The Bull Case For Valvoline (VVV) Could Change Following ESOP-Linked $455 Million Shelf Registration - Learn Why
Valvoline Inc. filed a shelf registration for up to US$455.10 million in common stock tied to an ESOP, following a quarter with US$461.8 million in sales but a net loss of US$32.8 million. This development could reshape its investment narrative, particularly concerning growth financing, employee rewards, dilution risks, and operational performance. The article suggests investors examine how this equity issuance and recent loss impact Valvoline's expansion plans, margins, and capital deployment strategy amidst rising costs and competitive pressures.
TimesSquare Capital Management LLC Purchases 28,259 Shares of Valvoline $VVV
TimesSquare Capital Management LLC increased its stake in Valvoline (NYSE:VVV) by 3.2% in Q3, purchasing 28,259 additional shares to hold a total of 922,502 shares valued at $33.13 million. Valvoline recently reported Q earnings per share of $0.37, beating consensus estimates, and provided FY2026 EPS guidance of $1.60-$1.70. The company currently holds a consensus "Moderate Buy" rating with a target price of $40.25 among analysts.
Valvoline Instant Oil Change℠ Supports Children’s Health in Arizona Through Concours in the Hills
Valvoline Instant Oil Change is supporting children's health in Arizona through its sponsorship of Concours in the Hills, an automotive event that raises funds for Children's Miracle Network Hospitals, specifically Phoenix Children's. The event, in its twelfth year, has raised over $2.3 million since 2018 for Phoenix Children's Center for Cancer and Blood Disorders and the Cardiothoracic Surgery Support Fund. This partnership is part of Valvoline Inc.'s sixteen-year commitment to Children’s Miracle Network Hospitals.
Valvoline Instant Oil Change℠ Supports Children’s Health in Arizona Through Concours in the Hills
Valvoline Inc. is extending its support for Concours in the Hills, a prominent automotive event in Arizona, which raises funds for Children’s Miracle Network Hospitals, including Phoenix Children’s. This partnership aids Phoenix Children’s Center for Cancer and Blood Disorders and its Cardiothoracic Surgery Support Fund. Valvoline's long-standing commitment to CMN Hospitals aligns with its "Happy to Help" community platform, providing vital resources for children's healthcare nationwide.
Valvoline Inc. Earnings Call Shows Growth Amid Headwinds
Valvoline Inc. reported strong Q1 results, with an 11% increase in net sales and a 16% rise in earnings per share, driven by higher average tickets and strategic acquisitions like Breeze. Despite managing challenges such as increased leverage and integration costs from the Breeze acquisition, the company maintains an optimistic outlook for long-term growth and deleveraging. Valvoline reaffirmed its fiscal 2026 guidance, expecting continued revenue growth and EBITDA expansion while working to reduce debt.
Valvoline Global Appoints Dennis K. Burke Inc. as NE Distributor
Valvoline Global has appointed Dennis K. Burke Inc. as its new regional distributor for the Northeast U.S., strengthening Valvoline Global’s presence in the region. Dennis K. Burke Inc. will distribute Valvoline’s full line of lubricants across six states and parts of New York, leveraging its extensive distribution network and technical support. Both companies emphasized their shared commitment to quality and customer service, aiming to expand market share.
Driving Forward
Valvoline Inc., a Lexington-based company, plans to almost double its Valvoline Instant Oil Change locations to 3,500 by 2030, a growth strategy heavily reliant on robust workforce development. The company, which recently transitioned to a services-focused model after selling its products division, emphasizes recruiting, rapid talent development, and retaining institutional knowledge to support its aggressive expansion. Valvoline actively promotes from within, with over 95% of its store managers and operations VPs starting as hourly technicians, underpinning its "leadership development factory" approach.
Why Valvoline (VVV) Is Up 12.9% After Revenue Growth But a Surprise Quarterly Net Loss
Valvoline Inc. (VVV) saw its stock rise by 12.9% despite reporting a net loss of US$32.8 million in its fiscal first quarter, a swing from a net income of US$91.6 million a year prior. This loss occurred alongside a revenue increase to US$461.8 million, driven by the integration of 162 new "Breeze" acquisition stores. The company's investment narrative is now centered on balancing network expansion and revenue growth against the near-term profitability pressures caused by integrating these immature locations and higher interest costs.
