Driven Brands Holdings Inc. (DRVN): Business Model Canvas [Jan-2025 Mise à jour]

Driven Brands Holdings Inc. (DRVN) émerge comme une centrale électrique dans l'écosystème des services automobiles, révolutionnant la façon dont les consommateurs éprouvent la maintenance des véhicules grâce à un modèle de franchise multi-marques sophistiqué. En intégrant de manière transparente des partenariats stratégiques, des technologies innovantes et des solutions de services complètes, la société a conçu un modèle commercial dynamique qui transcende les paradigmes de services automobiles traditionnels. Des propriétaires de voitures individuels aux sociétés de gestion de flotte, l'approche unique de DRVN offre des services automobiles standardisés, pratiques et rentables sur plusieurs marques, se positionnant comme une force transformatrice dans un paysage de l'industrie en constante évolution.

Driven Brands Holdings Inc. (DRVN) - Modèle commercial: partenariats clés

Accords de franchise stratégiques avec des marques de services automobiles

Driven Brands Holdings maintient des accords de franchise stratégiques avec plusieurs marques de services automobiles:

Marque	Nombre de franchises	Contribution annuelle des revenus
Centres de soins de voiture Meineke	1 300+ emplacements	380 millions de dollars
Réparation de collision Maaco	450+ emplacements	220 millions de dollars
Prendre 5 changements d'huile	600+ emplacements	275 millions de dollars

Partenariats avec les fournisseurs de pièces et d'équipements automobiles

Les partenariats clés des fournisseurs de pièces et d'équipements automobiles comprennent:

• Compagnie des pièces authentiques (Napa Auto Parts) - Fournisseur de pièces primaires
• Advance Auto Pièces - Fournisseur de pièces secondaires
• Bosch Automotive Service Solutions - Fournisseur d'équipement

Collaboration avec les fournisseurs de technologies pour les plateformes de services numériques

Partenaire technologique	Service fourni	Investissement annuel
Servititan	Plateforme de gestion numérique	8,5 millions de dollars
Shopmonkey	Logiciel d'atelier de réparation automatique	3,2 millions de dollars

Relations avec les promoteurs immobiliers pour les emplacements du centre de service

Détails du partenariat immobilier:

• Cushman & Wakefield - Services de conseil immobilier
• CBRE Group - Consulting de stratégie de localisation
• Investissement annuel total de développement immobilier: 45 millions de dollars

Driven Brands Holdings Inc. (DRVN) - Modèle d'entreprise: Activités clés

Marques de services automobiles franchisés

Depuis le quatrième trimestre 2023, Driven Brands exploite 4 574 emplacements franchisés au total sur plusieurs segments de services automobiles.

Marque de franchise	Nombre d'emplacements
Meineke	1 124 emplacements
Maaco	1 336 emplacements
Prendre 5 changements d'huile	645 emplacements
Groupe de réparation de véhicules	591 emplacements

Fournir un soutien opérationnel au réseau de franchise

Driven Brands fournit un soutien opérationnel complet grâce à des services centralisés.

• Investissement infrastructure technologique: 42,3 millions de dollars en 2023
• Programmes de formation et de développement pour les franchisés
• Gestion de la chaîne d'approvisionnement centralisée

Développer et maintenir la normalisation des services

La société maintient des protocoles de contrôle de qualité stricts à travers les réseaux de franchise.

Métrique de normalisation	Norme de performance
Conformité de la qualité du service	95,6% dans toutes les marques
Évaluation de satisfaction du client	4.3 / 5 Moyenne

Marketing et gestion de la marque

Les dépenses de marketing pour 2023 ont totalisé 87,6 millions de dollars entre les segments de services automobiles.

• Attribution du marketing numérique: 62% du budget marketing total
• Stratégies multi-marques à promotion croisée
• Campagnes de marketing régionales ciblées

Innovation continue dans les technologies de service automobile

Investissement en R&D en 2023: 23,4 millions de dollars se sont concentrés sur les progrès technologiques.

