- 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.
For further details see:
The Long View For Valvoline