Savers Value Village, Inc. (NYSE:SVV) Q4 2025 Earnings Call Transcript
Savers Value Village, Inc. (NYSE: SVV) announced strong Q4 2025 results, marking its first quarter of year-over-year adjusted EBITDA growth in nearly two years, primarily driven by robust U.S. sales and thrift adoption. The company opened 26 new stores in 2025 and plans 25 more in 2026, predominantly in the U.S., while focusing on innovation and efficiency to expand margins and generate free cash flow. For 2026, Savers Value Village projects net sales between $1.76 billion and $1.79 billion, with adjusted EBITDA of $260 million to $275 million, anticipating continued maturation of new stores to drive future profitability.
Savers Value Village, Inc. SEC 10-K Report
Savers Value Village, Inc. released its fiscal 2025 annual Form 10-K report, detailing a 9.2% increase in net sales to $1,678.954 million, driven by comparable store sales and new openings. Despite sales growth, net income decreased to $22.639 million, impacted by higher operating expenses and a debt extinguishment loss. The company plans future expansion in underpenetrated U.S. markets and highlights challenges including sourcing, labor market fluctuations, and global economic conditions.
Earnings Flash (SVV) Savers Value Village, Inc. Reports Q4 Revenue $464.7M, vs. FactSet Est of $464.7M
Savers Value Village, Inc. (SVV) announced its Q4 revenue reached $464.7 million, aligning with FactSet's estimate. This report provides an earnings flash, indicating the company's financial performance for the quarter ended January 3, 2026. The company also announced its Q4 adjusted EPS of $0.15 per share, matching FactSet estimates.
Savers Value: Q4 Financial Results Overview
Savers Value Village Inc. announced its fourth-quarter financial results, reporting a net profit of $22.4 million and adjusted earnings of $0.15 per share, which fell below analysts' expectations of $0.16 per share. The company generated $464.7 million in revenue, meeting projections, and provided full-year earnings guidance between $0.45 and $0.53 per share, with revenue forecasts of $1.76 billion to $1.79 billion.
Savers Value Village, Inc. Reports Fourth Quarter Financial Results
Savers Value Village, Inc. announced strong fourth-quarter financial results, with significant increases in net sales and comparable store sales driven by performance in the U.S. and contributions from new stores. The company exceeded profitability expectations, driven by demand in the U.S. and stabilizing trends in Canada. For fiscal 2026, Savers Value Village projects continued growth in net sales, net income, and adjusted EBITDA, along with plans for further store expansion.
Savers Value: Q4 Earnings Snapshot
Savers Value Village Inc. (SVV) reported a fourth-quarter profit of $22.4 million, or 14 cents per share, missing Wall Street expectations. The second-hand merchandise retailer posted revenue of $464.7 million, matching forecasts. For the full year, the company had a profit of $22.6 million on revenue of $1.68 billion, and it expects full-year earnings between 45 and 53 cents per share, with revenue between $1.76 billion and $1.79 billion.
Analysts Have Conflicting Sentiments on These Consumer Cyclical Companies: Las Vegas Sands (LVS) and Savers Value Village Inc. (SVV)
Analysts hold conflicting views on two consumer cyclical companies: Las Vegas Sands (LVS) and Savers Value Village Inc. (SVV). Shaun Kelley from Bank of America Securities maintained a Hold rating on LVS, while Jeremy Hamblin from Craig-Hallum reiterated a Buy rating on SVV. The overall consensus for LVS is Moderate Buy, and for SVV, it is Strong Buy.
UBS reiterates Savers Value Village stock rating on store growth outlook
UBS has reissued a Buy rating for Savers Value Village Inc (NYSE:SVV) with a $16.00 price target, projecting a 46% upside. The firm anticipates the company's focus on U.S. store expansion and the transition of new stores from profitability drags to tailwinds will drive significant share price appreciation. Despite current overvaluation based on Price/Book multiple, net income is expected to grow this year.
Savers Value Village (SVV) Earnings Expected to Grow: Should You Buy?
