Driven Brands Holdings Inc. (DRVN): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

Driven Brands Holdings Inc. (DRVN) surge como una potencia en el ecosistema de servicios automotrices, revolucionando cómo los consumidores experimentan el mantenimiento del vehículo a través de un modelo de franquicia sofisticado de múltiples marcas. Al integrar a la perfección asociaciones estratégicas, tecnologías innovadoras y soluciones de servicio integrales, la compañía ha creado un modelo de negocio dinámico que trasciende los paradigmas tradicionales de servicios automotrices. Desde propietarios de automóviles individuales hasta compañías de gestión de flotas, el enfoque único de DRVN ofrece servicios automotrices estandarizados, convenientes y rentables en múltiples marcas, posicionándose como una fuerza transformadora en un panorama de la industria en constante evolución.

Driven Brands Holdings Inc. (DRVN) - Modelo de negocios: asociaciones clave

Acuerdos de franquicia estratégica con marcas de servicios automotrices

Driven Brands Holdings mantiene acuerdos de franquicia estratégica con múltiples marcas de servicios automotrices:

Marca	Número de franquicias	Contribución anual de ingresos
Centros de cuidado de automóviles Meineke	1,300+ ubicaciones	$ 380 millones
Reparación de colisión de maaco	450+ ubicaciones	$ 220 millones
Tomar 5 cambios de aceite	600+ ubicaciones	$ 275 millones

Asociaciones con proveedores de equipos y piezas automotrices

Las asociaciones clave del proveedor de piezas y equipos automotrices incluyen:

• Compañía de piezas genuinas (Napa Auto Parts) - Proveedor de piezas primarias
• Advance Auto Parts - Proveedor de piezas secundarias
• Soluciones de servicio automotriz de Bosch - Proveedor de equipos

Colaboración con proveedores de tecnología para plataformas de servicios digitales

Socio tecnológico	Servicio proporcionado	Inversión anual
Servicetito	Plataforma de gestión digital	$ 8.5 millones
Shopmonkey	Software de taller de reparación de automóviles	$ 3.2 millones

Relaciones con desarrolladores inmobiliarios para ubicaciones de centros de servicio

Detalles de la asociación inmobiliaria:

• Cushman & Wakefield - Servicios de asesoramiento de bienes raíces
• CBRE Group - Consultoría de estrategia de ubicación
• Inversión total de desarrollo inmobiliario anual: $ 45 millones

Driven Brands Holdings Inc. (DRVN) - Modelo de negocio: actividades clave

Marcas de servicio automotriz de franquicias

A partir del cuarto trimestre de 2023, las marcas conducidas opera 4.574 ubicaciones franquiciadas totales en múltiples segmentos de servicios automotrices.

Marca de franquicia	Número de ubicaciones
Meineke	1.124 ubicaciones
Maaco	1.336 ubicaciones
Tomar 5 cambios de aceite	645 ubicaciones
Grupo de reparación de vehículos	591 ubicaciones

Proporcionar soporte operativo a la red de franquicias

Driven Brands proporciona soporte operativo integral a través de servicios centralizados.

• Inversión en infraestructura tecnológica: $ 42.3 millones en 2023
• Programas de capacitación y desarrollo para franquiciados
• Gestión de la cadena de suministro centralizada

Desarrollar y mantener la estandarización de servicios

La compañía mantiene protocolos de control de calidad estrictos en redes de franquicias.

Métrica de estandarización	Estándar de rendimiento
Cumplimiento de la calidad del servicio	95.6% en todas las marcas
Calificación de satisfacción del cliente	4.3/5 promedio

Marketing y gestión de marca

Los gastos de marketing para 2023 totalizaron $ 87.6 millones en segmentos de servicios automotrices.

• Asignación de marketing digital: 62% del presupuesto de marketing total
• Estrategias multi-marcas cruzadas
• Campañas de marketing regionales específicas

Innovación continua en tecnologías de servicios automotrices

Inversión en I + D en 2023: $ 23.4 millones centrados en avances tecnológicos.

