Overview

* Valvoline ( VVV ) Q4 sales rise 4% to $454 mln, system-wide SSS grow 6%

* Adjusted EPS for Q4 misses analyst expectations, decreasing by 2%

* Company to close Breeze Autocare acquisition, adding 162 stores to network

Outlook

* Valvoline ( VVV ) expects fiscal 2026 net revenues of $2.0 - $2.1 bln

* Company forecasts fiscal 2026 adjusted EBITDA of $525 - $550 mln

* Valvoline ( VVV ) anticipates fiscal 2026 adjusted EPS of $1.60 - $1.70

Result Drivers

* REFRANCHISING IMPACT - Sales grew 10% when considering refranchising, indicating a positive impact from these transactions

* STORE EXPANSION - System-wide store count increased by 8% YoY, contributing to sales growth

* BREEZE ACQUISITION - Expected to close Breeze Autocare acquisition, adding 162 stores to network

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 $454 mln

Revenue

Q4 Miss $0.45 $0.47

Adjusted (13

EPS Analysts

)

Q4 EPS $0.20

Q4 $130 mln

Adjusted

EBITDA

Q4 11.00%

system-w

ide same

store

sales

Growth

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the personal services peer group is "buy"

* Wall Street's median 12-month price target for Valvoline Inc ( VVV ) is $43.50, about 27.8% above its November 18 closing price of $31.42

* The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)