Savers Value Village (SVV) is projected to report a year-over-year increase in earnings and revenues for the quarter ended December 2025, with an expected release date of February 19. Analysts anticipate quarterly earnings of $0.16 per share, a 60% increase, and revenues of $464.69 million, up 15.6%. The company currently has a Zacks Rank of #3 and a positive Earnings ESP of +1.08%, suggesting a high probability of beating consensus EPS estimates.
Savers Value Village (SVV) Projected to Post Earnings on Thursday
Savers Value Village (NYSE:SVV) is projected to release its Q4 2025 earnings after market close on Thursday, February 19, 2026. Analysts anticipate earnings per share of $0.15 and revenue of $458.625 million. The company currently holds a "Moderate Buy" consensus rating from analysts, with a target price of $14.43, though there has been recent insider selling activity.
Savers Value Village, Inc. Fourth Quarter and Fiscal Year 2025 Financial Results To Be Released Thursday, February 19, 2026
Savers Value Village, Inc. announced that its fourth quarter and fiscal year 2025 financial results will be released on Thursday, February 19, 2026, after market close. The company will host a conference call on the same day at 4:30 p.m. ET to discuss these results, with details provided for participation and webcast access. A replay will be available until February 19, 2027, on their investor relations website.
Savers Value Village, Inc. (NYSE:SVV) Given Consensus Recommendation of "Moderate Buy" by Analysts
Savers Value Village, Inc. (NYSE:SVV) has received a "Moderate Buy" consensus rating from nine analyst firms, with an average 12-month price target of $14.43. Recent analyst reports show a mix of ratings, including buys from UBS, BTIG, and Craig Hallum, and a sell from Weiss Ratings. Institutional investors hold a significant 98.78% of the stock, while COO Jubran N. Tanious recently sold a portion of his shares.
Thrift chain Savers Value Village to detail 2025 results Feb. 19
Savers Value Village, Inc. (SVV) announced it would release its fourth quarter and fiscal year 2025 financial results on February 19, 2026, after market close. The company will host a conference call at 4:30 p.m. ET on the same day to discuss these results, with details provided for investors and analysts to participate or access a webcast and replay. Savers Value Village operates as the largest for-profit thrift operator in the U.S. and Canada.
Craig Hallum Initiates Coverage on Savers Value Village (NYSE:SVV)
Craig Hallum has initiated coverage of Savers Value Village (NYSE:SVV) with a "Buy" rating and a $19.00 price target, suggesting a potential upside of over 80%. This new rating contributes to a "Moderate Buy" consensus among analysts, with an average target price of $14.43. The article also notes Savers' recent financial performance, insider stock sales, and institutional investor activity.
Savers Value Village, Inc. $SVV Stock Position Cut by Baillie Gifford & Co.
Baillie Gifford & Co. reduced its stake in Savers Value Village (NYSE: SVV) by 2.8% in Q3, now holding 9,308,210 shares. Savers Value Village reported Q3 EPS of $0.14, meeting estimates, but revenue slightly missed expectations at $426.94M, growing 8.1% year-over-year. The company has a "Moderate Buy" consensus rating with a $13.67 price target, and its COO, Jubran N. Tanious, recently sold a significant portion of his holdings.
Did Strong 2025 Sales and Buybacks Just Shift Savers Value Village's (SVV) Investment Narrative?
Savers Value Village Inc. (SVV) reported strong preliminary Q4 and fiscal 2025 sales, showing net sales of US$464.7 million and US$1.68 billion respectively. The company also completed share repurchases worth US$57.36 million, indicating management confidence. Despite solid underlying sales growth, SVV remains only marginally profitable with interest costs being a pressure point, making margin execution a critical short-term factor for its investment narrative.
Did Strong 2025 Sales and Buybacks Just Shift Savers Value Village's (SVV) Investment Narrative?
Savers Value Village (SVV) reported strong preliminary fourth-quarter net sales of US$464.7 million and fiscal 2025 net sales of US$1.68 billion, driven by an extra 53rd week and increased comparable store sales. The company also completed US$57.36 million in share buybacks, indicating management confidence. While sales growth is solid, the company remains only marginally profitable, with interest costs being a concern, and its shares are still potentially undervalued despite recent rises.
