分组1 - Monro Muffler Brake reported quarterly earnings of $0.16 per share, exceeding the Zacks Consensus Estimate of $0.12 per share, but down from $0.19 per share a year ago, representing an earnings surprise of +33.33% [1] - The company posted revenues of $293.39 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 0.05%, and down from $305.77 million year-over-year [2] - Monro has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates two times in the same period [2] 分组2 - The stock has underperformed the market with a loss of about 0.1% since the beginning of the year, compared to the S&P 500's gain of 1.9% [3] - The current consensus EPS estimate for the upcoming quarter is breakeven on $292.04 million in revenues, while for the current fiscal year, it is $0.55 on $1.18 billion in revenues [7] - The Consumer Services - Miscellaneous industry, to which Monro belongs, is currently in the top 41% of Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Company Overview - Driven Brands is a leading automotive services platform with a diversified portfolio of brands and over 10,000 employees, providing repair, maintenance, and distribution solutions across the U.S., Canada, and internationally [6][8] - The company operates through a mix of company-operated, franchised, and independently operated stores, generating revenue from service fees, product sales, and franchise royalties [8] Recent Developments - Emeth Value Capital disclosed a purchase of 582,255 shares of Driven Brands, valued at approximately $8.66 million, increasing its stake in the company [2][7] - Driven Brands accounted for 70.4% of Emeth Value Capital's reportable assets under management (AUM) at the end of the quarter [3][7] Financial Performance - In the most recent quarter, Driven Brands reported revenue of $535.7 million, a 6.6% increase year over year, with adjusted EBITDA rising to $136.3 million [10] - Same-store sales have grown for 19 consecutive quarters, primarily driven by Take 5 Oil Change, and management has narrowed full-year revenue guidance to between $2.10 billion and $2.12 billion [10] Market Position - As of the latest market close, shares of Driven Brands were priced at $14.96, reflecting a decline of 4.7% over the past year, underperforming the S&P 500 by 22.5 percentage points [3][4] - The company's market capitalization stands at $2.42 billion, with a trailing twelve-month (TTM) revenue of $2.44 billion and a net income of -$239.62 million [4]

Core Insights - Monro Muffler Brake (MNRO) reported quarterly earnings of $0.21 per share, exceeding the Zacks Consensus Estimate of $0.18 per share, and showing an increase from $0.17 per share a year ago, resulting in an earnings surprise of +16.67% [1] - The company posted revenues of $288.91 million for the quarter ended September 2025, which was 3.08% below the Zacks Consensus Estimate and a decrease from $301.39 million year-over-year [2] - Monro shares have declined approximately 27.1% year-to-date, contrasting with the S&P 500's gain of 17.2% [3] Earnings Outlook - The future performance of Monro's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][5] - The current consensus EPS estimate for the upcoming quarter is $0.17 on revenues of $302.1 million, and for the current fiscal year, it is $0.60 on revenues of $1.2 billion [7] Industry Context - The Consumer Services - Miscellaneous industry, to which Monro belongs, is currently ranked in the top 39% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Another company in the same industry, H&R Block (HRB), is expected to report a quarterly loss of $1.40 per share, reflecting a year-over-year decline of -19.7%, with revenues projected at $199.44 million, up 2.9% from the previous year [9]