View ValuationDriven Brands Holdings 将来の成長Future 基準チェック /46Driven Brands Holdings利益と収益がそれぞれ年間36.7%と5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に25.3% 40.7%なると予測されています。主要情報36.7%収益成長率40.71%EPS成長率Consumer Services 収益成長13.5%収益成長率5.0%将来の株主資本利益率25.27%アナリストカバレッジGood最終更新日05 May 2026今後の成長に関する最新情報お知らせ • Apr 23Driven Brands Holdings Inc. Provides Preliminary and Unaudited Earnings Guidance for the Fourth Quarter and Fiscal Year 2025 and First Quarter of 2026Driven Brands Holdings Inc. provided preliminary and unaudited earnings guidance for the fourth quarter and fiscal year 2025 and first quarter of 2026. For the fourth quarter of 2025, the company expects to report Driven Same-Store Sales to be 0.3% - 0.5%, Driven Revenue to be $450 million to $460 million. For the fiscal year 2025, the company expects to report Driven Same-Store Sales to be 0.95% - 1.00%, Driven Revenue to be $1,850 million to $1,860 million. For the first quarter of 2026, the company expects to report Driven Same-Store Sales to be 1.9% - 2.1%, Driven Revenue to be $475 million to $485 million.Price Target Changed • Feb 26Price target decreased by 7.5% to US$19.35Down from US$20.92, the current price target is an average from 10 analysts. New target price is 69% above last closing price of US$11.45. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.66 next year compared to a net loss per share of US$1.79 last year.お知らせ • Dec 02Driven Brands Holdings Inc. Updates Earnings Guidance for the Fiscal Year Ending December 27, 2025Driven Brands Holdings Inc. updated earnings guidance for the fiscal year ending December 27, 2025. In conjunction with the divestiture, the Company updated its financial outlook from continuing operations to reflect the reclassification of the international car wash business as discontinued operations. The company expects revenue of $1.85 billion to $1.87 billion.お知らせ • Nov 05Driven Brands Holdings Inc. Provides Earnings Guidance for the Fiscal Year Ending December 27, 2025Driven Brands Holdings Inc. provided earnings guidance for the fiscal year ending December 27, 2025. For the period, the company expects revenue to be in the range of close to $2.10 - $2.12 billion. The Company now expects same store sales growth at the low end of its original range of 1% to 3%; and continues to expect net store growth of approximately 175 to 200.Price Target Changed • May 07Price target increased by 9.5% to US$21.17Up from US$19.33, the current price target is an average from 12 analysts. New target price is 16% above last closing price of US$18.23. Stock is up 62% over the past year. The company is forecast to post earnings per share of US$0.90 next year compared to a net loss per share of US$1.79 last year.お知らせ • May 06Driven Brands Holdings Inc. Reaffirms Earnings Guidance for the Year 2025Driven Brands Holdings Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects revenue of $2.05 billion to $2.15 billion and Same store sales growth of 1% to 3%.すべての更新を表示Recent updatesお知らせ • May 09Driven Brands Holdings Inc. announced delayed 10-Q filingOn 05/08/2026, Driven Brands Holdings Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.ライブニュース • May 06Driven Brands Faces Lawsuits and Nasdaq Risk After Accounting Errors and Stock PlungeDriven Brands is facing multiple securities class action lawsuits tied to wide-ranging accounting errors and internal control weaknesses affecting financial statements from 2023 through early 2026. The company’s Audit Committee has determined that prior financial reports should not be relied upon, and PwC has withdrawn its confidence in Driven Brands’ financial statements and internal controls. Driven Brands has delayed filing its 2025 Form 10-K, received a Nasdaq non-compliance notice that raises delisting risk, and is under pressure from activist investor ADW Capital to consider a sale. For you as an investor, the key issues are accounting reliability, regulatory compliance and potential changes in corporate control. The disclosed problems span lease accounting, revenue recognition, cash reconciliations and expense reporting, which together have led to material restatements and a reported stock price drop of nearly 40%. The Audit Committee’s conclusion about past reports and PwC’s stance both highlight the depth of the internal control issues being alleged. The Nasdaq non-compliance notice introduces an added layer of risk because extended non-compliance can ultimately threaten the stock’s listing if not resolved. At the same time, activist ADW Capital pushing for a sale suggests there may be pressure for structural or ownership changes. Until the 2025 Form 10-K is filed and internal control questions are addressed, many investors will likely focus on legal exposure, restatement impacts and the company’s ability to restore confidence with regulators, auditors and shareholders.ナラティブの更新 • May 03DRVN: Accounting Cleanup And Activist Sale Push Will Eventually Unlock UpsideAnalysts have trimmed their average price target for Driven Brands by about $0.85 to $18.31, citing lower fair value estimates, a reduced revenue growth outlook, slightly softer profit margin assumptions, and a modestly higher future P/E expectation following recent target cuts and a downgrade. Analyst Commentary Recent research on Driven Brands shows a mix of cautious and constructive views, with several firms reworking models after the company disclosed material errors in prior financials and delayed its Q4 results and Form 10-K filing.お知らせ • May 03ADW Capital Proposes to Acquire Driven BrandsOn April 30, 2026, ADW Capital Management, LLC announced that it has issued an open letter to Driven Brands Holdings Inc.’s board of directors and Company shareholder Roark Capital Group announcing its proposal to acquire the Company for $18.00 per share in cash. In addition, ADW Capital Management criticizes the Company and its shareholder, Roark Capital Group, for failing to engage with prior correspondence and for what it characterizes as structural, capital allocation, and governance failures that have led to undervaluation, and ADW Capital argues that significant value is trapped within Company’s assets and reiterates a sum of the parts valuation supporting its view that the Company is worth more than its current trading price. Further, ADW Capital urged the Company board to engage promptly, suggests undertaking a strategic review, and requests a meeting by May 15, 2026, to begin due diligence discussions. Furthermore, ADW Capital stated that if the board does not engage in good faith, it signals it may take the proposal directly to shareholders and pursue other available remedies.お知らせ • May 01ADW Capital Management LLC proposed to acquire remaining 96.30% stake in Driven Brands Holdings Inc. (NasdaqGS:DRVN) from Roark Capital Management LLC and others for $3 billion.ADW Capital Management LLC proposed to acquire remaining 96.30% stake in Driven Brands Holdings Inc. (NasdaqGS:DRVN) from Roark Capital Management LLC and others for $3 billion on April 30, 2026. ADW Capital Management propose to acquire all the outstanding shares of Driven Brands’ Common Stock that we do not already own for $18.00 per share in cash. The proposal represents a 41% premium over yesterday’s closing price of $12.74 per share and a 42% premium over the 30-day volume-weighted average price of $12.69. ADW Capital met with financial advisors and potential financing sources and are highly confident that ADW Capital can arrange any and all necessary financing to complete the transaction, subject to the completion of typical due diligence. The transaction would not be subject to a financing contingency.お知らせ • Apr 23Driven Brands Holdings Inc. Provides Preliminary and Unaudited Earnings Guidance for the Fourth Quarter and Fiscal Year 2025 and First Quarter of 2026Driven Brands Holdings Inc. provided preliminary and unaudited earnings guidance for the fourth quarter and fiscal year 2025 and first quarter of 2026. For the fourth quarter of 2025, the company expects to report Driven Same-Store Sales to be 0.3% - 0.5%, Driven Revenue to be $450 million to $460 million. For the fiscal year 2025, the company expects to report Driven Same-Store Sales to be 0.95% - 1.00%, Driven Revenue to be $1,850 million to $1,860 million. For the first quarter of 2026, the company expects to report Driven Same-Store Sales to be 1.9% - 2.1%, Driven Revenue to be $475 million to $485 million.お知らせ • Apr 22Driven Brands Holdings Inc. Receives Nasdaq Notice Related to Delayed Filing of Annual Report on Form 10-KDriven Brands Holdings Inc. (the Company) received a notice from The Nasdaq Stock Market LLC on April 15, 2026 indicating that the Company is not in compliance with Nasdaq Listing Rule 5250(c)(1) as a result of its delay in filing its Annual Report on Form 10-K for the period ended December 27, 2025 with the Securities and Exchange Commission. The Listing Rule requires companies with securities listed on Nasdaq to timely file all required periodic reports with the SEC. The Notice from Nasdaq is standard practice in the event of a delayed periodic financial report filing. The Notice has no immediate effect on the listing or trading of the Company's common stock on Nasdaq. In accordance with Nasdaq's listing rules, the Company has 60 calendar days after the Notice, or until June 15, 2026, to submit a plan of compliance to Nasdaq addressing how the Company intends to regain compliance with the Listing Rule. Pursuant to the Notice, Nasdaq has the discretion to grant the Company up to 180 calendar days from the 2025 Form 10-K's due date or until October 12, 2026, for the Company to regain compliance with the Listing Rule. The Company is working diligently to complete the review and expects to file the 2025 Form 10-K before June 15, 2026. As previously disclosed in a Form 12b-25 Notification of Late Filing filed by the Company on February 26, 2026, the Company is delayed in filing Fiscal year 2025 Form 10-K with the U.S. Securities and Exchange Commission. On April 15, 2026, the Company received a notice from The Nasdaq Stock Market LLC notifying the Company that, as a result of the Company's delay in filing its Fiscal year 2025 Form 10-K, the Company is not currently in compliance with Nasdaq Listing Rule 5250(c)(1), which requires companies with securities listed on Nasdaq to timely file all required periodic reports with the SEC. The Notice has no immediate effect on the listing or trading of the Company's common stock on the Nasdaq Global Select Market. In accordance with Nasdaq's listing rules, the Company has 60 calendar days after the Notice or until June 15, 2026 to submit a plan of compliance to Nasdaq addressing how the Company intends to regain compliance with Nasdaq's listing rules. Pursuant to the Notice, Nasdaq has the discretion to grant the Company up to 180 calendar days from the due date of the Fiscal year 2025 Form 10-K, or October 12, 2026 to regain compliance. The Company intends to take the necessary steps to regain compliance with Nasdaq's listing rules. As previously disclosed, the filing of the Fiscal year 2025 Form 10-K was delayed due to the matters described in the Form 12b-25. As of April 21, 2026, the internal review of the financial statements and evaluation of identified material weaknesses in internal control over financial reporting described in the Form 12b-25 is ongoing and the Company continues to work diligently to complete the review.ナラティブの更新 • Apr 19DRVN: Accounting Cleanup And Activist Pressure Will Eventually Unlock Franchise UpsideAnalysts have trimmed the average price target on Driven Brands Holdings to a range of about $12 to $16.50, reflecting caution around delayed financial filings and accounting restatements, even as some research continues to highlight longer term earnings and valuation support. Analyst Commentary Recent research on Driven Brands highlights a split view, with some analysts still pointing to potential upside and others focused on execution risks tied to the company’s financial reporting issues.ナラティブの更新 • Apr 03DRVN: Accounting Review And Activist Pressure Will Eventually Unlock Franchise UpsideAnalysts have adjusted the price target for Driven Brands Holdings slightly higher to about $19, supported by updated views on revenue growth, profitability, and a lower assumed P/E multiple, despite recent rating and target cuts tied to financial restatement concerns and filing delays. Analyst Commentary Recent research on Driven Brands highlights a mix of optimism about long term growth potential and caution around accounting issues and valuation resets.お知らせ • Mar 27ADW Capital Sends an Open Letter to Driven Brands’ BoardOn March 26, 2026, ADW Capital Management, LLC announced that it has issued an open letter to Driven Brands Holdings Inc. board, urging the Company to immediately undertake a strategic review process to maximize value for all shareholders. In addition, ADW Capital contends that the Company is materially undervalued due to self-inflicted structural, capital allocation, and governance failures, and believes that a strategic process will enable shareholders to fetch in excess of $30 a share in a controlled sale or breakup. Further, ADW Capital highlights its concerns regarding the Company’s lack of operational integration, high corporate overhead, and poor capital allocation strategies, particularly related to the car wash expansion and subsequent divestiture, which have eroded investor trust. Furthermore, ADW Capital calls for immediate and decisive action, including engaging independent advisors, increasing transparency, reducing overhead, and evaluating governance changes, to unlock the significant disconnect in shareholder value.