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Savers Value Village Inc. (SVV)
NYSE:SVV
US Market

Savers Value Village Inc. (SVV) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 07, 2026
After Close (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.02
Last Year’s EPS
0.02
Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 19, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
Overall the call conveyed a constructive and improving operational and financial trajectory: a clear earnings inflection with adjusted EBITDA growth, strong U.S. demand (double-digit headline growth and high single-digit comps), successful new store rollouts and an actionable innovation agenda. Headwinds remain — notably a mature/weak Canada market, merchandise and labor cost pressure, front‑loaded preopening expenses and some seasonality/calendar noise — but management provided concrete targets, a conservative Canada plan, and balance sheet actions to de‑risk the business. On balance, the positives around profitability inflection, U.S. momentum, disciplined capital allocation and long‑term margin targets outweigh the challenges outlined.
Company Guidance
Management guided fiscal 2026 net sales of $1.76–$1.79 billion, comparable store sales growth of 2.5%–4% (assuming mid‑single‑digit U.S. comps and flat to low‑single‑digit Canada comps and lapping a 53rd week that is ~2% headwind to total sales), net income of $66–$78 million ($0.41–$0.48 per diluted share), adjusted net income of $73–$85 million ($0.45–$0.53), adjusted EBITDA of $260–$275 million, capital expenditures of $125–$145 million, roughly 25 new store openings (20+ in the U.S.), preopening expenses of ~$14–$16 million (more front‑loaded), ~$8 million of IPO‑related stock‑based compensation (split evenly between Q1 and Q2), net interest expense of about $50 million, an effective tax rate near 28% (27% on adjusted), weighted average diluted shares of ~163 million, Q1 revenue growth expected mid‑ to high‑single digits with adjusted EBITDA roughly flat to slightly up, and management expects adjusted EBITDA growth for the year with roughly flat margins while progressing toward a long‑term target of high‑teens adjusted EBITDA margins and net leverage under 2x within a couple years.
Inflection to Adjusted EBITDA Growth
Posted first year-over-year adjusted EBITDA growth in nearly two years, generating $74M of adjusted EBITDA in the quarter with a 15.9% adjusted EBITDA margin, marking an earnings inflection driven by maturing new stores and profit contribution gains in both countries.
Strong U.S. Sales and Comparable Store Performance
U.S. net sales increased 20.6% to $266M (12.6% excl. the 53rd week) with U.S. comparable store sales up 8.8%, driven by both transaction growth and higher average basket; management cites accelerating thrift adoption and broad-based category/region strength.
Solid Overall Revenue Growth
Total net sales increased 15.6% to $465M for the quarter (8.4% excl. the 53rd week and on a constant currency basis); overall comparable store sales were up 5.4%.
Segment Profit Expansion
U.S. segment profit rose to $60M (up $11M year-over-year) and Canada segment profit increased to $43M (up $4M), reflecting on‑plan new store maturation and improved productivity.
Store Growth and New Store Productivity
Opened 10 new stores in the quarter and 26 in 2025; planning ~25 new stores in 2026 (over 20 in the U.S.) across 11 states. Company guidance indicates typical new store economics (~$3M first-year sales ramping to ~$5M by year five; breakeven by year two, ~20% contribution margin by year five).
Loyalty and Customer Mix Shifts
Loyalty program has 6.1M active members; loyalty data shows roughly 40% of U.S. shoppers under 45 and ~45% of households with income above $100K, indicating younger and more affluent customer acquisition and improving customer mix.
Balance Sheet Strength and Capital Allocation
Ended the quarter with $86M in cash and a net leverage ratio of 2.5x; repaid $20M of debt during the quarter, reduced annual interest expense by ~$17M via refinancing, and repurchased 1.1M shares at a $8.75 weighted average price; targeting net leverage under 2x in the coming years.
Innovation and Efficiency Initiatives
Rolling out ABP Lite (asset-light automated book processing) expected to reach ~85% of fleet by end of Q2; investing in autonomous floor scrubbers, AI-enabled HVAC, and other in-store/off-site efficiency initiatives to improve gross margin and labor productivity.
2026 Financial Outlook
Provided FY2026 guidance: net sales $1.76B–$1.79B; comparable store sales +2.5%–4%; adjusted EBITDA $260M–$275M; adjusted net income $73M–$85M; capex $125M–$145M; ~25 new stores. Management expects adjusted EBITDA growth in 2026 with roughly flat adjusted EBITDA margin.

Savers Value Village Inc. (SVV) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

SVV Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 07, 2026
2026 (Q1)
0.02 / -
0.02
Feb 19, 2026
2025 (Q4)
0.15 / 0.15
0.150.00% (0.00)
Oct 30, 2025
2025 (Q3)
0.14 / 0.14
0.15-6.67% (>-0.01)
Jul 31, 2025
2025 (Q2)
0.13 / 0.14
0.140.00% (0.00)
May 01, 2025
2025 (Q1)
<0.01 / 0.02
0.08-75.00% (-0.06)
Feb 20, 2025
2024 (Q4)
0.12 / 0.15
0.150.00% (0.00)
Nov 07, 2024
2024 (Q3)
0.17 / 0.15
0.16-6.25% (-0.01)
Aug 08, 2024
2024 (Q2)
0.20 / 0.14
0.22-36.36% (-0.08)
May 09, 2024
2024 (Q1)
0.09 / 0.08
0.0714.29% (<+0.01)
Mar 07, 2024
2023 (Q4)
0.17 / 0.15
0.165-9.09% (-0.02)
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
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%
May 01, 2025
$9.51$11.24+18.19%
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 May 07, 2026, After Close (Confirmed).
    What is Savers Value Village Inc. (SVV) earnings time?
    Savers Value Village Inc. (SVV) earnings time is at May 07, 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 (Q1) is 0.02.