Driven Brands Holdings, Inc. (DRVN)

Driven Brands reported Q2 2025 revenue of $551.0 million, a 6.2% increase year-over-year, and diluted adjusted EPS of $0.36, beating analyst estimates. The company has been executing a strategic shift towards higher-margin, non-discretionary segments and reducing debt through asset sales. In September 2025, Director Jonathan G. Fitzpatrick sold 110,000 shares of DRVN stock for approximately $1.99 million. As of October 2025, analysts have a "Moderate Buy" consensus rating for DRVN, with an average price target of $21.30. Driven Brands is anticipated to release its Q3 2025 results before market open on Tuesday, November 4th, 2025.

Demand for Driven Brands Holdings, Inc.'s non-discretionary products and services tends to be consistent and resilient. The company's strategic shift towards higher-margin, non-discretionary segments like Take 5 Oil Change aims to capitalize on this consistent demand. Historical data suggests a long bias for DRVN stock in October, with the next statistically strong window culminating around January 14, 2026.

Driven Brands Holdings Inc. is a North American automotive services company operating through maintenance services, paint, collision, and glass repair, car wash services, parts distribution, and platform services. The company generates revenue through franchise fees, royalties, direct sales, and product sales to franchisees, utilizing an asset-light franchise model.

Driven Brands Holdings Inc. has a significant presence across North America and internationally, operating thousands of locations across 49 states in the U.S. and in 13 other countries. Its international footprint includes the IMO Car Wash brand in Australia, the UK, and Europe, and a presence in Canada with brands like CARSTAR Canada and Uniban Canada.

The company emphasizes a commitment to innovation, sustainability, and customer satisfaction. Its mission is to empower entrepreneurs through proven business models and comprehensive support, aiming to drive growth and create value for stakeholders. Driven Brands also highlights its focus on putting customers first and doing business right, leading with integrity and acting with humility.

Driven Brands Holdings Inc. is owned by a mix of institutional and individual investors, including company directors like Jonathan G. Fitzpatrick. Headwaters Capital Management initiated a new position in Driven Brands Holdings Inc.