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Valvoline Inc. (VVV) Presents at TD Cowen 10th Annual Fut...
SA Transcripts · 2026-06-04 · via All Articles on Seeking Alpha

Valvoline Inc. (VVV) TD Cowen 10th Annual Future of the Consumer Conference June 3, 2026 3:30 PM EDT

Company Participants

John Willis - Senior VP & CFO

Conference Call Participants

Maksim Rakhlenko - TD Cowen, Research Division

Presentation

Maksim Rakhlenko
TD Cowen, Research Division

Thanks, everyone. I'm pleased to be joined this afternoon by Kevin Willis, who is Valvoline's CFO. We had you on stage right a year ago, right around today. You were just with the -- just joined the company. So it's been a year now.

Question-and-Answer Session

Maksim Rakhlenko
TD Cowen, Research Division

Just kicking things off for people that are newer in the room, can you talk about the Valvoline story? Can you provide some higher-level background as Valvoline today does look quite different from the company that some may have remembered from a few years ago?

John Willis
Senior VP & CFO

Sure, sure. Well, today, Valvoline is a pure-play automotive services company operating in the retail space, which is very different than how the business grew up. We've been in the Quick Lube business for 40 years. This is our 40th anniversary this year. And we operate a scaled network of over 2,400 company-owned and franchise stores across North America. We're the largest player in the Quick Lube space, doing north of 30 million services per year. We have executed 19 consecutive years of same-store sales growth, and we have a very clear and simple strategy. We want to drive the full potential of our core business. We want to continue to grow and scale our network, and we want to innovate to meet the evolving needs of our customers and the car park.

That's who we are. That's what we are. It's what we do every day to drive value for our customers, our employees, our