Savers Value Village Posts 15.6% Q4 Sales Growth and Reaffirms $252–257 M EBITDA Outlook

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Savers Value Village reported preliminary Q4 net sales of $464.7 million, up 15.6% (8.4% ex-53rd week), with US sales +20.6% and comparable store sales +5.4%. The company reaffirmed fiscal 2025 guidance of $71–75 million adjusted net income and $252–257 million EBITDA, and repurchased 1.1 million shares at a $8.75 average price.

1. Preliminary Fourth Quarter and Full Year Net Sales

Savers Value Village, Inc. reported preliminary net sales of $464.7 million for the fourteen weeks ended January 3, 2026, a 15.6% increase over the prior year period. Excluding the extra 53rd week, net sales rose 8.4%, with constant-currency growth matching at 8.4% and comparable store sales up 5.4%. In the U.S. market, net sales climbed 20.6%, translating to a 12.6% increase on a 52-week basis and an 8.8% gain in comparable store sales. Canadian net sales grew 9.1%, or 3.1% on a comparable-week basis, with constant-currency sales up 3.0% and comparable store sales up 0.7%. For fiscal 2025 (fifty-three weeks), total net sales reached $1.68 billion, up 9.2%, or 7.3% on a comparable-week basis; constant-currency net sales increased 8.2% and comparable store sales rose 4.7%. U.S. full-year net sales advanced 12.9% (10.8% ex-week; 6.6% comparable stores) while Canadian net sales grew 3.6% (2.0% ex-week; 4.1% constant-currency; 2.0% comparable stores).

2. Fiscal 2025 Outlook and Management Commentary

Management reaffirmed its fiscal 2025 adjusted net income outlook of approximately $71 million to $75 million (or $0.44 to $0.46 per diluted share) and adjusted EBITDA guidance of $252 million to $257 million, based on preliminary net sales results. CEO Mark Walsh highlighted the 5.4% fourth quarter comparable store sales performance—driven by an 8.8% increase in the U.S.—as evidence that the company’s value positioning and merchandise selection continue to resonate with value-seeking consumers.

3. Capital Allocation and Share Repurchases

During the fourth quarter, the company repaid $20 million of term loan principal and repurchased approximately 1.1 million shares of common stock under its share buyback program at an average cost of $8.75 per share, excluding commissions. As of January 3, 2026, approximately $41.7 million remained available under the current repurchase authorization.

Sources

DB