NASDAQ$DRVN

Driven Brands Holdings Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Driven Brands reported Q1 2025, revenue of $44.7M, net income of $17.5M.

For Q1 2025, Driven Brands reported revenue of $44.7M, net income of $17.5M. Management discusses operating trends, capital, and sector risks in the quarterly filing.

  • Q1 2025 revenue $44.7M.
  • Net income $17.5M.
  • Driven Brands highlights liquidity, execution, and sector-specific risks in MD&A.

Headline financials

Total Revenue

$516M

Previous: $572M-9.8%
EPS

$0.04

Previous: $0.03+33.3%
Car Wash Same Store Sales Growth

26.2%

No prior period
Take 5 System-wide Sales

$387M

Previous: $326M+18.7%
Franchise Brands System-wide Sales

$1.03B

Previous: $1.07B-3.8%
Car Wash System-wide Sales

$66.6M

Previous: $53M+25.6%
Total same store sales growth

0.7%

No prior period
Take 5 same store sales growth

8.0%

No prior period
Franchise Brands same store sales growth

-2.9%

No prior period
Auto Glass Now store count

718

Previous: 718+0.0%
Franchise Brands store count

2.7K

Previous: 2.6K+0.5%
Total system-wide sales

$1.55B

Previous: $1.51B+2.2%
Take 5 store count

1.2K

Previous: 1.0K+16.2%
Total store count

4.8K

Previous: 4.6K+3.8%
Free Cash Flow

$5.51M

Previous: $4.26M+29.2%
Net Income

$5.51M

Previous: $4.26M+29.2%
Operating Income

$61.3M

Previous: $58.5M+4.7%
Cash & Equivalents

$152M

Previous: $166M-8.1%
Total Assets

$5.3B

Previous: $5.89B-10.0%

Revenue & EPS history

Driven Brands · Revenue · Quarterly

$516M

Q1 2025-9.8%vs Q1 2024
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

Management discusses operational priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Execution on core operating metrics cited in MD&A.
  • Balance sheet liquidity and covenant headroom.
  • Strategic investments supporting long-term growth.

Headwinds

  • Macro demand and input-cost volatility.
  • Regulatory or competitive pressures in the sector.
  • One-time items affecting GAAP comparability.

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 2025

Historical avgQ1 2025

-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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