Driven Brands Holdings Inc at Morgan Stanley Global Consumer & Retail Conference Transcript
Hi, everyone. It's Simeon Gutman. I'm Morgan Stanley's hardline, broadline, and food retail analyst. We're in the home stretch and we get treated by Driven Brands, represented by Danny Rivera, President and CEO; Mike Diamond, Executive VP and CFO.
I'm just going to grab my disclosures real quick. I'm going to read disclosures, make a very quick introduction and then ask the first question. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.
This -- I guess it's rare where companies have transformation almost at this conference. This is an example of a minor but important transformation that I think the market has been waiting for a cluster of brands that are all leading in their subsegments.
There was some growth challenges in one part of this business, and it actually led to a little
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