Stocks / Automotive
DRVNAutomotive
Driven Brands Holdings Inc.
$12.471d +2.6%5d -8.0%settled close · 2026-09-14
Mkt cap $2.0B (3/25)β 0.3252w $10.30–19.21Shares 164.5MInd. Services-Automotive Repair, Services & ParkingNasdaq since 2021Emp. 10,700HQ Charlotte, NCdrivenbrands.com
The tape, with the calls on it
Who said what, and what DRVN did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about DRVN
4 longlatest 2026-07-07
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-07 | Adam WydenFounder & Portfolio Manager, ADW Capital | Bullish | Yet Another Value Podcast | Driven Brands' Take 5 franchise alone is worth more than the entire market cap, and AutoGlass (~$600M) plus… |
| 2026-07-07 | Andrew WalkerPortfolio Manager, Rangeley Capital | Bullish | Yet Another Value Podcast | Sum-of-parts math on DRVN shows AutoGlass and Collision alone could cover all net debt, leaving a 50-year-old… |
| 2026-05-14 | Kyle MoweryManaging Partner, GrizzlyRock Capital | Bullish | Yet Another Value Podcast | Take 5 quick lube (~$400M EBITDA) valued at Valvoline's peer multiple of ~11x covers all of Driven's net debt… |
| 2026-05-14 | Andrew WalkerPortfolio Manager, Rangeley Capital | Bullish | Yet Another Value Podcast | Take 5 at an 11x Valvoline-peer EBITDA multiple covers all corporate debt and implies ~$17/share, with… |
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Earnings
Next report: 2 Nov 2026
Confirmed date · consensus EPS 0.29. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where DRVN’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-14 | ||||||
| 2026-09-11 | ||||||
| 2026-09-10 | ||||||
| 2026-08-28 | ||||||
| 2026-08-26 | ||||||
| 2026-08-10 | ||||||
| 2026-07-15 | ||||||
| 2026-06-17 | ||||||
| 2026-04-30 | ||||||
| 2026-04-29 | ||||||
| 2026-04-16 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
DRVN is in this morning’s Brief.
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