Área de innovación	Enfoque de inversión
Herramientas de diagnóstico digital	$ 8.7 millones
Sistemas de gestión de clientes	$ 6.2 millones
Tecnologías de mantenimiento predictivo	$ 5.9 millones

Driven Brands Holdings Inc. (DRVN) - Modelo de negocio: recursos clave

Portafolio de servicios automotrices de múltiples marcas establecidas

A partir del cuarto trimestre de 2023, las marcas impulsadas opera más de más de más de más de más de más de más de más de más de más de más de más de más de más de más de más de más de más de más de más de más de másaban cabotería:

Marca	Categoría de servicio	Número de ubicaciones
Meineke	Reparación de vehículos	1,200+
Maaco	Reparación de colisiones	1,100+
Tomar 5 cambios de aceite	Servicios de lubricación rápida	800+
Otras marcas	Varios servicios automotrices	1,200+

Equipo experimentado de gestión y desarrollo de franquicias

Composición del equipo de liderazgo:

• Jonathan Fitzpatrick - Presidente y CEO
• Eric Holcomb - Director Financiero
• Experiencia ejecutiva promedio: más de 20 años en industrias automotrices y de franquicias
• Total de empleados corporativos: más de 600

Tecnología patentada y plataformas de servicio digital

Inversiones de infraestructura tecnológica:

• Inversión de plataforma digital: $ 12.5 millones en 2023
• Software de gestión de clientes patentados
• Aplicación móvil con capacidades de programación de servicios
• Sistemas de análisis e informes avanzados

Reconocimiento de marca fuerte

Marca	Presencia en el mercado	Conciencia de marca
Meineke	Estados Unidos y Canadá	82%
Maaco	Estados Unidos y Canadá	75%
Tomar 5 cambios de aceite	Estados Unidos	65%

Extensa red de centros de servicios y franquiciados

Detalles de la red a partir de 2023:

• Centros de servicio totales: 4,300+
• Conteo de franquiciados: 3,800+
• Cobertura geográfica: 50 estados de EE. UU. Y Canadá
• Inversión promedio de franquiciados: $ 250,000 - $ 500,000

Driven Brands Holdings Inc. (DRVN) - Modelo de negocio: propuestas de valor

Soluciones integrales de servicio automotriz para los consumidores

Driven Brands opera 4,347 ubicaciones totales en múltiples marcas de servicios automotrices a partir del tercer trimestre de 2023. Los ingresos totales para servicios automotrices alcanzaron $ 1.84 mil millones en 2023.

Marca de servicio	Número de ubicaciones	Ingresos anuales
Midas	930	$ 412 millones
Tomar 5 cambios de aceite	2,150	$ 687 millones
Reparación de vidrio automático	565	$ 276 millones

Calidad consistente y servicio estandarizado

Las marcas impulsadas mantienen la calidad del servicio a través de programas de capacitación centralizados con una tasa de cumplimiento de franquicias del 98.3% en 2023.

• Calificación promedio de satisfacción del cliente: 4.6/5
• Tasa de certificación de técnicos de servicio: 92%
• Protocolos de servicio estandarizados en todas las marcas

Mantenimiento automotriz conveniente y accesible

La plataforma de reserva digital procesó 3.2 millones de citas de servicio en 2023, que representan el 47% del total de reservas.

Canal de reserva	Porcentaje	Citas totales
Plataforma digital	47%	3,200,000
Teléfono	35%	2,380,000
Sin cita previa	18%	1,224,000

Paquetes de servicio rentables

El precio promedio del paquete de servicio varía de $ 49.99 a $ 299.99 en diferentes categorías de mantenimiento automotriz.

• Paquete básico de cambio de aceite: $ 49.99
• Inspección integral del vehículo: $ 129.99
• Servicio de mantenimiento completo: $ 299.99

Experiencias integradas de servicio digital y físico

Las descargas de aplicaciones móviles llegaron a 1.7 millones de usuarios en 2023, con un 62% de participación mensual activa.

Función de servicio digital	Tasa de adopción de usuarios
Descargas de aplicaciones móviles	1,700,000
Usuarios activos mensuales	62%
Seguimiento de servicios en línea	78%

Driven Brands Holdings Inc. (DRVN) - Modelo de negocios: relaciones con los clientes

Programas de apoyo y capacitación de franquicias

Las marcas conducidas proporcionan soporte integral de franquicias a través de múltiples canales:

Categoría de apoyo	Número de recursos de apoyo
Centros de entrenamiento	12
Módulos de capacitación en línea	87
Conferencias anuales de franquicia	4
Personal de apoyo directo	156

