William Staudinger's questions to Driven Brands Holdings Inc (DRVN) leadership • Q2 2025
Question
William Staudinger of BMO Capital Markets asked about the competitive dynamics and market share gains for Take 5, and which new markets are being targeted for its 150+ annual store openings.
Answer
President & CEO Danny Rivera emphasized that Take 5's 'stay in your car, 10-minute oil change' is a key competitive differentiator that consumers love. Regarding expansion, he explained that franchise growth is happening nationwide as most licenses are sold, while company-owned growth is disciplined and focused on going deeper into a handful of pre-selected markets like Texas and Florida.