Valvoline has delivered steady revenue and profit growth, expanding its store count and maintaining strong same-store sales in a maturing industry. Despite solid fundamentals, share price performance has lagged the S&P 500, leading me to revise my previous 'strong buy' rating to a soft 'buy.' Valuation is attractive relative to peers, with Valvoline trading at the lowest price-to-earnings ratio among comparable companies.
Valvoline reported good same-store sales growth and profitability in Q3 despite a more uncertain macroeconomic backdrop. The growth story remains on track, as Valvoline has continued to expand the franchise rapidly. The Breeze Autocare acquisition is still under FTC scrutiny as the transaction's timeline has stalled. Valvoline may have to divest some locations due to antitrust concerns.
Valvoline Inc. (NYSE:VVV ) Q3 2025 Earnings Conference Call August 6, 2025 9:00 AM ET Company Participants Elizabeth B. Clevinger - Corporate Participant Investor Relations Executive - Corporate Participant John Kevin Willis - Chief Financial Officer Lori A.
While the top- and bottom-line numbers for Valvoline (VVV) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Valvoline (VVV) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.45 per share a year ago.
Valvoline (VVV) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Valvoline Inc. is eyeing accelerated growth. While the company has historically acquired franchised locations, the company is now reversely refranchising locations for accelerated expansion. The unit economics for store openings are good. Valvoline's return on capital is significantly better than the company's cost of capital, making expansion accretive. Valvoline's business is quite resilient in times of macroeconomic uncertainty, currently being very attractive as consumer uncertainty has increased.
The headline numbers for Valvoline (VVV) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Valvoline (VVV) came out with quarterly earnings of $0.34 per share, missing the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.37 per share a year ago.
Valvoline Inc. (NYSE:VVV ) Q1 2025 Earnings Conference Call February 6, 2025 9:00 AM ET Company Participants Elizabeth Clevinger - Investor Relations Lori Flees - President & Chief Executive Officer Mary Meixelsperger - Chief Financial Officer Conference Call Participants Steve Shemesh - RBC Capital Markets Simeon Gutman - Morgan Stanley Chris O'Cull - Stifel Steven Zaccone - Citi Justin Kleber - Baird David Bellinger - Mizuho Alexia Morgan - Piper Sandler Thomas Wendler - Stephens Bret Jordan - Jefferies David Lantz - Wells Fargo Operator Hello, everyone, and thank you for joining the Valvoline's First Quarter 2025 Earnings Conference Call and Webcast. My name is Marie and I will be coordinating your call today.
The headline numbers for Valvoline (VVV) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Valvoline (VVV) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.29 per share a year ago.