Plataformas de participación de clientes digitales

Métricas de compromiso digital:

• Usuarios de aplicaciones móviles: 2.3 millones
• Plataformas de reserva en línea: 5 plataformas diferentes
• Tiempo de interacción digital promedio: 7.4 minutos

Programas de lealtad y recompensas

Marca	Miembros del programa de fidelización	Gasto anual promedio por miembro
Meineke	523,000	$245
Maaco	412,000	$187
Tomar 5 cambios de aceite	687,000	$156

Recomendaciones de servicio personalizadas

Inversiones de tecnología de personalización: $ 4.2 millones en 2023

• Motor de recomendación impulsado por IA
• Algoritmos de aprendizaje automático
• Plataformas de análisis de datos del cliente

Canales consistentes de comunicación al cliente

Canal de comunicación	Interacciones mensuales
Marketing por correo electrónico	3.6 millones
Compromiso de las redes sociales	2.1 millones
Notificaciones de SMS	1.8 millones
Llamadas de servicio al cliente	412,000

Driven Brands Holdings Inc. (DRVN) - Modelo de negocio: canales

Centros de servicio de franquicia

A partir del cuarto trimestre de 2023, las marcas conducidas opera más de más de 4,100 centros de servicios de franquicia en múltiples marcas de servicios automotrices.

Marca	Número de centros de franquicia
Meineke	1,200
Tomar 5 cambios de aceite	650
Carstar	1,250
Otras marcas	1,000

Aplicaciones de servicios móviles

Driven Brands ha desarrollado aplicaciones móviles para marcas clave con las siguientes características:

• Reserva de servicios en tiempo real
• Integración de pagos digitales
• Seguimiento del historial de servicios
• Buscador de servicios basado en la ubicación

Plataformas de reserva en línea

Penetración de reservas en línea a partir de 2023: 37% en la red de franquicias.

Métrica de plataforma	2023 datos
Reservas en línea	1.2 millones
Porcentaje de reserva móvil	68%

Marketing directo y publicidad digital

Gasto de marketing digital en 2023: $ 42.3 millones.

• Inversión en anuncios de Google: $ 18.5 millones
• Publicidad en las redes sociales: $ 12.7 millones
• Anuncios programáticos de visualización: $ 11.1 millones

Compromiso de las redes sociales

Plataforma	Seguidores/suscriptores	Tasa de compromiso
Facebook	450,000	3.2%
Instagram	280,000	4.1%
YouTube	120,000	2.7%

Driven Brands Holdings Inc. (DRVN) - Modelo de negocio: segmentos de clientes

Propietarios de vehículos individuales

A partir de 2023, las marcas conducidas atienden a aproximadamente 35 millones de propietarios de vehículos individuales anualmente en su red de centros de servicio.

Características de segmento	Métricas de volumen
Mantenimiento personal del auto	22.5 millones de transacciones de servicio por año
Rango de edad	25-55 años
Gasto anual promedio por cliente	$487

Compañías de gestión de flotas

Las marcas conducidas atienden a 12.500 clientes de gestión de flotas comerciales en América del Norte.

• Tamaño promedio de la flota: 250-500 vehículos
• Valor de contrato de servicio anual: $ 1.2 millones por cliente
• Segmentos verticales: transporte, logística, servicios de entrega

Clientes comerciales y corporativos

La base de clientes corporativos incluye 8,750 contratos de servicio automotriz de nivel empresarial.

Tipo de cliente	Contribución anual de ingresos
Grandes corporaciones	$ 215 millones
Empresas pequeñas a medianas	$ 87 millones

Entusiastas de los automóviles

Segmento especializado que representa el 5% de la base total de clientes, con 1.75 millones de clientes.

• Gasto anual promedio: $ 1,200 por cliente
• Servicios primarios: actualizaciones de rendimiento, detalles personalizados
• Demografía de la edad: 25-45 años

Empresas pequeñas a medianas

Red de 6.300 clientes comerciales pequeños a medianos en los sectores de servicios automotrices.

Tipo de negocio	Número de clientes	Valor anual promedio del contrato
Talleres de reparación de automóviles	3,750	$275,000
Concesionarios de autos	1,850	$425,000
Proveedores automotrices	700	$185,000

Driven Brands Holdings Inc. (DRVN) - Modelo de negocio: Estructura de costos

Desarrollo de franquicias y gastos de apoyo

Para el año fiscal 2022, las marcas conducidas informaron que el desarrollo de la franquicia y los gastos de soporte de $ 46.1 millones, lo que representa el 5.2% de los gastos operativos totales.

