VVV - The Long View For Valvoline

• Valvoline is a reopening play as millions of Americans return to the road for work, travel, and day-to-day affairs.
• The strategic shift to invest in its service division is accelerating top-line growth and creating higher levels of operating income.
• I’m attracted to the revenue growth which will be fueled by a combination of M&A opportunities, new service offerings, higher store count, and an expected increase in same-store sales.
• The shareholder value proposition is rich as investors are rewarded with a growing dividend, share buybacks, and a planned divestiture.

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