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Driven Brands Holdings Inc.

Driven Brands Holdings Inc.

NASDAQ•DRVN
CEO: Mr. Jonathan G. Fitzpatrick
Sector: Consumer Cyclical
Industry: Auto - Dealerships
Listing Date: 2021-01-19
Driven Brands Holdings Inc., together with its subsidiaries, provides automotive services to retail and commercial customers in the United States, Canada, and internationally. It offers various services, such as paint, collision, glass, repair, car wash, oil change, and maintenance services. The company also distributes automotive parts, including radiators, air conditioning components, and exhaust products to automotive repair shops, auto parts stores, body shops, and other auto repair outlets; windshields and glass accessories through a network of distribution centers; and consumable products, such as oil filters and wiper blades, as well as training services to repair and maintenance, and paint and collision shops. It sells its products and services under the 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, and 1-800-Radiator & A/C, Spire Supply, and Automotive Training Institute brands. The company was founded in 1972 and is headquartered in Charlotte, North Carolina.
Contact Information
440 South Church Street, Suite 700, Charlotte, NC, 28202, United States
704-377-8855
www.drivenbrands.com
Market Cap
$2.32B
P/E (TTM)
-9.8
22.2
Dividend Yield
--
52W High
$19.74
52W Low
$13.93
52W Range
3%
3.0
F-Score
Modified Piotroski Analysis
Based on 7-year fundamentals
Weak • 3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2018-2024

Financial Dashboard

Q3 2025 Data

Revenue

$535.68M-9.46%
4-Quarter Trend

EPS

$0.37-503.93%
4-Quarter Trend

FCF

$39.46M+4.11%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Q3 Profitability Rebounds Strongly Continuing operations net income $60.9M vs prior loss; basic EPS $0.37 compared to $(0.07) for the quarter.
Revenue Growth Accelerates Q3 Net Revenue $535.7M, up 7% from $502.3M; Same Store Sales increased 2.8% across consolidated operations.
Nine Month Financial Improvement 9M Net Income from continuing operations $90.2M, a $52.9M increase versus prior nine month period results.
Strategic Store Base Expansion Total store count reached 4,888 locations; 167 net new stores added over trailing twelve months period.

Risk Factors

Macroeconomic Demand Softening Expecting softening demand due to inflation, increased competition, tariffs, and adverse macroeconomic dynamics impacting businesses.
Ongoing Litigation Exposure Facing multiple derivative and class action lawsuits; management cannot assess potential adverse outcome range currently.
Debt Covenant Restrictions Tax Receivable Agreement payments dependent on subsidiary distributions, potentially restricted by securitized debt covenants.
Tax Law Changes Impact New OBBBA enacted July 2025 impacted tax expense via valuation allowance release and interest limitation adjustments.

Outlook

Strong Liquidity Position Maintained Total liquidity $756M available, including $594M undrawn capacity across variable funding notes and RCF.
Future Debt Refinancing Planned Anticipating refinancing Series 2019-2 Senior Notes before October 2026 maturity; Term Loan Facility fully repaid.
U.S. Car Wash Divestiture Complete Completed U.S. Car Wash divestiture, realizing $37M net gain; proceeds used for significant debt repayment actions.
Strategy Focus on Acquisitions Strategy focuses on strategic acquisitions to increase footprint and diversify product and service offerings across segments.

Peer Comparison

Revenue (TTM)

Sonic Automotive, Inc.SAH
$15.18B
+9.1%
American Eagle Outfitters, Inc.AEO
$5.27B
-2.7%
Tri Pointe Homes, Inc.TPH
$3.73B
-17.0%

Gross Margin (Latest Quarter)

The Cheesecake Factory IncorporatedCAKE
78.2%
+36.7 pp
The RealReal, Inc.REAL
74.3%
+5.7 pp
YETI Holdings, Inc.YETI
55.9%
+0.7 pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
GTX$3.54B10.5-43.5%0.3%
REAL$3.08B-87.29.9%135.4%
BKE$2.90B14.144.0%36.5%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-1.7%
Flat Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 27, 2025|Filed: Nov 5, 2025|
    Revenue: $535.68M-9.5%
    |
    EPS: $0.37-503.9%
    Beat

  • Form 10-Q - Q2 2025

    Period End: Jun 28, 2025|Filed: Aug 7, 2025|
    Revenue: $550.99M-9.9%
    |
    EPS: $0.06-65.2%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Mar 29, 2025|Filed: May 8, 2025|
    Revenue: $516.16M-9.8%
    |
    EPS: $0.03+29.1%
    Miss

  • Form 10-K - FY 2024

    Period End: Dec 28, 2024|Filed: Feb 26, 2025|
    Revenue: $2.34B+1.5%
    |
    EPS: $-1.79+60.5%
    Miss

  • Form 10-Q - Q3 2024

    Period End: Sep 28, 2024|Filed: Nov 7, 2024|
    Revenue: $591.68M+1.8%
    |
    EPS: $-0.09-98.1%
    Miss

  • Form 10-Q - Q2 2024

    Period End: Jun 29, 2024|Filed: Aug 8, 2024|
    Revenue: $611.57M+0.8%
    |
    EPS: $0.18-21.7%
    Miss

  • Form 10-Q - Q1 2024

    Period End: Mar 30, 2024|Filed: May 8, 2024|
    Revenue: $572.23M+1.7%
    |
    EPS: $0.03-85.5%
    Miss

  • Form 10-K/A - FY 2023

    Period End: Dec 30, 2023|Filed: Feb 29, 2024|
    Revenue: $2.30B+13.3%
    |
    EPS: $-4.53-1842.3%
    Miss