Driven Brands Holdings 4Q25 Earnings Recap

Driven Brands reported better-than-expected 4Q25 results and completed long-awaited financial restatements, reducing downside risk. Goldman Sachs maintains a Neutral rating but raises the price target to $14.75.

Key Takeaways

• 1.Driven Brands completed its restatement of prior year financials (FY23-FY25), removing a major overhang and downside risk for the stock.
• 2.Take 5 Oil Change trends have moderated in 2Q due to traffic pullback from value-oriented customers, contrasting with peer Valvoline's stronger start.
• 3.FY26 outlook depends on same-store sales growth in the collision repair businesses (Franchised Brands), which faces variability.

Table of Contents

• Key Takeaways
• Estimate Changes
• Price Target and Key Risks
• Disclosure Appendix
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Company-specific regulatory disclosures
• Distribution of ratings/investment banking relationships
• Price target and rating history chart(s)
• Target price history table(s) Driven Brands Holdings (DRVN)
• Regulatory disclosures
• Global product; distributing entities
• General disclosures

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