Categoría de gastos	Cantidad (2022)	Porcentaje de gastos operativos
Infraestructura de soporte de franquicia	$ 28.3 millones	3.2%
Programas de capacitación de franquicias	$ 12.5 millones	1.4%
Costos de incorporación de franquicia	$ 5.3 millones	0.6%

Marketing y promoción de la marca

Los gastos de marketing para las marcas impulsadas en 2022 totalizaron $ 87.6 millones, que fue del 9.9% de los ingresos totales.

• Contribuciones del Fondo Nacional de Publicidad: $ 62.4 millones
• Inversiones de marketing digital: $ 15.2 millones
• Desarrollo de campaña de marca: $ 10 millones

Inversiones de infraestructura tecnológica

El gasto en tecnología e infraestructura de TI en 2022 fue de $ 33.7 millones, lo que representa el 3.8% de los gastos operativos totales.

Área de inversión tecnológica	Cantidad (2022)
Infraestructura de computación en la nube	$ 14.2 millones
Mejoras de ciberseguridad	$ 8.5 millones
Desarrollo de software	$ 11 millones

Gastos generales operativos para centros de servicio

Los costos operativos del centro de servicio en 2022 ascendieron a $ 156.3 millones, lo que representa el 17.7% de los gastos operativos totales.

• Mantenimiento de la instalación: $ 42.6 millones
• Costos laborales: $ 89.7 millones
• Equipo y suministros: $ 24 millones

Investigación y desarrollo para innovaciones de servicios

El gasto de I + D para innovaciones de servicios en 2022 fue de $ 22.5 millones, lo que representó el 2.5% de los ingresos totales.

Área de enfoque de I + D	Monto de la inversión
Optimización del proceso de servicio	$ 9.8 millones
Nuevo desarrollo de servicios	$ 7.2 millones
Integración tecnológica	$ 5.5 millones

Driven Brands Holdings Inc. (DRVN) - Modelo de negocio: flujos de ingresos

Tarifas de franquicia y regalías

En el tercer trimestre de 2023, Driven Brands reportó tarifas de franquicia y regalías de $ 78.3 millones. La compañía opera a través de múltiples marcas de servicios automotrices, incluidos Meineke, Maaco, Take 5 Oil Change y otras.

Marca	Rango de tarifas de franquicia	Porcentaje de regalías
Meineke	$35,000 - $50,000	5.5% de las ventas brutas
Maaco	$25,000 - $40,000	4.5% de las ventas brutas
Tomar 5 cambios de aceite	$40,000 - $60,000	5% de las ventas brutas

Centro de servicios para compartir los ingresos

En 2022, los ingresos del centro de servicio totalizaron $ 1.24 mil millones, lo que representa el 43% de los ingresos totales de la compañía.

• Los centros de servicio propiedad de la empresa generaron $ 521 millones
• Los centros de servicio franquiciados contribuyeron con $ 719 millones

Venta de piezas y equipos

Las ventas de piezas y equipos en 2022 alcanzaron $ 356 millones, con canales de distribución clave que incluyen:

• Directo al por mayor a los franquiciados
• Mercado de piezas en línea
• Acuerdos de compra a granel

Tarifas de transacción de plataforma digital

Los ingresos de la plataforma digital en 2022 fueron de $ 42.7 millones, generados a través de:

Servicio digital	Tarifa de transacción	Ingresos anuales
Plataforma de reserva en línea	3-5% por transacción	$ 18.3 millones
Mercado de piezas	2-4% por transacción	$ 24.4 millones

Licencias de marca y oportunidades de expansión

La licencia de marca generó $ 12.5 millones en 2022, con estrategias de expansión internacional dirigidas:

• Canadá: 47 nuevas franquicias en 2022
• México: 22 acuerdos de franquicia firmados
• Rango de tarifas de licencia: $ 10,000 - $ 75,000 por acuerdo

Driven Brands Holdings Inc. (DRVN) - Canvas Business Model: Value Propositions

You're looking at the core reasons why customers choose Driven Brands Holdings Inc. services and why franchisees buy into the system. It's all about tangible benefits backed by scale and performance metrics as of late 2025.

