LEXINGTON, Ky.--(BUSINESS WIRE)--Valvoline Inc. (NYSE: VVV), the quick, easy, trusted leader in preventive automotive maintenance today released findings of its 2025-2026 winter driving preparedness survey. The nationwide study of 1,000 U.S. drivers reveals that many Americans may be entering the cold-weather driving season less prepared than they think. According to the survey, more than half 62% of drivers have experienced a cold-weather breakdown at least once, and 58% of drivers have lost c. ...

Group 1 - TimesSquare Capital Management's "U.S. Focus Growth Strategy" reported a gross return of 4.00% and a net return of 3.78% in Q3 2025, outperforming the Russell Midcap Growth Index's return of 2.78% [1] - All major asset classes posted positive returns in Q3 2025, except for fixed income assets outside the US [1] - O'Reilly Automotive, Inc. (NASDAQ:ORLY) was highlighted as a key stock, with a one-month return of -5.47% and a 52-week gain of 11.25% [2] Group 2 - O'Reilly Automotive, Inc. reported a strong second quarter with growth in same-store sales, driven by both professional mechanics and DIY customers, leading to a 20% surge in stock price [3] - The company raised its full-year outlook for sales, same-store comparisons, and earnings, while maintaining margin projections to account for potential tariff impacts [3] - O'Reilly Automotive, Inc. had a market capitalization of $79.62 billion, with shares closing at $94.11 on December 12, 2025 [2] Group 3 - O'Reilly Automotive, Inc. was held by 75 hedge fund portfolios at the end of Q3 2025, an increase from 62 in the previous quarter [4] - Despite the potential of O'Reilly Automotive, certain AI stocks are considered to offer greater upside potential and less downside risk [4]

Advance Auto Parts, Inc. (NYSE:AAP) is included among the 11 Best Low Priced Dividend Stocks to Buy According to Analysts. Evercore’s Sector Check Points to a Modest Target Cut for Advance Auto Parts (AAP) Photo by Vitaly Taranov on Unsplash On December 10, Evercore ISI reduced the firm’s price target on Advance Auto Parts, Inc. (NYSE:AAP) to $58 from $60 and maintained an In Line rating. The update came as part of the firm’s broader coverage of the sector. Advance Auto Parts, Inc. (NYSE:AAP) recorded ...

Valvoline (NYSE:VVV) Update / Briefing December 11, 2025 09:00 AM ET Speaker0to Valvoline's investor update. Whether you are in the room or joining us virtually, we're so glad to have you with us today. During our time together this morning, we'll show you how our strategy, execution, and disciplined capital allocation deliver superior returns. This is about clarity in our plan and confidence in our future. Lori Flees, our President and CEO, will kick off our presentations today, followed by Lenny Fulcher, ...

Valvoline (NYSE:VVV) Update / Briefing December 11, 2025 09:00 AM ET Company ParticipantsBrian Tabb - Development OfficerChris Calabrese - VP of East OperationsKevin Willis - CFOLori Flees - President and CEOLinne Fulcher - COOAdam Worsham - Chief Franchising OfficerKyle McMahon - VP of the Western DivisionElizabeth Clevinger - Head of Investor RelationsLaura Carpenter - Chief Customer OfficerElizabeth Clevingerto Valvoline's investor update. Whether you are in the room or joining us virtually, we're so gla ...

LEXINGTON, Ky.--(BUSINESS WIRE)--Valvoline Inc. (NYSE: VVV), the quick, easy, trusted leader in preventive automotive maintenance, today announced it donated $100,000 to Children's Miracle Network Hospitals to fund mental health grants supporting pediatric patients across the country. More than 85 children's hospitals within the network applied for funding, and six grants were awarded to support innovative mental health initiatives tailored to the needs of young patients and their families. "Fo. ...

AutoZone ( AZO ) represents a typical all-weather stock that has basically never failed its shareholders. Over the last few months, the stock has been retracing, and after the company released its Q1 2026 earnings, the stock is down almost 7% becauseI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expa ...

