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Valvoline (VVV) investor relations material
Valvoline Goldman Sachs 32nd Annual Global Retailing Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Business model differentiation and value proposition
Focuses on quick, easy, and trusted preventative automotive maintenance, with most services completed in under 15 minutes and no appointment required.
Consistent customer experience across 2,100+ locations, supported by a 160-year-old brand reputation for quality.
Proprietary technology and data systems enable process consistency, customer retention, and targeted marketing.
Market trends and channel shifts
Ongoing shift from do-it-yourself (DIY) to do-it-for-me (DIFM) maintenance, driven by increasing vehicle complexity and consumer demand for convenience.
DIY now represents about 20% of preventative maintenance spend, trending downward post-COVID.
Quick Lube channels account for less than 25% of the DIFM oil change market, with the majority still serviced by dealers and general automotive providers.
Significant share gains come from dealers and general automotive shops, not other Quick Lube providers.
Response to electric vehicles and evolving car park
Higher share of hybrid vehicles serviced, reflecting consumer trust as technology advances.
Slower EV adoption due to infrastructure and cost, but ongoing investment in understanding future maintenance needs.
Commitment to evolving service offerings as vehicle technology changes, maintaining focus on convenience and trust.
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