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Valvoline Inc. (VVV) Goldman Sachs 32nd Annual Global Retailing Conference 2025 Transcript

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Valvoline Inc. (NYSE:VVV) Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 4, 2025 11:40 AM EDT

Company Participants

Lori Flees – CEO, President & Director
John Willis – Chief Financial Officer

Conference Call Participants

Mark Jordan – Goldman Sachs Group, Inc., Research Division

Presentation

Mark Jordan
Research Analyst

Okay. Good morning, everyone. My name is Mark Jordan. I’m an analyst here at Goldman Sachs. Thank you very much for joining us today at the Goldman Sachs 32nd Annual Global Retailing Conference.

It’s my pleasure to introduce Valvoline and to moderate our fireside chat. Today, we have with us here, Lori Flees, Chief Executive Officer and Director; and Kevin Willis, Chief Financial Officer. Lori and Kevin, thank you very much for joining us today.

Lori Flees
CEO, President & Director

Thanks, Mark.

John Willis
Chief Financial Officer

Thank you, Mark. Great to be here.

Question-and-Answer Session

Mark Jordan
Goldman Sachs Group, Inc., Research Division

I think a good place to start might be to — because someone in the audience may not be familiar with how the Quick Lube model is different from the auto service that they see at the local garages on the corner, right? And so can you describe how it differentiates from that service? And maybe talk about what’s offered at Valvoline Instant Oil Change store? What makes Valvoline stand out? And what the value proposition is for your customers?

Lori Flees
CEO, President & Director

Yes, sure. So Valvoline is a leading provider of preventative automotive maintenance. That includes — a significant amount of that includes an oil change, but not limited to an old change or other preventative maintenance that an OEM manufacturer of the vehicle recommends, whether it be lubricants and/or parts replacement that are — that keep the vehicle safe to drive, but also maintain the value of the engine and the parts and

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