Savers Value Village (NYSE:SVV) Posts Quarterly Earnings Results, Meets Estimates

Key Points

• Savers Value Village met quarterly expectations, reporting adjusted EPS of $0.14 versus the $0.14 consensus estimate. Revenue rose 7.4% year over year to $448.2 million, slightly below the $449 million estimate.
• U.S. comparable sales increased 6.6%, while adjusted EBITDA grew 8% to $75 million, or 16.6% of sales. Management cited improving store productivity, Canadian segment efficiencies, and promising early results from its ThriftIQ pricing platform.
• Full-year guidance calls for 3%–4% comparable-sales growth and $265 million–$275 million in adjusted EBITDA. The company expects third-quarter EBITDA to be modestly lower because of store-opening timing and pre-opening expenses, while maintaining plans to open about 25 stores in 2026.

Savers Value Village (NYSE:SVV - Get Free Report) issued its quarterly earnings results on Thursday. The company reported $0.14 earnings per share for the quarter, hitting analysts' consensus estimates of $0.14, FiscalAI reports. The company had revenue of $448.22 million during the quarter, compared to the consensus estimate of $449.00 million. Savers Value Village had a net margin of 1.29% and a return on equity of 12.47%. The firm's quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.14 EPS. Savers Value Village updated its FY 2026 guidance to 0.470-0.530 EPS.

Here are the key takeaways from Savers Value Village's conference call:

• U.S. comparable sales rose 6.6%, with growth in both transactions and average basket across regions, categories, and demographics; total company sales increased 7.4% to $448 million.
• Adjusted EBITDA increased 8% to $75 million, or 16.6% of sales, marking the third consecutive quarter of year-over-year growth. Canadian segment profit rose nearly 16% despite only 0.8% comparable-sales growth, supported by productivity and processing efficiencies.
• Management highlighted encouraging early results from its ThriftIQ pricing platform, including higher sell-through, larger baskets, stronger sales yields, and gross-profit dollar growth approximately 100 basis points above non-pilot stores. The company expects ThriftIQ and other initiatives to support 50–100 basis points of annual adjusted EBITDA margin expansion beginning in 2027 and a return to high-teens margins within three years.
• New-store profitability is ramping ahead of expectations, with more than half of the 2025 store class generating positive four-wall contribution in the second quarter. The company remains on track to open approximately 25 stores in 2026, primarily in the U.S., including expansion into Tennessee.
• Management expects third-quarter adjusted EBITDA to be modestly below the second-quarter level because of new-store opening timing and pre-opening expenses, while comparable-sales growth is expected to moderate as the company laps stronger prior-year comparisons. Full-year guidance now calls for 3%–4% comparable-sales growth and $265 million–$275 million of adjusted EBITDA.

Savers Value Village Price Performance

Shares of Savers Value Village stock traded up $0.03 during midday trading on Thursday, hitting $10.93. 2,499,715 shares of the company traded hands, compared to its average volume of 791,849. The firm's fifty day moving average price is $9.80 and its 200-day moving average price is $9.22. The stock has a market cap of $1.68 billion, a price-to-earnings ratio of 78.04 and a beta of 1.21. Savers Value Village has a 12 month low of $6.91 and a 12 month high of $13.89. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.59 and a current ratio of 0.79.

Insider Activity at Savers Value Village

In other Savers Value Village news, General Counsel Richard A. Medway sold 10,000 shares of the business's stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $10.48, for a total transaction of $104,800.00. Following the sale, the general counsel owned 14,440 shares of the company's stock, valued at approximately $151,331.20. The trade was a 40.92% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Melinda L. Geisser sold 14,059 shares of the company's stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $10.48, for a total transaction of $147,338.32. Following the transaction, the insider owned 10,576 shares of the company's stock, valued at $110,836.48. This trade represents a 57.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 70,000 shares of company stock valued at $715,793 in the last quarter. Insiders own 3.46% of the company's stock.

Institutional Trading of Savers Value Village

Hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. raised its holdings in Savers Value Village by 6.7% in the 3rd quarter. Vanguard Group Inc. now owns 3,857,682 shares of the company's stock valued at $51,114,000 after buying an additional 242,149 shares during the last quarter. Ameriprise Financial Inc. increased its position in Savers Value Village by 4.4% in the 3rd quarter. Ameriprise Financial Inc. now owns 2,245,409 shares of the company's stock valued at $29,752,000 after acquiring an additional 94,685 shares during the period. Dimensional Fund Advisors LP increased its position in Savers Value Village by 52.3% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,431,252 shares of the company's stock valued at $13,367,000 after acquiring an additional 491,407 shares during the period. Archon Capital Management LLC raised its stake in shares of Savers Value Village by 63.4% during the fourth quarter. Archon Capital Management LLC now owns 1,256,003 shares of the company's stock valued at $11,731,000 after acquiring an additional 487,136 shares during the last quarter. Finally, State Street Corp lifted its holdings in shares of Savers Value Village by 31.3% during the fourth quarter. State Street Corp now owns 1,158,028 shares of the company's stock worth $10,816,000 after purchasing an additional 276,237 shares during the period. 98.78% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

SVV has been the subject of several recent analyst reports. Robert W. Baird cut their target price on Savers Value Village from $13.00 to $12.00 and set an "outperform" rating for the company in a research note on Thursday, May 7th. Piper Sandler decreased their price target on Savers Value Village from $12.00 to $11.00 and set a "neutral" rating on the stock in a research note on Monday, May 4th. BTIG Research lowered their price target on Savers Value Village from $18.00 to $15.00 and set a "buy" rating for the company in a report on Thursday, May 7th. Finally, Weiss Ratings restated a "sell (d)" rating on shares of Savers Value Village in a research report on Tuesday. Four analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $14.60.

About Savers Value Village

Savers Value Village, Inc NYSE: SVV is a publicly traded thrift retailer that operates a network of donation-based retail stores. Headquartered in Bellevue, Washington, the company specializes in selling second-hand apparel, footwear, household items, accessories and other pre-owned goods. Through its retail stores, SVV offers value-conscious shoppers the opportunity to purchase quality, gently used merchandise at affordable prices.

At the heart of the company's model is a partnership network with more than 500 nonprofit organizations across North America.

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