Rob Ohmes's questions to Driven Brands Holdings Inc (DRVN) leadership • Q4 2024
Question
An analyst on behalf of Rob Ohmes asked if the benefits from the new TPA deal were materializing in Autoglass Now's revenue and inquired about the potential for Take 5's service attachment rate.
Answer
EVP & COO Daniel Rivera clarified that the TPA contract for Autoglass Now became active in Q1 2025, so revenue benefits will begin to flow through from that point. Regarding Take 5, he noted that attachment rates are in the high 40s, but with some locations reaching the 60s, he sees no short-term ceiling and confirmed they plan to add more services over time.