Roth Capital Maintains Buy on VVV (Valvoline Inc.) Feb 05, 2026
Roth Capital has reaffirmed its Buy rating for Valvoline Inc. (VVV) and increased its price target from $42 to $44. This decision stems from the company's strong Q1 2026 operational results, particularly robust service revenue and improved margins, despite a recent 8.27% stock pullback. The maintained Buy rating signals analyst confidence in Valvoline's resilience and potential for recovery towards the new price target.
Valvoline Inc. (NYSE: VVV) Q1 2026 earnings call transcript
This article provides the Q1 2026 earnings call transcript for Valvoline Inc. (NYSE: VVV). It details the company's financial performance, operational highlights, and future outlook as discussed by management during the call.
Valvoline Inc. (NYSE:VVV) Q1 2026 Earnings Call Transcript
Valvoline Inc. reported a strong Q1 fiscal 2026, exceeding earnings expectations with an EPS of $0.37 against an expected $0.34. The company saw double-digit growth in system-wide store sales and net sales, along with significant network expansion including the acquisition of 162 Breeze stores. Valvoline is focused on integrating Breeze, driving productivity, and expanding margins while aiming to reduce its leverage ratio to 2.5 times to resume share repurchase activities.
Valvoline posts strong quarter amid Breeze acquisition gains
Valvoline (VVV) reported strong quarterly results for the period ending December 31, 2025, with net sales rising 11% to $462 million and adjusted EBITDA up 14% to $117 million. This growth was largely driven by the acquisition of 162 stores from Breeze, despite an FTC-mandated divestiture. Analysts maintain a "Buy" rating on Valvoline stock with a $41.00 price target, while TipRanks' AI Analyst, Spark, rates it as "Neutral" due to leverage and inconsistent free cash flow.
Stifel raises Valvoline stock price target to $40 on solid quarterly results
Stifel has increased its price target for Valvoline (NYSE:VVV) to $40 from $35 while maintaining a Hold rating, following strong first-quarter fiscal 2026 results that included comparable sales growth of 5.8% and a 16% rise in EPS year-over-year. Despite the positive performance and management's initiatives for sales momentum, Stifel remains cautious, awaiting further progress on cost reduction and sales maturation. The stock has demonstrated strong recent momentum, with a 9.34% return over the last month and 22.51% year-to-date.
Valvoline Q1 2026 Earnings Call Transcript
Valvoline (NYSE: VVV) reported strong Q1 2026 results, with net sales up 11% and Adjusted EBITDA margin expanding to 25.4%, driven by productivity gains and network expansion, including the integration of 162 Breeze stores. The company reaffirmed its full-year 2026 guidance, despite near-term margin pressure from the acquisition and the impact of Winter Storm Fern on Q2 transactions. Management emphasized its commitment to deleveraging to 2.5x net debt/Adjusted EBITDA to resume share repurchases.
Valvoline Q1 2026 slides: Double-digit growth across all metrics, Breeze integration
Valvoline Inc. (NYSE:VVV) reported strong first-quarter fiscal 2026 results, showing double-digit growth across all key metrics and progress in integrating its Breeze acquisition. The company's system-wide store sales increased by 13% to $924 million, with net sales up 15% to $462 million, and adjusted EBITDA rising 18% to $117 million. Valvoline provided robust guidance for fiscal year 2026, projecting continued growth and outlining strategic initiatives to enhance long-term shareholder value.
VALVOLINE INC SEC 10-Q Report
Valvoline Inc. has released its Q1 2026 Form 10-Q report, detailing significant financial and operational achievements for the three months ended December 31, 2025. The company reported an 11.5% increase in net revenues to $461.8 million, largely due to network expansion and the acquisition of Breeze Autocare, despite reporting a net loss of $(32.8) million primarily from the sale of acquired Breeze stores. Valvoline plans to continue strategic reinvestment and efficiency improvements to drive network growth and cater to evolving customer needs.
