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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Valvoline
Valvoline (VVV) investor relations material
Valvoline Goldman Sachs Global Consumer and Retail Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Global Consumer and Retail Conference summary14 Sep, 2026
Market trends and growth opportunities
Demand is driven by non-discretionary preventative maintenance, aging vehicles, and a shift toward convenience services.
The business is highly fragmented, with only 6% market share and stores accessible to 40% of the car park, indicating significant expansion potential.
Expansion targets include reaching 2,900 locations by 2028 and 3,500+ in the early 2030s, with ongoing evaluation of mobile service opportunities.
Franchise partners have committed over $1 billion to network growth, supporting continued unit additions and market densification.
Mobile service offerings are being tested to further enhance convenience and reach.
Operational performance and customer retention
Mature stores average over 50 oil changes per day, outperforming industry averages.
Focus is on optimizing return on invested capital and oil changes per bay, with new stores maturing over four to five years.
Over 80% of customers are repeat guests, with most new customers coming from dealers or general automotive service providers.
Customers typically live within 10 minutes of a location, and retention is driven by consistent, high-quality service.
Premiumization and service mix
About 80% of oil changes are premium (full synthetic or synthetic blend), with a growing shift toward full synthetic due to OEM requirements and aging vehicles.
Full synthetic penetration is expected to increase by about 3% annually as the car park evolves.
New premium products, such as Restore & Protect, are being tested to further drive ticket growth.
Customers rarely downgrade after upgrading to premium oil changes.
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Latest events from Valvoline
- Revenue up 24% and adjusted EBITDA up 25%, with guidance raised for same-store sales growth.VVV
Q3 2026 - Strong growth, stable customer trends, and successful Breeze integration drive outlook.VVVTD Cowen 10th Annual Future of the Consumer Conference
- Aggressive network expansion, robust financials, and premiumization drive sustained growth.VVV2026 Baird Global Consumer, Technology & Services Conference
- Revenue up 25% and adjusted EBITDA up 28%, with guidance raised on strong SSS growth.VVVQ2 2026
- Double-digit revenue and profit growth, with strong SSS and network expansion in Q1.VVVQ1 2026
- Targets 9-11% annual sales growth and 100-200 bps margin expansion through 2028.VVVInvestor Update
- Robust growth continues, fueled by efficiency, expansion, and resilient consumer demand.VVVPiper Sandler Growth Frontiers Conference
- Franchise-led expansion and resilient service demand drive strong growth and margin improvement.VVVGoldman Sachs 31st Annual Global Retailing Conference
- Q3 sales up 12%, adjusted EBITDA up 12%, with 33 new stores and $400M buyback authorized.VVVQ3 2024
Next Valvoline earnings date
Q4 202619 Nov, 2026
Valvoline
Next Valvoline earnings date
Q4 202619 Nov, 2026
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Frequently asked questions
Valvoline Inc provides automotive services and supplies, including motor oil, lubricants, and preventative maintenance services. The company operates quick-lube service centers and sells branded products through retail and commercial distribution. It is headquartered in Lexington, Kentucky, and its shares are listed on the NYSE.