Driven Brands Holdings, Inc. (DRVN)

Driven Brands reported its second-quarter 2025 earnings on August 5, 2025, with revenue of $551.0 million, a 6.2% increase year-over-year. The company reported its third-quarter 2025 results, with an overall same-store sales growth (SSSG) of 2.8%. In January 2026, Driven Brands completed the sale of IMO, its international car wash business, to Franchise Equity Partners for approximately €411 million. There have been several insider stock sales, including Scott O'Melia, Jonathan Fitzpatrick, and Catherine Halligan. As of February 7, 2026, Driven Brands has a consensus rating of "Hold" from analysts, with an average rating score of 2.36, and TradeSmith's Health Indicator placed DRVN in the "Red zone" for over two months.

Driven Brands operates on a "needs-based" business model, providing a buffer against broader economic volatility. While specific seasonal patterns for automotive aftermarket services can exist, the non-discretionary nature of its services suggests a relatively stable demand profile.

Driven Brands Holdings, Inc. is the largest automotive services company in North America, headquartered in Charlotte, North Carolina. It operates in the Retail/Wholesale sector, specifically in the Automotive Aftermarket Services industry, providing a wide array of consumer and commercial automotive services, including paint, collision repair, glass services, vehicle repair, oil changes, maintenance, and car washes. Major brands include Take 5 Oil Change, Meineke Car Care Centers, Maaco, CARSTAR, Auto Glass Now, Fix Auto USA, Uniban Canada, ABRA Auto Body Repair of America, 1-800-Radiator & A/C, and Automotive Training Institute (ATI). The company previously operated an international car wash business (IMO Car Wash) but completed its sale in January 2026.

Driven Brands has a substantial presence across North America, with approximately 4,200 to over 4,800 locations throughout the United States and Canada. Historically, the company also had an international car wash footprint in 13 other countries, including Australia, the UK, and Europe, through its IMO Car Wash brand, which was divested in January 2026.

In January 2026, Driven Glass Canada's Félicia Roy's leadership was highlighted. Take 5 Oil Change surpassed 500 franchise shops in December 2025. The sale of the international car wash business in January 2026 was framed as a strategic milestone. Timothy Johnson's appointment to the Board of Directors was announced in December 2025.

Driven Brands Holdings Inc. has a significant institutional ownership base, with 352 institutional owners and shareholders holding a total of 87,272,668 shares. Major institutional owners include Roark Capital Management LLC, HG Vora Capital Management, LLC, Vanguard Group Inc, Bamco Inc /ny/, BlackRock, Inc., Fmr Llc, Emeth Value Capital, LLC, Goldman Sachs Group Inc, Jpmorgan Chase & Co, and North Peak Capital Management, LLC. Individual insider ownership accounts for approximately 1.93% of the company's shares.