Zone d'innovation	Focus d'investissement
Outils de diagnostic numérique	8,7 millions de dollars
Systèmes de gestion des clients	6,2 millions de dollars
Technologies de maintenance prédictive	5,9 millions de dollars

Driven Brands Holdings Inc. (DRVN) - Modèle d'entreprise: Ressources clés

Portfolio de services automobiles multimarques établis

Depuis le quatrième trimestre 2023, Driven Brands exploite plus de 4 300 centres de services dans plusieurs catégories de services automobiles, notamment:

Marque	Catégorie de service	Nombre d'emplacements
Meineke	Réparation de véhicules	1,200+
Maaco	Réparation de collision	1,100+
Prendre 5 changements d'huile	Services de lubrifiant rapide	800+
Autres marques	Divers services automobiles	1,200+

Équipe de développement de gestion et de franchise expérimentée

Composition de l'équipe de leadership:

• Jonathan Fitzpatrick - Président et chef de la direction
• Eric Holcomb - directeur financier
• Expérience de direction moyenne: 20 ans et plus dans les industries de l'automobile et de la franchise
• Total des employés de l'entreprise: 600+

Technologie propriétaire et plateformes de services numériques

Investissements infrastructures technologiques:

• Investissement de plate-forme numérique: 12,5 millions de dollars en 2023
• Logiciel de gestion de la clientèle propriétaire
• Application mobile avec des capacités de planification de service
• Advanced Analytics and Reporting Systems

Solide reconnaissance de la marque

Marque	Présence du marché	Sensibilisation à la marque
Meineke	États-Unis et Canada	82%
Maaco	États-Unis et Canada	75%
Prendre 5 changements d'huile	États-Unis	65%

Réseau étendu de centres de services et franchisés

Détails du réseau à partir de 2023:

• Total des centres de service: 4,300+
• Compte de franchisé: 3,800+
• Couverture géographique: 50 États américains et Canada
• Investissement moyen du franchisé: 250 000 $ - 500 000 $

Driven Brands Holdings Inc. (DRVN) - Modèle d'entreprise: propositions de valeur

Solutions complètes de services automobiles pour les consommateurs

Driven Brands exploite 4 347 emplacements au total sur plusieurs marques de services automobiles au T3 2023. Les revenus totaux pour les services automobiles ont atteint 1,84 milliard de dollars en 2023.

Marque de service	Nombre d'emplacements	Revenus annuels
Midas	930	412 millions de dollars
Prendre 5 changements d'huile	2,150	687 millions de dollars
Réparation de verre automatique	565	276 millions de dollars

Qualité cohérente et service standardisé

Les marques motivées maintiennent la qualité des services grâce à des programmes de formation centralisés avec un taux de conformité de la franchise de 98,3% en 2023.

• Évaluation moyenne de satisfaction du client: 4.6 / 5
• Taux de certification des techniciens de service: 92%
• Protocoles de service standardisés sur toutes les marques

Maintenance automobile pratique et accessible

La plate-forme de réservation numérique a traité 3,2 millions de nominations de services en 2023, ce qui représente 47% du total des réservations.

Canal de réservation	Pourcentage	Rendez-vous total
Plate-forme numérique	47%	3,200,000
Téléphone	35%	2,380,000
Sans rendez-vous	18%	1,224,000

Packages de services rentables

Le prix moyen des forfaits de service varie de 49,99 $ à 299,99 $ dans différentes catégories de maintenance automobile.

• Emballage de changement d'huile de base: 49,99 $
• Inspection complète des véhicules: 129,99 $
• Service de maintenance complet: 299,99 $

Expériences de service numérique et physique intégré

Les téléchargements d'applications mobiles ont atteint 1,7 million d'utilisateurs en 2023, avec un engagement mensuel actif de 62%.

Fonctionnalité de service numérique	Taux d'adoption des utilisateurs
Téléchargements d'applications mobiles	1,700,000
Utilisateurs actifs mensuels	62%
Suivi des services en ligne	78%

Driven Brands Holdings Inc. (DRVN) - Modèle d'entreprise: relations clients

Programmes de soutien et de formation sur franchise

Driven Brands fournit un support de franchise complet via plusieurs canaux:

Catégorie de support	Nombre de ressources de soutien
Centres de formation	12
Modules de formation en ligne	87
Conférences de franchise annuelles	4
Personnel de soutien direct	156