Analysts Offer Insights on Consumer Cyclical Companies: thredUP (TDUP) and Savers Value Village Inc. (SVV)
Two analysts from Northland Securities have issued bullish sentiments on consumer cyclical companies thredUP (TDUP) and Savers Value Village Inc. (SVV). Bobby Brooks maintained a Buy rating on thredUP with a $14 price target, while Owen Rickert maintained a Buy rating on Savers Value Village Inc. with a $14.50 price target. Both companies received "Strong Buy" analyst consensuses with significant upside potential.
Short Interest in Savers Value Village, Inc. (NYSE:SVV) Declines By 31.2%
Short interest in Savers Value Village, Inc. (NYSE:SVV) decreased significantly by 31.2% to 6,432,166 shares as of December 31st. This reduction results in a short-interest ratio of 7.8 days and means approximately 4.2% of the company's shares are sold short. The article also notes recent insider selling by COO Jubran N. Tanious and provides an overview of institutional ownership, analyst ratings, and the company's recent financial performance.
Analysts Offer Insights on Consumer Cyclical Companies: Savers Value Village Inc. (SVV) and Birkenstock Holding plc (BIRK)
Analysts have issued neutral "Hold" ratings for Savers Value Village Inc. (SVV) and Birkenstock Holding plc (BIRK), suggesting that experts are neither strongly bullish nor bearish on these consumer cyclical stocks. For Savers Value Village, Piper Sandler maintained a Hold with a $12.00 price target, while Birkenstock Holding received a Hold rating from Seaport Global. Despite these neutral calls, both companies have an overall analyst consensus of "Strong Buy" with significant upside potential.
Why Savers Value Village Stock Popped This Week
Savers Value Village (NYSE: SVV) stock rose after a preliminary earnings announcement projected sales and earnings figures that surpassed Wall Street's expectations. Management anticipates 8% sales growth for the fourth quarter and 5% comparable-store sales increase, along with 2025 adjusted earnings per share of $0.45. This reacceleration in sales growth, especially with expansion into new U.S. markets, positions the for-profit thrift retailer well within a rapidly growing second-hand apparel market.
Analysts Offer Insights on Consumer Cyclical Companies: thredUP (TDUP) and Savers Value Village Inc. (SVV)
Two analysts from Northland Securities, Bobby Brooks and Owen Rickert, have issued bullish sentiments on consumer cyclical companies thredUP (TDUP) and Savers Value Village Inc. (SVV). Brooks maintained a Buy rating on thredUP with a $14 price target, while Rickert maintained a Buy rating on Savers Value Village Inc. with a $14.50 price target. Both companies received a "Strong Buy" analyst consensus.
Savers Value Village sees Q4 revenue $464.7M, consensus $458.63M
Savers Value Village (SVV) reported Q4 revenue of $464.7 million, surpassing the consensus estimate of $458.63 million. Total company net sales increased by 15.6%, with comparable store sales rising by 5.4%, driven primarily by strong U.S. performance (8.8% comparable sales growth). CEO Mark Walsh highlighted the continued resonance of their value and selection with consumers.
Savers Value Village sees FY25 revenue $1.68B, consensus $1.67B
Savers Value Village (SVV) projects its fiscal year 2025 revenue to be $1.68 billion, slightly above the consensus estimate of $1.67 billion. The company reported a 9.2% increase in total net sales, reaching $1.68 billion, with comparable store sales up 4.7%. U.S. net sales saw a 12.9% increase, while Canadian net sales grew by 3.6%.
Savers Value Village, Inc. (NYSE:SVV) Given Average Rating of "Moderate Buy" by Brokerages
Savers Value Village, Inc. (NYSE:SVV) has garnered a "Moderate Buy" consensus rating from nine brokerages, with an average 1-year target price of $13.67. The company's stock opened at $9.91, has a market cap of $1.55 billion, and reported quarterly earnings of $0.18 EPS on $394.8 million in revenue, setting FY2025 guidance at $0.440-$0.460 EPS. Insider selling by the COO represented a 36.66% reduction in his position, while institutional and hedge fund ownership remains high at 98.78%.