Speed and Convenience

For the quick-lube side, the primary draw is the speed of the Take 5 Oil Change brand. They are known for completing services in roughly 10 minutes. This is a significant differentiator when compared to the average oil change at other shops, which can take between 20 to 45 minutes. The convenience is amplified because customers stay inside their car the entire time. This focus on efficiency is clearly working; as of the third quarter of 2025, Take 5 achieved its 21st consecutive quarter of same-store sales growth. In that same quarter, the Take 5 segment saw revenue growth of 15% and same-store sales growth of 7%, with its Adjusted EBITDA margin expanding to 35%. Also, the push for higher-margin services is evident, as non-oil change revenue now accounts for over 25% of Take 5 sales. That's a clear win for the time-crunched consumer.

Full Vehicle Lifecycle Service

Driven Brands Holdings Inc. offers a comprehensive network that covers maintenance, collision, paint, glass, and repair. This breadth means a customer can theoretically stay within the network for most of their vehicle's needs. The sheer scale of the operation supports this proposition. Here's a look at the network size as of the third quarter of 2025, noting the recent divestiture of the U.S. car wash business in April 2025.

Metric	Value (As of Q3 2025)
Total Locations (Approximate)	4,900
Countries of Operation	14
Franchise Brands Locations (Approximate)	2,676
Take 5 Oil Change Locations (Approximate)	1,181
System-Wide Sales (Total Company)	$1.6 billion
Expected Full Year 2025 Revenue Guidance	$2.1 billion to $2.12 billion

The company services tens of millions of vehicles annually across this footprint.

Trusted National Brands

The value proposition leans heavily on the recognition of its portfolio of brands, which include Take 5 Oil Change, Meineke Car Care Centers, Maaco, CARSTAR, 1-800-Radiator & A/C, and Auto Glass Now. This established presence helps lower the hurdle for new customer acquisition because the brand names carry inherent trust. For the flagship Take 5 segment, this trust is quantified by a Net Promoter Score (NPS) that remained in the high 70s through the third quarter of 2025. Franchisees find this national recognition compelling enough to commit to multi-unit agreements.

Consistent Quality

Quality is maintained through standardization across both corporate and franchised locations. At the quick-lube level, this means using quality oil types, such as high-end brands like Castrol and Mobil 1, and ensuring technicians are certified. Every Take 5 oil change includes a multi-point inspection and fluid top-offs, which standardizes the service beyond just the oil. For the broader network, franchisees are supported with brand-specific services, including dedicated brand marketing and procurement program savings, which helps ensure a consistent operational standard.

Value for Franchisees

The system is designed to offer compelling economic benefits to those operating the stores. The business model explicitly targets growth from Take 5 and free cash flow from its franchise brands. The unit economics are proven; new Take 5 units from the 2023 and prior vintages achieved average unit volumes (AUV) above $1 million within 24 months. Furthermore, the Franchise Brands segment itself posted strong profitability metrics, delivering Adjusted EBITDA margins of 66% in Q3 2025. The commitment from existing operators is a strong indicator of value; as of Q3 2025, about 40% of franchisees in the Franchise Brands side were already on their second or third area development agreement. The future pipeline is also visible, with approximately 900 locations in the pipeline, of which over 1/3 are already secured or further along.

Finance: draft 13-week cash view by Friday.

Driven Brands Holdings Inc. (DRVN) - Canvas Business Model: Customer Relationships

You're looking at how Driven Brands Holdings Inc. keeps customers coming back across its nearly 4,900 locations in the United States and 13 other countries as of late 2025.

Digital Engagement: Online scheduling and digital service reminders.

Specific metrics for online scheduling adoption or digital reminder volume aren't public, but the success of the Take 5 segment suggests high digital effectiveness. Take 5 Oil Change achieved same store sales growth of 7% in Q3 2025, marking its 19th consecutive quarter of growth. Furthermore, non-oil change revenue in that segment accounted for more than 20% of sales in Q2 2025, driven by attachment rates, which often correlates with effective digital follow-up or pre-service communication.

Loyalty Programs: Drive repeat business for routine maintenance.

While Driven Brands Holdings Inc. does not publish its direct loyalty program enrollment or repeat purchase rates, industry data suggests the value of such programs. Nationally, 41% of consumers state that a brand offering a loyalty program is a primary reason they stay loyal. The overall system-wide sales growth of 4.7% to $1.6 billion in Q3 2025 reflects the success of retaining customers across the network.