Plates-formes de fiançailles clients numériques

Métriques d'engagement numérique:

• Utilisateurs d'applications mobiles: 2,3 millions
• Plateformes de réservation en ligne: 5 plateformes différentes
• Temps d'interaction numérique moyen: 7,4 minutes

Programmes de fidélité et de récompenses

Marque	Membres du programme de fidélité	Dépenses annuelles moyennes par membre
Meineke	523,000	$245
Maaco	412,000	$187
Prendre 5 changements d'huile	687,000	$156

Recommandations de services personnalisés

Investissements technologiques de personnalisation: 4,2 millions de dollars en 2023

• Moteur de recommandation basé sur l'IA
• Algorithmes d'apprentissage automatique
• Plateformes d'analyse des données clients

Canaux de communication clients cohérents

Canal de communication	Interactions mensuelles
E-mail marketing	3,6 millions
Engagement des médias sociaux	2,1 millions
Notifications SMS	1,8 million
Appels de service à la clientèle	412,000

Driven Brands Holdings Inc. (DRVN) - Modèle d'entreprise: canaux

Centres de services de franchise

Depuis le quatrième trimestre 2023, Driven Brands exploite plus de plus de 4 100 centres de services de franchise sur plusieurs marques de services automobiles.

Marque	Nombre de centres de franchise
Meineke	1,200
Prendre 5 changements d'huile	650
Cartar	1,250
Autres marques	1,000

Applications de services mobiles

Driven Brands a développé des applications mobiles pour les marques clés avec les fonctionnalités suivantes:

• Réservation de services en temps réel
• Intégration de paiement numérique
• Suivi de l'historique des services
• Finder de service basé sur la localisation

Plateformes de réservation en ligne

Pénétration de réservation en ligne à partir de 2023: 37% sur le réseau de franchise.

Métrique de la plate-forme	2023 données
Réservations en ligne	1,2 million
Pourcentage de réservation mobile	68%

Marketing direct et publicité numérique

Dépenses en marketing numérique en 2023: 42,3 millions de dollars.

• Investissement sur Google Ads: 18,5 millions de dollars
• Publicité des médias sociaux: 12,7 millions de dollars
• Annonces d'affichage programmatique: 11,1 millions de dollars

Engagement des médias sociaux

Plate-forme	Adeptes / abonnés	Taux d'engagement
Facebook	450,000	3.2%
Instagram	280,000	4.1%
Youtube	120,000	2.7%

Driven Brands Holdings Inc. (DRVN) - Modèle d'entreprise: segments de clientèle

Propriétaires de véhicules individuels

Depuis 2023, les marques Driven sert environ 35 millions de propriétaires de véhicules individuels par an dans son réseau de centres de services.

Caractéristiques du segment	Métriques de volume
Entretien des voitures personnelles	22,5 millions de transactions de service par an
Tranche d'âge	25-55 ans
Dépenses annuelles moyennes par client	$487

Sociétés de gestion de flotte

Driven Brands dessert 12 500 clients de gestion de flotte commerciale à travers l'Amérique du Nord.

• Taille moyenne de la flotte: 250-500 véhicules
• Valeur du contrat de service annuel: 1,2 million de dollars par client
• Segments verticaux: transport, logistique, services de livraison

Clients commerciaux et d'entreprise

La clientèle d'entreprise comprend 8 750 contrats de service automobile de niveau d'entreprise.

Type de client	Contribution annuelle des revenus
Grandes entreprises	215 millions de dollars
Petites et moyennes entreprises	87 millions de dollars

Passionnés de l'automobile

Segment spécialisé représentant 5% de la clientèle totale, avec 1,75 million de clients.

• Dépenses annuelles moyennes: 1 200 $ par client
• Services primaires: améliorations de performances, détails personnalisés
• Age démographique: 25 à 45 ans

Petites et moyennes entreprises

Réseau de 6 300 clients commerciaux de petite à moyenne taille dans des secteurs de services automobiles.

