Savers Value Village, Inc.
- Open
- 10.25
- Day high
- 10.36
- Day low
- 9.96
- Prev close
- 10.33
- Volume
- 152K
- Mkt cap
- $1.6B
- P/E (TTM)
- 64.7
- EPS (TTM)
- $0.16
- P/B
- 3.6
- P/S
- 0.9
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$241.9M over the last 3 months (0 open-market buys, 20 sales)
- 🏛Institutions accumulating (13F)
Savers Value Village, Inc. (SVV) is a Consumer Cyclical company listed on NYSE. The stock is down 17% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 20 sales (SEC Form 4).
Savers Value Village, Inc. (SVV) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
SVV earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 6, 2026 | $0.14 | $0.14 | -1.5% | $448M | -0.2% |
| May 6, 2026 | $0.02 | $0.02 | +0.0% | $403M | +2.1% |
| Feb 19, 2026 | $0.16 | $0.15 | -6.3% | $465M | +16.8% |
| Oct 30, 2025 | $0.14 | $0.14 | +0.0% | $427M | -6.9% |
| Jul 31, 2025 | $0.12 | $0.14 | +16.7% | $417M | -2.4% |
| May 1, 2025 | $0.01 | $0.02 | +100.0% | $370M | -8.8% |
| Feb 20, 2025 | $0.12 | $0.10 | -16.7% | $402M | +9.8% |
| Nov 7, 2024 | $0.16 | $0.15 | -6.3% | $395M | -0.6% |
| May 9, 2024 | $0.10 | $0.08 | -20.0% | $354M | -9.6% |
| Mar 7, 2024 | $0.18 | $0.15 | -16.7% | $383M | +0.0% |
| Nov 9, 2023 | $0.18 | $0.16 | -11.1% | $393M | -0.9% |
| Aug 10, 2023 | $0.17 | $0.22 | +29.4% | $379M | +1.1% |
SVV insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 17, 2026 | ARES MANAGEMENT LLC10 percent owner | Sell | 23,000,000 | $10.25 |
| Aug 12, 2026 | Walsh Mark T.director, officer: CEO & Director | Option | 50,000 | $1.41 |
| Aug 12, 2026 | Walsh Mark T.director, officer: CEO & Director | Sell | 100,000 | $12.20 |
| Aug 12, 2026 | Walsh Mark T.director, officer: CEO & Director | Option | 42,059 | $1.41 |
| Aug 12, 2026 | Walsh Mark T.director, officer: CEO & Director | Sell | 92,059 | $11.93 |
| Aug 7, 2026 | Walsh Mark T.director, officer: CEO & Director | Option | 7,941 | $1.41 |
| Aug 7, 2026 | Maher Michael Wofficer: CFO & Treasurer | Sell | 5,000 | $12.31 |
| Aug 7, 2026 | Walsh Mark T.director, officer: CEO & Director | Sell | 36,938 | $12.38 |
| Aug 7, 2026 | Walsh Mark T.director, officer: CEO & Director | Sell | 13,062 | $11.66 |
| Aug 7, 2026 | Walsh Mark T.director, officer: CEO & Director | Sell | 50,000 | $10.94 |
| Aug 7, 2026 | Walsh Mark T.director, officer: CEO & Director | Option | 50,000 | $1.41 |
| Aug 7, 2026 | Walsh Mark T.director, officer: CEO & Director | Sell | 7,941 | $11.02 |
| Aug 7, 2026 | Medway Richard A.officer: General Counsel | Sell | 10,000 | $10.98 |
| Aug 7, 2026 | Medway Richard A.officer: General Counsel | Option | 10,000 | $1.41 |
| Aug 7, 2026 | Medway Richard A.officer: General Counsel | Option | 16,656 | $3.16 |
Source: SVV SEC Form 4 filings, latest Aug 17, 2026. For informational purposes only — not investment advice.
See the full SVV insider & 13F page →Savers Value Village, Inc. company profile
Overview
Savers Value Village, Inc. (NYSE:SVV) is a specialty retailer of second-hand merchandise founded in 1954 and headquartered in Bellevue, Washington. The company went public in June 2023 after operating as a private entity for nearly seven decades. Savers operates over 320 retail stores across the United States, Canada, and Australia under various banners including Savers, Value Village, Village des Valeurs, Unique, and 2nd Avenue. The company has established itself as one of North America's largest for-profit thrift store chains, processing approximately 250 million pounds of donated goods annually and serving millions of customers seeking affordable, sustainable shopping alternatives.
Business
Savers Value Village operates in the thrift retail industry, which involves the collection, processing, and resale of donated second-hand goods. The thrift industry has experienced significant growth as consumers increasingly embrace sustainable shopping practices and seek affordable alternatives to new merchandise. The company's core business model centers on textile recycling and resale. Savers purchases donated goods from nonprofit partners, including clothing, bedding, bath items, shoes, accessories, housewares, books, and other household items. These donations are then processed through the company's sophisticated supply chain, which includes both in-store processing and centralized processing centers. The goods are sorted, cleaned, priced, and merchandised for sale in retail locations. Savers operates through two primary geographic segments: 1. United States Operations (approximately 55-60% of total revenue): This segment has shown consistent growth with comparable store sales increases and successful new store expansion. The U.S. market represents the company's primary growth opportunity, with management focusing expansion efforts in Southern and Western regions. 2. Canada Operations (approximately 40-45% of total revenue): The Canadian segment has faced macroeconomic headwinds including higher unemployment, rising interest rates, and increased household debt levels, resulting in softer comparable store sales performance. The company also maintains a small presence in Australia through a limited number of stores. Savers has invested heavily in operational infrastructure, including centralized processing centers that serve multiple stores, automated book processing systems, and self-checkout technology to improve efficiency and customer experience.
