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Sep 27
Driven Brands Q3 2025 Earnings Report
Driven Brands reported its third quarter 2025 financial results, showcasing revenue growth and improved profitability, primarily driven by the strong performance of its Take 5 business.
Key Takeaways
Driven Brands delivered a strong third quarter in 2025, with total revenue increasing by 6.6% to $535.7 million and system-wide sales growing by 4.7% to $1.6 billion. The company achieved its 19th consecutive quarter of same-store sales growth, largely fueled by a 7% increase in Take 5 same-store sales. Net income from continuing operations significantly improved to $60.9 million, and adjusted diluted EPS rose to $0.34.
Total revenue for the third quarter increased by 6.6% to $535.7 million compared to the prior year.
Net income from continuing operations was $60.9 million, a substantial improvement from a net loss in the prior year.
Adjusted diluted earnings per share (EPS) increased to $0.34, up from $0.23 in the prior year.
Take 5 segment revenue grew by 14% with a strong 6.8% same-store sales growth, contributing significantly to overall performance.
Driven Brands
Driven Brands
Driven Brands Revenue by Segment
Revenue by Segment
Franchise royalties and fees Revenue
CapyFin.comCompany-operated store sales Revenue
CapyFin.comIndependently-operated store sales Revenue
CapyFin.comAdvertising contributions Revenue
CapyFin.comSupply and other Revenue
CapyFin.com Forward Guidance
Driven Brands narrowed its fiscal year 2025 financial outlook, expecting revenue between $2.10 billion and $2.12 billion, Adjusted EBITDA between $525 million and $535 million, and Adjusted Diluted EPS between $1.23 and $1.28. The company anticipates same-store sales growth at the low end of its 1% to 3% range and net store growth of approximately 175 to 200.
Positive Outlook
- Continued execution of the Growth and Cash strategy.
- Expansion from Take 5 Oil Change is expected to drive growth.
- Reliable cash generation from franchise and car wash segments.
- Ongoing progress in reducing leverage.
- Resilient, needs-based business model positions the company well for long-term shareholder value.
Challenges Ahead
- The consumer environment remains dynamic, posing potential challenges.
- Same store sales growth is expected at the low end of the original range (1% to 3%).
- Outlook excludes the impact of any potential future M&A and divestitures.
- Uncertainty and potential variability of reconciling items for non-GAAP measures.
- No specific negative factors were explicitly stated beyond the dynamic consumer environment and narrowed outlook.