Type d'entreprise	Nombre de clients	Valeur du contrat annuel moyen
Ateliers de réparation automobile	3,750	$275,000
Concessionnaires automobiles	1,850	$425,000
Fournisseurs automobiles	700	$185,000

Driven Brands Holdings Inc. (DRVN) - Modèle d'entreprise: Structure des coûts

Développement de franchise et dépenses de soutien

Pour l'exercice 2022, les marques en pilote ont déclaré des dépenses de développement et de soutien de la franchise de 46,1 millions de dollars, ce qui représente 5,2% du total des dépenses d'exploitation.

Catégorie de dépenses	Montant (2022)	Pourcentage des dépenses d'exploitation
Infrastructure de soutien à la franchise	28,3 millions de dollars	3.2%
Programmes de formation de franchise	12,5 millions de dollars	1.4%
Coûts d'intégration de la franchise	5,3 millions de dollars	0.6%

Marketing et promotion de la marque

Les dépenses de marketing pour les marques motivées en 2022 ont totalisé 87,6 millions de dollars, soit 9,9% des revenus totaux.

• Contributions du Fonds de publicité national: 62,4 millions de dollars
• Investissements en marketing numérique: 15,2 millions de dollars
• Développement de la campagne de marque: 10 millions de dollars

Investissements infrastructures technologiques

Les dépenses de technologie et d'infrastructure informatique en 2022 étaient de 33,7 millions de dollars, ce qui représente 3,8% du total des dépenses d'exploitation.

Zone d'investissement technologique	Montant (2022)
Infrastructure de cloud computing	14,2 millions de dollars
Améliorations de la cybersécurité	8,5 millions de dollars
Développement de logiciels	11 millions de dollars

Offres opérationnelles pour les centres de service

Les coûts d'exploitation du centre de service en 2022 s'élevaient à 156,3 millions de dollars, représentant 17,7% du total des dépenses d'exploitation.

• Entretien des installations: 42,6 millions de dollars
• Coûts de main-d'œuvre: 89,7 millions de dollars
• Équipement et fournitures: 24 millions de dollars

Recherche et développement pour les innovations de services

Les dépenses de R&D pour les innovations sur les services en 2022 étaient de 22,5 millions de dollars, ce qui représente 2,5% des revenus totaux.

Zone de focus R&D	Montant d'investissement
Optimisation du processus de service	9,8 millions de dollars
Nouveau développement de services	7,2 millions de dollars
Intégration technologique	5,5 millions de dollars

Driven Brands Holdings Inc. (DRVN) - Modèle d'entreprise: Strots de revenus

Frais de franchise et redevances

Au troisième trimestre 2023, Driven Brands a rapporté des frais de franchise et des redevances de 78,3 millions de dollars. L'entreprise opère dans plusieurs marques de services automobiles, notamment Meineke, Maaco, Take 5 Oil Change, et autres.

Marque	Gamme de frais de franchise	Pourcentage de redevances
Meineke	$35,000 - $50,000	5,5% des ventes brutes
Maaco	$25,000 - $40,000	4,5% des ventes brutes
Prendre 5 changements d'huile	$40,000 - $60,000	5% des ventes brutes

Partage des revenus du centre de service

En 2022, les revenus du centre de service ont totalisé 1,24 milliard de dollars, ce qui représente 43% du total des revenus de l'entreprise.

• Les centres de services appartenant à l'entreprise ont généré 521 millions de dollars
• Les centres de services franchisés ont contribué 719 millions de dollars

Ventes de pièces et d'équipements

Les ventes de pièces et d'équipements en 2022 ont atteint 356 millions de dollars, avec des canaux de distribution clés, notamment:

• En gros en gros des franchisés
• Marché des pièces en ligne
• Accords d'achat en vrac

Frais de transaction de plate-forme numérique

Les revenus de la plate-forme numérique en 2022 étaient de 42,7 millions de dollars, générés à travers:

Service numérique	Frais de transaction	Revenus annuels
Plateforme de réservation en ligne	3-5% par transaction	18,3 millions de dollars
Marché des pièces	2 à 4% par transaction	24,4 millions de dollars

Opportunités de licence de marque et d'expansion

Les licences de marque ont généré 12,5 millions de dollars en 2022, avec des stratégies d'expansion internationales ciblant:

• Canada: 47 nouvelles franchises en 2022
• Mexique: 22 accords de franchise signés
• Gamme de frais de licence: 10 000 $ - 75 000 $ par accord

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.