Driven Brands Holdings Inc. (DRVN): Modelo de negócios Canvas [Jan-2025 Atualizado]

A Driven Brands Holdings Inc. (DRVN) surge como uma potência no ecossistema de serviços automotivos, revolucionando como os consumidores experimentam manutenção de veículos por meio de um modelo sofisticado de franquia de várias marcas. Ao integrar perfeitamente parcerias estratégicas, tecnologias inovadoras e soluções de serviço abrangentes, a empresa criou um modelo de negócios dinâmico que transcende os paradigmas de serviço automotivo tradicionais. De proprietários de carros individuais a empresas de gerenciamento de frotas, a abordagem exclusiva da DRVN oferece serviços automotivos padronizados, convenientes e econômicos em várias marcas, posicionando-se como uma força transformadora em um cenário da indústria em constante evolução.

Driven Brands Holdings Inc. (DRVN) - Modelo de negócios: Parcerias -chave

Acordos de franquia estratégica com marcas de serviço automotivo

A Driven Brands Holdings mantém acordos de franquia estratégicos com várias marcas de serviços automotivos:

Marca	Número de franquias	Contribuição anual da receita
Centros de Cuidados de Carros Meineke	1.300 mais de locais	US $ 380 milhões
Reparo de colisão de Maaco	450 mais de locais	US $ 220 milhões
Pegue 5 troca de óleo	600 mais de locais	US $ 275 milhões

Parcerias com peças e fornecedores de equipamentos automotivos

Principais peças automotivas e parcerias de fornecedores de equipamentos incluem:

• Companhia de peças genuínas (Napa Auto Parts) - Fornecedor de peças primárias
• Avanço de autopeças - fornecedor de peças secundárias
• Bosch Automotive Service Solutions - Provedor de equipamentos

Colaboração com provedores de tecnologia para plataformas de serviço digital

Parceiro de tecnologia	Serviço prestado	Investimento anual
ServiceTitan	Plataforma de gerenciamento digital	US $ 8,5 milhões
ShopMonkey	Software de oficina de reparo automático	US $ 3,2 milhões

Relacionamentos com promotores imobiliários para locais de centro de serviços

Detalhes da parceria imobiliária:

• Cushman & Wakefield - Serviços de consultoria imobiliária
• Grupo CBRE - Consultoria de Estratégia de Localização
• Investimento anual de desenvolvimento imobiliário anual: US $ 45 milhões

Driven Brands Holdings Inc. (DRVN) - Modelo de negócios: Atividades -chave

Marcas de serviço automotivo de franquia

A partir do quarto trimestre 2023, as marcas dirigidas opera 4.574 locais franqueados totais em vários segmentos de serviço automotivo.

Marca de franquia	Número de locais
Meineke	1.124 locais
Maaco	1.336 locais
Pegue 5 troca de óleo	645 locais
Grupo de reparo de veículos	591 locais

Fornecendo suporte operacional à rede de franquias

A Driven Brands fornece suporte operacional abrangente por meio de serviços centralizados.

• Investimento de infraestrutura de tecnologia: US $ 42,3 milhões em 2023
• Programas de treinamento e desenvolvimento para franqueados
• Gerenciamento centralizado da cadeia de suprimentos

Desenvolvendo e mantendo a padronização de serviços

A empresa mantém protocolos rígidos de controle de qualidade nas redes de franquias.

Métrica de padronização	Padrão de desempenho
Conformidade com a qualidade do serviço	95,6% em todas as marcas
Classificação de satisfação do cliente	4.3/5 média

Marketing e gerenciamento de marca

As despesas de marketing para 2023 totalizaram US $ 87,6 milhões em segmentos de serviço automotivo.

• Alocação de marketing digital: 62% do orçamento total de marketing
• Estratégias cruzadas de várias marcas
• Campanhas de marketing regional direcionado

Inovação contínua em tecnologias de serviço automotivo

Investimento em P&D em 2023: US $ 23,4 milhões focados em avanços tecnológicos.

