Savers Value Village Q4 net sales rise 15.6%

Savers Value Village

19/02/2026 21:35

Overview

Thrift store operator's Q4 net sales rose 15.6%, driven by strong U.S. demand

Company opened 10 new stores, ending Q4 with 367 locations

Adjusted EBITDA margin for Q4 was 15.9%

Outlook

Savers Value Village expects fiscal 2026 net sales between $1.76 bln and $1.79 bln

Company projects fiscal 2026 net income of $66 mln to $78 mln

Savers Value Village plans to open ~25 new stores in fiscal 2026

Result Drivers

U.S. DEMAND - Strong demand in the U.S. led to a 20.6% increase in net sales, excluding the 53rd week, sales rose 12.6%

NEW STORE OPENINGS - Co opened 10 new stores in Q4, ending with 367 stores, contributing to sales growth

CANADA STABILIZATION - Stabilizing trends in Canada with a 0.7% increase in comparable store sales

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 EPS
$0.14
Q4 Net Income
$22.45 mln
Q4 Basic EPS
$0.14
Q4 Operating Expenses
$421.33 mln
Q4 Operating Income
$43.34 mln
Q4 Pretax Profit
$33.59 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the miscellaneous specialty retailers peer group is "buy"

Wall Street's median 12-month price target for Savers Value Village Inc is $14.50, about 36.5% above its February 18 closing price of $10.62

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nBwbK4ltja

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)