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 benefit of the extra 53rd week, net sales rose 8.4%, with constant-currency growth matching at 8.4% and comparable store sales up 5.4%. U.S. operations led the surge with a 20.6% increase in net sales (12.6% excluding the extra week and 8.8% comparable store sales), while Canadian operations delivered a 9.1% net sales gain (3.1% ex-week, 3.0% constant-currency, and 0.7% comparable store sales). For fiscal 2025, total company net sales reached $1.68 billion, up 9.2% (7.3% ex-week), with comparable store sales advancing 4.7%. U.S. net sales climbed 12.9% (10.8% ex-week, 6.6% comparable), and Canada saw a 3.6% increase (2.0% ex-week, 4.1% constant-currency, 2.0% comparable).

Based on these preliminary results, management reaffirmed its fiscal 2025 Adjusted Net Income guidance of approximately $71 million to $75 million (or $0.44 to $0.46 per diluted share) and Adjusted EBITDA outlook of $252 million to $257 million. In the fourth quarter, the company repaid $20 million of term loan principal and repurchased 1.1 million shares of common stock at an average price of $8.75, leaving $41.7 million available under its share repurchase authorization as of period end.

Equity research firms maintain a consensus Moderate Buy rating on the company, with nine analysts covering the name: one sell, three hold, four buy and one strong buy. The average 12-month price target stands at $13.67. Insider activity included the COO’s sale of 57,706 shares at an average of $9.21 per share, reducing his holdings by 36.7%. Institutional ownership remains elevated at 98.8%, with notable increases in positions by several asset managers during the past two quarters.