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Savers Value Village Inc.
(NYSE:SVV)
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Rating:63Neutral
Price Target:
$11.50
▲(26.23% Upside)
Action:Reiterated
Date:08/07/26
SVV’s score is driven by improving operating momentum and constructive technicals (price above key moving averages with positive MACD), plus a generally positive earnings update with raised/affirmed outlook and ThriftIQ-driven efficiency gains. Offsetting these strengths are only moderate underlying financial quality (thin net margins and meaningful leverage) and a notably expensive valuation (high P/E with no dividend support).
Positive Factors
Proprietary pricing platform (ThriftIQ)
ThriftIQ delivered ~100bps gross-profit uplift in pilot stores while pricing >25M items across 58 stores and cutting grader training ~50%. Those durable algorithmic pricing and productivity gains should scale with rollout, improving unit economics, faster new-store paybacks, and sustainable margin expansion.
Negative Factors
Thin net profitability
Reported net margins near 1–2% leave minimal earnings cushion against cost shocks or execution slip-ups. Even with gross-margin gains, the business must sustain operating leverage and control SG&A to convert top-line growth into durable earnings, or targets for higher EBITDA margins remain at risk.
Read all positive and negative factors
Positive Factors
Negative Factors
Proprietary pricing platform (ThriftIQ)
ThriftIQ delivered ~100bps gross-profit uplift in pilot stores while pricing >25M items across 58 stores and cutting grader training ~50%. Those durable algorithmic pricing and productivity gains should scale with rollout, improving unit economics, faster new-store paybacks, and sustainable margin expansion.
Read all positive factors
Savers Value Village Inc. (SVV) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.58B
Dividend YieldN/A
Average Volume (3M)761.20K
Price to Earnings (P/E)73.3
Beta (1Y)0.78
Revenue Growth10.20%
EPS Growth-7.90%
CountryUS
Employees24,000
SectorConsumer Cyclical
Sector Strength84
IndustrySpecialty Retail
Share Statistics
EPS (TTM)0.14
Shares Outstanding153,986,160
10 Day Avg. Volume802,206
30 Day Avg. Volume761,195
Financial Highlights & Ratios
PEG Ratio-3.04
Price to Book (P/B)3.40
Price to Sales (P/S)0.88
P/FCF Ratio30.44
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$14.21Price Target Upside56.03% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering8
EPS Forecast (FY)0.48
Revenue Forecast (FY)$1.78B
Savers Value Village Inc. Business Overview & Revenue Model
Company Description
Savers Value Village, Inc. operates retail stores across the United States, Canada, and Australia, focusing on the sale of pre-owned merchandise. These establishments are known by various banners including Savers, Value Village, Village des Valeur...
How the Company Makes Money
SVV primarily makes money by purchasing secondhand goods in bulk from third parties and reselling those items at retail prices in its thrift stores. Its core revenue stream is retail sales to consumers of donated/secondhand merchandise (e.g., appa...
Savers Value Village Inc. Earnings Call Summary
Earnings Call Date:Aug 06, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Nov 05, 2026
Earnings Call Sentiment Positive
The call conveyed predominantly positive underlying operational momentum: strong U.S. top-line growth (11.6% sales, 6.6% comps), consecutive adjusted EBITDA growth, successful ThriftIQ pilot results (≈100 bps gross profit uplift in pilot stores, reduced training time, improved sell-through), accelerating new-store profitability, and an upgraded full-year outlook with specific guidance. Offsets included modest Canadian top-line weakness, higher SG&A and labor costs tied to expansion, one-time impairment and pre-opening timing pressure expected to modestly lower Q3 EBITDA, and a still-elevated net leverage of 2.4x. On balance, the company presented clear paths to margin expansion and scalability (including a plan to return to high-teens adjusted EBITDA margins within ~3 years), and management provided quantified drivers and a conservative, phased rollout of ThriftIQ.Positive Updates
U.S. Sales and Comparable Growth
U.S. net sales increased 11.6% to $255 million with comparable store sales up 6.6%, driven by both average basket and transactions and broad-based strength across regions, categories, and demographics.
Negative Updates
Canada Top-Line Slack and Consumer Pressure
Canadian comparable store sales rose only 0.8% (with a ~70 basis point Easter benefit) and management described the macro environment in Canada as stable but sluggish, planning around roughly flat comps in the near term and noting pressure at the lower-income demographic.
Read all updates
Q2-2026 Updates
Positive
Negative
U.S. Sales and Comparable Growth
U.S. net sales increased 11.6% to $255 million with comparable store sales up 6.6%, driven by both average basket and transactions and broad-based strength across regions, categories, and demographics.
