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

Savers Value Village (NYSE:SVV) announced its quarterly earnings results on Thursday. The company reported $0.14 earnings per share (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 business had revenue of $448.22 million for the quarter, compared to the consensus estimate of $449.00 million. During the same period last year, the business posted $0.14 EPS. The business’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 Performance

Shares of NYSE SVV traded up $1.33 during trading on Friday, reaching $12.24. 618,918 shares of the company traded hands, compared to its average volume of 1,038,029. The firm’s fifty day simple moving average is $9.80 and its 200 day simple moving average is $9.22. The stock has a market cap of $1.88 billion, a P/E ratio of 87.61 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 current ratio of 0.79, a quick ratio of 0.59 and a debt-to-equity ratio of 1.64.

Savers Value Village News Summary

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

• Positive Sentiment: FY 2026 EPS guidance was raised above expectations. Savers Value Village forecast adjusted earnings of $0.47-$0.53 per share, compared with the $0.46 analyst consensus. Full-year revenue guidance was maintained at approximately $1.8 billion. Savers Value Village updates FY 2026 guidance
• Positive Sentiment: Management highlighted AI-driven retail initiatives. The company launched ThriftIQ™, a proprietary platform designed to improve thrift-item pricing and consistency. Its AI pricing tool has already been piloted successfully in 58 stores, potentially supporting better pricing, customer value and operating efficiency. Savers Value Village launches new AI pricing tool
• Positive Sentiment: Revenue continued to grow year over year. Second-quarter revenue increased 7.4% to $448.2 million, indicating continued demand for the company’s value-oriented thrift retail model. Savers Value Village second-quarter results
• Neutral Sentiment: Quarterly earnings matched analyst expectations. SVV reported EPS of $0.14, unchanged from the prior-year quarter and in line with the $0.14 consensus estimate. Savers Value Village matches Q2 earnings estimates
• Negative Sentiment: Revenue was slightly below Wall Street’s forecast. Quarterly sales of $448.2 million fell short of the $449.0 million consensus, while the company’s net margin remained modest at 1.29%. Savers Value Village earnings report

Insider Transactions at Savers Value Village

In related 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 value of $104,800.00. Following the completion of the transaction, the general counsel directly owned 14,440 shares in the company, valued at $151,331.20. The trade was a 40.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at 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 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 sale, the insider directly owned 10,576 shares in the company, valued at $110,836.48. This trade represents a 57.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 70,000 shares of company stock worth $715,793 over the last quarter. 3.46% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Savers Value Village

Institutional investors and hedge funds have recently modified their holdings of the business. Vanguard Group Inc. grew its stake 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 acquiring an additional 242,149 shares during the period. Ameriprise Financial Inc. lifted its stake 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 buying an additional 94,685 shares in the last quarter. Dimensional Fund Advisors LP raised its holdings in shares of Savers Value Village by 52.3% during the fourth 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 last quarter. Archon Capital Management LLC raised its stake in Savers Value Village by 63.4% in the 4th quarter. Archon Capital Management LLC now owns 1,256,003 shares of the company’s stock valued at $11,731,000 after purchasing an additional 487,136 shares during the last quarter. Finally, State Street Corp grew 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 buying an additional 276,237 shares in the last quarter. Hedge funds and other institutional investors own 98.78% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on SVV shares. BTIG Research lowered their target price 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. Weiss Ratings reiterated a “sell (d)” rating on shares of Savers Value Village in a report on Tuesday. Robert W. Baird lowered their price objective on Savers Value Village from $13.00 to $12.00 and set an “outperform” rating for the company in a research report on Thursday, May 7th. Finally, Piper Sandler dropped their target price 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. Four analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average 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.