Valvoline Inc. (VVV) TD Cowen tenth Annual Way forward for the Client Convention June 3, 2026 3:30 PM EDT
Firm Members
John Willis – Senior VP & CFO
Convention Name Members
Maksim Rakhlenko – TD Cowen, Analysis Division
Presentation
Maksim Rakhlenko
TD Cowen, Analysis Division
Thanks, everybody. I am happy to be joined this afternoon by Kevin Willis, who’s Valvoline’s CFO. We had you on stage proper a 12 months in the past, proper round in the present day. You had been simply with the — simply joined the corporate. So it has been a 12 months now.
Query-and-Reply Session
Maksim Rakhlenko
TD Cowen, Analysis Division
Simply kicking issues off for those who are newer within the room, are you able to discuss concerning the Valvoline story? Are you able to present some higher-level background as Valvoline in the present day does look fairly completely different from the corporate that some might have remembered from a number of years in the past?
John Willis
Senior VP & CFO
Certain, positive. Effectively, in the present day, Valvoline is a pure-play automotive providers firm working within the retail house, which may be very completely different than how the enterprise grew up. We have been within the Fast Lube enterprise for 40 years. That is our fortieth anniversary this 12 months. And we function a scaled community of over 2,400 company-owned and franchise shops throughout North America. We are the largest participant within the Fast Lube house, doing north of 30 million providers per 12 months. We’ve executed 19 consecutive years of same-store gross sales development, and we’ve a really clear and easy technique. We wish to drive the total potential of our core enterprise. We wish to proceed to develop and scale our community, and we wish to innovate to fulfill the evolving wants of our clients and the automobile park.
That is who we’re. That is what we’re. It is what we do on daily basis to drive worth for our clients, our staff, our

