Savers Value Village Inc. (SVV)
NYSE:SVV
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Savers Value Village Inc.
(NYSE:SVV)
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Rating:61Neutral
Price Target:
$10.00
▲(15.74% Upside)
Action:Reiterated
Date:06/12/26
SVV’s score is driven primarily by middling financial quality—good growth and improving cash flow, but very thin profitability and meaningful leverage. Technicals are supportive with positive momentum, while valuation is the biggest drag due to the high P/E and lack of dividend support. The earnings call adds a positive tilt via reaffirmed guidance and operational progress, with corporate events slightly supportive from lower borrowing costs.
Positive Factors
Revenue growth and cash generation
Consistent top-line growth and improved trailing‑twelve‑month free cash flow enhance the company’s ability to fund store openings, debt paydown and strategic initiatives. Durable sales momentum reduces execution risk for the multi‑year expansion plan and supports incremental operating leverage over coming quarters.
Negative Factors
Very thin net margins
Low net margins constrain the firm’s earnings power and reduce tolerance for cost shocks. With limited profitability, incremental revenue must cover a smaller profit cushion, making returns on new stores and investments more sensitive to cyclical pressure and slowing the pace of durable free cash flow improvement.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue growth and cash generation
Consistent top-line growth and improved trailing‑twelve‑month free cash flow enhance the company’s ability to fund store openings, debt paydown and strategic initiatives. Durable sales momentum reduces execution risk for the multi‑year expansion plan and supports incremental operating leverage over coming quarters.
Read all positive factors
Savers Value Village Inc. (SVV) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.54B
Dividend YieldN/A
Average Volume (3M)1.25M
Price to Earnings (P/E)70.1
Beta (1Y)0.80
Revenue Growth10.20%
EPS Growth-7.90%
CountryUS
Employees22,700
SectorConsumer Cyclical
Sector Strength84
IndustrySpecialty Retail
Share Statistics
EPS (TTM)0.14
Shares Outstanding153,986,160
10 Day Avg. Volume1,179,699
30 Day Avg. Volume1,249,068
Financial Highlights & Ratios
PEG Ratio-2.94
Price to Book (P/B)3.40
Price to Sales (P/S)0.88
P/FCF Ratio30.44
Enterprise Value/Market Cap1.31
Enterprise Value/Revenue1.18
Enterprise Value/Gross Profit1.73
Enterprise Value/Ebitda10.39
Forecast
1Y Price Target
$13.44Price Target Upside55.53% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering9
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:May 06, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Aug 06, 2026
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.Positive Updates
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%.
Negative Updates
Canada Comparable Store Sales Decline
Canadian comparable store sales decreased 0.6% in Q1 (management cites ~70 basis points impact from an early Easter and otherwise sluggish macro conditions in key Southern Ontario markets).
Read all updates
Q1-2026 Updates
Positive
Negative
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%.
Read all positive updates
Company Guidance
Management reaffirmed unchanged fiscal 2026 guidance: net sales $1.76–$1.79 billion; comparable store sales +2.5% to +4.0%; net income $66–$78 million (EPS $0.41–$0.48); adjusted net income $73–$85 million (adjusted EPS $0.45–$0.53); adjusted EBITDA $260–$275 million; capital expenditures $125–$145 million; ~25 new store openings (over 20 in the U.S.); assumed net interest expense ≈ $50 million and effective tax rate ≈28% (≈27% for adjusted net income); and weighted average diluted shares ≈163 million. For Q2 they expect total revenue growth 100–200 basis points lower than Q1 due to FX, constant‑currency revenue and comp sales similar to Q1, Q2 adjusted EBITDA growth similar to Q1, six new store openings in the quarter, and full‑year preopening expenses roughly flat at $14–$16 million.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 | 700.01M | 673.05M | 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
8.64
Price Trends
8.41
Positive
8.90
Positive
9.87
Positive
Market Momentum
0.44
Negative
70.22
Negative
89.64
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 8.64 is below the 20-day moving average (MA) of 8.69, above the 50-day MA of 8.41, and below the 200-day MA of 9.87, indicating a bullish trend. The MACD of 0.44 indicates Negative momentum. The RSI at 70.22 is Negative, neither overbought nor oversold. The STOCH value of 89.64 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 |
|---|---|---|---|---|---|---|---|
69 Neutral | $1.48B | 22.95 | 12.85% | ― | 10.02% | 26.46% | |
62 Neutral | $1.32B | 7.28 | 22.86% | ― | 0.77% | 2.73% | |
62 Neutral | $1.43B | 34.96 | -100.45% | 3.35% | 2.27% | -1.23% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
61 Neutral | $1.54B | 70.09 | 5.19% | ― | 10.20% | -7.90% | |
53 Neutral | $651.66M | -30.03 | -36.11% | ― | 10.25% | 70.25% | |
47 Neutral | $876.88M | -7.01 | -194.88% | ― | 31.78% | ― |
* Consumer Cyclical Sector Average
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Savers Value Village Inc. Corporate Events
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.