Driven Brands Holdings Inc. remains a hold as debt, margin pressures, and flat near-term earnings offset valuation discounts. Take 5 Oil Change continues to outperform, driving same-store sales and EBITDA, but customer churn and inflation-sensitive demand pose risks. DRVN trades at a forward P/E of 11.49x, well below historical and sector averages, but high leverage (72.6% of capital) tempers upside.
Driven Brands' Take 5 strength and steady guidance contrast with softer traffic, restatement costs and a cautious second-quarter outlook.
Driven Brands Holdings Inc. (DRVN) Q1 2026 Earnings Call Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 193 | $2,987.32 | $2,937.46 | -$49.86 | -1.67% |
| BG Bart Gancher Intech Investment Management LLC | 14,607 | $252,852.06 | $222,318.54 | -$30,533.52 | -12.08% |
Joseph Castro Nuveen LLC | 147,686 | $2.38M | $2.25M | -$131,440.51 | -5.52% |
Charles Hoeveler Norwood Investment Partners LP | 629,000 | $9.75M | $9.57M | -$173,506.16 | -1.78% |
Bobby Adusumilli SJS Investment Consulting Inc. | 4,500 | $58,689.13 | $68,490 | $9,800.87 | 16.7% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marvin Fong BTIG | 1,313.1 | $17,303.57 | $19,972.3 | $2,668.73 | 15.42% |
| SS Steven Shemesh RBC Capital | 859.75 | $11,316.94 | $13,231.57 | $1,914.63 | 16.92% |
| Diversified Consumer Services Industry | Consumer Discretionary Sector | Daniel R. Rivera CEO | NASDAQ (NGS) Exchange | 26210V102 CUSIP |
| US Country | 7,100 Employees | - Last Dividend | - Last Split | - IPO Date |
Driven Brands Holdings Inc., headquartered in Charlotte, North Carolina, is a leading provider of automotive services across the United States, Canada, and internationally. Founded in 1972, the company extends its offerings to both retail and commercial customers, encompassing a wide range of automotive maintenance and repair services. Through its extensive network of subsidiaries, Driven Brands is a one-stop solution for automotive care, engaging customers with high-quality services that emphasize convenience and efficiency. Their operation scales to international markets, embodying a commitment to excellence in the automotive service industry.
Driven Brands offers comprehensive collision repair services, professional painting, and glass repair and replacement to cater to all post-accident needs. These services ensure vehicles are restored to their pre-accident condition, employing advanced techniques and materials.
The company provides thorough car wash services that keep vehicles in pristine condition alongside quick and efficient oil change services to maintain engine health and performance.
From routine inspections to preventive maintenance, Driven Brands covers all bases to ensure vehicles run smoothly and reliably. These services are designed to prolong the life of the vehicle and prevent costly breakdowns.
Driven Brands distributes a range of automotive parts, including radiators, air conditioning components, and exhaust products. These parts are supplied to automotive repair shops, auto parts stores, and body shops, fostering support for a seamless repair process.
Through a network of distribution centers, the company provides high-quality windshields and glass accessories, ensuring wide availability for immediate repair and replacement needs.
It distributes essential consumable products such as oil filters and wiper blades. These items are critical for the maintenance and upkeep of vehicles, ensuring that they operate safely in various conditions.
Driven Brands also offers training services to repair, maintenance, paint, and collision shops. This initiative aims at enhancing the skills and knowledge of professionals within the automotive service industry, contributing to overall service quality improvement.
The company markets its products and services under well-known brands like CARSTAR, IMO, MAACO, Meineke Car Care Centers, PH Vitres D'Autos, Take 5 Oil Change, Take 5 Car Wash, Auto Glass Now, Fix Auto USA, 1-800-Radiator & A/C, Spire Supply, and Automotive Training Institute. Each brand specializes in different sectors of automotive services, collectively covering every possible need a vehicle owner might have.