High-Touch Service: Personalized interaction at the point of service.

Personalized service is embedded in the brand structure. For instance, the Franchise Brands segment, which includes brands like Meineke and Maaco, has 2,676 locations. Industry-wide, 34% of consumers report that personalized customer support makes them feel closer to a brand. The Franchise Brands segment saw system-wide sales of $1.1 billion in Q3 2025, indicating a large base for direct customer interaction.

The performance across key customer-facing segments in Q3 2025 demonstrates the outcome of these relationship efforts:

Segment	System-Wide Sales (Q3 2025)	Same Store Sales Growth (Q3 2025)	Store Count (Q3 2025)
Take 5 Oil Change	Not explicitly stated as a dollar amount	7%	Not explicitly stated as a number
Franchise Brands	$1.1 billion	0.7%	2,676
Car Wash (International/IMO)	$51.4 million	3.9%	717

Franchisee Support: Dedicated field support and training teams.

The relationship with franchisees is critical, as the company operates approximately 4,900 total locations, many of which are franchised. Training support is provided through ATI, which offers a multi-year training package typically paid for via a monthly subscription. The company continues to execute a plan for net store growth of approximately 175 to 200 locations for fiscal year 2025.

B2B Account Management: Dedicated teams for commercial fleet and insurance partners.

The B2B relationship structure supports multiple brands. For example, 1-800-Radiator & A/C had 205 locations as of December 28, 2024, distributing parts to repair shops and body shops. Furthermore, the company uses its in-house distributor, Spire Supply, to serve all Take 5 Oil locations, simplifying operations by reducing inventory needs. The overall network services tens of millions of vehicles annually.

The company's focus on core North American businesses following the planned divestiture of the international car wash business for €406 million (around $471 million) sharpens its operational focus on these key relationship segments.

• The company expects net store growth of approximately 175 to 200 for 2025.
• The Franchise Brands segment saw a 2.9% decrease in same store sales in Q1 2025, showing the pressure in some of these B2B/discretionary service relationships.
• The company's liquidity position at the end of Q3 2025 was $755.7 million.

Finance: Review the Q4 2025 B2B contract renewal rates by segment by next Tuesday.

Driven Brands Holdings Inc. (DRVN) - Canvas Business Model: Channels

Company-Operated Stores are a key growth vector, especially within the Take 5 Oil Change brand.

Driven Brands Holdings Inc. plans to open approximately 90 company-owned Take 5 locations in 2025.

Historically, the Take 5 business was 100% company-owned when Driven Brands Holdings Inc. acquired it, consisting of about 40-ish units outside of New Orleans.

Franchised Locations represent the stable, cash-generating part of the platform, working alongside the growth engine.

For 2025, Driven Brands Holdings Inc. expects to open approximately 80 franchised Take 5 locations.

The Franchise Brands segment, which includes brands like Meineke Car Care Centers and Maaco, had a store count of 2,676 as of the third quarter ending September 27, 2025.

The Take 5 brand has scaled to approximately 1,350-ish locations, with 40% of those being franchised.

The overall network, prior to the international car wash divestiture, was approximately 4,900 locations across the United States and 13 other countries.

The company continues to expect net store growth of approximately 175 to 200 locations for the full fiscal year 2025.

The scale of operations across these channels is detailed below for the third quarter of 2025:

Segment/Channel Focus	Store Count (Q3 2025)	System-Wide Sales (Q3 2025)	Same-Store Sales Growth (Q3 2025)
Take 5 Oil Change (Company-Operated Focus)	Not explicitly separated from total company-owned count	Not explicitly stated for Take 5 only	7%
Franchise Brands (Franchised Focus)	2,676	$1.1 billion	0.7%
Car Wash (Pre-Divestiture)	717	$51.4 million	3.9%

Digital Platforms are used to support location finding and service information, though specific usage metrics aren't public.

The company is using a new media mix model to fine-tune marketing spend by geography/channel.

National Call Centers support centralized booking and customer service across the platform.

The overall system-wide sales for the company in Q3 2025 reached $1.6 billion.

Commercial Sales Force activities are embedded within the broader segment reporting, securing large contracts and fleet business.

