Driven Brands Holdings, Inc. (DRVN)

Several events have influenced DRVN's stock performance in the past six months. Driven Brands reported Q2 2025 revenue of $550.99 million and EPS of $0.36, and Q3 2025 EPS of $0.34 with revenue of $535.68 million. Driven Brands announced an agreement to sell its U.S. car wash business for $385 million. The share price experienced a decline of 8.97% from December 26, 2024 to December 24, 2025, but saw an increase of 5.0% from January 1, 2026, to January 13, 2026. Analysts generally hold a "Buy" consensus rating for DRVN, with an average price target of $20.43. Insider selling transactions were noted.

Driven Brands Holdings, Inc. operates on a "needs-based" business model, which provides a buffer against broader economic volatility. The company's maintenance segment has demonstrated consistent same-store sales growth, indicating stable demand for routine vehicle services. The broader automotive repair sector is expected to grow, driven by factors such as the increasing adoption of electric vehicles, an aging vehicle fleet, and ongoing digital transformation. Specific services like car washes might experience some weather-related demand fluctuations.

Driven Brands Holdings, Inc., headquartered in Charlotte, North Carolina, is a leading automotive services company operating through a hybrid model of company-owned and franchised locations. The company focuses on providing essential consumer and commercial automotive needs and falls under the Consumer Discretionary sector. Its services are segmented into Maintenance Services, Paint, Collision, and Glass Repair, Car Wash Services, Parts Distribution, and Platform Services.

Driven Brands Holdings, Inc. has a significant presence across North America, including the United States and Canada. Beyond North America, the company also operates internationally in 13 other countries, such as Austria, Portugal, Australia, Spain, Luxembourg, the Netherlands, the UK, and Germany. The company boasts an extensive network of approximately 4,800 to 5,200 locations globally.

There were no specific events that significantly and negatively impacted Driven Brands Holdings, Inc.'s brand reputation in the past year. The company generally emphasizes innovation, sustainability, and customer satisfaction. Driven Brands is actively investing in digital tools to enhance customer engagement and streamline operations. The company has also demonstrated a commitment to reducing its environmental impact through eco-friendly practices.

Driven Brands Holdings, Inc. has a diverse ownership structure. Major institutional owners include HG Vora Capital Management, LLC, Vanguard Group Inc, Bamco Inc /ny/, BSCFX - BARON SMALL CAP FUND, BlackRock, Inc., Fmr Llc, Goldman Sachs Group Inc, Emeth Value Capital, LLC, Jpmorgan Chase & Co, and North Peak Capital Management, LLC. Roark Capital Group is a significant shareholder. Individual insiders also hold shares in the company.