Valvoline (VVV) FY 2025 Conference September 04, 2025 11:40 AM ET Company ParticipantsMark Jordan - VP - Equity ResearchLori Flees - CEO & DirectorKevin Willis - CFOMark JordanOkay. Good morning, everyone. My name is Mark Jordan. I'm an analyst here at Goldman Sachs. Thank you very much for joining us today at the Goldman Sachs thirty second Annual Global Retailing Conference.It's my pleasure to introduce Valvoline and to moderate our fireside chat. Today, we have with us here Lori Fleas, Chief Executive Of ...

Valvoline (VVV) FY 2025 Conference September 04, 2025 11:40 AM ET Speaker0Okay. Good morning, everyone. My name is Mark Jordan. I'm an analyst here at Goldman Sachs. Thank you very much for joining us today at the Goldman Sachs thirty second Annual Global Retailing Conference.It's my pleasure to introduce Valvoline and to moderate our fireside chat. Today, we have with us here Lori Fleas, Chief Executive Officer and Director and Kevin Willis, Chief Financial Officer. Lori and Kevin, thank you very much for ...

LEXINGTON, Ky., Aug. 20, 2025 /PRNewswire/ -- Valvoline Inc. (NYSE: VVV), the quick, easy, trusted leader in preventive automotive maintenance, today announced that the company will be participating in a fireside chat at the Goldman Sachs 32nd Annual Global Retailing Conference on Thursday, September 4, at 11:40 a.m. ET.A live audio webcast will be available on Valvoline's investor relations website at http://investors.valvoline.com. Following the live event, an archived version of the webcast will be avail ...

If you invest for a long enough period of time, you are guaranteed to make some mistakes. Even Warren Buffett has had missteps in the past. I am certainly no exception to this. One company that I believe I was overly bullish Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential. Subscribers get to use a 50+ stock model account, in-depth cash flow an ...

Core Insights - The article emphasizes the investment philosophy focused on small cap companies, highlighting the importance of identifying mispriced securities through understanding financial drivers and utilizing DCF model valuation [1] Group 1: Investment Philosophy - The investment approach is not confined to traditional categories such as value, dividend, or growth investing, but rather considers all prospects of a stock to assess risk-to-reward [1] Group 2: Market Focus - The investment strategy encompasses markets in the US, Canada, and Europe, indicating a broad geographical focus for potential investment opportunities [1]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________________ FORM 10-Q (Mark one) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to ___________ Commission file number 001-37884 VALVOLINE INC. (Exact name of registrant as specified in its charter) Kentucky ...

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Valvoline performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: View all Key Company Metrics for Valvoline here>>> Valvoline (VVV) reported $439 million in revenue for the quarter ended June 2025, represen ...

Financial Data and Key Metrics Changes - System wide sales increased by 10% to $890 million, and adjusted EBITDA rose by 12% considering refranchising impacts [6][14] - Adjusted net income was $61 million, with adjusted EPS of $0.47, an 18% increase year-over-year [18] - Gross margin rate increased by 80 basis points year-over-year to 40.5%, driven by labor leverage [15][18] - SG&A as a percentage of sales increased by 80 basis points year-over-year to 18.5% due to technology investments [16] Business Line Data and Key Metrics Changes - Same store sales increased by 4.9%, with transaction growth contributing approximately 25% to the comp [14][24] - The company added 46 new stores in the quarter, bringing the year-to-date total to 116 gross additions [10][11] - Premium product usage among customers grew both sequentially and year-over-year [7][8] Market Data and Key Metrics Changes - The company experienced strong customer demand with no evidence of customers trading down or delaying services [7] - The impact of tariffs on financials is expected to be minimal and unchanged [10] Company Strategy and Development Direction - The company is focused on driving core business potential and enhancing shareholder value through cost management and margin expansion [9][20] - The company is working with the FTC on the Breeze transaction, which may involve divesting certain stores to close the deal [12][94] - The company aims to improve return on invested capital through strategic store additions and refranchising efforts [11][63] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in meeting same store sales expectations for the full year, narrowing guidance to 5.8% to 6.4% [9][20] - The company remains optimistic about transaction performance and overall business momentum moving into the summer season [32][34] - Management acknowledged the inflationary environment as a significant factor but believes the fundamentals of the business remain strong [38][88] Other Important Information - The company has paused share repurchases following the Grieve announcement, with $60 million in repurchases year-to-date [18] - The company expects SG&A leverage to return in fiscal year 2026 as technology investments are fully lapped [16][35] Q&A Session Summary Question: Can you discuss the scenarios for full year same store sales growth guidance? - Management noted good growth across all key metrics and expects consistent transaction growth, focusing on the midpoint of the narrowed range for Q4 [23][24] Question: What were the drivers of ticket growth? - Management indicated that premiumization, net pricing, and increased NOCR service penetration all contributed to ticket growth [27] Question: What impacted June's performance? - Management attributed the slower start in June to mild weather and timing, but noted strong customer resilience and improved performance in July [31][32] Question: How should investors think about same store sales planning for next year? - Management stated that while it's early to comment on fiscal 2026, they expect to see a return to SG&A leverage and continued strong same store sales growth [34][35] Question: Can you elaborate on the premium mix for oil changes? - Management reported that the premium mix is around 80%, driven by shifts from conventional to premium products as the car park ages [112]

Valvoline (VVV) Q3 2025 Earnings Call August 06, 2025 09:00 AM ET Speaker0Hello, and welcome, everyone, to the Valvoline's Third Quarter Earnings Conference Call and Webcast. My name is Becky, and I'll be your operator today. I will now hand over to your host, Elizabeth Klavanger with Investor Relations team to begin. Please go ahead.Speaker1Thank you. Good morning, and welcome to Valvoline's third quarter fiscal twenty twenty five conference call and webcast. This morning, Valvoline released results for th ...

Valvoline (VVV) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.45 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.17%. A quarter ago, it was expected that this automotive and industrial lubricants maker would post earnings of $0.36 per share when it actually produced earnings of $0.34, delivering a surprise of -5.56%.Over the last ...