The Franchise Brands segment generated $1.1 billion in system-wide sales in Q3 2025.

The Take 5 segment saw its system-wide sales increase 18% year-over-year.

The company's fiscal year 2025 revenue guidance, excluding the divested international car wash business, is projected to be between $1.85 billion to $1.87 billion.

• Take 5 Oil Change non-oil change revenue now accounts for over 25% of Take 5 sales.
• Take 5 Adjusted EBITDA margin expanded to 35% in Q3 2025.
• Franchise Brands segment achieved an Adjusted EBITDA margin of 66% in Q3 2025.

Driven Brands Holdings Inc. (DRVN) - Canvas Business Model: Customer Segments

You're looking at the customer base for Driven Brands Holdings Inc. as of late 2025. This company serves a wide array of needs, from routine upkeep to major repairs, through its network of locations.

The overall network size, as of December 28, 2024, stood at 5,179 total locations across North America, Europe, and Australia, with a structure that breaks down by service type. By the third quarter of 2025, the company operated approximately 4,900 locations across the United States and 13 other countries, servicing tens of millions of vehicles annually.

The customer segments are served across the company's operational structure, which, as of early 2025, highlights Take 5 Oil Change as a stand-alone segment alongside consolidated Franchise Businesses.

Here is a breakdown of the key customer groups and the associated operational metrics:

• Retail Vehicle Owners seek routine, non-discretionary maintenance like oil changes and tire services.
• Commercial Fleets require consistent, high-volume vehicle service across the network.
• Insurance Companies drive referrals for collision and glass repair work.
• Franchise Investors are entrepreneurs buying into proven, scalable business models.
• Vehicle Owners needing discretionary services utilize paint and collision repair brands like Maaco and CARSTAR.

The Franchise Brands segment, which includes many of the core maintenance and repair concepts, generated system-wide sales of $1.1 billion with a store count of 2,676 in the third quarter of 2025. The Franchise Brands segment also posted an adjusted EBITDA margin of 60.9% in the second quarter of 2025.

The Take 5 Oil Change business, a major driver of retail traffic, saw its revenue increase by 14% and same-store sales growth of 7% in the third quarter of 2025. This marks the 19th consecutive quarter of same-store sales growth for the company overall.

The Car Wash segment, which includes the international IMO brand, recorded system-wide sales of $51.4 million and had 717 stores in the third quarter of 2025.

The company's overall financial performance in Q3 2025 reflects the activity across these customer bases, with reported revenue of $535.7 million. The revised fiscal year 2025 revenue projection, following a divestiture, is now between $1.85 billion and $1.87 billion.

Here's a look at the location counts by the structure used in late 2024, which helps map the customer service types:

Service/Customer Focus Area	Location Count (as of Dec 28, 2024)	Associated Service Type
Maintenance	1,960	Routine service for Retail Owners and Commercial Fleets
Paint, Collision & Glass	1,912	Discretionary/Insurance-referred repair for Vehicle Owners
Car Wash	1,102	Retail and Commercial quick-service cleaning
Platform Services	205	Supplies/Training for Franchise Investors' operations

The business model relies on a mix of ownership structures to serve these segments, with 3,129 Franchised Stores, 1,330 Company-Operated Stores, and 720 Independently-Operated Stores as of December 28, 2024.

The Franchise Investors segment is crucial as they operate a significant portion of the network, which is why system-wide sales for Franchise Brands reached $1.1 billion in Q3 2025.

The company services approximately 70 million vehicles annually across its network.

Driven Brands Holdings Inc. (DRVN) - Canvas Business Model: Cost Structure

You're looking at the cost side of the Driven Brands Holdings Inc. engine as of late 2025, focusing on the numbers reported through the third quarter. Honestly, the structure shows a heavy reliance on store-level costs, which makes sense for a massive service network.

Store Operating Expenses: Labor, rent, and utilities for corporate stores.

The costs associated with running company-operated locations are a major component. For the third quarter of 2025, the increase in expenses for company and independently operated stores year-over-year was $16.4 million, which was driven by higher sales volumes and the addition of more stores compared to Q3 2024. This figure bundles the direct costs like technician wages, facility leases, and utilities across those locations.

Franchise Support Costs: Training, marketing, and technology for franchisees.

