NASDAQ$DRVN

Driven Brands Holdings Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Driven Brands' Q3 2023 financial performance was reported, showing revenue growth driven by same-store sales and net store growth, but also reflecting a net loss due to significant impairment charges.

Driven Brands reported a 12% increase in revenue to $581.0 million for Q3 2023. System-wide sales increased by 10% to $1.6 billion, driven by a 6% increase in same-store sales growth and a 6% increase in net store growth. The company experienced a net loss of $799.3 million due to non-cash goodwill and asset impairment charges.

  • Revenue increased by 12% year-over-year, reaching $581.0 million.
  • System-wide sales grew by 10% year-over-year, totaling $1.6 billion.
  • The company added 55 net new stores during the quarter.
  • A net loss of $799.3 million was recorded, impacted by significant non-cash impairment charges.

Headline financials

Total Revenue

$581M

Previous: $517M+12.5%
EPS (adj)

$0.20

Previous: $0.32-37.5%
Car Wash Same Store Sales Growth

-4.0%

Previous: -9.0%+55.6%
Total same store sales growth

6.4%

Previous: 11.9%-46.2%
Total store count

5.0K

Previous: 4.7K+6.1%
Capital Expenditures

-$163M

No prior period
Free Cash Flow

-$799M

Previous: $38.4M-2182.0%
Net Income

-$799M

Previous: $38.4M-2182.0%
Operating Income

-$907M

Previous: $95.8M-1046.9%
Gross Profit

$181M

Previous: $2M+8970.1%
Cash & Equivalents

$211M

Previous: $190M+11.0%
Total Assets

$5.89B

Previous: $6.12B-3.8%

Revenue & EPS history

Driven Brands · Revenue · Quarterly

$581M

Q3 2023+12.5%vs Q3 2022
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Driven Brands · $581M total across 5 segments · Q3 2023

  • Company-operated store sales
    $389M+14.0%
  • Supply and other revenue
    $73.9M+9.8%
  • Franchise royalties and fees
    $47.4M+4.0%
  • Independently-operated store sales
    $43.6M+7.7%
  • Advertising contributions
    $27.1M+23.2%

Forward guidance

The Company reaffirms its financial outlook for fiscal year 2023.

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 Q3 2023

Historical avgQ3 2023

-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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