Core Insights - Advance Auto Parts has appointed Ronald Gilbert as senior vice president of supply chain, effective December 22, 2025, to enhance supply chain productivity [1][3] - Gilbert succeeds Stephen Szilagyi, who is retiring but will assist in the transition, having made significant improvements to the company's supply chain infrastructure [2][3] - The company aims to operate 16 distribution centers (DCs) in the U.S. by the end of 2025, down from 38 DCs in 2023, and plans to have 60 market hubs by mid-2027 [2] Leadership Transition - Ronald Gilbert brings over 20 years of supply chain logistics experience, previously serving in senior roles at Saks Global and Rite Aid Pharmacies [3][4] - The leadership change is part of the company's ongoing strategy to transform its supply chain operations [3] Company Overview - Advance Auto Parts operates 4,297 stores primarily in the U.S., with additional locations in Canada, Puerto Rico, and the U.S. Virgin Islands, and serves 814 independently owned Carquest branded stores [5]

Core Insights - Advance Auto Parts is divesting non-core assets by engaging Gordon Brothers for surplus disposition services across 83 sites in 38 states as part of its growth strategy [1][5] Company Overview - Advance Auto Parts, Inc. is a leading provider of automotive aftermarket parts, operating 4,297 stores primarily in the U.S., with additional locations in Canada, Puerto Rico, and the U.S. Virgin Islands as of October 4, 2025 [5] - The company also serves 814 independently owned Carquest branded stores across various locations, including Mexico and the Caribbean [5] Real Estate Strategy - Gordon Brothers will assist Advance Auto Parts in optimizing its real estate portfolio, which includes properties ranging from 4,000 to 16,000 square feet, suitable for various retail uses [2] - The properties are located in established and growing retail trade areas, offering attractive rental rates and terms [2]

Driven Brands Conference Call Summary Company Overview - **Company**: Driven Brands (NasdaqGS:DRVN) - **Date**: December 03, 2025 - **Speakers**: Danny Rivera (President and CEO), Mike Diamond (Executive VP and CFO) Key Points Industry and Business Transformation - Driven Brands is undergoing a transformation focused on growth and cash generation, particularly after selling its U.S. and international car wash businesses, which did not align with its core growth and cash strategy [4][5][6] - The company aims to concentrate on its franchise businesses, which have a strong margin profile, particularly in the oil change sector [5][11] Financial Strategy and Leverage - Driven Brands is committed to reducing its net leverage to three times by the end of 2026, with the recent sale expected to accelerate this process by approximately 0.3 times [7][8][9] - The company plans to use cash from the sale to pay down debt and improve its balance sheet [7][8] Growth and Cash Framework - The growth strategy is anchored in the success of the Take 5 oil change business, which has expanded from 40 locations in 2016 to approximately 1,350 locations, with plans to reach 2,500 units [11][23] - The company is focused on maintaining a balance between growth and cash generation, with a target of opening over 150 locations annually [14][23] Performance Metrics - Driven Brands reported a 19th consecutive quarter of positive same-store sales growth, with Take 5 achieving a 21st consecutive quarter of growth [16] - Take 5 has seen a 7% increase in Q3, while the franchise segment grew by 1% [20] Market Dynamics - The company operates in a non-discretionary service category, which provides resilience against economic cycles, as car maintenance remains essential [16][21] - Despite some choppiness in Q4, the company remains optimistic about its guidance and overall performance [20][21] New Service Rollouts - Driven Brands has successfully introduced new services, such as differential fluid service, which has been well-received by customers, maintaining high Net Promoter Scores (NPS) [28][29] - The company has increased attachment rates for additional services from mid-30s to low 50s since acquiring Take 5 [29][30] Collision and Glass Segments - The collision industry is facing challenges, including inflation and high total loss rates, but Driven Brands continues to gain market share [49][50][51] - The newly established glass division, Autoglass Now, is expected to grow through strategic acquisitions and partnerships, with a focus on insurance and commercial deals [40][41][42] Long-term Vision - Driven Brands aims to maintain a diversified portfolio, with a focus on franchise growth while balancing company-owned locations [57][58] - The company is committed to a long-term vision of expanding its franchise network while ensuring strong unit economics [59][60] Conclusion - Driven Brands is positioned for continued growth through strategic divestitures, a focus on core businesses, and a commitment to improving its financial metrics. The company remains optimistic about its future prospects and the resilience of its business model in the face of economic challenges [70][71]