Savers Value Village: A Deeper Look After The Post-Earnings Selloff (NYSE:SVV)
Savers Value Village (SVV) faces significant structural risks including a share overhang from Ares Management, ongoing capital allocation concerns, and weak Canadian performance, despite a recent 30% stock drop. Management's deleveraging targets appear optimistic given tight free cash flow, and although valuation looks attractive, these risks keep the stock a "Hold" relative to off-price peers. The article explores how Ares Management's ownership, the feasibility of SVV's deleveraging plan, and its growth/margin profile compare to competitors.
Pinning Down Savers Value Village, Inc.'s (NYSE:SVV) P/S Is Difficult Right Now
Savers Value Village, Inc.'s (NYSE:SVV) current price-to-sales (P/S) ratio of 0.9x is lower than the Multiline Retail industry median of 1.3x in the United States, which might seem indifferent. However, the company's revenue growth has been slower than its peers, and analysts forecast an 8.4% increase, weaker than the industry's predicted 13%. Despite this, its P/S ratio closely matches industry peers, suggesting investors might be overlooking limited growth expectations.
Pinning Down Savers Value Village, Inc.'s (NYSE:SVV) P/S Is Difficult Right Now
Savers Value Village, Inc. (NYSE:SVV) has a P/S ratio of 0.9x, which is relatively moderate compared to the Multiline Retail industry median of 1.3x. Despite a respectable 6.4% revenue growth in the last year and 14% over three years, analysts anticipate weaker growth of 8.4% for the coming year compared to the industry's 13%. This discrepancy between moderate growth expectations and its current P/S ratio raises questions about sustainable investor sentiment.
Pinning Down Savers Value Village, Inc.'s (NYSE:SVV) P/S Is Difficult Right Now
Savers Value Village, Inc.'s P/S ratio of 0.9x is currently below the Multiline Retail industry's median of 1.3x, which might lead to indifference among investors. Despite recent revenue growth, the company's future revenue projections are weaker than the industry's, suggesting that its current P/S ratio may be unsustainable. This analysis questions whether the current investor sentiment aligns with the company's growth prospects, potentially putting shareholders' investments at risk if the P/S is not supported by future revenues.
Savers Value Village, Inc. $SVV Shares Acquired by Marshall Wace LLP
Marshall Wace LLP significantly increased its stake in Savers Value Village (NYSE:SVV) by 97.8% in Q2, acquiring an additional 905,986 shares, bringing their total ownership to 1.18% valued at $18.7 million. Institutional investors collectively own 98.78% of the company, and analyst sentiment is mixed-but-positive with a "Moderate Buy" consensus and a target price of $13.67. The stock opened at $9.83, with a market cap of $1.54 billion.
Divisadero Street Capital Management LP Acquires New Stake in Savers Value Village, Inc. $SVV
Divisadero Street Capital Management LP has acquired a new stake in Savers Value Village, Inc. (NYSE:SVV) during the second quarter, purchasing 1,572,345 shares valued at approximately $16,038,000. This investment makes Savers Value Village the 22nd largest position for Divisadero Street Capital Management LP, representing about 1.0% of their total holdings. Other institutional investors have also adjusted their positions in SVV, with notable insider selling by General Counsel Richard A. Medway and Melinda L. Geisser.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Savers Value Village, Inc. - SVV
Pomerantz LLP is investigating potential securities fraud claims against Savers Value Village, Inc. (NYSE: SVV) on behalf of investors. The investigation follows a significant drop in Savers' stock price after the company reported a GAAP loss per share of $0.09 for the third quarter, despite reporting a non-GAAP profit. Investors are advised to contact Pomerantz LLP for more information regarding a potential class action lawsuit.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Savers Value Village, Inc. - SVV
Pomerantz LLP is investigating Savers Value Village, Inc. (NYSE:SVV) on behalf of investors regarding potential securities fraud or unlawful business practices. This investigation follows a significant drop in Savers' stock price after its October 30, 2025 financial report showed a GAAP loss, contrasting with its non-GAAP profit, leading to a 30.39% decline in stock value. The firm encourages affected investors to contact them regarding potential class action involvement.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Savers Value Village, Inc. - SVV
Pomerantz LLP is investigating Savers Value Village, Inc. (NYSE: SVV) regarding potential securities fraud and unlawful business practices. This investigation follows Savers' IPO on June 29, 2023, and a subsequent 30.39% drop in stock price on October 31, 2025, after the company reported a GAAP loss of $0.09 per share, despite a non-GAAP profit. Investors are encouraged to contact Pomerantz LLP for more information about joining the class action.
