Question · Q1 2026
Skylar Tennant asked about the complexion of sales in the quarter, specifically the trends in pricing and units, and whether these trends were broad-based or varied by region or market. She also asked about the focus required for Breeze integration versus the core business.
Answer
Kevin Willis, CFO, Valvoline, stated that Q1 saw strong, balanced growth in both ticket and transaction, with ticket being the larger contributor. Lori Flees, President and CEO, Valvoline, added that trends were broad-based with no significant regional differences. On Breeze, Lori Flees clarified it represents less than 10% of FY26 financial commitments, emphasizing the strong momentum of the core business while acknowledging the importance of integration.
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