ナラティブの更新 • Mar 19DRVN: Accounting Review And Filing Delay Will Eventually Unlock Franchise UpsideAnalysts have trimmed the fair value estimate for Driven Brands slightly, from about $19.06 to $18.81, reflecting lower price targets following accounting-related disclosures and the delayed Q4 results. Analyst Commentary Recent Street research on Driven Brands highlights mixed views, with several firms cutting price targets and adjusting ratings following the company’s disclosure of accounting errors and the delay in Q4 results and the Form 10-K filing.新しいナラティブ • Mar 13Network Expansion And Choppy Traffic Will Pressure Margins Before Longer Term Auto Care Tailwinds EmergeCatalysts About Driven Brands Holdings Driven Brands Holdings operates a diversified auto care platform that includes quick oil change, maintenance, collision repair and international car wash services. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Mar 05DRVN: Accounting Review And Filing Delay Will Set Up Future UpsideAnalysts have trimmed their fair value estimate for Driven Brands Holdings by about $1.87 to $19.06, citing lowered price targets after the company disclosed material errors in prior financials and delayed its Q4 results and 10-K filing. Analyst Commentary Recent research updates show a clear shift in tone around Driven Brands Holdings, with several firms revising price targets and ratings after the disclosure of material errors in prior financials and the delay of Q4 results and the 10-K filing.お知らせ • Feb 27Driven Brands Holdings Inc. announced delayed annual 10-K filingOn 02/26/2026, Driven Brands Holdings Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.新しいナラティブ • Feb 27Unit Expansion And Higher Margin Services Will Transform This Auto Care PlatformCatalysts About Driven Brands Holdings Driven Brands Holdings operates a diversified auto care platform that includes quick lube, maintenance, paint, collision and international car wash businesses. What are the underlying business or industry changes driving this perspective?Price Target Changed • Feb 26Price target decreased by 7.5% to US$19.35Down from US$20.92, the current price target is an average from 10 analysts. New target price is 69% above last closing price of US$11.45. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.66 next year compared to a net loss per share of US$1.79 last year.ナラティブの更新 • Feb 18DRVN: Updated 2025 Guidance And P/E Framework Will Support Future UpsideAnalysts have adjusted their price target on Driven Brands Holdings, citing updated views on discount rate assumptions and future P/E. This has resulted in a revised target of $20.92 that reflects recent Street research shifts in valuation inputs.お知らせ • Feb 12Driven Brands Holdings Inc. to Report Q4, 2025 Results on Feb 25, 2026Driven Brands Holdings Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 25, 2026ナラティブの更新 • Feb 04DRVN: Revised 2025 Mix And Higher P/E Assumptions Will Unlock UpsideAnalysts have increased their price target for Driven Brands Holdings by $151, reflecting updated views on discount rates, expected revenue trends, profit margins, and a higher assumed future P/E multiple. Analyst Commentary Recent Street research around Driven Brands Holdings shows mixed views on the company, with one report lowering the price target by $3 and another raising it by $154.お知らせ • Jan 28+ 1 more updateFranchise Equity Partners completed the acquisition of International Car Wash Business of Driven Brands Holdings Inc. from Driven Brands Holdings Inc. (NasdaqGS:DRVN).Franchise Equity Partners entered into a definitive agreement to acquire International Car Wash Business of Driven Brands Holdings Inc. from Driven Brands Holdings Inc. (NasdaqGS:DRVN) for approximately €410 million on November 27, 2025. The consideration amount is not subject to post-closing adjustments for cash, debt or working capital. The agreement includes customary ‘locked box’ protections against certain types of financial leakage, and a customary ‘ticker’ whereby the purchase price increases daily by a fixed amount in Euros from July 1, 2025, to the closing date. The transaction is subject to receipt of specified regulatory approvals and is expected to close in the first quarter of 2026. Cash proceeds from the transaction will primarily be used to pay down debt and general corporate purposes. Rothschild & Co. is serving as financial advisor to Driven Brands. Robert Dixon of Gibson, Dunn & Crutcher UK LLP and Andrew Fabens and Quinton Farrar of Fried, Frank, Harris, Shriver & Jacobson LLP served as legal advisors to Driven Brands. The Boston Consulting Group, Inc., Environmental Resources Management Michigan, Inc. and Ernst & Young LLP served as due diligence provider to Driven Brands. Franchise Equity Partners completed the acquisition of International Car Wash Business of Driven Brands Holdings Inc. from Driven Brands Holdings Inc. (NasdaqGS:DRVN) on January 27, 2026.Recent Insider Transactions • Jan 23Executive VP recently sold US$750k worth of stockOn the 21st of January, Scott O’Melia sold around 47k shares on-market at roughly US$16.00 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.2m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Jan 22Executive VP notifies of intention to sell stockScott O’Melia intends to sell 47k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of January. If the sale is conducted around the recent share price of US$16.00, it would amount to US$750k. Since March 2025, Scott's direct individual holding has increased from 103.97k shares to 146.80k. Company insiders have collectively sold US$3.4m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Jan 21DRVN: Narrowed 2025 Guidance Will Support Future Upside RepricingAnalysts have trimmed their blended price target for Driven Brands Holdings by about US$0.23 per share to just under US$21. This reflects slightly lower assumed revenue growth, a modestly lower P/E multiple, and updated peer valuation comparisons following recent research updates that cited tighter FY25 guidance and softer comparable company valuations.Seeking Alpha • Jan 13Driven Brands: Not Joining The RideSummary Driven Brands is divesting car wash assets to address elevated leverage, but sales occur at unimpressive multiples, raising concerns about value creation. Pro forma 2025 guidance reflects reduced sales with leverage still high at 3.5x despite asset sales. Adjusted earnings are heavily modified, with true EPS closer to $1 after accounting for stock-based compensation, implying a 15x multiple. Persistent debt, modest organic growth, and dilutive divestitures warrant a cautious stance as Driven remains an underperformer since its 2021 IPO. Read the full article on Seeking Alphaナラティブの更新 • Jan 06DRVN: Narrowed 2025 Guidance And Peer Reset Will Support Future UpsideAnalysts have nudged their price target on Driven Brands slightly lower to US$21 from US$22, citing trimmed comparable company valuations, even as recent results and narrowed FY25 guidance came in slightly ahead of expectations. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q3 results landing slightly ahead of Street expectations support the current earnings base used in valuation work.お知らせ • Dec 24Driven Brands Holdings Inc. Announces Appointment of Timothy Johnson as Independent Director to Its Board of Directors and A Member of the Audit Committee, Effective January 1, 2026Driven Brands Holdings Inc. announced the election of Timothy Johnson as an independent director to its Board of Directors, effective January 1, 2026. Upon his election, Johnson will also serve as a member of the Audit Committee. Johnson has over 30 years of executive experience in global retail and consumer companies. He most recently served as Chief Financial Officer and Chief Administrative Officer of Victoria’s Secret until his retirement in May 2025, with oversight for financial reporting, controls, financial planning and analysis, risk management, internal audit, tax, investor relations, project management, and IT functions. Earlier in his career, Johnson held executive leadership roles of increasing responsibility with Big Lots from 2000 to 2019, including as Chief Financial Officer and Chief Administrative Officer, and various finance roles at Limited Brands from 1992 to 2000. Johnson began his career with the accounting firm Coopers & Lybrand. Johnson also serves on the boards of directors of Brinkers International and Dollar Tree Stores. Johnson holds a Bachelor of Science Degree in Accounting from Miami University and is a Certified Public Accountant (inactive).ナラティブの更新 • Dec 21DRVN: Narrowed Guidance And Sector Multiple Reset Will Support Future UpsideAnalysts have modestly reduced their price target on Driven Brands Holdings, trimming it by about $1 to roughly $21. They cited slightly better than expected Q3 results but lower comparable company valuations as the key driver of the change.お知らせ • Dec 04Franchise Equity Partners entered into a definitive agreement to acquire International Car Wash Business of Driven Brands Holdings Inc. from Driven Brands Holdings Inc. (NasdaqGS:DRVN) for approximately €410 million.Franchise Equity Partners entered into a definitive agreement to acquire International Car Wash Business of Driven Brands Holdings Inc. from Driven Brands Holdings Inc. (NasdaqGS:DRVN) for approximately €410 million on November 27, 2025. The consideration amount is not subject to post-closing adjustments for cash, debt or working capital. The agreement includes customary ‘locked box’ protections against certain types of financial leakage, and a customary ‘ticker’ whereby the purchase price increases daily by a fixed amount in Euros from July 1, 2025, to the closing date. The transaction is subject to receipt of specified regulatory approvals and is expected to close in the first quarter of 2026. Cash proceeds from the transaction will primarily be used to pay down debt and general corporate purposes. Rothschild & Co. is serving as financial advisor to Driven Brands. Robert Dixon of Gibson, Dunn & Crutcher UK LLP and Andrew Fabens and Quinton Farrar of Fried, Frank, Harris, Shriver & Jacobson LLP served as legal advisors to Driven Brands. The Boston Consulting Group, Inc., Environmental Resources Management Michigan, Inc. and Ernst & Young LLP served as due diligence provider to Driven Brands.お知らせ • Dec 02Driven Brands Holdings Inc. Updates Earnings Guidance for the Fiscal Year Ending December 27, 2025Driven Brands Holdings Inc. updated earnings guidance for the fiscal year ending December 27, 2025. In conjunction with the divestiture, the Company updated its financial outlook from continuing operations to reflect the reclassification of the international car wash business as discontinued operations. The company expects revenue of $1.85 billion to $1.87 billion.お知らせ • Nov 05Driven Brands Holdings Inc. Provides Earnings Guidance for the Fiscal Year Ending December 27, 2025Driven Brands Holdings Inc. provided earnings guidance for the fiscal year ending December 27, 2025. For the period, the company expects revenue to be in the range of close to $2.10 - $2.12 billion. The Company now expects same store sales growth at the low end of its original range of 1% to 3%; and continues to expect net store growth of approximately 175 to 200.Reported Earnings • Nov 04Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$0.37 (up from US$0.092 loss in 3Q 2024). Revenue: US$535.7m (down 9.5% from 3Q 2024). Net income: US$60.9m (up US$75.5m from 3Q 2024). Profit margin: 11% (up from net loss in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 56%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Oct 22Driven Brands Holdings Inc. to Report Q3, 2025 Results on Nov 04, 2025Driven Brands Holdings Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 04, 2025Recent Insider Transactions • Sep 18Non-Executive Chair recently sold US$3.4m worth of stockOn the 15th of September, Jonathan Fitzpatrick sold around 185k shares on-market at roughly US$18.14 per share. This transaction amounted to 7.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Jonathan's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Sep 14Non-Executive Chair notifies of intention to sell stockJonathan Fitzpatrick intends to sell 185k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of September. If the sale is conducted around the recent share price of US$18.28, it would amount to US$3.4m. Since March 2025, Jonathan has owned 2.35m shares directly. There has only been one transaction (US$74k sale) from insiders over the last 12 months.