Feed / DRVN

Driven Brands Holdings Inc.

DRVN

Consumer Cyclical · 12.33 -1.5% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Driven Brands Holdings Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Company-1.5% todayVolume comparison unavailable
Market group0 of 10 activeAuto & Communication Services · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • DRVN's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if DRVN's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Auto & Truck Dealerships

No new filing conclusion is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • DRVN's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods7
Price observations319
Usable filing statements168
Verified relationships3
Evidence supporting the case
  • Latest annual revenue changed +6.3% year over year.
  • Operating margin changed +1.0 percentage points in the latest annual period.
Evidence challenging the case
  • Credit and interest rates has repeated adverse evidence across 4 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 3 filings.
Questions before a position
  • EV/sales is 246% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

12.33
6m+12.1%12m-32.9%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-25$1.5B+62.3%$0.06
2022-12-31$2.0B+38.6%$0.25+1.3%
2023-12-30$1.7B-15.9%$-4.94-2.9%
2024-12-28$1.8B+2.5%$-1.86-0.4%
2025-12-27$1.9B+6.3%$0.85+1.6%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 4 filings
This increase of approximately $10 million was primarily due to the following: • same store sales growth within all segments; • net store growth within the Take 5 and Franchise Brands segments; • decreased interest expense of $13 million associated with decre…
10-Q · Jun 11, 2026
Demand and volumemixed · 3 filings
Conversely, demand for collision repair and services is lower outside of winter months, when collisions are typically less common due to improved driving conditions.
10-K · May 19, 2026
Restructuring and cost reductionsnegative · 3 filings
Car Wash: Depreciation and amortization $ 2,203 $ — $ 2,203 Capital expenditures 2,948 1,709 4,657 Loss on sale or disposal of assets 7,535 — 7,535 Asset impairment 553 ( 77 ) 476 Supplemental cash flow disclosures - International Car Wash: Depreciation and a…
10-Q · Jun 11, 2026
Macroeconomic conditionspositive · 2 filings
We have experienced and expect to continue experiencing softening demand within certain businesses, primarily as a result of inflationary pressures, increased competition, industry and macroeconomic dynamics, tariffs, and negative weather patterns.
10-Q · Nov 5, 2025

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.1× · EV/sales 2.0×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

12.33-1.5% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for DRVN. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for DRVN. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind DRVN

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

FERGFerguson Enterprises Inc.partnerMay 19, 2026

Halligan also serves as a director for Ferguson plc (a North American value-added distributor of infrastructure, plumbing, and HVAC products) where she serves on the Audit and Compensation Committees, Ulta Beauty Inc.

JELDFiling-linked namepartnerMay 19, 2026

Halligan also serves as a director for Ferguson plc (a North American value-added distributor of infrastructure, plumbing, and HVAC products) where she serves on the Audit and Compensation Committees, Ulta Beauty Inc.

ULTAUlta Beauty, Inc.partnerMay 19, 2026

Halligan also serves as a director for Ferguson plc (a North American value-added distributor of infrastructure, plumbing, and HVAC products) where she serves on the Audit and Compensation Committees, Ulta Beauty Inc.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

DRVN is currently a Leader in the organic co-movement group Auto & Communication Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for DRVN; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.