Savers Value Village (NYSE:SVV) Releases Quarterly Earnings Results, Hits Estimates

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

Shares of NYSE SVV traded up $0.03 during midday trading on Thursday, hitting $10.93. 2,499,715 shares of the company’s stock were exchanged, compared to its average volume of 791,849. Savers Value Village has a twelve month low of $6.91 and a twelve month high of $13.89. The firm has a market cap of $1.68 billion, a P/E ratio of 78.04 and a beta of 1.21. The stock’s 50 day moving average price is $9.80 and its 200-day moving average price is $9.22. The company has a debt-to-equity ratio of 1.64, a current ratio of 0.79 and a quick ratio of 0.59.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the stock. BTIG Research dropped their price target on shares of Savers Value Village from $18.00 to $15.00 and set a “buy” rating for the company in a research note on Thursday, May 7th. Piper Sandler cut their price objective 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. Robert W. Baird reduced their target price on Savers Value Village from $13.00 to $12.00 and set an “outperform” rating on the stock in a report on Thursday, May 7th. Finally, Weiss Ratings reiterated a “sell (d)” rating on shares of Savers Value Village in a research report on Tuesday. Four research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $14.60.

Insider Buying and Selling at Savers Value Village

In related news, General Counsel Richard A. Medway sold 10,000 shares of the firm’s stock in a transaction that occurred 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 transaction, the general counsel owned 14,440 shares in the company, valued at $151,331.20. This trade represents a 40.92% 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, CEO Mark T. Walsh sold 41,600 shares of the firm’s stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $10.08, for a total transaction of $419,328.00. Following the transaction, the chief executive officer owned 47,363 shares in the company, valued at $477,419.04. This represents a 46.76% 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. Insiders have sold 70,000 shares of company stock valued at $715,793 in the last quarter. Corporate insiders own 3.46% of the company’s stock.

Hedge Funds Weigh In On Savers Value Village

Several hedge funds have recently modified their holdings of SVV. AQR Capital Management LLC bought a new stake in shares of Savers Value Village in the 1st quarter worth $120,000. Geode Capital Management LLC boosted its stake in Savers Value Village by 5.6% during the second quarter. Geode Capital Management LLC now owns 590,637 shares of the company’s stock valued at $6,025,000 after buying an additional 31,305 shares in the last quarter. Rhumbline Advisers grew its holdings in Savers Value Village by 29.2% during the second quarter. Rhumbline Advisers now owns 41,623 shares of the company’s stock worth $425,000 after acquiring an additional 9,410 shares during the period. American Century Companies Inc. raised its position in Savers Value Village by 42.3% in the second quarter. American Century Companies Inc. now owns 42,256 shares of the company’s stock worth $431,000 after acquiring an additional 12,560 shares in the last quarter. Finally, Russell Investments Group Ltd. raised its position in Savers Value Village by 2,266.3% in the second quarter. Russell Investments Group Ltd. now owns 39,163 shares of the company’s stock worth $399,000 after acquiring an additional 37,508 shares in the last quarter. 98.78% of the stock is currently owned by institutional investors and hedge funds.

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.