お知らせ • Aug 25Driven Brands Holdings Inc. Announces Executive ChangesDriven Brands Holdings Inc. announced that its Board of Directors has appointed Mo Khalid as Executive Vice President and Chief Operating Officer of Driven Brands. Khalid currently serves as Executive Vice President and President of Take 5. Tim Austin, Chief Operating Officer of Take 5, will succeed Khalid as the President of Take 5. Khalid re-joined Driven Brands in 2023 as Group President of the Maintenance Segment, which at the time included Take 5 Oil Change and Meineke. He previously served as Chief Operating Officer of Meineke from 2016 to 2017. From 2017 to 2023, he held senior operating roles at Great Wolf Resorts, ultimately serving as Senior Vice President of Field Operations. Earlier in his career, he held leadership positions at Starwood Hotels & Resorts, Burger King, Deutsche Bank, and J.P. Morgan Chase. He holds a B.S. in Finance from Rutgers Business School and an MBA from Columbia Business School. Austin joined Driven Brands in 2024 as President of Take 5 Car Wash. Following the sale of the U.S. Car Wash business in April 2025, he transitioned to Chief Operating Officer of Take 5. Before joining Driven Brands, he served as President and Chief Operating Officer of Lucid Hearing and held leadership roles at Sears Holdings and Walmart.Reported Earnings • Aug 05Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.073 (down from US$0.18 in 2Q 2024). Revenue: US$551.0m (down 9.9% from 2Q 2024). Net income: US$11.8m (down 60% from 2Q 2024). Profit margin: 2.1% (down from 4.8% in 2Q 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 3.6%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.お知らせ • Jul 22Driven Brands Holdings Inc. to Report Q2, 2025 Results on Aug 05, 2025Driven Brands Holdings Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 05, 2025分析記事 • Jun 29These 4 Measures Indicate That Driven Brands Holdings (NASDAQ:DRVN) Is Using Debt In A Risky WayWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Price Target Changed • May 07Price target increased by 9.5% to US$21.17Up from US$19.33, the current price target is an average from 12 analysts. New target price is 16% above last closing price of US$18.23. Stock is up 62% over the past year. The company is forecast to post earnings per share of US$0.90 next year compared to a net loss per share of US$1.79 last year.Reported Earnings • May 07First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: US$0.11 (up from US$0.026 in 1Q 2024). Revenue: US$516.2m (down 9.8% from 1Q 2024). Net income: US$17.5m (up 319% from 1Q 2024). Profit margin: 3.4% (up from 0.7% in 1Q 2024). Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) missed analyst estimates by 77%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • May 06Driven Brands Holdings Inc. Reaffirms Earnings Guidance for the Year 2025Driven Brands Holdings Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects revenue of $2.05 billion to $2.15 billion and Same store sales growth of 1% to 3%.お知らせ • Apr 22Driven Brands Holdings Inc. to Report Q1, 2025 Results on May 06, 2025Driven Brands Holdings Inc. announced that they will report Q1, 2025 results Pre-Market on May 06, 2025お知らせ • Apr 11+ 1 more updateDriven Brands Holdings Inc., Annual General Meeting, May 20, 2025Driven Brands Holdings Inc., Annual General Meeting, May 20, 2025.お知らせ • Feb 26+ 1 more updateExpress Wash Operations, LLC entered into a definitive agreement to acquire Boing Us Holdco, Inc. from Driven Brands Holdings Inc. (NasdaqGS:DRVN) for approximately $390 million.Express Wash Operations, LLC entered into a definitive agreement to acquire Boing Us Holdco, Inc. from Driven Brands Holdings Inc. (NasdaqGS:DRVN) for approximately $390 million on February 24, 2025. A cash consideration of $255 million will be paid by Express Wash Operations, LLC. The consideration consists of promissory note of Express Wash Operations, LLC having a value of $130 million to be issued for common equity of Boing Us Holdco, Inc. As part of consideration, $385 million is paid towards common equity of Boing Us Holdco, Inc, subject to customary adjustments. In case of termination of transaction, Express Wash Operations, LLC will pay a termination fee of $30 million. The consummation of the Transaction is subject to customary closing conditions, including the expiration of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, and no agreement with government entity or prohibition related to any injunction remains pending. William Blair & Company, L.L.C., Investment Banking Arm acted as financial advisor for Driven Brands Holdings Inc. Paul Sheridan and Daniel R. Breslin of Latham & Watkins LLP acted as legal advisor for Driven Brands Holdings Inc. Peter Massumi and Daniel Dubelman of Massumi + Consoli LLP acted as legal advisor for Express Wash Operations, LLC.Reported Earnings • Feb 26Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$1.82 loss per share (improved from US$4.50 loss in FY 2023). Revenue: US$2.34b (up 1.5% from FY 2023). Net loss: US$292.5m (loss narrowed 60% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.お知らせ • Feb 25Driven Brands Announces Executive TransitionDriven Brands Holdings Inc. announced that its Board of Directors has named Chief Operating Officer Daniel Rivera as President and has appointed him to the Board, effective May 9, 2025. On February 24, 2025, Jonathan Fitzpatrick, who has served as Driven Brands’ President since 2012, notified the Board of his intent to step down as President effective on May 9, 2025. Mr. Fitzpatrick will continue to serve on the Board and has been appointed as Non-Executive Chair of the Board effective May 9, 2025. Mr. Fitzpatrick has also agreed to serve as a senior advisor for the remainder of 2025, working closely with Mr. Rivera to ensure a smooth transition. Neal Aronson, current Chairman of the Board, will continue to serve as a director. Mr. Rivera joined Driven Brands as Chief Information Officer in October 2012. Since then, he has held roles of increasing responsibility, including as Meineke Brand President; President of Take 5 Oil Change; Group President of the Maintenance segment; and, most recently, as Chief Operating Officer where he has overseen each of the Company’s business segments. Mr. Rivera previously held leadership roles at AutoNation, Burger King Corporation and General Electric. Mr. Rivera’s appointment follows a thoughtful and comprehensive multi-year succession planning process, led by the Board’s Nominating & Corporate Governance Committee.新しいナラティブ • Feb 23Take 5 Oil Change Expansion And Debt Reduction Will Improve Future Prospects Strategic expansion and partnerships, including Take 5 Oil Change and Auto Glass Now, are expected to boost revenue through growth and predictable commercial accounts. お知らせ • Feb 11Driven Brands Holdings Inc. to Report Q4, 2024 Results on Feb 25, 2025Driven Brands Holdings Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 25, 2025分析記事 • Feb 05Is Driven Brands Holdings (NASDAQ:DRVN) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jan 08Returns At Driven Brands Holdings (NASDAQ:DRVN) Appear To Be Weighed DownFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Dec 14Driven Brands Holdings Inc. Announces Executive ChangesOn December 9, 2024, Michael Beland, Chief Accounting Officer of Driven Brands Holdings Inc, informed the Company of his intent to resign from his position, effective January 3, 2025, to pursue another opportunity. Mr. Beland’s resignation is not the result of any disagreement regarding the Company’s financial reporting or accounting policies, procedures, estimates or judgments. Michael Diamond, the Company’s Executive Vice President and Chief Financial Officer, will serve as the Company’s interim principal accounting officer starting upon Mr. Beland’s departure through the conclusion of the search process for a successor to Mr. Beland.分析記事 • Dec 13What You Can Learn From Driven Brands Holdings Inc.'s (NASDAQ:DRVN) P/SIt's not a stretch to say that Driven Brands Holdings Inc.'s ( NASDAQ:DRVN ) price-to-sales (or "P/S") ratio of 1.2x...分析記事 • Nov 14Shareholders Can Be Confident That Driven Brands Holdings' (NASDAQ:DRVN) Earnings Are High QualityDriven Brands Holdings Inc. ( NASDAQ:DRVN ) recently posted some strong earnings, and the market responded positively...Major Estimate Revision • Nov 08Consensus EPS estimates fall by 28%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.598 to US$0.428 per share. Revenue forecast steady at US$2.35b. Net income forecast to grow 564% next year vs 27% growth forecast for Commercial Services industry in the US. Consensus price target of US$18.23 unchanged from last update. Share price rose 11% to US$16.35 over the past week.Major Estimate Revision • Nov 07Consensus EPS estimates fall by 28%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.598 to US$0.428 per share. Revenue forecast steady at US$2.35b. Net income forecast to grow 580% next year vs 27% growth forecast for Commercial Services industry in the US. Consensus price target up from US$17.38 to US$18.23. Share price rose 10% to US$16.35 over the past week.Seeking Alpha • Nov 03Cautious Optimism Powers Driven Brands Holdings Earnings DriveSummary Q3 2024 Performance: Revenue at $592 million, 2% growth year-over-year; 15 periods of same-store sales growth. Take 5 Success: Revenue up 14.6% YoY; strong performance with 5.4% increase in comparable sales. Expansion Efforts: Opened 45 new stores in Q3, aiming for 170 more by year-end; plans for 150 new stores annually. Challenges: $14.9 million loss in Q3; hurricanes disrupted over 500 locations, resulting in $10 million in lost sales. Strategic Challenges: Higher spending than planned; long-term growth in the glass business expected to be slow. Read the full article on Seeking AlphaNew Risk • Nov 01New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risk Large one-off items impacting financial results.Reported Earnings • Nov 01Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$0.094 loss per share (improved from US$4.82 loss in 3Q 2023). Revenue: US$591.7m (up 1.8% from 3Q 2023). Net loss: US$14.9m (loss narrowed 98% from 3Q 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.お知らせ • Oct 17Driven Brands Holdings Inc. to Report Q3, 2024 Results on Oct 31, 2024Driven Brands Holdings Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 31, 2024分析記事 • Oct 09Driven Brands Holdings (NASDAQ:DRVN) Has No Shortage Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Sep 04PGW Auto Glass, LLC acquired P.H. Vitres D'autos Inc. from Driven Brands Holdings Inc (NasdaqGS:DRVN).PGW Auto Glass, LLC acquired P.H. Vitres D'autos Inc. from Driven Brands Holdings Inc (NasdaqGS:DRVN) on August 31, 2024. PGW Auto Glass, LLC completed the acquisition of P.H. Vitres D'autos Inc. from Driven Brands Holdings Inc (NasdaqGS:DRVN) on August 31, 2024.分析記事 • Sep 03Driven Brands Holdings Inc.'s (NASDAQ:DRVN) P/S Still Appears To Be ReasonableIt's not a stretch to say that Driven Brands Holdings Inc.'s ( NASDAQ:DRVN ) price-to-sales (or "P/S") ratio of 1x...Price Target Changed • Aug 05Price target increased by 7.2% to US$17.29Up from US$16.13, the current price target is an average from 12 analysts. New target price is 27% above last closing price of US$13.57. Stock is down 12% over the past year. The company is forecast to post earnings per share of US$0.52 next year compared to a net loss per share of US$4.50 last year.Reported Earnings • Aug 02Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: US$0.19 (down from US$0.23 in 2Q 2023). Revenue: US$611.6m (flat on 2Q 2023). Net income: US$30.2m (down 18% from 2Q 2023). Profit margin: 4.9% (down from 6.1% in 2Q 2023). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.Seeking Alpha • Aug 02Driven Brands Holdings: Pricing Strategy Is Working Out WellSummary I stay with my buy rating for DRVN. DRVN's pricing strategy is effective and should lead to better performance in the coming quarters. The hiring of a new CFO removes any lingering uncertainty in the business and stock in my view. Read the full article on Seeking Alphaお知らせ • Aug 01+ 2 more updatesDriven Brands Holdings Inc. Updates Earnings Guidance for the Fiscal Year 2024Driven Brands Holdings Inc. updated earnings guidance for the fiscal year 2024. for the year, the company expects revenue to be at Low-end of its original outlook of $2.35 billion- $2.45 billion. The Company also expects Same-store sales growth of 1% to 3% from the original outlook of 3% to 5%.分析記事 • Jul 30Returns At Driven Brands Holdings (NASDAQ:DRVN) Appear To Be Weighed DownDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...お知らせ • Jul 18Driven Brands Holdings Inc. to Report Q2, 2024 Results on Aug 01, 2024Driven Brands Holdings Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 01, 2024お知らせ • Jul 03+ 1 more updateDriven Brands Holdings Inc.(NasdaqGS:DRVN) dropped from Russell 1000 Value IndexDriven Brands Holdings Inc.(NasdaqGS:DRVN) dropped from Russell 1000 Value Index分析記事 • Jun 18These 4 Measures Indicate That Driven Brands Holdings (NASDAQ:DRVN) Is Using Debt In A Risky WayThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • May 10The Market Doesn't Like What It Sees From Driven Brands Holdings Inc.'s (NASDAQ:DRVN) Revenues Yet As Shares Tumble 26%Driven Brands Holdings Inc. ( NASDAQ:DRVN ) shares have had a horrible month, losing 26% after a relatively good period...Price Target Changed • May 03Price target decreased by 9.5% to US$16.95Down from US$18.73, the current price target is an average from 11 analysts. New target price is 46% above last closing price of US$11.59. Stock is down 59% over the past year. The company is forecast to post earnings per share of US$0.65 next year compared to a net loss per share of US$4.50 last year.