Darden Restaurants

CEO Rick Cardenas and CFO Raj Vennam have maintained a culture of operational discipline and transparency, with consistent communication of priorities and measured guidance updates. Leadership has emphasized guest satisfaction and value while pruning the portfolio, including a plan to discontinue Bahama Breeze through closures and conversions.

Organizational depth across brand presidents and supply chain supports execution at scale. We see clear alignment through steady dividends, opportunistic buybacks, and pragmatic M&A.