Valvoline Inc (VVV) Q1 2026 Earnings Call Highlights: Strong Sales Growth Amidst Strategic Expansion
Valvoline Inc (VVV) reported strong Q1 2026 earnings with an 11% increase in net sales and a 15% increase adjusted for refranchising impacts. The company achieved a 37.4% gross margin rate, a 50 basis point increase year-over-year, and saw significant expansion through the acquisition of 162 stores. However, the integration of these new stores, coupled with a non-recurring payroll-related benefit in the prior year, led to increased SG&A as a percentage of net sales and is expected to create near-term headwinds on margin rates.
Valvoline (NYSE: VVV) posts Q1 loss after Breeze deal but grows EBITDA
Valvoline reported a GAAP loss of $32.2 million from continuing operations and a diluted loss per share of $0.26 for Q1 2026, primarily due to a $57.9 million pre-tax loss on the FTC-required sale of 45 Breeze Autocare stores. Despite the loss, net revenues increased by 11.5% to $461.8 million and Adjusted EBITDA grew by 14% to $117.4 million, driven by network expansion, including the Breeze acquisition, and strong same-store sales growth. The company also disclosed persistence of a material weakness in internal financial controls related to business process controls, with remediation efforts ongoing.
Valvoline Governance Reset Raises Questions On Incentives And Valuation
Valvoline shareholders approved a new 2026 Omnibus Incentive Plan and elected new directors, updating the company's leadership and governance structure. This reset aims to align management rewards with future performance, influencing growth and capital allocation priorities. Investors should monitor how these changes affect compensation metrics and the company's valuation, especially as shares are currently trading above estimated fair value.
Valvoline Q1 2026 slides: Double-digit growth across all metrics, Breeze integration
Valvoline (NYSE: VVV) reported strong first-quarter fiscal 2026 results, showing double-digit growth across all key metrics and positive progress on its Breeze acquisition integration. The company delivered impressive year-over-year growth with system-wide store sales up 13%, net sales increasing 15%, and adjusted EBITDA rising 18%, leading to an 8.68% jump in its stock. Valvoline provided robust guidance for fiscal year 2026, anticipating continued growth and profitability.
Valvoline (VVV) Sees Strong Start with Q1 Revenue Surpassing Exp
Valvoline (VVV) reported strong first-quarter results, with revenue of $461.8 million exceeding market expectations. The company saw a 13% increase in system-wide store sales and a 5.8% growth in same-store sales, significantly contributing to profit and margin improvements. Valvoline expanded its network by 200 new stores, including 162 from Breeze, and is strategically leveraging its market position in the automotive maintenance industry.
Earnings Flash (VVV) Valvoline Inc. Posts Q1 Adjusted EPS $0.37 per Share, vs. FactSet Est of $0.33
Valvoline Inc. (VVV) reported Q1 adjusted EPS of $0.37 per share, surpassing FactSet's estimate of $0.33 per share. The report was published on February 4, 2026, by MT Newswires. The company provides automotive preventive maintenance services through its Valvoline Instant Oil Change and Valvoline Great Canadian Oil Change retail locations.
Valvoline: Fiscal First Quarter Earnings Overview
Valvoline Inc. reported a net loss of $32.8 million and a per-share loss of 26 cents for its fiscal first quarter, but adjusted earnings exceeded analyst expectations at 37 cents per share. The company, a producer of automotive and industrial lubricants, generated $461.8 million in revenue, slightly below the forecasted $462.1 million.
Valvoline (VVV) Tops Q1 EPS by 4c, Beats on Revenue
Valvoline (VVV) reported strong Q1 results, exceeding analyst expectations with an EPS of $0.37 against an estimated $0.33. The company's revenue for the quarter was $462 million, slightly below the consensus estimate of $467.05 million. Following the announcement, Valvoline's stock price saw an increase of 8.74%.
Dennis K. Burke, Inc. Named New Regional Distributor for Valvoline Global Operations in the Northeast
Dennis K. Burke, Inc., a prominent fuel and lubricant distributor in the Northeast, has been appointed as the new regional distributor for Valvoline Global Operations. This partnership will broaden Valvoline Global's distribution network and allow Dennis K. Burke to supply a comprehensive range of Valvoline lubricants across seven Northeastern states and parts of New York. Both companies emphasize their commitment to quality, performance, and customer service.
