Savers Value Village (NYSE:SVV) Issues Quarterly Earnings Results

Savers Value Village (NYSE:SVV) issued its earnings results on Thursday. The company reported $0.14 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.14, FiscalAI reports. Savers Value Village had a net margin of 1.42% and a return on equity of 14.73%. The company had revenue of $448.22 million for the quarter, compared to analysts’ expectations of $449.00 million. During the same period in the prior year, the company earned $0.14 earnings per share. The firm’s revenue was up 7.4% compared to the same quarter last year. 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 Stock Up 12.0%

SVV opened at $12.22 on Friday. The company has a debt-to-equity ratio of 1.64, a current ratio of 0.79 and a quick ratio of 0.59. Savers Value Village has a 12 month low of $6.91 and a 12 month high of $13.89. The stock’s 50 day moving average price is $9.87 and its 200 day moving average price is $9.24. The stock has a market cap of $1.88 billion, a P/E ratio of 76.38 and a beta of 1.21.

Insider Activity at Savers Value Village

In related news, insider Melinda L. Geisser sold 50,000 shares of the firm’s stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $12.03, for a total transaction of $601,500.00. Following the transaction, the insider owned 10,576 shares in the company, valued at $127,229.28. This trade represents a 82.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Michael W. Maher sold 49,742 shares of the business’s stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $12.33, for a total value of $613,318.86. Following the sale, the chief financial officer directly owned 20,163 shares in the company, valued at approximately $248,609.79. The trade was a 71.16% decrease in their position. 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. Over the last quarter, insiders have sold 347,683 shares of company stock worth $3,924,722. 3.46% of the stock is currently owned by corporate insiders.

Institutional Trading of Savers Value Village

Several institutional investors have recently modified their holdings of the company. Caitong International Asset Management Co. Ltd lifted its holdings in Savers Value Village by 281.8% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 1,909 shares of the company’s stock valued at $25,000 after acquiring an additional 1,409 shares during the last quarter. Deutsche Bank AG raised its holdings in shares of Savers Value Village by 11.2% in the 4th quarter. Deutsche Bank AG now owns 14,648 shares of the company’s stock worth $137,000 after purchasing an additional 1,472 shares in the last quarter. Nuveen LLC raised its holdings in shares of Savers Value Village by 1.8% in the 4th quarter. Nuveen LLC now owns 114,022 shares of the company’s stock worth $1,065,000 after purchasing an additional 2,042 shares in the last quarter. Invesco Ltd. lifted its stake in Savers Value Village by 5.9% during the second quarter. Invesco Ltd. now owns 39,781 shares of the company’s stock valued at $406,000 after purchasing an additional 2,224 shares during the last quarter. Finally, Dark Forest Capital Management LP boosted its holdings in Savers Value Village by 2.4% during the third quarter. Dark Forest Capital Management LP now owns 137,424 shares of the company’s stock worth $1,821,000 after buying an additional 3,248 shares in the last quarter. Institutional investors and hedge funds own 98.78% of the company’s stock.

Wall Street Analysts Forecast Growth

SVV has been the subject of a number of recent research reports. Piper Sandler boosted their price objective on shares of Savers Value Village from $10.00 to $11.00 and gave the company a “neutral” rating in a research report on Friday. Weiss Ratings restated a “sell (d)” rating on shares of Savers Value Village in a research note on Tuesday. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $11.00 target price on shares of Savers Value Village in a report on Friday. Robert W. Baird dropped their price target on Savers Value Village from $13.00 to $12.00 and set an “outperform” rating on the stock in a research report on Thursday, May 7th. Finally, BTIG Research dropped their price target on Savers Value Village from $18.00 to $15.00 and set a “buy” rating on the stock in a research report on Thursday, May 7th. Four analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Savers Value Village currently has an average rating of “Hold” and an average target price of $14.00.

Savers Value Village News Summary

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

• Positive Sentiment: Savers Value Village guided to fiscal 2026 adjusted EBITDA of $265 million to $275 million and said its ThriftIQ platform could help achieve high-teens margins within three years. The AI-driven platform is intended to improve item pricing, consistency and profitability as it expands across the store base. Savers Value Village outlines 2026 adjusted EBITDA and ThriftIQ rollout
• Positive Sentiment: Management raised fiscal 2026 EPS guidance to $0.47-$0.53, above the $0.46 analyst consensus. Revenue guidance of approximately $1.8 billion was maintained and remained broadly consistent with estimates.
• Positive Sentiment: The ThriftIQ pricing system has already been piloted successfully in 58 stores, providing a potential path to better pricing discipline and operating efficiency. Savers Value Village launches new AI pricing tool
• Neutral Sentiment: Second-quarter EPS was $0.14, matching consensus and the year-ago result. Revenue rose 7.4% year over year to $448.2 million but was slightly below the $449.0 million estimate. Savers Value Village second-quarter earnings results
• Positive Sentiment: JPMorgan raised its price target from $11 to $14 while retaining a Neutral rating, indicating improved valuation support despite a cautious recommendation. JPMorgan price target report
• Negative Sentiment: Piper Sandler raised its target from $10 to $11 but kept a Neutral rating; the new target remains below the prevailing share price, signaling limited near-term upside in that firm’s view. Piper Sandler price target report

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.