Q2 2026 Driven Brands Holdings Inc Earnings Call Transcript

Aug 6, 2026 / 12:30 PM GMT

Release Date Price: $12.96 (-11.29%)

Transcript 8-K

Key Points

Positve

Driven Brands Holdings Inc (DRVN) delivered another quarter of positive same-store sales growth across all segments, with consolidated same-store sales up 1.4%.
Take 5 continued its strong performance, marking its 24th consecutive quarter of same-store sales growth, with a 3.6% increase and a 10.2% two-year stack.
The company reduced net leverage to 3.1 times, on track to achieve its target of 3 times by year-end, strengthening its balance sheet.
Franchise Brands segment demonstrated reliable cash generation with strong adjusted EBITDA margins of 59%, led by continued strength at Meineke.
The company maintained its full-year 2026 guidance, including revenue of $1.95 billion to $2.05 billion and adjusted EBITDA of $430 million to $460 million, despite a dynamic macro environment.

Negative

Driven Brands Holdings Inc (DRVN) faces ongoing pressure from a cash-strapped lower-income consumer segment, which has led to moderation in sales growth, particularly at Take 5.
The renewed Middle East conflict has disrupted energy markets, causing oil price volatility and higher gas prices, which weigh on consumer demand and input costs.
Adjusted EBITDA for Q2 decreased $7.9 million year-over-year to $107 million, impacted by $11.8 million in nonrecurring restatement costs and $4 million in out-of-period costs.
The company expects to trend toward the lower end of its full-year adjusted EBITDA guidance due to continued consumer uncertainty, higher restatement costs, and the Middle East conflict.
AutoGlass Now's adjusted EBITDA declined $6.6 million to $3.5 million, driven by out-of-period costs, and the segment's performance remains uneven during its incubation period.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DRVN.OQ - Driven Brands Holdings Inc.
Q2 2026 Driven Brands Holdings Inc Earnings Call
Aug 06, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by. My name is Matt, and I will be your conference operator today. At this time, we would like to welcome everyone to the Driven Brands second quarter 2026 earnings call.

All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session.

I would now like to turn the conference over to Steve Alexander, Investor Relations. You may begin.

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Unidentified_2 [2]
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Good morning. Welcome to Driven Brands' second quarter 2026 earnings

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