お知らせ • May 03+ 2 more updatesDriven Brands Holdings Inc. Announces Chief Financial Officer ChangesDriven Brands Holdings Inc. announced that Gary W. Ferrera, Chief Financial Officer, will step down to pursue a professional opportunity at a privately held company and move back to Colorado, where his family is located. Driven Brands has initiated a comprehensive search with the assistance of a leading executive recruitment firm to identify Mr. Ferrera’s successor. Effective upon Mr. Ferrera’s departure, Joel Arnao, Senior Vice President of FP&A, Treasury and Investor Relations, has been appointed as interim Chief Financial Officer. Mr. Ferrera will be available to support transitional needs following his departure.Reported Earnings • May 03First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: US$0.027 (down from US$0.18 in 1Q 2023). Revenue: US$572.2m (up 1.7% from 1Q 2023). Net income: US$4.26m (down 85% from 1Q 2023). Profit margin: 0.7% (down from 5.2% in 1Q 2023). Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 80%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.分析記事 • May 01The Returns At Driven Brands Holdings (NASDAQ:DRVN) Aren't GrowingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...お知らせ • Apr 23Driven Brands Holdings Inc. to Report Q1, 2024 Results on May 02, 2024Driven Brands Holdings Inc. announced that they will report Q1, 2024 results Pre-Market on May 02, 2024お知らせ • Mar 28Driven Brands Holdings Inc., Annual General Meeting, May 09, 2024Driven Brands Holdings Inc., Annual General Meeting, May 09, 2024, at 12:00 Eastern Daylight. Agenda: To approve Election of the three Class I director nominees named in this proxy statement, each for a term of three years; to approve on a non-binding advisory basis, of the compensation of our named executive officers; to get approval of the Amended and Restated Driven Brands Holdings Inc. 2021 Omnibus Incentive Plan; and to approve Ratification of the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for the fiscal year ending December 28, 2024.Seeking Alpha • Mar 05Driven Brands: I Expect Margin Expansion And Guidance Beat (Rating Upgrade)Summary Upgrading rating on DRVN from hold to buy due to overdone share price weakness. Car wash segment experiencing significant margin expansion, demonstrating effective cost control and improved profitability. Integration of Glass business unit progressing ahead of schedule, with potential for acceleration in benefits in the future. Read the full article on Seeking Alpha分析記事 • Mar 04Is Driven Brands Holdings (NASDAQ:DRVN) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Price Target Changed • Feb 26Price target decreased by 9.7% to US$18.64Down from US$20.64, the current price target is an average from 11 analysts. New target price is 42% above last closing price of US$13.15. Stock is down 54% over the past year. The company is forecast to post earnings per share of US$0.73 next year compared to a net loss per share of US$4.60 last year.Reported Earnings • Feb 23Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: US$4.60 loss per share (down from US$0.26 profit in FY 2022). Revenue: US$2.30b (up 13% from FY 2022). Net loss: US$745.0m (down US$787.2m from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.2%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.お知らせ • Feb 22Driven Brands Holdings Inc. Provides Earnings Guidance for the Fiscal Year 2024Driven Brands Holdings Inc. provided earnings guidance for the fiscal year 2024. For the period, the company expects Revenue of approximately $2.35 billion to $2.45 billion. Same-store sales growth of 3% to 5%.Seeking Alpha • Feb 11Emeth Value Capital - Driven Brands Holdings: Mr. Market's Irrationality Already In Full OnsetSummary Driven Brands is the largest automotive services platform in North America. Driven Brands receives preference from insurance carriers and fleet operators who wish to work with nationally scaled and recognized chains. On August 2nd 2023, Driven Brands' share price fell more than forty percent in a single day. A base case scenario modeled indicates a value of $39.89 per share, or approximately 179 percent upside to intrinsic value based on the year end share price of $14.26. Read the full article on Seeking Alphaお知らせ • Feb 07Driven Brands Holdings Inc. to Report Q4, 2023 Results on Feb 22, 2024Driven Brands Holdings Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 22, 2024分析記事 • Feb 06There's Reason For Concern Over Driven Brands Holdings Inc.'s (NASDAQ:DRVN) PriceIt's not a stretch to say that Driven Brands Holdings Inc.'s ( NASDAQ:DRVN ) price-to-sales (or "P/S") ratio of 0.9x...分析記事 • Jan 07Driven Brands Holdings' (NASDAQ:DRVN) Returns On Capital Are Heading HigherIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Dec 27Gainey McKenna & Egleston Files Class Action Lawsuit Against Driven Brands Holdings IncGainey McKenna & Egleston announced that a securities class action law has been filed in the United States District Court for the Western District of North Carolina on behalf of all persons or entities who purchased or otherwise acquired Driven Brands Holdings Inc. securities between October 27, 2021 and August 1, 2023, inclusive (the "Class Period"). The lawsuit seeks to recover damages for the Company's investors under the federal securities laws. The Complaint alleges that, throughout the Class Period, Defendants made numerous materially false and misleading statements and omissions that fall into two categories: (i) statements concerning Driven’s ability to efficiently and effectively integrate a high volume of acquired businesses, including statements related to the status of integrating its U.S. auto glass businesses; and (ii) statements concerning the performance and competitive position of Driven’s car wash business segment. Specifically, the Complaint alleges that throughout the Class Period, Defendants repeatedly touted Driven’s ability to execute and integrate acquisitions as a “core strength,” and assured investors that it had made “significant progress” integrating the auto glass businesses it had acquired. The Complaint also alleges that the Company represented that the large scale of its car wash business served as a “competitive moat” that would preserve Driven’s competitive position. The Complaint further alleges that while Driven acknowledged some “softness” in customer demand for its car wash business segment, the Company downplayed that issue and pointed investors to the growth of its car wash subscriptions, which Driven labeled as the “Holy Grail” in the car wash business. The Complaint also alleges that in truth, Driven was several quarters behind on integrating its auto glass businesses, and the Company’s car wash business was faltering and more exposed to a decline in demand from retail customers than Defendants represented to investors. The Complaint alleges that, as a result, the Company’s statements concerning its business and prospects, including its fiscal year 2023 financial guidance, were materially misleading and/or lacked a reasonable basis. The Complaint further alleges that the truth began to emerge on May 8, 2023, when Driven revealed that, on May 4, 2023, the Company’s former Chief Financial Officer, Defendant Tiffany L. Mason (“Mason”), had abruptly left the Company under unusual circumstances. Mason’s exit came just one day after Driven reported its financial results for the first quarter of 2023. The Complaint also alleges that on August 2, 2023, Driven reported earnings for the second quarter of 2023 that missed expectations, including disappointing results for its Paint, Collision and Glass business segment as well as its Car Wash segment. With respect to its auto glass business, the Complaint further alleges that the Company admitted that it was at least “several quarters” behind on its integration of the businesses it had acquired. In addition, regarding Driven’s Car Wash segment, the Complaint alleges the Company disclosed that increased exposure to “intensified competitive intrusion” negatively impacted demand from Driven’s high-margin retail car wash customers. The Complaint further alleges that as a result of delays in Driven’s integration of its acquired auto glass businesses and the faltering performance of its car wash businesses, the Company slashed its full-year earnings guidance for fiscal 2023, despite having reaffirmed that guidance a little over two months earlier. The Complaint alleges that these disclosures caused the price of Driven common stock to decline by $10.63 per share, or 41%.お知らせ • Dec 19Driven Brands Holdings Inc. Appoints Damien Harmon to the Board of Directors and Member of the Compensation Committee, Effective January 1, 2024Driven Brands Holdings announced the election of Damien Harmon to its Board of Directors, effective January 1, 2024. Harmon will also serve as a member of the Compensation Committee. Harmon serves as the senior executive vice president of customer, channel experiences & enterprise services for Best Buy Co. Inc. In this role, he is responsible for the end-to-end customer experience and the work that enhances every interaction with Best Buy customers and its employees. His areas of responsibility include stores and operations, in- home services and sales, virtual experiences, call centers, membership, and customer strategy, relationship offerings and insights. He also leads Geek Squad, Best Buy's national tech-support organization dedicated to helping customers learn about and enjoy their technology. Before his current position, Harmon served as Best Buy's Executive Vice President of Omnichannel where he established a dedicated operations plan to enhance the company's ability to create seamless experiences for Best Buy customers. He also oversaw Best Buy's real estate portfolio, stores, operations, services, and experiences that span from stores to virtual to in customers' homes. In addition to his time at Best Buy, Harmon has held executive-level roles at Bridgestone Americas Inc., including serving as President of GCR Commercial Tires and as the Chief Operating Officer of Bridgestone Retail Operations. Harmon holds a Bachelor's Degree in Management from the University of Phoenix .Major Estimate Revision • Nov 16Consensus EPS estimates fall by 30%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -US$3.33 to -US$4.32 per share. Revenue forecast unchanged at US$2.32b. Commercial Services industry in the US expected to see average net income growth of 24% next year. Consensus price target of US$21.36 unchanged from last update. Share price rose 8.1% to US$12.39 over the past week.Price Target Changed • Nov 02Price target decreased by 7.0% to US$21.73Down from US$23.36, the current price target is an average from 11 analysts. New target price is 86% above last closing price of US$11.68. Stock is down 62% over the past year. The company is forecast to post a net loss per share of US$3.33 compared to earnings per share of US$0.26 last year.お知らせ • Nov 02Driven Brands Holdings Inc. Reports Unaudited Consolidated Impairment Charges Results for the Third Quarter Ended September 30, 2023Driven Brands Holdings Inc. reported unaudited consolidated impairment charges results for the third quarter ended September 30, 2023. For the quarter, the company reported goodwill impairment of $850,970,000.業績と収益の成長予測NasdaqGS:DRVN - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20282,485309317402212/31/20272,211263269419612/31/20262,025199459363712/31/20251,86711417429759/27/20252,439-23431268N/A6/28/20252,406-30730290N/A3/29/20252,374-2811256N/A12/28/20242,340-287-47241N/A9/28/20242,05724-102232N/A6/29/20242,135-747-205228N/A3/30/20242,224-747-258259N/A12/30/20232,304-729-361235N/A9/30/20232,290-690-401242N/A7/1/20232,226130-371236N/A4/1/20232,12738-311225N/A12/31/20222,03342-239197N/A9/24/20221,885-22-90253N/A6/25/20221,740-28-29235N/A3/26/20221,6066354260N/A12/25/20211,4679123284N/A9/25/20211,36440105216N/A6/26/20211,26112121195N/A3/27/20211,054-2051111N/A12/26/2020904-43284N/A9/26/2020798-72977N/A3/28/2020653-1648N/A12/28/201960081341N/A12/29/20184937N/A39N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: DRVNは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。収益対市場: DRVN今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: DRVN今後 3 年以内に収益を上げることが予想されます。収益対市場: DRVNの収益 ( 5% ) US市場 ( 11.7% ) よりも低い成長が予測されています。高い収益成長: DRVNの収益 ( 5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: DRVNの 自己資本利益率 は、3年後には高くなると予測されています ( 25.3 %)成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/18 03:08終値2026/05/18 00:00収益2025/09/27年間収益2024/12/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Driven Brands Holdings Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Peter BenedictBairdJustin KleberBairdSeth SigmanBarclays13 その他のアナリストを表示
お知らせ • Apr 23Driven Brands Holdings Inc. Provides Preliminary and Unaudited Earnings Guidance for the Fourth Quarter and Fiscal Year 2025 and First Quarter of 2026Driven Brands Holdings Inc. provided preliminary and unaudited earnings guidance for the fourth quarter and fiscal year 2025 and first quarter of 2026. For the fourth quarter of 2025, the company expects to report Driven Same-Store Sales to be 0.3% - 0.5%, Driven Revenue to be $450 million to $460 million. For the fiscal year 2025, the company expects to report Driven Same-Store Sales to be 0.95% - 1.00%, Driven Revenue to be $1,850 million to $1,860 million. For the first quarter of 2026, the company expects to report Driven Same-Store Sales to be 1.9% - 2.1%, Driven Revenue to be $475 million to $485 million.