Dennis K. Burke, Inc. Named New Regional Distributor for Valvoline Global Operations in the Northeast
Dennis K. Burke, Inc., a leading fuel and lubricant distributor in the Northeast, has partnered with Valvoline Global Operations to become its new regional distributor. This collaboration expands Valvoline Global's distribution network and strengthens Burke's ability to supply premium lubricants, including passenger car motor oils, heavy-duty engine oils, and industrial lubricants, across six Northeastern states and parts of New York. The partnership leverages Valvoline's product innovation with Burke's distribution expertise and commitment to customer service, aiming to set new standards for excellence in the region.
Valvoline Shareholders Approve 2026 Omnibus Incentive Plan
Valvoline shareholders approved a new 2026 Omnibus Incentive Plan, replacing its 2016 plan, at their Annual Meeting on January 28, 2026. They also re-elected director nominees, ratified Ernst & Young LLP as auditor, and supported annual advisory votes on executive compensation. The company's stock currently holds a "Buy" rating with a $38.00 price target from analysts, while TipRanks' AI Analyst, Spark, rates it as "Neutral" due to a mix of strong earnings and high leverage.
Valvoline -Grows on Number-one Status
Valvoline Inc. (NYSE: VVV) has been recognized for the fourth consecutive year as the top automotive services retailer in Entrepreneur magazine’s Franchise 500, achieving an overall ranking of No. 32. This acknowledgment reflects the company's strong performance, growth, and brand strength, highlighting the success of its franchise model and continued expansion in the U.S. and Canada. Valvoline's CEO, Lori Flees, and Chief Franchising Officer, Adam Worsham, emphasized the critical role of franchisees and the significant opportunities ahead.
Valvoline Shareholders Approve 2026 Omnibus Incentive Plan
Valvoline Inc. shareholders approved a new 2026 Omnibus Incentive Plan at their annual meeting, replacing the 2016 plan and updating the company's long-term compensation framework. They also elected all director nominees, ratified Ernst & Young LLP, and supported annual advisory votes on executive compensation. The strong shareholder engagement, with 92.2% representation, indicates broad support for the company's governance and compensation policies.
Valvoline Names Michael Kirtman as Chief Brand Officer
Valvoline Global has appointed Michael Kirtman as its new Chief Brand Officer. Kirtman brings over two decades of global leadership experience from P&G, where he managed major brand portfolios in the U.S. and Europe. In his new role, he will oversee global brand management for Valvoline, focusing on the company's international growth and expansion efforts.
Wells Fargo Raises Target Price for Valvoline (VVV) to $38.00
Wells Fargo analyst David Lantz has reaffirmed an "Overweight" rating for Valvoline (VVV) and increased the target price from $36.00 to $38.00. This adjustment follows several analyst evaluations, with a consensus average target price of $38.95 and an "Outperform" status from 17 brokerage firms, suggesting a potential upside for the stock. Valvoline is known for its quick-service automotive maintenance through its retail locations across the U.S. and Canada.
Valvoline Named Top Automotive Services Retailer in Franchise 500
Valvoline has been recognized as the top automotive services retailer in Entrepreneur's Franchise 500 for the fourth consecutive year, ranking No. 32 overall among all franchise brands. This acknowledgment highlights the strength of its franchise model, growth, performance, and brand strength. Valvoline plans continued expansion across the U.S. and Canada, supporting its franchisees with operations, marketing, market development, and training to grow its network of automotive maintenance service centers.
Valvoline Instant Oil Change Earns #1 Automotive Services Retailer in Entrepreneur’s Franchise 500
Valvoline Instant Oil Change has been named the #1 automotive services retailer in Entrepreneur magazine's Franchise 500 for the fourth consecutive year, achieving an overall ranking of No. 32. This recognition highlights the strength of its franchise model, growth, and brand performance, with continued expansion planned across the U.S. and Canada. The company attributes its success to its franchisees and its commitment to providing quick, easy, and trusted service alongside comprehensive support.
