brands | lead2 | +30.1 | -6 | +3.9 | +4.7 | +14.9 | +0.6 |
| The Kroger Co. | lead2 | +45.4 | +0.4 | +5 | +36.9 | +4.3 | -4.6 |
| Uber | lead1 | -17.8 | -41 | +149 | -2 | +35.5 | -7.3 |
| Darden Restaurants | node | +29.5 | -4.8 | +22.8 | +17.7 | +1.6 | +10.8 |
| The Coca-Cola Company | benef1 | +11.4 | +10.6 | -4.4 | +8.9 | +15.6 | +27.7 |
| Smurfit Westrock plc | benef2 | +17.3 | -28 | +14.1 | +37.6 | -26.2 | +22 |
| Live Nation Entertainment, Inc. | benef2 | +62.9 | -41.7 | +34.2 | +38.4 | +10 | +21.8 |
| Coca-Cola Europacific Partners | benef2 | +15.6 | +2.3 | +24.5 | +18.4 | +21.2 | +16.2 |
| Monster Beverage Corporation | benef2 | +3.8 | +5.7 | +13.5 | -8.8 | +45.9 | +13.8 |
| Ecolab Inc. | benef2 | +9.4 | -37.1 | +37.9 | +19.3 | +13.2 | +7 |
| Adobe Inc. | benef2 | +13.4 | -40.7 | +77.3 | -25.5 | -21.3 | -23.9 |
YTD as of 2026-10-09 · source: Yahoo Finance
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 generated from returns as of 2026-09-04← All companiesMarkdown · JSON · Customers · Suppliers · Ripple