NASDAQ$DRVN

Driven Brands Holdings Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Driven Brands' Q1 2024 performance saw revenue increase, driven by same-store sales growth and net new unit additions.

Driven Brands reported a 2% increase in revenue to $572 million for Q1 2024. System-wide sales increased by 7% to $1.6 billion, driven by 0.7% same store sales growth and 144 net new units. Net income was $4.3 million, and Adjusted EBITDA was $131.0 million, up 6% versus the prior year.

  • Driven Brands achieved its 13th consecutive quarter of same store sales growth.
  • Maintenance segment delivered 5% same store sales growth, driven by 7% growth in Take 5 Oil Change.
  • The company reaffirms its financial outlook for fiscal year 2024.
  • Gary W. Ferrera, Chief Financial Officer, will step down, and Joel Arnao has been appointed as interim Chief Financial Officer.

Headline financials

Total Revenue

$572M

Previous: $562M+1.7%
EPS

$0.03

Previous: $0.25-88.0%
Take 5 System-wide Sales

$326M

No prior period
Franchise Brands System-wide Sales

$1.07B

No prior period
Car Wash System-wide Sales

$53M

No prior period
Auto Glass Now store count

718

No prior period
Franchise Brands store count

2.6K

No prior period
Total system-wide sales

$1.51B

No prior period
Take 5 store count

1.0K

No prior period
Total store count

4.6K

Previous: 4.9K-5.0%
Capital Expenditures

-$89.5M

No prior period
Free Cash Flow

$4.26M

Previous: $29.7M-85.7%
Net Income

$4.26M

Previous: $29.7M-85.7%
Operating Income

$58.5M

Previous: $77.2M-24.2%
Cash & Equivalents

$166M

Previous: $191M-13.3%
Total Assets

$5.89B

Previous: $6.71B-12.2%

Revenue & EPS history

Driven Brands · Revenue · Quarterly

$572M

Q1 2024+1.7%vs Q1 2023
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Driven Brands · $460M total across 4 segments · Q4 2025

  • Company-operated store sales
    $316M
  • Supply and other revenue
    $70.2M
  • Franchise royalties and fees
    $45.4M
  • Advertising contributions
    $28.3M

Forward guidance

Driven Brands reaffirms its financial outlook for fiscal year 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-3.4%

Avg return

Earnings day

-1.8%

Avg return

5 days after

+0.6%

Avg return

30 days after

46%

11 / 24 earnings

Positive

+10.4%

Q1 2022

Best reaction

-37.7%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025-36.4%+3.9%
Q3 2025+5.5%-2.8%+7.6%
Q2 2025+1.9%-2.4%+13.1%
Q1 2025+6.8%+2.0%+1.3%
Q4 2024+2.1%+14.4%+16.8%
Q3 2024+3.9%+7.3%+18.7%
Q2 2024+1.0%-0.4%+6.7%
Q1 2024-20.9%-21.6%-21.6%
Q4 2023-7.6%-6.3%+5.2%
Q3 2023+2.6%+1.3%+20.3%
Q2 2023-37.7%-40.4%-42.5%
Q1 2023-4.5%-7.1%-16.1%
Q4 2022-0.5%+1.4%+0.7%
Q3 2022-4.6%-0.9%-4.6%
Q2 2022+2.0%+6.7%+8.0%
Q1 2022+10.4%+9.1%+12.9%
Q4 2019-3.8%-4.5%-6.8%
Q4 2021-1.2%-4.3%-5.6%
Q3 2020-1.9%+2.4%+3.2%
Q3 2021-2.0%+4.3%-0.6%
Q2 2020-0.1%-0.9%+5.2%
Q2 2021+3.3%+2.7%-4.0%
Q1 2021+6.9%+3.0%+7.7%
Q4 2020-5.8%-10.4%-12.1%
Q1 2020
Q1 2019

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