Área de inovação	Foco de investimento
Ferramentas de diagnóstico digital	US $ 8,7 milhões
Sistemas de gerenciamento de clientes	US $ 6,2 milhões
Tecnologias de manutenção preditiva	US $ 5,9 milhões

Driven Brands Holdings Inc. (DRVN) - Modelo de negócios: Recursos -chave

Portfólio de serviços automotivos de várias marcas

A partir do quarto trimestre 2023, as marcas dirigidas opera mais de 4.300 centros de serviço em várias categorias de serviços automotivos, incluindo:

Marca	Categoria de serviço	Número de locais
Meineke	Reparo do veículo	1,200+
Maaco	Reparo de colisão	1,100+
Pegue 5 troca de óleo	Serviços de lubrificação rápida	800+
Outras marcas	Vários serviços automotivos	1,200+

Equipe experiente de gerenciamento e desenvolvimento de franquias

Composição da equipe de liderança:

• Jonathan Fitzpatrick - Presidente e CEO
• Eric Holcomb - Diretor Financeiro
• Experiência executiva média: mais de 20 anos em indústrias automotivas e de franquia
• Total de funcionários corporativos: 600+

Tecnologia proprietária e plataformas de serviço digital

Investimentos de infraestrutura de tecnologia:

• Investimento de plataforma digital: US $ 12,5 milhões em 2023
• Software de gerenciamento de clientes proprietário
• Aplicativo móvel com recursos de agendamento de serviços
• Sistemas avançados de análise e relatório

Forte reconhecimento de marca

Marca	Presença de mercado	Reconhecimento da marca
Meineke	Estados Unidos e Canadá	82%
Maaco	Estados Unidos e Canadá	75%
Pegue 5 troca de óleo	Estados Unidos	65%

Extensa rede de centros de serviço e franqueados

Detalhes da rede a partir de 2023:

• Total de Centros de Serviço: 4,300+
• Contagem de franqueados: 3,800+
• Cobertura geográfica: 50 estados dos EUA e Canadá
• Investimento médio de franqueado: US $ 250.000 - US $ 500.000

Driven Brands Holdings Inc. (DRVN) - Modelo de negócios: proposições de valor

Soluções abrangentes de serviço automotivo para consumidores

A Driven Brands opera 4.347 locais totais em várias marcas de serviço automotivo a partir do terceiro trimestre de 2023. A receita total para serviços automotivos atingiu US $ 1,84 bilhão em 2023.

Marca de serviço	Número de locais	Receita anual
Midas	930	US $ 412 milhões
Pegue 5 troca de óleo	2,150	US $ 687 milhões
Reparo de vidro automático	565	US $ 276 milhões

Qualidade consistente e serviço padronizado

A Driven Brands mantém a qualidade do serviço por meio de programas de treinamento centralizados com taxa de conformidade de franquia de 98,3% em 2023.

• Classificação média de satisfação do cliente: 4.6/5
• Taxa de certificação do técnico de serviço: 92%
• Protocolos de serviço padronizados em todas as marcas

Manutenção automotiva conveniente e acessível

A plataforma de reserva digital processou 3,2 milhões de compromissos de serviço em 2023, representando 47% do total de reservas.

Canal de reserva	Percentagem	Compromissos totais
Plataforma digital	47%	3,200,000
Telefone	35%	2,380,000
Walk-in	18%	1,224,000

Pacotes de serviço econômicos

O preço médio do pacote de serviço varia de US $ 49,99 a US $ 299,99 em diferentes categorias de manutenção automotiva.

• Pacote básico de mudança de óleo: $ 49,99
• Inspeção abrangente de veículos: US $ 129,99
• Serviço de manutenção completa: US $ 299,99

Experiências de serviço digital e físico integradas

Os downloads de aplicativos móveis atingiram 1,7 milhão de usuários em 2023, com 62% de engajamento mensal ativo.