Price Target Changed • Feb 26Price target decreased by 7.5% to US$19.35Down from US$20.92, the current price target is an average from 10 analysts. New target price is 69% above last closing price of US$11.45. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.66 next year compared to a net loss per share of US$1.79 last year.
お知らせ • Dec 02Driven Brands Holdings Inc. Updates Earnings Guidance for the Fiscal Year Ending December 27, 2025Driven Brands Holdings Inc. updated earnings guidance for the fiscal year ending December 27, 2025. In conjunction with the divestiture, the Company updated its financial outlook from continuing operations to reflect the reclassification of the international car wash business as discontinued operations. The company expects revenue of $1.85 billion to $1.87 billion.
お知らせ • Nov 05Driven Brands Holdings Inc. Provides Earnings Guidance for the Fiscal Year Ending December 27, 2025Driven Brands Holdings Inc. provided earnings guidance for the fiscal year ending December 27, 2025. For the period, the company expects revenue to be in the range of close to $2.10 - $2.12 billion. The Company now expects same store sales growth at the low end of its original range of 1% to 3%; and continues to expect net store growth of approximately 175 to 200.
Price Target Changed • May 07Price target increased by 9.5% to US$21.17Up from US$19.33, the current price target is an average from 12 analysts. New target price is 16% above last closing price of US$18.23. Stock is up 62% over the past year. The company is forecast to post earnings per share of US$0.90 next year compared to a net loss per share of US$1.79 last year.
お知らせ • May 06Driven Brands Holdings Inc. Reaffirms Earnings Guidance for the Year 2025Driven Brands Holdings Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects revenue of $2.05 billion to $2.15 billion and Same store sales growth of 1% to 3%.
お知らせ • May 09Driven Brands Holdings Inc. announced delayed 10-Q filingOn 05/08/2026, Driven Brands Holdings Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
ライブニュース • May 06Driven Brands Faces Lawsuits and Nasdaq Risk After Accounting Errors and Stock PlungeDriven Brands is facing multiple securities class action lawsuits tied to wide-ranging accounting errors and internal control weaknesses affecting financial statements from 2023 through early 2026. The company’s Audit Committee has determined that prior financial reports should not be relied upon, and PwC has withdrawn its confidence in Driven Brands’ financial statements and internal controls. Driven Brands has delayed filing its 2025 Form 10-K, received a Nasdaq non-compliance notice that raises delisting risk, and is under pressure from activist investor ADW Capital to consider a sale. For you as an investor, the key issues are accounting reliability, regulatory compliance and potential changes in corporate control. The disclosed problems span lease accounting, revenue recognition, cash reconciliations and expense reporting, which together have led to material restatements and a reported stock price drop of nearly 40%. The Audit Committee’s conclusion about past reports and PwC’s stance both highlight the depth of the internal control issues being alleged. The Nasdaq non-compliance notice introduces an added layer of risk because extended non-compliance can ultimately threaten the stock’s listing if not resolved. At the same time, activist ADW Capital pushing for a sale suggests there may be pressure for structural or ownership changes. Until the 2025 Form 10-K is filed and internal control questions are addressed, many investors will likely focus on legal exposure, restatement impacts and the company’s ability to restore confidence with regulators, auditors and shareholders.
ナラティブの更新 • May 03DRVN: Accounting Cleanup And Activist Sale Push Will Eventually Unlock UpsideAnalysts have trimmed their average price target for Driven Brands by about $0.85 to $18.31, citing lower fair value estimates, a reduced revenue growth outlook, slightly softer profit margin assumptions, and a modestly higher future P/E expectation following recent target cuts and a downgrade. Analyst Commentary Recent research on Driven Brands shows a mix of cautious and constructive views, with several firms reworking models after the company disclosed material errors in prior financials and delayed its Q4 results and Form 10-K filing.
お知らせ • May 03ADW Capital Proposes to Acquire Driven BrandsOn April 30, 2026, ADW Capital Management, LLC announced that it has issued an open letter to Driven Brands Holdings Inc.’s board of directors and Company shareholder Roark Capital Group announcing its proposal to acquire the Company for $18.00 per share in cash. In addition, ADW Capital Management criticizes the Company and its shareholder, Roark Capital Group, for failing to engage with prior correspondence and for what it characterizes as structural, capital allocation, and governance failures that have led to undervaluation, and ADW Capital argues that significant value is trapped within Company’s assets and reiterates a sum of the parts valuation supporting its view that the Company is worth more than its current trading price. Further, ADW Capital urged the Company board to engage promptly, suggests undertaking a strategic review, and requests a meeting by May 15, 2026, to begin due diligence discussions. Furthermore, ADW Capital stated that if the board does not engage in good faith, it signals it may take the proposal directly to shareholders and pursue other available remedies.
お知らせ • May 01ADW Capital Management LLC proposed to acquire remaining 96.30% stake in Driven Brands Holdings Inc. (NasdaqGS:DRVN) from Roark Capital Management LLC and others for $3 billion.ADW Capital Management LLC proposed to acquire remaining 96.30% stake in Driven Brands Holdings Inc. (NasdaqGS:DRVN) from Roark Capital Management LLC and others for $3 billion on April 30, 2026. ADW Capital Management propose to acquire all the outstanding shares of Driven Brands’ Common Stock that we do not already own for $18.00 per share in cash. The proposal represents a 41% premium over yesterday’s closing price of $12.74 per share and a 42% premium over the 30-day volume-weighted average price of $12.69. ADW Capital met with financial advisors and potential financing sources and are highly confident that ADW Capital can arrange any and all necessary financing to complete the transaction, subject to the completion of typical due diligence. The transaction would not be subject to a financing contingency.
お知らせ • Apr 23Driven Brands Holdings Inc. Provides Preliminary and Unaudited Earnings Guidance for the Fourth Quarter and Fiscal Year 2025 and First Quarter of 2026Driven Brands Holdings Inc. provided preliminary and unaudited earnings guidance for the fourth quarter and fiscal year 2025 and first quarter of 2026. For the fourth quarter of 2025, the company expects to report Driven Same-Store Sales to be 0.3% - 0.5%, Driven Revenue to be $450 million to $460 million. For the fiscal year 2025, the company expects to report Driven Same-Store Sales to be 0.95% - 1.00%, Driven Revenue to be $1,850 million to $1,860 million. For the first quarter of 2026, the company expects to report Driven Same-Store Sales to be 1.9% - 2.1%, Driven Revenue to be $475 million to $485 million.
お知らせ • Apr 22Driven Brands Holdings Inc. Receives Nasdaq Notice Related to Delayed Filing of Annual Report on Form 10-KDriven Brands Holdings Inc. (the Company) received a notice from The Nasdaq Stock Market LLC on April 15, 2026 indicating that the Company is not in compliance with Nasdaq Listing Rule 5250(c)(1) as a result of its delay in filing its Annual Report on Form 10-K for the period ended December 27, 2025 with the Securities and Exchange Commission. The Listing Rule requires companies with securities listed on Nasdaq to timely file all required periodic reports with the SEC. The Notice from Nasdaq is standard practice in the event of a delayed periodic financial report filing. The Notice has no immediate effect on the listing or trading of the Company's common stock on Nasdaq. In accordance with Nasdaq's listing rules, the Company has 60 calendar days after the Notice, or until June 15, 2026, to submit a plan of compliance to Nasdaq addressing how the Company intends to regain compliance with the Listing Rule. Pursuant to the Notice, Nasdaq has the discretion to grant the Company up to 180 calendar days from the 2025 Form 10-K's due date or until October 12, 2026, for the Company to regain compliance with the Listing Rule. The Company is working diligently to complete the review and expects to file the 2025 Form 10-K before June 15, 2026. As previously disclosed in a Form 12b-25 Notification of Late Filing filed by the Company on February 26, 2026, the Company is delayed in filing Fiscal year 2025 Form 10-K with the U.S. Securities and Exchange Commission. On April 15, 2026, the Company received a notice from The Nasdaq Stock Market LLC notifying the Company that, as a result of the Company's delay in filing its Fiscal year 2025 Form 10-K, the Company is not currently in compliance with Nasdaq Listing Rule 5250(c)(1), which requires companies with securities listed on Nasdaq to timely file all required periodic reports with the SEC. The Notice has no immediate effect on the listing or trading of the Company's common stock on the Nasdaq Global Select Market. In accordance with Nasdaq's listing rules, the Company has 60 calendar days after the Notice or until June 15, 2026 to submit a plan of compliance to Nasdaq addressing how the Company intends to regain compliance with Nasdaq's listing rules. Pursuant to the Notice, Nasdaq has the discretion to grant the Company up to 180 calendar days from the due date of the Fiscal year 2025 Form 10-K, or October 12, 2026 to regain compliance. The Company intends to take the necessary steps to regain compliance with Nasdaq's listing rules. As previously disclosed, the filing of the Fiscal year 2025 Form 10-K was delayed due to the matters described in the Form 12b-25. As of April 21, 2026, the internal review of the financial statements and evaluation of identified material weaknesses in internal control over financial reporting described in the Form 12b-25 is ongoing and the Company continues to work diligently to complete the review.
ナラティブの更新 • Apr 19DRVN: Accounting Cleanup And Activist Pressure Will Eventually Unlock Franchise UpsideAnalysts have trimmed the average price target on Driven Brands Holdings to a range of about $12 to $16.50, reflecting caution around delayed financial filings and accounting restatements, even as some research continues to highlight longer term earnings and valuation support. Analyst Commentary Recent research on Driven Brands highlights a split view, with some analysts still pointing to potential upside and others focused on execution risks tied to the company’s financial reporting issues.
