Driven Brands Holdings Inc. (DRVN)

From the record

Driven Brands Holdings Inc.'s filings since 2020 show 8 warning events of 4 kinds: a notice about its exchange listing (8-K item 3.01, 2 times, the latest 2026-06-05); a warning not to rely on past financial statements (8-K item 4.02, 2 times, the latest 2026-11-03); an auditor change (8-K item 4.01, the latest 2021-12-03); a late-report notice (Form NT 10-K or NT 10-Q, 3 times, the latest 2026-11-06) (its current reports).

From the record

Driven Brands Holdings Inc.'s 7 filed years say what it did: revenue went from $600 million in fiscal 2019 to $1.9 billion in fiscal 2025, up 20.8% a year; it rose in 5 of 6 years; the deepest fall was 16% from fiscal 2022 to fiscal 2023; net income was positive in 4 of 7 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-27, Driven Brands Holdings Inc.'s diluted share count shrank about 0.6% a year, and dividends and buybacks returned about 6% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 1 sale (1 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-10 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-27, Driven Brands Holdings Inc. earned about 18 cents of profit for every dollar of shareholders' money. Leverage: it owed about 82 cents per dollar of assets, and net share issuance: its share count grew 1.6% over the year (the filed statements).

From the record

Driven Brands Holdings Inc.'s standing among 14 graded names in its industry family: revenue of $1.9 billion in fiscal 2025 ranks in the top 46% by size; a net margin of 7.5% ranks in the top 4%; revenue growth of -2.9% a year over the last 3 filed years ranks in the bottom 18% (its annual reports).

From the record

Driven Brands Holdings Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Rivera, Daniel R. (Chief Executive Officer, as filed), filing under that title since 2025-05-13, 1.5 years (bottom 42% of its family); the 13 officers and directors filing in the last fifteen months have been on the record a median of 5.8 years (bottom 31%); 10 officer or director changes were reported on Form 8-K since 2023-11-13, against the 13 people in charge now (bottom 31%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Driven Brands Holdings Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $103 million against debt of $1.9 billion leaves -42.8% of its assets as net cash, bottom 11% of its family; cash from operations less capital spending is 5.8% of revenue (top 25%) (its annual report).

From the record

Driven Brands Holdings Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -2.9% a year over the last three filed years against 20.8% over all 7, slowing (bottom 12% of its family); the newest year grew 6.3% (top 35%); capital spending grew -20.1% a year (bottom 32%) (its annual reports). Driven Brands Holdings Inc. reported 4 product lines in fiscal 2025: Company Operated Store Sales at $1.3 billion (70%), Supply and Other at $269 million (14%), Franchise and Royalty at $190 million (10%), and 1 more; 3 of 4 grew against the year before (its annual report).

From the record

Driven Brands Holdings Inc.'s newest year against its own record: revenue of $1.9 billion in fiscal 2025 came in 14.5% above the $1.6 billion its prior three years' pace pointed to (top 19% of its family); net income of $140 million against a prior three-year average of $351 million (top 4%); a net margin of 7.5% against -20.5% before (top 19%) (its annual reports).