Revenue model
Savers generates revenue primarily through retail product sales of processed second-hand merchandise. The company's business model involves purchasing donated goods from nonprofit organizations at negotiated rates, then adding value through processing, merchandising, and retail operations before selling to end consumers. The company's revenue streams include both retail sales to individual consumers and wholesale operations. Retail customers represent the vast majority of revenue, with the average transaction value supported by the company's loyalty program, which has grown to nearly 6 million active members representing 72% of total sales. Several factors influence Savers' profitability margins: Positive margin drivers include economies of scale from centralized processing centers, which reduce per-unit processing costs while maintaining quality. The company's loyalty program drives higher customer retention and basket sizes, particularly among younger demographics and higher-income households. Operational efficiency improvements through automation, self-checkout systems, and optimized inventory management also enhance margins. Additionally, the growing consumer trend toward sustainable shopping and thrifting creates favorable demand conditions. Margin pressures come from new store openings, which initially operate at approximately half of mature store sales levels and create near-term EBITDA headwinds of roughly $10 million annually during expansion phases. Labor costs and processing expenses can fluctuate based on donation volumes and operational efficiency. Macroeconomic conditions, particularly in Canada, affect consumer spending patterns and comparable store sales performance. Competition from other thrift retailers, online resale platforms, and traditional discount retailers can also impact pricing power and market share. The company targets store-level EBITDA margins of approximately 20% and has demonstrated the ability to achieve company-wide adjusted EBITDA margins in the high teens, with long-term aspirations for sustained performance in this range.
Competitive moat
Savers Value Village possesses a moderate economic moat built primarily on operational scale, supply chain advantages, and network effects, though the moat faces some structural limitations inherent to the thrift retail industry. The company's primary competitive advantage stems from its established supply network with nonprofit partners. Savers has developed long-term relationships with charitable organizations that provide consistent donation flows, creating a reliable and cost-effective inventory source. This partnership model creates switching costs for both Savers and its nonprofit partners, as establishing alternative relationships requires significant time and operational coordination. Operational scale advantages provide another layer of competitive protection. Savers' centralized processing centers allow for more efficient sorting, pricing, and distribution compared to smaller competitors operating solely with in-store processing. The company's investment in automation, including automated book processing and self-checkout systems, creates operational efficiencies that are difficult for smaller players to replicate. The company's loyalty program and customer data represent growing competitive assets. With nearly 6 million active members generating 72% of sales, Savers has developed valuable customer insights and retention capabilities. The program's success in attracting younger, higher-income demographics provides defensive positioning against economic downturns. However, the moat faces several limitations. Low barriers to entry in thrift retail mean new competitors can enter local markets relatively easily. The rise of online resale platforms like Poshmark, ThredUp, and Facebook Marketplace creates alternative channels for both buyers and sellers of second-hand goods. Additionally, the company's dependence on consumer discretionary spending makes it vulnerable to economic cycles, as demonstrated by recent performance challenges in Canada. The competitive threat from digital platforms is particularly notable, as they offer convenience and potentially higher prices for sellers, though Savers maintains advantages in handling bulk donations and providing immediate gratification for buyers. Overall, while Savers has built meaningful competitive advantages, the moat is not impregnable and requires continued investment in operational efficiency and customer experience to maintain its strength.
Risks & safety
Savers Value Village presents a moderate margin of safety with manageable financial risks but some liquidity concerns and elevated valuation metrics. Liquidity and Solvency: • Current ratio of 0.74 indicates potential short-term liquidity pressure • Cash position of $73 million provides some cushion but free cash flow was negative $20 million in Q1 2025 • Debt-to-equity ratio of 1.42 shows moderate leverage levels • Operating cash flow positive at $419,000 in Q1, though significantly lower than historical levels • No immediate solvency risk given profitable operations and access to credit facilities Valuation Metrics: • EV/EBITDA of 14.2x appears reasonable for a growing specialty retailer • Price-to-book ratio of 2.68 suggests moderate premium to book value • Trading at significant discount to IPO levels, indicating market skepticism • Revenue multiple appears fair given growth trajectory and market position Other Considerations: • Cyclical nature of business creates earnings volatility risk • Canadian market headwinds represent near-term challenge • New store expansion strategy creates short-term margin pressure but supports long-term growth • Strong market position in growing thrift industry provides some downside protection
Recent development
Over the past two years, Savers has executed several key strategic initiatives focused on operational efficiency, geographic expansion, and technology enhancement. The company has significantly expanded its centralized processing infrastructure, opening its sixth Central Processing Center in Southern California and expanding automated book processing to 170 stores. This infrastructure investment supports the company's aggressive store expansion strategy, with plans to open 25-30 new stores annually, representing high single-digit percentage growth. The company has pursued strategic acquisitions to accelerate market penetration, including the successful integration of 2 Peaches, a 7-store chain in Georgia that expanded Savers' presence in the southeastern United States. This acquisition strategy allows for faster market entry compared to organic expansion alone. Technology and customer experience improvements have been central to recent development efforts. Savers has completed the rollout of self-checkout systems across nearly all stores and invested heavily in data analytics and pricing optimization tools. The loyalty program has experienced substantial growth, reaching nearly 6 million active members and demonstrating particular strength among younger demographics and higher-income households. The company has also focused on supply chain optimization, with centralized processing now supporting 67 stores and continued investment in mechanizing goods movement and processing efficiency. These operational improvements are designed to support the company's expansion goals while maintaining target margins. Recent challenges in the Canadian market have prompted tactical adjustments including targeted pricing strategies, promotional testing, and careful production level management to align with local demand conditions. Management has taken a conservative approach to Canadian operations while maintaining confidence in long-term market recovery potential.
SVV company profile · for informational purposes only — not investment advice.
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