Savers Value Village (NYSE:SVV) Releases Earnings Results

Savers Value Village (NYSE:SVV) issued its earnings results on Thursday. The company reported $0.15 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.15, FiscalAI reports. The firm had revenue of $464.67 million for the quarter, compared to the consensus estimate of $458.63 million. Savers Value Village had a return on equity of 12.05% and a net margin of 1.35%.The company’s revenue was up 15.6% compared to the same quarter last year. During the same quarter last year, the business posted $0.15 EPS. Savers Value Village updated its FY 2026 guidance to 0.410-0.480 EPS.

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

• Management reported an earnings inflection with the first year‑over‑year growth in Adjusted EBITDA in nearly two years — Q4 Adjusted EBITDA was $74M (15.9% margin) and they guide $260M–$275M for 2026 with expected adjusted EBITDA growth.
• The U.S. business accelerated: U.S. sales rose 20.6% (12.6% ex‑53rd week) with comps +8.8% driven by transactions and basket, a younger/more affluent shopper mix, and a plan for ~25 new stores in 2026 (20+ in the U.S.) as new stores continue to mature toward targeted economics.
• Canada has stabilized but remains subdued (Q4 comp +0.7%); management is planning conservatively, significantly slowing Canadian openings and assuming flat to low single‑digit comps, so Canada is a slower-growth area despite plans to expand margins and free cash flow.
• Balance sheet and capital allocation show momentum: $86M cash, net leverage 2.5x after a $20M debt paydown and 1.1M shares repurchased, with refinancing cutting annual interest expense by ~$17M and a target to reduce net leverage to under 2x within a couple of years.

Savers Value Village Trading Up 2.1%

Savers Value Village stock opened at $10.46 on Friday. The stock has a market cap of $1.63 billion, a P/E ratio of 74.69 and a beta of 0.97. The company has a debt-to-equity ratio of 1.76, a quick ratio of 0.61 and a current ratio of 0.81. The firm’s fifty day moving average price is $10.21 and its 200-day moving average price is $10.86. Savers Value Village has a fifty-two week low of $6.48 and a fifty-two week high of $13.89.

Wall Street Analyst Weigh In

SVV has been the topic of several analyst reports. Craig Hallum assumed coverage on Savers Value Village in a report on Monday, January 26th. They issued a “buy” rating and a $19.00 target price on the stock. Wall Street Zen downgraded Savers Value Village from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Savers Value Village in a research report on Monday, December 29th. Finally, UBS Group reiterated a “buy” rating on shares of Savers Value Village in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $14.43.

Insider Activity at Savers Value Village

In other news, COO Jubran N. Tanious sold 57,706 shares of the company’s stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $9.21, for a total value of $531,472.26. Following the completion of the transaction, the chief operating officer directly owned 99,712 shares in the company, valued at approximately $918,347.52. This represents a 36.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 3.09% of the stock is owned by insiders.

Hedge Funds Weigh In On Savers Value Village

Hedge funds have recently modified their holdings of the company. Caitong International Asset Management Co. Ltd raised its stake in Savers Value Village by 281.8% in the third quarter. Caitong International Asset Management Co. Ltd now owns 1,909 shares of the company’s stock worth $25,000 after buying an additional 1,409 shares in the last quarter. Sandia Investment Management LP bought a new stake in Savers Value Village in the 2nd quarter worth about $51,000. Lazard Asset Management LLC purchased a new position in shares of Savers Value Village during the second quarter valued at approximately $57,000. Blair William & Co. IL purchased a new stake in Savers Value Village during the 4th quarter valued at $93,000. Finally, Numerai GP LLC purchased a new stake in Savers Value Village during the fourth quarter valued at $112,000. Hedge funds and other institutional investors own 98.78% of the company’s stock.

Savers Value Village News Roundup

Here are the key news stories impacting Savers Value Village this week:

• Positive Sentiment: Revenue beat and strong top‑line growth — Total revenue for the quarter was $464.7M, up 15.6% year‑over‑year, and above the Street revenue view, supporting the outlook for sales momentum. Read More.
• Positive Sentiment: FY‑2026 guidance centered above consensus — Management set EPS guidance of $0.41–$0.48 for FY‑2026 (midpoint $0.445), which is modestly above the Street consensus noted in filings and may reassure investors about forward earnings potential. Read More.
• Neutral Sentiment: Reported EPS in line with some estimates but mixed versus different benchmarks — The company reported $0.15 EPS; some outlets report this matched consensus while others (e.g., Zacks) cite a slight miss versus their $0.16 estimate, creating mixed interpretation. Read More.
• Neutral Sentiment: 53rd week benefit boosted comparables — Results and revenue comparisons included an extra (53rd) week versus the prior year, which inflates year‑over‑year growth metrics and complicates read‑throughs. Read More.
• Negative Sentiment: Profitability and margin pressure — Net margin remained slightly negative (-0.11%) and EPS was effectively flat versus a year ago, suggesting operating leverage is limited despite revenue growth. Zacks highlighted metrics that looked weaker versus some expectations. Read More.
• Negative Sentiment: Liquidity and leverage are potential concerns — The company’s balance‑sheet ratios (current ratio ~0.81, quick ratio ~0.61) and debt/equity (~1.76) are relatively weak, which could amplify investor caution if margins stay compressed. Read More.

Savers Value Village Company Profile

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.