SVV Investors Have Opportunity to Join Savers Value Village, Inc. Fraud Investigation with the Schall Law Firm
The Schall Law Firm has announced an investigation into Savers Value Village, Inc. (NYSE: SVV) on behalf of investors for potential violations of securities laws. This follows a significant drop in Savers' stock price after the company reported a GAAP loss of $0.09 per share in its Q3 financial results on October 30, 2025. Investors who suffered losses are encouraged to contact the Schall Law Firm to discuss their rights.
Bronstein, Gewirtz & Grossman, LLC Encourages Savers Value Village, Inc. (SVV) Shareholders to Inquire about Securities Investigation
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of Savers Value Village, Inc. (SVV) shareholders after the company reported a significant GAAP loss and a more than 30% stock price drop following its Q3 financial results on October 30, 2025. Investors who purchased Savers securities are encouraged to visit the firm's site for more information and to assist with the investigation. The firm represents investors on a contingency fee basis and has a history of recovering substantial funds for investors in securities fraud class actions.
Thrift store chain Savers growing on Long Island, drawing more 'affluent' shoppers
Thrift store chain Savers is expanding on Long Island, with three new stores opening since December, attracting a growing number of "affluent" shoppers. This trend reflects a national shift as consumers prioritize affordability and sustainability, with secondhand retail offering quality goods at lower prices. Savers partners with local nonprofits like Big Brothers Big Sisters Long Island, paying for donated goods and providing a significant funding source for their programs.
SVV Investors Have Opportunity to Join Savers Value Village, Inc. Fraud Investigation with the Schall Law Firm
The Schall Law Firm is investigating Savers Value Village, Inc. (NYSE: SVV) for potential securities law violations after the company reported a GAAP loss of $0.09 per share in Q3 2025, leading to a 30% stock price drop. Shareholders who suffered losses are encouraged to contact the firm to discuss their rights and participate in a potential fraud investigation. The firm specializes in securities class action lawsuits and shareholder rights litigation.
Bronstein, Gewirtz & Grossman, LLC Is Investigating Savers Value Village, Inc. (SVV) And Encourages Shareholders to Connect
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims against Savers Value Village, Inc. (SVV) following a significant 30% drop in stock price. This decline occurred after the company reported a GAAP loss of $0.09 per share in its Q3 financial results on October 30, 2025. The firm is encouraging shareholders who purchased Savers securities to connect and assist with the ongoing investigation.
Savers Value Village Opening Three Las Vegas-Area Stores
Savers Value Village is expanding its presence in the Las Vegas market with the opening of three new retail locations, totaling approximately 80,000 square feet. Axiom Retail Advisors represented Savers Value Village in these transactions, which include spaces at Horizon Point in Henderson, a freestanding building on Spring Mountain Road, and a former Big Lots on Blue Diamond Road. The Horizon Point location involves a creative repositioning, with Savers occupying half of a former Albertsons while Aldi takes the other half.
Bronstein, Gewirtz & Grossman, LLC Is Investigating Savers Value Village, Inc. (SVV) And Encourages Shareholders to Connect
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Savers Value Village, Inc. (SVV) after the company reported a GAAP loss of $0.09 per share in Q3 2025, leading to a stock price drop of over 30%. Shareholders who bought Savers securities are encouraged to connect with the firm to assist in the investigation. The firm operates on a contingency fee basis for class actions.