ナラティブの更新 • Apr 03DRVN: Accounting Review And Activist Pressure Will Eventually Unlock Franchise UpsideAnalysts have adjusted the price target for Driven Brands Holdings slightly higher to about $19, supported by updated views on revenue growth, profitability, and a lower assumed P/E multiple, despite recent rating and target cuts tied to financial restatement concerns and filing delays. Analyst Commentary Recent research on Driven Brands highlights a mix of optimism about long term growth potential and caution around accounting issues and valuation resets.
お知らせ • Mar 27ADW Capital Sends an Open Letter to Driven Brands’ BoardOn March 26, 2026, ADW Capital Management, LLC announced that it has issued an open letter to Driven Brands Holdings Inc. board, urging the Company to immediately undertake a strategic review process to maximize value for all shareholders. In addition, ADW Capital contends that the Company is materially undervalued due to self-inflicted structural, capital allocation, and governance failures, and believes that a strategic process will enable shareholders to fetch in excess of $30 a share in a controlled sale or breakup. Further, ADW Capital highlights its concerns regarding the Company’s lack of operational integration, high corporate overhead, and poor capital allocation strategies, particularly related to the car wash expansion and subsequent divestiture, which have eroded investor trust. Furthermore, ADW Capital calls for immediate and decisive action, including engaging independent advisors, increasing transparency, reducing overhead, and evaluating governance changes, to unlock the significant disconnect in shareholder value.
ナラティブの更新 • Mar 19DRVN: Accounting Review And Filing Delay Will Eventually Unlock Franchise UpsideAnalysts have trimmed the fair value estimate for Driven Brands slightly, from about $19.06 to $18.81, reflecting lower price targets following accounting-related disclosures and the delayed Q4 results. Analyst Commentary Recent Street research on Driven Brands highlights mixed views, with several firms cutting price targets and adjusting ratings following the company’s disclosure of accounting errors and the delay in Q4 results and the Form 10-K filing.
新しいナラティブ • Mar 13Network Expansion And Choppy Traffic Will Pressure Margins Before Longer Term Auto Care Tailwinds EmergeCatalysts About Driven Brands Holdings Driven Brands Holdings operates a diversified auto care platform that includes quick oil change, maintenance, collision repair and international car wash services. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Mar 05DRVN: Accounting Review And Filing Delay Will Set Up Future UpsideAnalysts have trimmed their fair value estimate for Driven Brands Holdings by about $1.87 to $19.06, citing lowered price targets after the company disclosed material errors in prior financials and delayed its Q4 results and 10-K filing. Analyst Commentary Recent research updates show a clear shift in tone around Driven Brands Holdings, with several firms revising price targets and ratings after the disclosure of material errors in prior financials and the delay of Q4 results and the 10-K filing.
お知らせ • Feb 27Driven Brands Holdings Inc. announced delayed annual 10-K filingOn 02/26/2026, Driven Brands Holdings Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.
新しいナラティブ • Feb 27Unit Expansion And Higher Margin Services Will Transform This Auto Care PlatformCatalysts About Driven Brands Holdings Driven Brands Holdings operates a diversified auto care platform that includes quick lube, maintenance, paint, collision and international car wash businesses. What are the underlying business or industry changes driving this perspective?
Price Target Changed • Feb 26Price target decreased by 7.5% to US$19.35Down from US$20.92, the current price target is an average from 10 analysts. New target price is 69% above last closing price of US$11.45. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.66 next year compared to a net loss per share of US$1.79 last year.
ナラティブの更新 • Feb 18DRVN: Updated 2025 Guidance And P/E Framework Will Support Future UpsideAnalysts have adjusted their price target on Driven Brands Holdings, citing updated views on discount rate assumptions and future P/E. This has resulted in a revised target of $20.92 that reflects recent Street research shifts in valuation inputs.
お知らせ • Feb 12Driven Brands Holdings Inc. to Report Q4, 2025 Results on Feb 25, 2026Driven Brands Holdings Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 25, 2026
ナラティブの更新 • Feb 04DRVN: Revised 2025 Mix And Higher P/E Assumptions Will Unlock UpsideAnalysts have increased their price target for Driven Brands Holdings by $151, reflecting updated views on discount rates, expected revenue trends, profit margins, and a higher assumed future P/E multiple. Analyst Commentary Recent Street research around Driven Brands Holdings shows mixed views on the company, with one report lowering the price target by $3 and another raising it by $154.
お知らせ • Jan 28+ 1 more updateFranchise Equity Partners completed the acquisition of International Car Wash Business of Driven Brands Holdings Inc. from Driven Brands Holdings Inc. (NasdaqGS:DRVN).Franchise Equity Partners entered into a definitive agreement to acquire International Car Wash Business of Driven Brands Holdings Inc. from Driven Brands Holdings Inc. (NasdaqGS:DRVN) for approximately €410 million on November 27, 2025. The consideration amount is not subject to post-closing adjustments for cash, debt or working capital. The agreement includes customary ‘locked box’ protections against certain types of financial leakage, and a customary ‘ticker’ whereby the purchase price increases daily by a fixed amount in Euros from July 1, 2025, to the closing date. The transaction is subject to receipt of specified regulatory approvals and is expected to close in the first quarter of 2026. Cash proceeds from the transaction will primarily be used to pay down debt and general corporate purposes. Rothschild & Co. is serving as financial advisor to Driven Brands. Robert Dixon of Gibson, Dunn & Crutcher UK LLP and Andrew Fabens and Quinton Farrar of Fried, Frank, Harris, Shriver & Jacobson LLP served as legal advisors to Driven Brands. The Boston Consulting Group, Inc., Environmental Resources Management Michigan, Inc. and Ernst & Young LLP served as due diligence provider to Driven Brands. Franchise Equity Partners completed the acquisition of International Car Wash Business of Driven Brands Holdings Inc. from Driven Brands Holdings Inc. (NasdaqGS:DRVN) on January 27, 2026.
Recent Insider Transactions • Jan 23Executive VP recently sold US$750k worth of stockOn the 21st of January, Scott O’Melia sold around 47k shares on-market at roughly US$16.00 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.2m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Jan 22Executive VP notifies of intention to sell stockScott O’Melia intends to sell 47k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of January. If the sale is conducted around the recent share price of US$16.00, it would amount to US$750k. Since March 2025, Scott's direct individual holding has increased from 103.97k shares to 146.80k. Company insiders have collectively sold US$3.4m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Jan 21DRVN: Narrowed 2025 Guidance Will Support Future Upside RepricingAnalysts have trimmed their blended price target for Driven Brands Holdings by about US$0.23 per share to just under US$21. This reflects slightly lower assumed revenue growth, a modestly lower P/E multiple, and updated peer valuation comparisons following recent research updates that cited tighter FY25 guidance and softer comparable company valuations.
Seeking Alpha • Jan 13Driven Brands: Not Joining The RideSummary Driven Brands is divesting car wash assets to address elevated leverage, but sales occur at unimpressive multiples, raising concerns about value creation. Pro forma 2025 guidance reflects reduced sales with leverage still high at 3.5x despite asset sales. Adjusted earnings are heavily modified, with true EPS closer to $1 after accounting for stock-based compensation, implying a 15x multiple. Persistent debt, modest organic growth, and dilutive divestitures warrant a cautious stance as Driven remains an underperformer since its 2021 IPO. Read the full article on Seeking Alpha
ナラティブの更新 • Jan 06DRVN: Narrowed 2025 Guidance And Peer Reset Will Support Future UpsideAnalysts have nudged their price target on Driven Brands slightly lower to US$21 from US$22, citing trimmed comparable company valuations, even as recent results and narrowed FY25 guidance came in slightly ahead of expectations. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q3 results landing slightly ahead of Street expectations support the current earnings base used in valuation work.
お知らせ • Dec 24Driven Brands Holdings Inc. Announces Appointment of Timothy Johnson as Independent Director to Its Board of Directors and A Member of the Audit Committee, Effective January 1, 2026Driven Brands Holdings Inc. announced the election of Timothy Johnson as an independent director to its Board of Directors, effective January 1, 2026. Upon his election, Johnson will also serve as a member of the Audit Committee. Johnson has over 30 years of executive experience in global retail and consumer companies. He most recently served as Chief Financial Officer and Chief Administrative Officer of Victoria’s Secret until his retirement in May 2025, with oversight for financial reporting, controls, financial planning and analysis, risk management, internal audit, tax, investor relations, project management, and IT functions. Earlier in his career, Johnson held executive leadership roles of increasing responsibility with Big Lots from 2000 to 2019, including as Chief Financial Officer and Chief Administrative Officer, and various finance roles at Limited Brands from 1992 to 2000. Johnson began his career with the accounting firm Coopers & Lybrand. Johnson also serves on the boards of directors of Brinkers International and Dollar Tree Stores. Johnson holds a Bachelor of Science Degree in Accounting from Miami University and is a Certified Public Accountant (inactive).
ナラティブの更新 • Dec 21DRVN: Narrowed Guidance And Sector Multiple Reset Will Support Future UpsideAnalysts have modestly reduced their price target on Driven Brands Holdings, trimming it by about $1 to roughly $21. They cited slightly better than expected Q3 results but lower comparable company valuations as the key driver of the change.
お知らせ • Dec 04Franchise Equity Partners entered into a definitive agreement to acquire International Car Wash Business of Driven Brands Holdings Inc. from Driven Brands Holdings Inc. (NasdaqGS:DRVN) for approximately €410 million.Franchise Equity Partners entered into a definitive agreement to acquire International Car Wash Business of Driven Brands Holdings Inc. from Driven Brands Holdings Inc. (NasdaqGS:DRVN) for approximately €410 million on November 27, 2025. The consideration amount is not subject to post-closing adjustments for cash, debt or working capital. The agreement includes customary ‘locked box’ protections against certain types of financial leakage, and a customary ‘ticker’ whereby the purchase price increases daily by a fixed amount in Euros from July 1, 2025, to the closing date. The transaction is subject to receipt of specified regulatory approvals and is expected to close in the first quarter of 2026. Cash proceeds from the transaction will primarily be used to pay down debt and general corporate purposes. Rothschild & Co. is serving as financial advisor to Driven Brands. Robert Dixon of Gibson, Dunn & Crutcher UK LLP and Andrew Fabens and Quinton Farrar of Fried, Frank, Harris, Shriver & Jacobson LLP served as legal advisors to Driven Brands. The Boston Consulting Group, Inc., Environmental Resources Management Michigan, Inc. and Ernst & Young LLP served as due diligence provider to Driven Brands.
お知らせ • Dec 02Driven Brands Holdings Inc. Updates Earnings Guidance for the Fiscal Year Ending December 27, 2025Driven Brands Holdings Inc. updated earnings guidance for the fiscal year ending December 27, 2025. In conjunction with the divestiture, the Company updated its financial outlook from continuing operations to reflect the reclassification of the international car wash business as discontinued operations. The company expects revenue of $1.85 billion to $1.87 billion.
お知らせ • Nov 05Driven Brands Holdings Inc. Provides Earnings Guidance for the Fiscal Year Ending December 27, 2025Driven Brands Holdings Inc. provided earnings guidance for the fiscal year ending December 27, 2025. For the period, the company expects revenue to be in the range of close to $2.10 - $2.12 billion. The Company now expects same store sales growth at the low end of its original range of 1% to 3%; and continues to expect net store growth of approximately 175 to 200.