Valvoline Instant Oil Change Earns #1 Automotive Services Retailer in Entrepreneur’s Franchise 500
Valvoline Instant Oil Change has been named the No. 1 automotive services retailer in Entrepreneur magazine’s Franchise 500 for the fourth consecutive year, achieving an overall ranking of No. 32. This recognition highlights the strength of its franchise model and continued growth. The company emphasizes its commitment to supporting franchisees and expanding its quick, easy, trusted service network across the U.S. and Canada.
Valvoline Inc. to Report Financial Results for First Quarter 2026 and Host Webcast on February 4
Valvoline Inc. (NYSE: VVV) announced it will report its fiscal first quarter 2026 financial results on February 4, 2026. Concurrently, the company will host a live audio webcast with analysts and investors at 9 a.m. ET on the same day to discuss the results. The webcast and presentation will be available on Valvoline's Investor Relations website.
Valvoline Inc. to Report Financial Results for First Quarter 2026 and Host Webcast on February 4
Valvoline Inc. (NYSE: VVV) announced it will report its fiscal first-quarter financial results on February 4, 2026. The company will also host a live audio webcast with analysts and investors on the same day at 9 a.m. ET, accessible via its Investor Relations website. A replay of the webcast will be available shortly after the call.
Valvoline Instant Oil Change Featured on Yelp’s 2025 ‘Most Loved Brands’
Valvoline Instant Oil Change has been recognized as the top automotive retail company and ranked No. 16 on Yelp’s 2025 "Most Loved Brands" list. This recognition is based on indicators like 4- and 5-star ratings, repeat page views, and search interest, highlighting Valvoline's commitment to customer service and a convenient, transparent experience across its over 2,300 North American locations.
Valvoline Instant Oil Change Breaks Records as It Raises $1.8 Million for Children’s Miracle Network Hospitals
Valvoline Instant Oil Change and its franchisees raised over $1.8 million for Children’s Miracle Network Hospitals, marking a nearly 40% increase from the previous year. This achievement reinforces Valvoline's 16-year commitment to supporting local children's hospitals, with total contributions approaching $10 million. The funds were gathered through guest donations, corporate efforts, and franchisee contributions, aiding critical pediatric care in communities.
Does Valvoline's (VVV) College Sports "Transfer Portal" Push Reveal a New Brand Playbook?
Valvoline recently launched its "Instant Transfer Portal" marketing campaign, leveraging college sports themes and athlete endorsements to attract new customers. This initiative aims to support Valvoline's growth targets for system-wide same-store sales and new store additions, fitting within their existing investment narrative. However, investors should also consider the impact of rising competition and evolving vehicle maintenance needs, such as EV adoption, on long-term service demand.
Valvoline Inc. Launches “Instant Transfer Portal” Campaign for New and Existing Customers in Partnership with Betty Agency
Valvoline Inc. has launched a new "Instant Transfer Portal" marketing campaign in partnership with Betty Agency, inspired by college sports transfer portals. The campaign aims to attract new and returning customers with instant oil change offers, leveraging timely cultural relevance to highlight Valvoline Instant Oil Change's speed and convenience. The initiative features Ohio State University football players Carnell Tate and Luke Montgomery to promote the campaign across social media.
Valvoline Inc. Launches "Instant Transfer Portal" Campaign for New and Existing Customers in Partnership with Betty Agency
Valvoline Inc. has launched its "Instant Transfer Portal" marketing campaign to attract new and returning customers, offering an instant oil change offer. The campaign, developed with Betty Agency, draws inspiration from the college sports transfer portal to connect with consumers through timely cultural trends. It features The Ohio State University football players Carnell Tate and Luke Montgomery as spokespeople and aims to highlight Valvoline's speed, convenience, and reliability in vehicle maintenance.
Valvoline announces retirement of senior vice president Mary E. Meixelsperger
Valvoline Inc. (NYSE:VVV) announced the retirement of Senior Vice President Mary E. Meixelsperger, effective December 29, 2025. Meixelsperger previously served as CFO from June 2016 to May 2025. The company's stock has faced recent declines but analysts maintain a bullish outlook, with several firms reiterating buy ratings and adjusting price targets following strategic acquisitions and updated financial targets.
