Valvoline Inc. (VVV) Presents at Goldman Sachs Global Consumer and Retail Conference Transcript

SA Transcripts 162.21K Followers Follow Valvoline Inc. ( VVV ) Goldman Sachs Global Consumer and Retail Conference September 14, 2026 3:35 PM EDT Company Participants Lori Flees - CEO, President & Director John Willis - Senior VP & CFO Conference Call Participants Mark Jordan - Goldman Sachs Group, Inc., Research Division Presentation Mark Jordan Goldman Sachs Group, Inc., Research Division All right. Good afternoon, everyone. Thank you for joining us at the Goldman Sachs Global Consumer and Retail Conference. My name is Mark Jordan. I'm an analyst here at Goldman Sachs, and it's my pleasure to moderate our fireside chat and introduce to you Valvoline, Inc. We have with us today, Lori Flees, CEO and Director; and Kevin Willis, CFO. Lori and Kevin, thank you so much for joining us today. Lori Flees CEO, President & Director Thanks for having us. Mark Jordan Goldman Sachs Group, Inc., Research Division I think a good place to start might provide some background for anyone in the audience who's not familiar with the Valvoline story. Valvoline is a leading provider of automotive services, specialized in a Quick Lube segment. So that's quick and easy stay in your car oil changes, but they also do ancillary services. The platform is nearly 2,500 locations and roughly half of those are franchised. So with that, I think a good place to start off might be the nature of demand, right? So if we think about the Quick Lube market and Valvoline's position and in particular, there's a couple of tailwinds, secular tailwinds you guys benefit from a shift towards convenience, of course, I myself and everyone here values their time. And what you do is you cut time out of a necessary service for a lot of people, vehicle owners. Question-and-Answer Session Mark Jordan Goldman Sachs Group, Inc., Research Division So that's a tailwind. But then