Value Village Q4 Net Sales Jump 15.6% to $464.7M with EPS Guidance Maintained
Savers Value Village reported Q4 net sales of $464.7m, up 15.6% (8.4% ex-53rd week), with U.S. comp sales rising 8.8% and Canadian comp sales up 0.7% for the period ended Jan 3. Management reaffirmed fiscal 2025 adjusted EPS guidance of $0.44–0.46 and repurchased 1.1m shares at $8.75.
1. Preliminary Fourth Quarter and Full Year Net Sales
Savers Value Village reported a 15.6% increase in total company net sales to $464.7 million for the fourteen weeks ended January 3, 2026. Excluding the extra 53rd week, net sales rose 8.4%, with constant-currency net sales up 8.4% and comparable store sales climbing 5.4%. U.S. sales jumped 20.6% (12.6% ex-week, 8.8% comps), while Canadian sales grew 9.1% (3.1% ex-week, 0.7% comps). For fiscal 2025, net sales reached $1.68 billion, up 9.2%. On a comparable basis, sales expanded 7.3% excluding the extra week, constant-currency sales rose 8.2% and comps gained 4.7%. U.S. fiscal sales increased 12.9% (10.8% ex-week, 6.6% comps) and Canada grew 3.6% (2.0% ex-week, 2.0% comps). The company reaffirmed its fiscal 2025 adjusted net income outlook of $71 million to $75 million and adjusted EBITDA guidance of $252 million to $257 million.
2. Recent Analyst Ratings
Nine research firms currently cover Savers Value Village. Of these, one has issued a sell recommendation, three hold, four buy and one strong buy. This consensus reflects growing confidence in the company’s value-oriented thrift model and strong U.S. same-store sales performance.