Overview

• US automotive services firm's Q1 revenue rose 8% year-over-year on higher store count and sales

• Adjusted EPS for Q1 increased to $0.30 from $0.24 a year earlier

• Company reiterated its full-year 2026 outlook

Outlook

• Driven Brands sees 2026 revenue of ~$1.95 bln to $2.05 bln

• Company expects 2026 adjusted EBITDA of ~$430 mln to $460 mln

• Driven Brands forecasts 2026 adjusted diluted EPS of ~$1.15 to $1.25

Result Drivers

• TAKE 5 PERFORMANCE - Take 5 segment led results with 4.5% same store sales growth, marking 23rd consecutive quarter of growth

• STORE EXPANSION - Higher store count, up 5% year-over-year, contributed to revenue and system-wide sales growth

• STEADY FRANCHISE CASH FLOW - Company said steady cash flow from franchise brands supported results

Company press release: ID:nBw6D0KYxa

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q1 EPS		$0.33

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the personal services peer group is "buy"

• Wall Street's median 12-month price target for Driven Brands Holdings Inc is $18.00, about 32.9% above its June 10 closing price of $13.54

• The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 8 three months ago

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