Nine Analysts Rate Savers Value Village ‘Moderate Buy’; Average Target $13.67
Savers Value Village has received a consensus ‘Moderate Buy’ rating from nine analysts including one strong buy, four buy, three hold, and one sell. The average 1-year price target stands at $13.67, while insiders sold 57,706 shares at $9.21 and institutions own 98.8%.
1. Preliminary Fourth Quarter and Full Year Net Sales
Savers Value Village reported preliminary net sales of $464.7 million for the fourteen weeks ended January 3, 2026, a 15.6% increase over the prior year. Excluding the benefit of the 53rd week, net sales were up 8.4% and comparable store sales rose 5.4%. In the U.S., net sales climbed 20.6%, with an 8.8% comparable store sales gain on a week-adjusted basis. Canadian sales were $X million, a 9.1% increase, with 0.7% comparable store growth after adjusting for the extra week. For fiscal 2025, net sales reached $1.68 billion, up 9.2% year-over-year, with a 4.7% comparable store sales increase and constant-currency net sales growth of 8.2% when excluding the extra week. U.S. full-year net sales rose 12.9%, and Canada contributed a 3.6% increase, reflecting steady cross-border demand for value-priced secondhand goods.
2. Capital Allocation and Outlook
During the quarter, the company repaid $20 million of term loan principal and repurchased approximately 1.1 million common shares under its buyback program, leaving $41.7 million in remaining authorization. Based on preliminary results, management reconfirmed fiscal 2025 non-GAAP adjusted net income guidance of $71 million to $75 million and adjusted EBITDA of $252 million to $257 million, underscoring confidence in margin expansion and cash flow generation.
3. Consensus Analyst Rating and Insider Activity
Nine research firms covering Savers Value Village have assigned a consensus rating of Moderate Buy, with four Buy, three Hold, one Sell and one Strong Buy recommendation. Sell-side analysts have maintained an average one-year outlook in line with current fundamentals, reflecting confidence in the company’s thrift retail model. During December, the Chief Operating Officer sold approximately 57,700 shares, reducing his position by over one-third, signaling potential portfolio rebalancing among insiders.