Reported Earnings • Nov 04Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$0.37 (up from US$0.092 loss in 3Q 2024). Revenue: US$535.7m (down 9.5% from 3Q 2024). Net income: US$60.9m (up US$75.5m from 3Q 2024). Profit margin: 11% (up from net loss in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 56%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 22Driven Brands Holdings Inc. to Report Q3, 2025 Results on Nov 04, 2025Driven Brands Holdings Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 04, 2025
Recent Insider Transactions • Sep 18Non-Executive Chair recently sold US$3.4m worth of stockOn the 15th of September, Jonathan Fitzpatrick sold around 185k shares on-market at roughly US$18.14 per share. This transaction amounted to 7.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Jonathan's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Sep 14Non-Executive Chair notifies of intention to sell stockJonathan Fitzpatrick intends to sell 185k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of September. If the sale is conducted around the recent share price of US$18.28, it would amount to US$3.4m. Since March 2025, Jonathan has owned 2.35m shares directly. There has only been one transaction (US$74k sale) from insiders over the last 12 months.
お知らせ • Aug 25Driven Brands Holdings Inc. Announces Executive ChangesDriven Brands Holdings Inc. announced that its Board of Directors has appointed Mo Khalid as Executive Vice President and Chief Operating Officer of Driven Brands. Khalid currently serves as Executive Vice President and President of Take 5. Tim Austin, Chief Operating Officer of Take 5, will succeed Khalid as the President of Take 5. Khalid re-joined Driven Brands in 2023 as Group President of the Maintenance Segment, which at the time included Take 5 Oil Change and Meineke. He previously served as Chief Operating Officer of Meineke from 2016 to 2017. From 2017 to 2023, he held senior operating roles at Great Wolf Resorts, ultimately serving as Senior Vice President of Field Operations. Earlier in his career, he held leadership positions at Starwood Hotels & Resorts, Burger King, Deutsche Bank, and J.P. Morgan Chase. He holds a B.S. in Finance from Rutgers Business School and an MBA from Columbia Business School. Austin joined Driven Brands in 2024 as President of Take 5 Car Wash. Following the sale of the U.S. Car Wash business in April 2025, he transitioned to Chief Operating Officer of Take 5. Before joining Driven Brands, he served as President and Chief Operating Officer of Lucid Hearing and held leadership roles at Sears Holdings and Walmart.
Reported Earnings • Aug 05Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.073 (down from US$0.18 in 2Q 2024). Revenue: US$551.0m (down 9.9% from 2Q 2024). Net income: US$11.8m (down 60% from 2Q 2024). Profit margin: 2.1% (down from 4.8% in 2Q 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 3.6%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 22Driven Brands Holdings Inc. to Report Q2, 2025 Results on Aug 05, 2025Driven Brands Holdings Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 05, 2025
分析記事 • Jun 29These 4 Measures Indicate That Driven Brands Holdings (NASDAQ:DRVN) Is Using Debt In A Risky WayWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Price Target Changed • May 07Price target increased by 9.5% to US$21.17Up from US$19.33, the current price target is an average from 12 analysts. New target price is 16% above last closing price of US$18.23. Stock is up 62% over the past year. The company is forecast to post earnings per share of US$0.90 next year compared to a net loss per share of US$1.79 last year.
Reported Earnings • May 07First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: US$0.11 (up from US$0.026 in 1Q 2024). Revenue: US$516.2m (down 9.8% from 1Q 2024). Net income: US$17.5m (up 319% from 1Q 2024). Profit margin: 3.4% (up from 0.7% in 1Q 2024). Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) missed analyst estimates by 77%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • May 06Driven Brands Holdings Inc. Reaffirms Earnings Guidance for the Year 2025Driven Brands Holdings Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects revenue of $2.05 billion to $2.15 billion and Same store sales growth of 1% to 3%.
お知らせ • Apr 22Driven Brands Holdings Inc. to Report Q1, 2025 Results on May 06, 2025Driven Brands Holdings Inc. announced that they will report Q1, 2025 results Pre-Market on May 06, 2025
お知らせ • Apr 11+ 1 more updateDriven Brands Holdings Inc., Annual General Meeting, May 20, 2025Driven Brands Holdings Inc., Annual General Meeting, May 20, 2025.
お知らせ • Feb 26+ 1 more updateExpress Wash Operations, LLC entered into a definitive agreement to acquire Boing Us Holdco, Inc. from Driven Brands Holdings Inc. (NasdaqGS:DRVN) for approximately $390 million.Express Wash Operations, LLC entered into a definitive agreement to acquire Boing Us Holdco, Inc. from Driven Brands Holdings Inc. (NasdaqGS:DRVN) for approximately $390 million on February 24, 2025. A cash consideration of $255 million will be paid by Express Wash Operations, LLC. The consideration consists of promissory note of Express Wash Operations, LLC having a value of $130 million to be issued for common equity of Boing Us Holdco, Inc. As part of consideration, $385 million is paid towards common equity of Boing Us Holdco, Inc, subject to customary adjustments. In case of termination of transaction, Express Wash Operations, LLC will pay a termination fee of $30 million. The consummation of the Transaction is subject to customary closing conditions, including the expiration of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, and no agreement with government entity or prohibition related to any injunction remains pending. William Blair & Company, L.L.C., Investment Banking Arm acted as financial advisor for Driven Brands Holdings Inc. Paul Sheridan and Daniel R. Breslin of Latham & Watkins LLP acted as legal advisor for Driven Brands Holdings Inc. Peter Massumi and Daniel Dubelman of Massumi + Consoli LLP acted as legal advisor for Express Wash Operations, LLC.
Reported Earnings • Feb 26Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$1.82 loss per share (improved from US$4.50 loss in FY 2023). Revenue: US$2.34b (up 1.5% from FY 2023). Net loss: US$292.5m (loss narrowed 60% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 25Driven Brands Announces Executive TransitionDriven Brands Holdings Inc. announced that its Board of Directors has named Chief Operating Officer Daniel Rivera as President and has appointed him to the Board, effective May 9, 2025. On February 24, 2025, Jonathan Fitzpatrick, who has served as Driven Brands’ President since 2012, notified the Board of his intent to step down as President effective on May 9, 2025. Mr. Fitzpatrick will continue to serve on the Board and has been appointed as Non-Executive Chair of the Board effective May 9, 2025. Mr. Fitzpatrick has also agreed to serve as a senior advisor for the remainder of 2025, working closely with Mr. Rivera to ensure a smooth transition. Neal Aronson, current Chairman of the Board, will continue to serve as a director. Mr. Rivera joined Driven Brands as Chief Information Officer in October 2012. Since then, he has held roles of increasing responsibility, including as Meineke Brand President; President of Take 5 Oil Change; Group President of the Maintenance segment; and, most recently, as Chief Operating Officer where he has overseen each of the Company’s business segments. Mr. Rivera previously held leadership roles at AutoNation, Burger King Corporation and General Electric. Mr. Rivera’s appointment follows a thoughtful and comprehensive multi-year succession planning process, led by the Board’s Nominating & Corporate Governance Committee.
新しいナラティブ • Feb 23Take 5 Oil Change Expansion And Debt Reduction Will Improve Future Prospects Strategic expansion and partnerships, including Take 5 Oil Change and Auto Glass Now, are expected to boost revenue through growth and predictable commercial accounts.
お知らせ • Feb 11Driven Brands Holdings Inc. to Report Q4, 2024 Results on Feb 25, 2025Driven Brands Holdings Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 25, 2025
分析記事 • Feb 05Is Driven Brands Holdings (NASDAQ:DRVN) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jan 08Returns At Driven Brands Holdings (NASDAQ:DRVN) Appear To Be Weighed DownFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Dec 14Driven Brands Holdings Inc. Announces Executive ChangesOn December 9, 2024, Michael Beland, Chief Accounting Officer of Driven Brands Holdings Inc, informed the Company of his intent to resign from his position, effective January 3, 2025, to pursue another opportunity. Mr. Beland’s resignation is not the result of any disagreement regarding the Company’s financial reporting or accounting policies, procedures, estimates or judgments. Michael Diamond, the Company’s Executive Vice President and Chief Financial Officer, will serve as the Company’s interim principal accounting officer starting upon Mr. Beland’s departure through the conclusion of the search process for a successor to Mr. Beland.
分析記事 • Dec 13What You Can Learn From Driven Brands Holdings Inc.'s (NASDAQ:DRVN) P/SIt's not a stretch to say that Driven Brands Holdings Inc.'s ( NASDAQ:DRVN ) price-to-sales (or "P/S") ratio of 1.2x...
分析記事 • Nov 14Shareholders Can Be Confident That Driven Brands Holdings' (NASDAQ:DRVN) Earnings Are High QualityDriven Brands Holdings Inc. ( NASDAQ:DRVN ) recently posted some strong earnings, and the market responded positively...
Major Estimate Revision • Nov 08Consensus EPS estimates fall by 28%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.598 to US$0.428 per share. Revenue forecast steady at US$2.35b. Net income forecast to grow 564% next year vs 27% growth forecast for Commercial Services industry in the US. Consensus price target of US$18.23 unchanged from last update. Share price rose 11% to US$16.35 over the past week.
Major Estimate Revision • Nov 07Consensus EPS estimates fall by 28%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.598 to US$0.428 per share. Revenue forecast steady at US$2.35b. Net income forecast to grow 580% next year vs 27% growth forecast for Commercial Services industry in the US. Consensus price target up from US$17.38 to US$18.23. Share price rose 10% to US$16.35 over the past week.
Seeking Alpha • Nov 03Cautious Optimism Powers Driven Brands Holdings Earnings DriveSummary Q3 2024 Performance: Revenue at $592 million, 2% growth year-over-year; 15 periods of same-store sales growth. Take 5 Success: Revenue up 14.6% YoY; strong performance with 5.4% increase in comparable sales. Expansion Efforts: Opened 45 new stores in Q3, aiming for 170 more by year-end; plans for 150 new stores annually. Challenges: $14.9 million loss in Q3; hurricanes disrupted over 500 locations, resulting in $10 million in lost sales. Strategic Challenges: Higher spending than planned; long-term growth in the glass business expected to be slow. Read the full article on Seeking Alpha
New Risk • Nov 01New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Nov 01Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$0.094 loss per share (improved from US$4.82 loss in 3Q 2023). Revenue: US$591.7m (up 1.8% from 3Q 2023). Net loss: US$14.9m (loss narrowed 98% from 3Q 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 17Driven Brands Holdings Inc. to Report Q3, 2024 Results on Oct 31, 2024Driven Brands Holdings Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 31, 2024
分析記事 • Oct 09Driven Brands Holdings (NASDAQ:DRVN) Has No Shortage Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Sep 04PGW Auto Glass, LLC acquired P.H. Vitres D'autos Inc. from Driven Brands Holdings Inc (NasdaqGS:DRVN).PGW Auto Glass, LLC acquired P.H. Vitres D'autos Inc. from Driven Brands Holdings Inc (NasdaqGS:DRVN) on August 31, 2024. PGW Auto Glass, LLC completed the acquisition of P.H. Vitres D'autos Inc. from Driven Brands Holdings Inc (NasdaqGS:DRVN) on August 31, 2024.
分析記事 • Sep 03Driven Brands Holdings Inc.'s (NASDAQ:DRVN) P/S Still Appears To Be ReasonableIt's not a stretch to say that Driven Brands Holdings Inc.'s ( NASDAQ:DRVN ) price-to-sales (or "P/S") ratio of 1x...
Price Target Changed • Aug 05Price target increased by 7.2% to US$17.29Up from US$16.13, the current price target is an average from 12 analysts. New target price is 27% above last closing price of US$13.57. Stock is down 12% over the past year. The company is forecast to post earnings per share of US$0.52 next year compared to a net loss per share of US$4.50 last year.