Read all positive updates
Company Guidance
Management updated 2026 guidance, now targeting net sales of $1.77–$1.79 billion with comparable-store sales growth of 3%–4%; GAAP net income of $67–$76 million ($0.42–$0.47 per diluted share) and adjusted net income of $76–$85 million ($0.47–$0.53 per diluted share); adjusted EBITDA of $265–$275 million; capital expenditures of $125–$145 million; approximately 25 new store openings (about eight in Q3); net interest expense of roughly $48 million; an effective tax rate of ~28% (27% assumed for adjusted net income); and approximately 160 million weighted average diluted shares outstanding—with Q3 expected to show revenue growth near Q1–Q2 levels, slightly moderating comps and adjusted EBITDA modestly below Q2 due to timing of new-store pre-opening costs, and management reiterating a longer-term plan for 50–100 bps of annual adjusted EBITDA margin expansion beginning in 2027 and a return to high-teens adjusted EBITDA margins within three years.Savers Value Village Inc. Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
55
Neutral
Cash Flow
61
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.71B | 1.68B | 1.54B | 1.50B | 1.44B | 1.20B |
| Gross Profit | 1.16B | 1.33B | 867.87M | 846.00M | 837.30M | 729.66M |
| EBITDA | 194.03M | 184.99M | 186.77M | 207.83M | 244.79M | 174.16M |
| Net Income | 22.10M | 22.64M | 29.03M | 53.12M | 84.72M | 83.39M |
Balance Sheet | ||||||
| Total Assets | 2.02B | 2.01B | 1.89B | 1.87B | 1.86B | 1.22B |
| Cash, Cash Equivalents and Short-Term Investments | 61.61M | 85.90M | 149.97M | 179.96M | 112.13M | 97.92M |
| Total Debt | 1.41B | 1.38B | 1.30B | 1.29B | 1.26B | 803.94M |
| Total Liabilities | 1.59B | 1.58B | 1.46B | 1.49B | 1.63B | 1.04B |
| Stockholders Equity | 430.45M | 435.58M | 421.68M | 376.06M | 227.34M | 185.43M |
Cash Flow | ||||||
| Free Cash Flow | 58.94M | 48.64M | 28.40M | 82.77M | 59.26M | 135.22M |
| Operating Cash Flow | 185.06M | 167.28M | 134.28M | 175.16M | 169.43M | 175.76M |
| Investing Cash Flow | -127.36M | -118.47M | -80.52M | -92.36M | -110.50M | -263.17M |
| Financing Cash Flow | -71.81M | -116.02M | -76.63M | -17.04M | -40.22M | 53.00M |
Savers Value Village Inc. Technical Analysis
Positive
9.11
Price Trends
9.75
Positive
8.88
Positive
9.34
Positive
Market Momentum
0.31
Negative
65.95
Neutral
92.21
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SVV, the sentiment is Positive. The current price of 9.11 is below the 20-day moving average (MA) of 9.97, below the 50-day MA of 9.75, and below the 200-day MA of 9.34, indicating a bullish trend. The MACD of 0.31 indicates Negative momentum. The RSI at 65.95 is Neutral, neither overbought nor oversold. The STOCH value of 92.21 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SVV.
Savers Value Village Inc. Risk Analysis
Savers Value Village Inc. disclosed 41 risk factors in its most recent earnings report. Savers Value Village Inc. reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Savers Value Village Inc. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | $1.80B | 27.90 | 14.05% | ― | 10.02% | 26.46% | |
70 Outperform | $1.43B | 7.96 | 23.11% | ― | 0.77% | 2.73% | |
66 Neutral | $1.20B | 29.23 | -99.42% | 4.07% | 3.76% | -2.25% | |
63 Neutral | $1.58B | 73.29 | 5.75% | ― | 10.20% | -7.90% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
54 Neutral | $745.86M | -33.68 | -37.30% | ― | 10.25% | 70.25% | |
47 Neutral | $736.92M | -5.79 | -194.88% | ― | 31.79% | 21.93% |
* Consumer Cyclical Sector Average
SVV
Savers Value Village Inc.
12.22
1.07
9.60%
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44.09%
WINA
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368.12
-6.23
-1.67%
JMIA
Jumia Technologies AG
6.19
0.41
7.09%
RVLV
Revolve Group
24.27
4.63
23.57%
TDUP
thredUP
3.21
-6.79
-67.90%
Savers Value Village Inc. Corporate Events
Business Operations and StrategyStock BuybackFinancial Disclosures
Savers Value Village lifts outlook on strong Q2 results
Positive
Aug 6, 2026
On August 6, 2026, Savers Value Village reported second-quarter net sales of $448.2 million, up 7.4% year over year, driven by 6.6% comparable store growth in the U.S. and contributions from new stores, including a record-breaking grand opening fo...
Executive/Board ChangesShareholder Meetings
Savers Value Village Shareholders Confirm Board and Governance Direction
Positive
Jun 11, 2026
At its annual meeting of stockholders held on June 10, 2026, Savers Value Village, Inc. shareholders elected three Class III directors, Aina E. Konold, Kristy Pipes, and Brian Ames, to serve terms expiring at the 2029 annual meeting. These electio...
Business Operations and StrategyPrivate Placements and Financing
Savers Value Village Reduces Loan Interest Rates and Costs
Positive
Jun 2, 2026
On June 2, 2026, subsidiaries of Savers Value Village Inc., including U.S. Borrower Evergreen AcqCo 1 LP and Canadian Borrower Value Village Canada Inc., amended their September 18, 2025 credit agreement with a lender group led by Jefferies Financ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.