Savers Value Village Posts 15.6% Q4 Sales Gain and Reaffirms FY25 Guidance

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Savers Value Village reported Q4 net sales of $464.7M, up 15.6% (8.4% excluding extra week), and full-year net sales of $1.68B, up 9.2%, and reaffirmed fiscal 2025 adjusted EPS guidance of $0.44-0.46 and EBITDA of $252M-257M. Nine analysts rate the stock Moderate Buy with an average $13.67 target price.

1. Preliminary Fourth Quarter and Full Year Net Sales

Savers Value Village reported preliminary and unaudited net sales of $464.7 million for the fourteen weeks ended January 3, 2026, representing 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 net sales also up 8.4% and comparable store sales improving by 5.4%. In the U.S., net sales climbed 20.6%, or 12.6% on a 52-week basis, with comparable store sales up 8.8%. Canadian operations delivered a 9.1% increase in net sales, or 3.1% on a 52-week basis, with comparable store sales rising 0.7%. For fiscal 2025, the Company achieved net sales of $1.68 billion, a 9.2% year-over-year increase; excluding the extra week, sales grew 7.3%, constant-currency sales were up 8.2% and comparable store sales gained 4.7%. U.S. fiscal-year net sales rose 12.9%, or 10.8% on a 52-week basis, with comparable store sales up 6.6%, while Canadian sales increased 3.6%, or 2.0% excluding the 53rd week, with comparable store sales up 2.0%.

2. Fiscal 2025 Outlook

Based on preliminary net sales performance, Savers Value Village reaffirmed its fiscal 2025 non-GAAP outlook of $71 million to $75 million in Adjusted Net Income, or $0.44 to $0.46 per diluted share. Adjusted EBITDA is projected in the range of $252 million to $257 million. These targets exclude items such as foreign currency gains or losses and reflect management’s expectations for continued margin improvement driven by favorable comparable store sales trends and disciplined cost management.

3. Capital Allocation and Balance Sheet Actions

During the fourth quarter the Company repaid $20 million of principal under its 2025 term loan facility and repurchased approximately 1.1 million shares of common stock at a weighted average price of $8.75 per share, excluding commissions. Following these transactions, approximately $41.7 million remains available under the existing share repurchase authorization. Management indicated that debt reduction and opportunistic buybacks remain priorities, aligned with the Company’s target leverage range and commitment to enhancing shareholder value.

4. Participation in the ICR Conference

Savers Value Village executives, including CEO Mark Walsh, COO and President Jubran Tanious, CFO Michael Maher and VP Investor Relations Ed Yruma, will present at the 28th Annual ICR Conference in Orlando, Florida on January 12, 2026 at 8:00 am Eastern. The live webcast will be available in listen-only mode, with an archived replay accessible afterward via the Company’s Investor Relations website. The management team plans to discuss the preliminary results, outlook assumptions and strategies for continued growth in core markets.

Sources

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