Recurso de serviço digital	Taxa de adoção do usuário
Downloads de aplicativos móveis	1,700,000
Usuários ativos mensais	62%
Rastreamento de serviço online	78%

Driven Brands Holdings Inc. (DRVN) - Modelo de Negócios: Relacionamentos do Cliente

Programas de suporte e treinamento de franquia

A Driven Brands fornece suporte abrangente de franquia por meio de vários canais:

Categoria de suporte	Número de recursos de suporte
Centros de treinamento	12
Módulos de treinamento on -line	87
Conferências anuais de franquia	4
Equipe de suporte direto	156

Plataformas de engajamento de clientes digitais

Métricas de engajamento digital:

• Usuários de aplicativos móveis: 2,3 milhões
• Plataformas de reserva on -line: 5 plataformas diferentes
• Tempo médio de interação digital: 7,4 minutos

Programas de lealdade e recompensas

Marca	Membros do programa de fidelidade	Gasto médio anual por membro
Meineke	523,000	$245
Maaco	412,000	$187
Pegue 5 troca de óleo	687,000	$156

Recomendações de serviço personalizadas

Investimentos de Tecnologia de Personalização: US $ 4,2 milhões em 2023

• Motor de recomendação orientado a IA
• Algoritmos de aprendizado de máquina
• Plataformas de análise de dados do cliente

Canais consistentes de comunicação do cliente

Canal de comunicação	Interações mensais
Marketing por e -mail	3,6 milhões
Engajamento da mídia social	2,1 milhões
Notificações de SMS	1,8 milhão
Chamadas de atendimento ao cliente	412,000

Driven Brands Holdings Inc. (DRVN) - Modelo de Negócios: Canais

Centros de Serviço de Franquia

A partir do quarto trimestre 2023, a Driven Brands opera mais de 4.100 centros de serviços de franquia em várias marcas de serviços automotivos.

Marca	Número de centros de franquia
Meineke	1,200
Pegue 5 troca de óleo	650
Carstar	1,250
Outras marcas	1,000

Aplicativos de serviço móvel

A Driven Brands desenvolveu aplicativos móveis para as principais marcas com os seguintes recursos:

• Reserva de serviço em tempo real
• Integração de pagamento digital
• Rastreamento do histórico de serviços
• Localizador de serviços baseado em localização

Plataformas de reserva on -line

Penetração de reserva on -line a partir de 2023: 37% em toda a rede de franquia.

Métrica da plataforma	2023 dados
Reservas on -line	1,2 milhão
Porcentagem de reserva móvel	68%

Marketing direto e publicidade digital

Gastes de marketing digital em 2023: US $ 42,3 milhões.

• Google Ads Investment: US $ 18,5 milhões
• Publicidade de mídia social: US $ 12,7 milhões
• Anúncios de exibição programática: US $ 11,1 milhões

Engajamento da mídia social

Plataforma	Seguidores/assinantes	Taxa de engajamento
Facebook	450,000	3.2%
Instagram	280,000	4.1%
YouTube	120,000	2.7%

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

Proprietários de veículos individuais

A partir de 2023, as marcas orientadas atendem a aproximadamente 35 milhões de proprietários de veículos individuais anualmente em sua rede de centros de serviços.

Características do segmento	Métricas de volume
Manutenção de carros pessoais	22,5 milhões de transações de serviço por ano
Faixa etária	25-55 anos
Gasto médio anual por cliente	$487

Empresas de gerenciamento de frota

A Driven Brands atende 12.500 clientes de gerenciamento de frotas comerciais em toda a América do Norte.

• Tamanho médio da frota: 250-500 veículos
• Valor anual do contrato de serviço: US $ 1,2 milhão por cliente
• Segmentos verticais: transporte, logística, serviços de entrega

Clientes comerciais e corporativos

A base de clientes corporativos inclui 8.750 contratos de serviço automotivo em nível corporativo.

Tipo de cliente	Contribuição anual da receita
Grandes corporações	US $ 215 milhões
Pequenas a médias empresas	US $ 87 milhões

Entusiastas automotivos

Segmento especializado representando 5% da base total de clientes, com 1,75 milhão de clientes.

• Gastes anuais médios: US $ 1.200 por cliente
• Serviços primários: atualizações de desempenho, detalhamento personalizado
• Idade demográfica: 25-45 anos

Pequenas e médias empresas

Rede de 6.300 clientes comerciais pequenos e médios nos setores de serviços automotivos.

