DRVN Stock Forecast & Price Target

Driven Brands Holdings Inc. has demonstrated a strong performance in customer satisfaction, with its Take 5 Oil Change segment achieving a year-over-year increase of 1.0% in the satisfaction index, outperforming competitors like Express and Valvoline. Additionally, the company has reported significant operational improvements, with vehicles serviced per day at mature stores rising to 52.9 in 2022 from 44.6 in 2018, reflecting enhanced efficiency. Furthermore, Take 5 Oil Change has maintained a robust growth trajectory, posting a notable 6.6% same-store sales growth in Q2 2025, marking its 20th consecutive quarter of positive same-store sales.

Driven Brands Holdings Inc. faces a negative outlook due to declining discretionary income among lower-income consumers, which has been prompting a pullback in spending. The collision industry, a significant segment for the company, has been experiencing a downturn for several quarters, currently forecasted at a high single-digit percentage decline. Additionally, weak consumer sentiment reached its fourth-lowest level since 1952, further contributing to concerns over revenue stability and franchisee relationships.