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Valvoline (VVV) investor relations material
Valvoline Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary11 Dec, 2025
Strategic vision and growth priorities
Focused strategy aims to be the preferred automotive service destination, leveraging a strong brand, scalable network, and operational excellence to meet evolving customer needs.
Targeting 3,500+ stores by early 2030s and over 2,900 stores by 2028, with 7%+ annual network growth and 50%-60% of new units from franchise partners.
Franchisees are committed to over $1 billion in capital investment, with robust development agreements and strong alignment through incentives and contractual commitments.
Technology and data analytics are leveraged for site selection, operational efficiency, marketing, and customer experience.
Innovation includes mobile fleet services, tailored service menus, ongoing EV readiness initiatives, and adapting offerings for hybrid and EVs.
Financial performance, commitments, and growth targets
Achieved 11.4% revenue CAGR and 13.9% adjusted EBITDA CAGR from 2022-2025, with 19 consecutive years of same-store sales growth.
Committed to 3%-5% same-store sales growth, 7%+ network growth, and 9%-11% annual net sales growth, with a 20% FY26 boost from the Breeze acquisition.
Margin expansion of 100-200 basis points expected, with EBITDA growth in the low- to mid-teens and free cash flow rising to $200M-$250M by 2028.
FY2026 guidance: $2.0-2.1B net revenues, $525-550M adjusted EBITDA, and $1.60-1.70 adjusted EPS.
Capital allocation prioritizes high-ROIC network growth, maintaining target leverage (<2.5x net debt/EBITDA), and returning excess cash via share repurchases.
Operational excellence and margin drivers
Proprietary SuperPro operating model and process ensure scalable, repeatable execution and high four-wall margins (system average ~35%, top stores >40%).
Multi-year margin expansion driven by aging car park, premium product mix, operational efficiencies (notably in labor), maturing store base, and G&A leverage.
Technology investments (e.g., Workday, AI-driven marketing) enhance labor management, scheduling, and marketing ROI.
Store build cost reductions of 10%-15% achieved, with further reductions targeted through new prototypes, prefab models, and build-to-suit partnerships.
Fleet business is growing at a 17% CAGR, with higher margins than consumer due to higher ticket and service attachment rates.
Post-FTC Breeze, how will Valvoline achieve 7x EBITDA multiple?
When will share repurchases resume post-Breeze debt reduction?
What is the long-term EV service menu strategy?
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Frequently asked questions
Valvoline Inc provides automotive services and supplies, including motor oil, lubricants, and preventative maintenance services. The company operates quick-lube service centers and sells branded products through retail and commercial distribution. It is headquartered in Lexington, Kentucky, and its shares are listed on the NYSE.
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