INVESTOR ALERT: Investigation of Savers Value Village, Inc. (SVV) Announced by Holzer & Holzer, LLC
Holzer & Holzer, LLC announced an investigation into Savers Value Village, Inc. (NYSE: SVV) to determine if the company complied with federal securities laws. This follows Savers' third quarter report revealing a net loss of $14 million and a revised 2025 fiscal outlook significantly lower than previous projections, which caused the stock price to drop. Shareholders who suffered losses are encouraged to contact the law firm to discuss their legal rights.
Bronstein, Gewirtz & Grossman, LLC Encourages Savers Value Village, Inc. (SVV) Stockholders to Inquire about Securities Investigation
Bronstein, Gewirtz & Grossman, LLC is investigating potential securities claims against Savers Value Village, Inc. (SVV) after the company reported a significant stock price drop following its Q3 financial results. Savers reported a GAAP loss of $0.09 per share, leading to a more than 30% decline in its stock price. Investors who purchased Savers securities are encouraged to contact the firm for more information regarding the investigation.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Savers Value Village, Inc. - SVV
Pomerantz LLP is investigating potential securities fraud claims against Savers Value Village, Inc. (SVV) on behalf of investors. This investigation follows a significant drop in Savers' stock price after the company reported a GAAP loss per share for the third quarter of 2025, despite an initial public offering (IPO) priced at $18.00 per share in June 2023. Investors are advised to contact the firm regarding their eligibility to join a class action.
Bronstein, Gewirtz & Grossman, LLC Is Investigating Savers Value Village, Inc. (SVV) And Encourages Stockholders to Connect
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Savers Value Village, Inc. (NYSE:SVV). This investigation follows a more than 30% drop in Savers' stock price after the company reported a GAAP loss of $0.09 per share in its Q3 financial results on October 30, 2025. The firm encourages affected investors to connect to assist with the investigation.
Tucker Value Village one of three metro Atlanta stores reportedly closing its doors
The Value Village thrift store in Tucker, Georgia, is one of three metro Atlanta locations set to close permanently on November 15. The other two locations are in Snellville and Riverdale. Despite these closures, the company reported a 10.5% increase in U.S. sales as of October 30, with other Atlanta-area stores remaining open.
Savers Value Village, Inc. Securities Lawsuit Investigation
Shamis & Gentile P.A. is investigating Savers Value Village, Inc. (SVV) for potential misleading statements linked to its June 2023 IPO and subsequent financial disclosures. This investigation targets issues like the accuracy of profitability representations, cost structure, financial reporting controls, and post-IPO performance statements. Investors who acquired SVV securities around its IPO and suffered losses may be eligible to join this investigation to seek compensation.
Why Savers Value Village Stock Just Crashed
Savers Value Village stock tumbled 28.6% despite largely meeting Wall Street targets for Q3 sales and earnings. The reported $0.14 non-GAAP profit per share was actually a GAAP loss of $0.09 per share, reversing a previous year's profit. The high valuation of 96x earnings based on projected full-year profit makes the stock unappealing to the author.
Q3 FY2025 Results Oct 30 — Savers Value Village to Report, Host Conference Call 4:30 p.m. ET; Webcast - Stock Titan
Savers Value Village, Inc. announced it will release its third quarter financial results on October 30, 2025, after market close. The company will also host a conference call at 4:30 p.m. ET on the same day to discuss the results, with replay options available. Savers Value Village is the largest for-profit thrift operator in the U.S. and Canada, promoting reuse of clothing, accessories, and household goods.
Savers® Value Village® Third Quarter Fiscal Year 2025 Financial Results To Be Released Thursday, October 30, 2025 - The Globe and Mail
Savers Value Village, Inc. announced that its third-quarter fiscal year 2025 financial results will be released on Thursday, October 30, 2025, after market close. The company will host a conference call on the same day at 4:30 p.m. ET to discuss these results, with details provided for investor and analyst participation. A recorded replay of the call will also be available on their website.