Tipo de negócio	Número de clientes	Valor médio anual do contrato
Oficinas de reparo de automóveis	3,750	$275,000
Concessionárias de carros	1,850	$425,000
Fornecedores automotivos	700	$185,000

Driven Brands Holdings Inc. (DRVN) - Modelo de negócios: estrutura de custos

Desenvolvimento de franquia e despesas de suporte

Para o ano fiscal de 2022, as marcas dirigidas relataram despesas de desenvolvimento e suporte de franquias de US $ 46,1 milhões, representando 5,2% do total de despesas operacionais.

Categoria de despesa	Valor (2022)	Porcentagem de despesas operacionais
Infraestrutura de suporte à franquia	US $ 28,3 milhões	3.2%
Programas de treinamento de franquia	US $ 12,5 milhões	1.4%
Custos de integração de franquia	US $ 5,3 milhões	0.6%

Marketing e promoção de marca

As despesas de marketing de marcas motivadas em 2022 totalizaram US $ 87,6 milhões, o que foi de 9,9% da receita total.

• Contribuições do Fundo Nacional de Publicidade: US $ 62,4 milhões
• Investimentos de marketing digital: US $ 15,2 milhões
• Desenvolvimento de campanhas da marca: US $ 10 milhões

Investimentos de infraestrutura de tecnologia

A tecnologia e os gastos com infraestrutura de TI em 2022 foram de US $ 33,7 milhões, representando 3,8% do total de despesas operacionais.

Área de investimento em tecnologia	Valor (2022)
Infraestrutura de computação em nuvem	US $ 14,2 milhões
Aprimoramentos de segurança cibernética	US $ 8,5 milhões
Desenvolvimento de software	US $ 11 milhões

Organização operacional para centros de serviço

Os custos operacionais do centro de serviço em 2022 totalizaram US $ 156,3 milhões, representando 17,7% do total de despesas operacionais.

• Manutenção da instalação: US $ 42,6 milhões
• Custos de mão -de -obra: US $ 89,7 milhões
• Equipamentos e suprimentos: US $ 24 milhões

Pesquisa e desenvolvimento para inovações de serviços

Os gastos em P&D para inovações de serviços em 2022 foram de US $ 22,5 milhões, o que representou 2,5% da receita total.

Área de foco em P&D	Valor do investimento
Otimização do processo de serviço	US $ 9,8 milhões
Desenvolvimento de novos serviços	US $ 7,2 milhões
Integração de tecnologia	US $ 5,5 milhões

Driven Brands Holdings Inc. (DRVN) - Modelo de negócios: fluxos de receita

Taxas de franquia e royalties

No terceiro trimestre de 2023, a Driven Brands reportou taxas de franquia e royalties de US $ 78,3 milhões. A empresa opera em várias marcas de serviços automotivos, incluindo Meineke, Maaco, faz 5 trocas de petróleo e outros.

Marca	Faixa de taxas de franquia	Porcentagem de royalties
Meineke	$35,000 - $50,000	5,5% das vendas brutas
Maaco	$25,000 - $40,000	4,5% das vendas brutas
Pegue 5 troca de óleo	$40,000 - $60,000	5% das vendas brutas

Compartilhamento de receita do centro de serviço

Em 2022, as receitas do Centro de Serviços totalizaram US $ 1,24 bilhão, representando 43% da receita total da empresa.

• Centros de serviço de propriedade da empresa geraram US $ 521 milhões
• Centros de serviço franqueados contribuíram com US $ 719 milhões

Vendas de peças e equipamentos

As vendas de peças e equipamentos em 2022 atingiram US $ 356 milhões, com os principais canais de distribuição, incluindo:

• Atacado direto para franqueados
• Mercado de peças on -line
• Acordos de compra em massa

Taxas de transação da plataforma digital

As receitas da plataforma digital em 2022 foram de US $ 42,7 milhões, geradas por meio de:

Serviço digital	Taxa de transação	Receita anual
Plataforma de reserva on -line	3-5% por transação	US $ 18,3 milhões
Mercado de peças	2-4% por transação	US $ 24,4 milhões

Oportunidades de licenciamento e expansão da marca

O licenciamento da marca gerou US $ 12,5 milhões em 2022, com estratégias de expansão internacional direcionadas:

• Canadá: 47 novas franquias em 2022
• México: 22 acordos de franquia assinados
• Faixa de taxa de licenciamento: US $ 10.000 - US $ 75.000 por contrato

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.