Savers Value Village Inc. (SVV)
NYSE:SVV
Want to see SVV full AI Analyst Report?
Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.14Last Year’s EPS
0.14Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted multiple strong operational and financial positives: robust U.S. sales (11.2% growth, 6.4% comps), meaningful adjusted EBITDA ($44M, 11% margin), successful Canadian profit improvement (+$6M and +310 bps margin expansion), early and broad rollout of ABP Lite (~85% fleet) and initial AI deployments tied to a large loyalty base (~6M members, ~73% of sales). Management reaffirmed full-year guidance and repeated confidence in a multi-year store expansion strategy (~25 new stores). Headwinds included a small GAAP loss, modest adjusted net income, higher SG&A and preopening expenses, a Canada comp decline of 0.6% (partly Easter-affected), weather and fuel cost pressure, FX-driven Q2 reported headwind, and a net leverage ratio of 2.5x. Overall, the positives—especially strong U.S. performance, improved profitability in Canada, margin recovery, innovation progress, and reaffirmed guidance—outweigh the near-term challenges.Company Guidance
Total Net Sales Growth
Total net sales increased 8.9% year-over-year to $403 million in Q1; on a constant-currency basis net sales increased 6.9% and comparable store sales increased 3.5%.
Strong U.S. Performance
U.S. net sales grew 11.2% to $234 million with U.S. comparable store sales up 6.4%, driven by both average basket and transactions, broad-based gains across regions and categories, and robust loyalty adoption.
Canadian Profit Improvement Despite Flat Top Line
Canadian net sales on a constant-currency basis increased 2% with comps down 0.6% (headwind of roughly 70 bps from an early Easter), yet Canadian segment profit increased by $6 million (almost 24% YoY) and Canadian profit margin expanded by 310 basis points due to productivity and production management.
Adjusted EBITDA and Margins
Generated $44 million of adjusted EBITDA in the quarter, representing an adjusted EBITDA margin of 11% of sales.
New Store Growth and Pipeline
Opened 3 new U.S. stores in Q1; company reaffirmed plan to open ~25 new stores in 2026 (over 20 in the U.S. across 11 states). New-store model: ~ $3M first-year top line, breakeven in year two, ~$5M top line by year five with ~20% margin; new stores are performing in line with expectations.
Technology & Innovation Progress (ABP Lite & AI)
Completed ABP Lite rollout ahead of schedule with ABP/ABP Lite on roughly 85% of the fleet; strategic partnership with Microsoft deploying agentic AI (first agent monitoring loyalty) to drive engagement, productivity, and scalable future AI use-cases.
Loyalty and On-site Donation Strength
Loyalty file grew to just over 6 million members and represents ~73%-74% of sales; on-site donation growth is described as robust—with over three quarters of supply coming from on-site donation and GreenDrop mix—supporting assortment and margin leverage.
Balance Sheet & Capital Allocation
Ended the quarter with $62 million cash and a net leverage ratio of 2.5x; repurchased 1.2 million shares at a weighted average price of $8.51; reaffirmed full-year guidance (net sales $1.76B-$1.79B, adjusted EBITDA $260M-$275M, adjusted net income $73M-$85M) and a capital plan prioritizing new stores, debt paydown and opportunistic buybacks.
SVV Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SVV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $8.56 | $8.21 | -4.09% |
Feb 19, 2026 | $10.24 | $10.46 | +2.15% |
Oct 30, 2025 | $13.23 | $9.21 | -30.39% |
Jul 31, 2025 | $10.41 | $11.47 | +10.18% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Savers Value Village Inc. (SVV) report earnings?
Savers Value Village Inc. (SVV) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Savers Value Village Inc. (SVV) earnings time?
Savers Value Village Inc. (SVV) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SVV EPS forecast?
SVV EPS forecast for the fiscal quarter 2026 (Q2) is 0.14.