Driven Brands Holdings (DRVN)

Outperform Recap: Q1 2026

Take 5 Traffic Stabilizes and Margins Expand as Leverage Nears Target, Setting Up a Capital-Allocation Catalyst

Hold Recap: Q4 2025

Restatement Cleared and Leverage Ahead of Plan at 3.3x, But a Cut 2026 Guide and Softening Take 5 Traffic Reset the Bar

Hold Recap: Q3 2025

Take 5 Keeps Compounding and the Maturity Wall Clears, But a Choppy Q4 Consumer Keeps the Story Honest

Hold Recap: Q2 2025

Take 5 Does the Heavy Lifting Again as Driven Slims Down and Deleverages Toward Its 3x Target