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Driven Brands
Driven Brands (DRVN) investor relations material
Driven Brands Morgan Stanley Global Consumer & Retail Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Global Consumer & Retail Conference 2025 summary3 Dec, 2025
Strategic transformation and portfolio focus
Completed sale of U.S. and international car wash businesses to align with a growth and cash-focused strategy.
Portfolio now centers on North American non-discretionary services with high-margin, franchise-driven brands.
Resegmentation and reporting changes reinforce focus on core operations and capital allocation.
Leadership remains committed to operational simplicity and franchise excellence.
Capital structure and leverage targets
Committed to reducing net leverage to 3x by end of 2026, with recent asset sales accelerating progress.
Pro forma leverage expected to improve by 0.3x after deal closure, with proceeds used to pay down debt.
Future capital allocation plans will be shared as leverage targets are met.
Growth engines and business performance
Take 5 remains the primary growth engine, targeting 2,500 units and opening 150+ locations annually.
Franchise brands like Meineke and Maaco provide steady cash flow with margins above 60%.
Achieved 19 consecutive quarters of positive comp growth, with Take 5 at 21 quarters.
Diversified portfolio and needs-based services drive resilience across economic cycles.
Capital allocation post 3x net leverage target
Take 5 franchisee unit growth limits
Auto Glass Now's step-change growth model
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Next Driven Brands earnings date
Q4 202520 Feb, 2026
Driven Brands
Next Driven Brands earnings date
Q4 202520 Feb, 2026
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Frequently asked questions
Driven Brands Holdings Inc. provides automotive services to retail and commercial customers in North America and internationally. The company operates 4,249 stores throughout the U.S., Canada, and Puerto Rico which include 4,249 company-operated, franchised, and independently-operated auto shops that are focused on collision repair, auto glass repair, automotive paint repair and related operations; oil change stores; auto service centers; non-oil change auto service businesses; and car washes. It also distributes a range of automotive aftermarket parts to parts stores, repair facilities, and service stations; provides consulting services to independently owned or branded auto and collision repair shops; buys used cars within its franchise portfolio through salvage auctions; and acts as an owner of non-auto service-related property.
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