Specific line items for franchise support costs-like dedicated training programs or technology platform maintenance passed to franchisees-aren't broken out in the public Q3 2025 statements. However, a significant cost driver that supports the franchise network is the advertising contribution revenue, which was $27.88 million in Q3 2025. This revenue funds system-wide marketing efforts that benefit all franchisees.

Cost of Goods Sold (COGS): Oil, parts, and materials for maintenance and repair.

The direct cost of materials is embedded within the overall operating structure. While a clear COGS figure isn't isolated, the revenue generated from the Supply and Other segment in Q3 2025 was $74.31 million. This revenue stream is directly tied to the cost of goods sold, as it represents the oil, parts, and materials Driven Brands Holdings Inc. supplies to its network for maintenance and repair services.

Selling, General, and Administrative (SG&A): Corporate overhead and marketing.

Corporate overhead, which includes executive salaries, central office functions, and broader marketing campaigns, is captured in SG&A. In the second quarter of 2025, there was a year-over-year increase in SG&A of $63.3 million. This highlights the scaling costs associated with managing a platform of this size, even as the company focuses on operational efficiencies.

Interest Expense: Servicing significant debt, with a focus on de-levering.

Servicing the debt load is a critical, non-operational cost. For Q2 2025, the net interest expense was $31.4 million. The focus on de-levering is clear: the net leverage ratio improved to 3.8x Adjusted EBITDA by the end of Q3 2025, partly due to using $113 million in cash proceeds from a seller note monetization in July 2025 to pay down term loan principal. The planned divestiture of the international car wash business is also explicitly aimed at reducing pro forma leverage by approximately 0.3x.

Here's a quick look at the key Q3 2025 financial context that drives these cost allocations:

Metric	Amount (USD Millions)	Notes
Total Revenue (Q3 2025)	535.7	Reported revenue for the third quarter.
Adjusted EBITDA (Q3 2025)	136.3	Measure of operational profitability before certain adjustments.
Net Income from Continuing Operations (Q3 2025)	60.9	Quarterly net profit.
Operating Expense Increase (YoY Q3 2025)	21.0	Total increase in operating expenses year-over-year.
Company/Independently Operated Store Expense Increase (YoY Q3 2025)	16.4	Portion of operating expense tied to store footprint growth/activity.
Net Leverage Ratio (End of Q3 2025)	3.8x	Debt relative to Adjusted EBITDA, showing de-levering progress.

The company is definitely managing a complex cost base, balancing the variable costs of high-volume service centers with the fixed costs of corporate overhead and debt service. Finance: draft 13-week cash view by Friday.

Driven Brands Holdings Inc. (DRVN) - Canvas Business Model: Revenue Streams

You're looking at the core ways Driven Brands Holdings Inc. brings in money as of late 2025, focusing only on the hard numbers from continuing operations.

The overall financial picture for the full fiscal year 2025, after accounting for the international car wash divestiture, looks like this:

Metric	Projected Amount (Continuing Operations)
Full-Year 2025 Revenue	Between $1.85 billion and $1.87 billion
Full-Year 2025 Adjusted EBITDA	Between $445 million and $455 million

The revenue streams are clearly segmented across company-owned operations and the franchised network. The Take 5 Oil Change segment is a major driver; for instance, in Q3 2025, it represented approximately 75% of Driven Brands' overall adjusted EBITDA.

Corporate Store Sales are generated from company-owned locations, most notably the Take 5 Oil Change stores. Driven Brands Holdings Inc. planned to open approximately 90 new company-owned Take 5 locations in 2025, adding to this revenue base.

Franchise Royalties and Initial Franchise Fees flow from the extensive network of franchised brands, which are over 99% franchised in the Franchise Brands segment. Here's what we know about the franchise economics:

• Initial Franchise Fees are tied to new license payments. Driven Brands expected to open approximately 80 new franchised Take 5 locations in 2025.
• The average franchise unit intake was reported as ramping to $1.5 million in top line revenue.
• Franchise Royalties are the ongoing revenue stream. Franchise unit profitability shows EBITDA margins in the high teens.
• Franchisees are seeing a strong return, with a reported 30% cash on cash return on those franchise investments.

Also, within the Take 5 system, non-oil change services are becoming a bigger part of the revenue mix, accounting for over 25% of Take 5 sales as of Q3 2025. This diversification helps stabilize the revenue streams, defintely.

Finance: draft 13-week cash view by Friday.