Valvoline Promotes Instant Transfer Portal Campaign
Valvoline has launched a new "Instant Transfer Portal" marketing campaign to incentivize drivers to switch oil change providers. The initiative, running throughout January, targets new and lapsed customers of Valvoline Instant Oil Change (VIOC) and leverages a concept familiar from college sports to attract a culturally engaged audience, including spokespeople Carnell Tate and Luke Montgomery. This strategy aims to increase service traffic and competitive share gains during a typically slower period.
Valvoline Inc. Launches “Instant Transfer Portal” Campaign for New and Existing Customers in Partnership with Betty Agency
Valvoline Inc. has launched its "Instant Transfer Portal" marketing campaign to encourage new and existing customers to switch to Valvoline Instant Oil Change, offering immediate oil change deals. This initiative, developed with Betty agency, leverages the concept of a college sports transfer portal to connect with consumers through a culturally relevant and timely approach. The campaign, featuring Ohio State football players Carnell Tate and Luke Montgomery, aims to highlight Valvoline's speed, convenience, and reliability.
Valvoline Inc: Quiet Chart, Strong Pulse – What Recent Trading Says About VVV’s Next Move
Valvoline Inc's stock (VVV) has shown a period of quiet consolidation recently, with low volatility and a mild corrective bias after a solid run over the past year. Despite the quiet trading, Wall Street sentiment remains constructive, with most analysts maintaining Buy or Overweight ratings, suggesting future upside potential. The company's focus on quick lube and service centers, its steady cash flows, and strategic shift to a service-oriented model are seen as key drivers for long-term growth and investor confidence.
Valvoline stock hits 52-week low at $29.29
Valvoline Inc.'s stock recently reached a 52-week low of $29.29, marking a 19.02% decline over the past year due to broader market trends and company-specific challenges. Despite this downturn, analysts from Jefferies, TD Cowen, and RBC Capital have reiterated "Buy" or "Outperform" ratings with price targets ranging from $37.00 to $44.00, while Mizuho adjusted its target slightly to $38.00. These ratings come amid strategic developments, including Valvoline's acquisition of 162 Breeze Autocare locations and revised financial projections.
Ações da Valvoline atingem mínima de 52 semanas a US$ 29,29
As ações da Valvoline Inc. caíram para uma mínima de 52 semanas, atingindo US$ 29,29, representando uma queda de 19,02% no ano. Analistas como Jefferies, TD Cowen, Mizuho e RBC Capital mantiveram suas recomendações e preços-alvo, citando a aquisição de 162 locais da Breeze Autocare e metas financeiras revisadas. Investidores estão observando as respostas estratégicas da empresa e as condições do mercado.
Valvoline Donates $100,000 to Children’s Miracle Network Hospitals
Valvoline Inc. has donated $100,000 to Children’s Miracle Network Hospitals to fund pediatric mental health grants across the United States and Canada, as part of its "Happy to Help" community impact initiative. Six grants were awarded to hospitals to support training, safety equipment, facility improvements, and tools for pediatric behavioral health care. This initiative highlights Valvoline's commitment to addressing the growing mental health challenges faced by young people.
VALVOLINE INC ($VVV) CEO 2025 Pay Revealed
VALVOLINE INC's CEO, Lori A. Flees, is estimated to receive $4,844,663 in compensation for 2025, an 11.75% increase from 2024, based on a recent DEF14A filing. The article also details recent insider trading activity, institutional holdings changes, analyst ratings, and price targets for VVV.
Valvoline (VVV) proxy highlights 2025 performance, director nominees and Say-on-Pay
Valvoline's proxy statement details four key proposals for its 2026 Annual Meeting: electing nine directors, ratifying Ernst & Young LLP as auditor, approving executive compensation, and adopting the 2026 Omnibus Incentive Plan. The company reported strong fiscal 2025 results with $1.7 billion in net sales and 6.1% same-store sales growth, alongside disclosures on executive compensation, board composition, and an ongoing material weakness in internal financial controls related to an ERP system implementation. Shareholders previously showed 92% support for the company's Say-on-Pay proposal.