Reported Earnings • Aug 02Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: US$0.19 (down from US$0.23 in 2Q 2023). Revenue: US$611.6m (flat on 2Q 2023). Net income: US$30.2m (down 18% from 2Q 2023). Profit margin: 4.9% (down from 6.1% in 2Q 2023). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
Seeking Alpha • Aug 02Driven Brands Holdings: Pricing Strategy Is Working Out WellSummary I stay with my buy rating for DRVN. DRVN's pricing strategy is effective and should lead to better performance in the coming quarters. The hiring of a new CFO removes any lingering uncertainty in the business and stock in my view. Read the full article on Seeking Alpha
お知らせ • Aug 01+ 2 more updatesDriven Brands Holdings Inc. Updates Earnings Guidance for the Fiscal Year 2024Driven Brands Holdings Inc. updated earnings guidance for the fiscal year 2024. for the year, the company expects revenue to be at Low-end of its original outlook of $2.35 billion- $2.45 billion. The Company also expects Same-store sales growth of 1% to 3% from the original outlook of 3% to 5%.
分析記事 • Jul 30Returns At Driven Brands Holdings (NASDAQ:DRVN) Appear To Be Weighed DownDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
お知らせ • Jul 18Driven Brands Holdings Inc. to Report Q2, 2024 Results on Aug 01, 2024Driven Brands Holdings Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 01, 2024
お知らせ • Jul 03+ 1 more updateDriven Brands Holdings Inc.(NasdaqGS:DRVN) dropped from Russell 1000 Value IndexDriven Brands Holdings Inc.(NasdaqGS:DRVN) dropped from Russell 1000 Value Index
分析記事 • Jun 18These 4 Measures Indicate That Driven Brands Holdings (NASDAQ:DRVN) Is Using Debt In A Risky WayThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • May 10The Market Doesn't Like What It Sees From Driven Brands Holdings Inc.'s (NASDAQ:DRVN) Revenues Yet As Shares Tumble 26%Driven Brands Holdings Inc. ( NASDAQ:DRVN ) shares have had a horrible month, losing 26% after a relatively good period...
Price Target Changed • May 03Price target decreased by 9.5% to US$16.95Down from US$18.73, the current price target is an average from 11 analysts. New target price is 46% above last closing price of US$11.59. Stock is down 59% over the past year. The company is forecast to post earnings per share of US$0.65 next year compared to a net loss per share of US$4.50 last year.
お知らせ • May 03+ 2 more updatesDriven Brands Holdings Inc. Announces Chief Financial Officer ChangesDriven Brands Holdings Inc. announced that Gary W. Ferrera, Chief Financial Officer, will step down to pursue a professional opportunity at a privately held company and move back to Colorado, where his family is located. Driven Brands has initiated a comprehensive search with the assistance of a leading executive recruitment firm to identify Mr. Ferrera’s successor. Effective upon Mr. Ferrera’s departure, Joel Arnao, Senior Vice President of FP&A, Treasury and Investor Relations, has been appointed as interim Chief Financial Officer. Mr. Ferrera will be available to support transitional needs following his departure.
Reported Earnings • May 03First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: US$0.027 (down from US$0.18 in 1Q 2023). Revenue: US$572.2m (up 1.7% from 1Q 2023). Net income: US$4.26m (down 85% from 1Q 2023). Profit margin: 0.7% (down from 5.2% in 1Q 2023). Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 80%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.
分析記事 • May 01The Returns At Driven Brands Holdings (NASDAQ:DRVN) Aren't GrowingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
お知らせ • Apr 23Driven Brands Holdings Inc. to Report Q1, 2024 Results on May 02, 2024Driven Brands Holdings Inc. announced that they will report Q1, 2024 results Pre-Market on May 02, 2024
お知らせ • Mar 28Driven Brands Holdings Inc., Annual General Meeting, May 09, 2024Driven Brands Holdings Inc., Annual General Meeting, May 09, 2024, at 12:00 Eastern Daylight. Agenda: To approve Election of the three Class I director nominees named in this proxy statement, each for a term of three years; to approve on a non-binding advisory basis, of the compensation of our named executive officers; to get approval of the Amended and Restated Driven Brands Holdings Inc. 2021 Omnibus Incentive Plan; and to approve Ratification of the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for the fiscal year ending December 28, 2024.
Seeking Alpha • Mar 05Driven Brands: I Expect Margin Expansion And Guidance Beat (Rating Upgrade)Summary Upgrading rating on DRVN from hold to buy due to overdone share price weakness. Car wash segment experiencing significant margin expansion, demonstrating effective cost control and improved profitability. Integration of Glass business unit progressing ahead of schedule, with potential for acceleration in benefits in the future. Read the full article on Seeking Alpha
分析記事 • Mar 04Is Driven Brands Holdings (NASDAQ:DRVN) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Price Target Changed • Feb 26Price target decreased by 9.7% to US$18.64Down from US$20.64, the current price target is an average from 11 analysts. New target price is 42% above last closing price of US$13.15. Stock is down 54% over the past year. The company is forecast to post earnings per share of US$0.73 next year compared to a net loss per share of US$4.60 last year.
Reported Earnings • Feb 23Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: US$4.60 loss per share (down from US$0.26 profit in FY 2022). Revenue: US$2.30b (up 13% from FY 2022). Net loss: US$745.0m (down US$787.2m from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.2%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 22Driven Brands Holdings Inc. Provides Earnings Guidance for the Fiscal Year 2024Driven Brands Holdings Inc. provided earnings guidance for the fiscal year 2024. For the period, the company expects Revenue of approximately $2.35 billion to $2.45 billion. Same-store sales growth of 3% to 5%.
Seeking Alpha • Feb 11Emeth Value Capital - Driven Brands Holdings: Mr. Market's Irrationality Already In Full OnsetSummary Driven Brands is the largest automotive services platform in North America. Driven Brands receives preference from insurance carriers and fleet operators who wish to work with nationally scaled and recognized chains. On August 2nd 2023, Driven Brands' share price fell more than forty percent in a single day. A base case scenario modeled indicates a value of $39.89 per share, or approximately 179 percent upside to intrinsic value based on the year end share price of $14.26. Read the full article on Seeking Alpha
お知らせ • Feb 07Driven Brands Holdings Inc. to Report Q4, 2023 Results on Feb 22, 2024Driven Brands Holdings Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 22, 2024
分析記事 • Feb 06There's Reason For Concern Over Driven Brands Holdings Inc.'s (NASDAQ:DRVN) PriceIt's not a stretch to say that Driven Brands Holdings Inc.'s ( NASDAQ:DRVN ) price-to-sales (or "P/S") ratio of 0.9x...
分析記事 • Jan 07Driven Brands Holdings' (NASDAQ:DRVN) Returns On Capital Are Heading HigherIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Dec 27Gainey McKenna & Egleston Files Class Action Lawsuit Against Driven Brands Holdings IncGainey McKenna & Egleston announced that a securities class action law has been filed in the United States District Court for the Western District of North Carolina on behalf of all persons or entities who purchased or otherwise acquired Driven Brands Holdings Inc. securities between October 27, 2021 and August 1, 2023, inclusive (the "Class Period"). The lawsuit seeks to recover damages for the Company's investors under the federal securities laws. The Complaint alleges that, throughout the Class Period, Defendants made numerous materially false and misleading statements and omissions that fall into two categories: (i) statements concerning Driven’s ability to efficiently and effectively integrate a high volume of acquired businesses, including statements related to the status of integrating its U.S. auto glass businesses; and (ii) statements concerning the performance and competitive position of Driven’s car wash business segment. Specifically, the Complaint alleges that throughout the Class Period, Defendants repeatedly touted Driven’s ability to execute and integrate acquisitions as a “core strength,” and assured investors that it had made “significant progress” integrating the auto glass businesses it had acquired. The Complaint also alleges that the Company represented that the large scale of its car wash business served as a “competitive moat” that would preserve Driven’s competitive position. The Complaint further alleges that while Driven acknowledged some “softness” in customer demand for its car wash business segment, the Company downplayed that issue and pointed investors to the growth of its car wash subscriptions, which Driven labeled as the “Holy Grail” in the car wash business. The Complaint also alleges that in truth, Driven was several quarters behind on integrating its auto glass businesses, and the Company’s car wash business was faltering and more exposed to a decline in demand from retail customers than Defendants represented to investors. The Complaint alleges that, as a result, the Company’s statements concerning its business and prospects, including its fiscal year 2023 financial guidance, were materially misleading and/or lacked a reasonable basis. The Complaint further alleges that the truth began to emerge on May 8, 2023, when Driven revealed that, on May 4, 2023, the Company’s former Chief Financial Officer, Defendant Tiffany L. Mason (“Mason”), had abruptly left the Company under unusual circumstances. Mason’s exit came just one day after Driven reported its financial results for the first quarter of 2023. The Complaint also alleges that on August 2, 2023, Driven reported earnings for the second quarter of 2023 that missed expectations, including disappointing results for its Paint, Collision and Glass business segment as well as its Car Wash segment. With respect to its auto glass business, the Complaint further alleges that the Company admitted that it was at least “several quarters” behind on its integration of the businesses it had acquired. In addition, regarding Driven’s Car Wash segment, the Complaint alleges the Company disclosed that increased exposure to “intensified competitive intrusion” negatively impacted demand from Driven’s high-margin retail car wash customers. The Complaint further alleges that as a result of delays in Driven’s integration of its acquired auto glass businesses and the faltering performance of its car wash businesses, the Company slashed its full-year earnings guidance for fiscal 2023, despite having reaffirmed that guidance a little over two months earlier. The Complaint alleges that these disclosures caused the price of Driven common stock to decline by $10.63 per share, or 41%.
お知らせ • Dec 19Driven Brands Holdings Inc. Appoints Damien Harmon to the Board of Directors and Member of the Compensation Committee, Effective January 1, 2024Driven Brands Holdings announced the election of Damien Harmon to its Board of Directors, effective January 1, 2024. Harmon will also serve as a member of the Compensation Committee. Harmon serves as the senior executive vice president of customer, channel experiences & enterprise services for Best Buy Co. Inc. In this role, he is responsible for the end-to-end customer experience and the work that enhances every interaction with Best Buy customers and its employees. His areas of responsibility include stores and operations, in- home services and sales, virtual experiences, call centers, membership, and customer strategy, relationship offerings and insights. He also leads Geek Squad, Best Buy's national tech-support organization dedicated to helping customers learn about and enjoy their technology. Before his current position, Harmon served as Best Buy's Executive Vice President of Omnichannel where he established a dedicated operations plan to enhance the company's ability to create seamless experiences for Best Buy customers. He also oversaw Best Buy's real estate portfolio, stores, operations, services, and experiences that span from stores to virtual to in customers' homes. In addition to his time at Best Buy, Harmon has held executive-level roles at Bridgestone Americas Inc., including serving as President of GCR Commercial Tires and as the Chief Operating Officer of Bridgestone Retail Operations. Harmon holds a Bachelor's Degree in Management from the University of Phoenix .
Major Estimate Revision • Nov 16Consensus EPS estimates fall by 30%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -US$3.33 to -US$4.32 per share. Revenue forecast unchanged at US$2.32b. Commercial Services industry in the US expected to see average net income growth of 24% next year. Consensus price target of US$21.36 unchanged from last update. Share price rose 8.1% to US$12.39 over the past week.
Price Target Changed • Nov 02Price target decreased by 7.0% to US$21.73Down from US$23.36, the current price target is an average from 11 analysts. New target price is 86% above last closing price of US$11.68. Stock is down 62% over the past year. The company is forecast to post a net loss per share of US$3.33 compared to earnings per share of US$0.26 last year.
お知らせ • Nov 02Driven Brands Holdings Inc. Reports Unaudited Consolidated Impairment Charges Results for the Third Quarter Ended September 30, 2023Driven Brands Holdings Inc. reported unaudited consolidated impairment charges results for the third quarter ended September 30, 2023. For the quarter, the company reported goodwill impairment of $850,970,000.
