VVV Valvoline (VVV) Q3 FY26 earnings call
Valvoline delivered strong Q3 FY26 results, exceeding $1 billion in system-wide sales and expanding EBITDA margins, driven by effective management of pricing and costs. The company is navigating significant supply chain disruptions and elevated lubricant costs, proactively implementing pricing actions while maintaining reliable product access. Management remains confident in the business model's resilience and its ability to deliver profitable growth despite a dynamic macro environment.
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VVV operating KPIs by quarter
| KPI | Mar 2026 Q2 FY26 | This call Jun 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| New stores opened Franchise | 20We added 31 new stores for the quarter with 20 coming from franchise and 11 on the company side.Source: earnings call transcript | 26We opened 47 net new additions for the quarter, 26 openings coming from franchise growth with 1 closure and company opened 20 and had 2 transfers from the Express Care platform for a total of 22.Source: earnings call transcript | +30% |
| New stores opened Company | 11We added 31 new stores for the quarter with 20 coming from franchise and 11 on the company side.Source: earnings call transcript | 20We opened 47 net new additions for the quarter, 26 openings coming from franchise growth with 1 closure and company opened 20 and had 2 transfers from the Express Care platform for a total of 22.Source: earnings call transcript | +81.8% |
| Stores | 2,409We finished the quarter with a total store count of 2,409.Source: earnings call transcript | 2,456We added 47 net new stores in the quarter, bringing our overall network to 2,456 stores.Source: earnings call transcript | +2% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.