Core Insights - Holzer & Holzer, LLC is investigating Savers Value Village, Inc. for potential compliance issues with federal securities laws following a significant financial report [1] - Savers reported a net loss of $14 million, or $0.09 per diluted share, for the third quarter of 2025 [1] - The company revised its fiscal outlook for 2025, now expecting net income to be between $17 million and $21 million, a decrease from the previous estimate of $47 million to $58 million [1] - Following the announcement of these results, Savers' stock price experienced a decline [1] Financial Performance - The third quarter financial results showed a net loss of $14 million [1] - The revised fiscal outlook indicates a projected net income of $17 million to $21 million for 2025, significantly lower than earlier projections [1] Stock Market Reaction - The stock price of Savers dropped in response to the negative financial results and revised outlook [1]

Core Viewpoint - Pomerantz LLP is investigating potential securities fraud or unlawful business practices involving Savers Value Village, Inc. and its officers or directors [1]. Group 1: Company Overview - Savers Value Village, Inc. conducted its initial public offering (IPO) on June 29, 2023, offering 25,635,415 shares at a price of $18.00 per share [2]. - The company reported a non-GAAP profit of $0.14 per share for the third quarter of 2025, but a GAAP loss of $0.09 per share [2]. Group 2: Market Reaction - Following the financial results announcement, Savers' stock price dropped by $4.02, or 30.39%, closing at $9.21 per share on October 31, 2025 [2].

Core Points - Savers Value Village, Inc. is under investigation for possible violations of federal securities laws following its recent financial disclosures [1][2] - The company conducted its IPO on June 29, 2023, offering 25,635,415 shares at $18.00 per share [2] - In its third-quarter financial results reported on October 30, 2025, Savers posted a non-GAAP profit of $0.14 per share, but a GAAP loss of $0.09 per share, leading to a stock price drop of over 30% on October 31, 2025 [2] Company Background - Levi & Korsinsky LLP is a recognized securities litigation firm with a history of securing significant settlements for shareholders and has a team of over 70 employees [3] - The firm has been ranked in the Top 50 Report by ISS Securities Class Action Services for seven consecutive years, highlighting its expertise in complex securities litigation [3]

Group 1 - The article discusses an opportunity for SVV investors to participate in a fraud investigation involving Savers Value Village, Inc. led by the Schall Law Firm [1]

Core Insights - U.S. stock futures showed a mostly positive trend, with Nasdaq futures increasing by over 1% on Friday [1] - Roku Inc experienced a significant decline in pre-market trading following its third-quarter earnings report [1] Company Performance - Roku reported third-quarter net revenue of $1.211 billion, reflecting a 14% year-over-year increase, surpassing the Street consensus estimate of $1.206 billion [2] - The platform revenue for Roku was $1.06 billion, up 17% year-over-year, while device revenue decreased by 5% to $146 million [2] - Roku shares fell by 5% to $94.99 in pre-market trading following the earnings report [2] Other Companies in Focus - SPS Commerce Inc saw a 32.1% drop in shares to $70.57 after mixed third-quarter results and lower fourth-quarter guidance [4] - Corbus Pharmaceuticals Holdings Inc's shares fell 16.4% to $13.74 due to a public offering announcement [4] - Onespan Inc's shares decreased by 16.1% to $13.02 after reporting disappointing third-quarter sales and lowering FY25 guidance [4] - Savers Value Village Inc's shares dipped 15% to $11.25 following worse-than-expected third-quarter sales and lowered FY25 GAAP EPS guidance [4] - GSI Technology, Inc. shares fell 14.1% to $9.50 after second-quarter results [4] - Newell Brands Inc's shares declined 13.1% to $4.10 due to downbeat third-quarter results and lowered FY25 guidance [4] - DexCom Inc's shares fell 12.1% to $59.97 after announcing third-quarter results [4] - Site Centers Corp's shares declined 11.2% to $7.44 ahead of its third-quarter earnings release [4] - Aptiv PLC shares fell 7.6% to $75.88 [4] - Ventas Inc shares declined 7.5% to $68.77 [4] - Cooper-Standard Holdings Inc's shares fell 6.3% to $33.52 after reporting disappointing third-quarter results and lowering FY25 sales guidance [4]

Core Insights - U.S. stock futures showed a mostly positive trend, with Nasdaq futures increasing by over 1% on Friday [1] - Roku Inc experienced a significant decline in pre-market trading following its third-quarter earnings report [1] Company Performance - Roku reported third-quarter net revenue of $1.211 billion, reflecting a 14% year-over-year increase, surpassing the Street consensus estimate of $1.206 billion [2] - The company's platform revenue reached $1.06 billion, up 17% year-over-year, while devices revenue fell to $146 million, down 5% year-over-year [2] - Roku shares dropped 5% to $94.99 in pre-market trading following the earnings announcement [2] Other Company Movements - SPS Commerce Inc saw a 32.1% decline in pre-market trading to $70.57 after mixed third-quarter results and lower fourth-quarter guidance [4] - Corbus Pharmaceuticals Holdings Inc's shares fell 16.4% to $13.74 due to a public offering announcement [4] - Onespan Inc's shares decreased by 16.1% to $13.02 after reporting disappointing third-quarter sales and lowering FY25 guidance [4] - Savers Value Village Inc's shares dipped 15% to $11.25 following worse-than-expected third-quarter sales and lowered FY25 GAAP EPS guidance [4] - GSI Technology, Inc. shares fell 14.1% to $9.50 after second-quarter results [4] - Newell Brands Inc's shares declined 13.1% to $4.10 due to downbeat third-quarter results and lowered FY25 guidance [4] - DexCom Inc's shares dropped 12.1% to $59.97 after announcing third-quarter results [4] - Site Centers Corp's shares declined 11.2% to $7.44 ahead of its third-quarter earnings release [4] - Aptiv PLC and Ventas Inc saw declines of 7.6% to $75.88 and 7.5% to $68.77, respectively [4] - Cooper-Standard Holdings Inc's shares fell 6.3% to $33.52 after reporting disappointing third-quarter results and lowering FY25 sales guidance [4]

Core Insights - Savers Value Village (SVV) reported revenue of $426.94 million for the quarter ended September 2025, marking an 8.1% year-over-year increase and a slight surprise of +0.09% over the Zacks Consensus Estimate of $426.55 million [1] - The earnings per share (EPS) for the same period was $0.14, which is a decrease from $0.15 a year ago, aligning with the consensus EPS estimate [1] Financial Performance Metrics - Comparable Store Sales Growth was reported at 5.8%, exceeding the average estimate of 4.9% based on three analysts [4] - Total number of stores stood at 364, slightly below the average estimate of 366 from two analysts [4] - In the United States, the number of stores was 176, compared to the average estimate of 180 [4] - In Canada, the number of stores was 170, slightly above the average estimate of 169 [4] - Comparable Store Sales Growth in the United States was 7.1%, surpassing the average estimate of 5.3% [4] - Comparable Store Sales Growth in Canada was 3.9%, slightly below the average estimate of 4.1% [4] - U.S. Retail revenue was $234.71 million, compared to the average estimate of $235.44 million, reflecting a year-over-year increase of 10.5% [4] - Other revenue was reported at $32.62 million, below the average estimate of $33.9 million, with a year-over-year change of +7.1% [4] - Canada Retail revenue was $159.61 million, exceeding the average estimate of $157.42 million, with a year-over-year increase of 5.1% [4] Stock Performance - Shares of Savers Value have returned +2.3% over the past month, while the Zacks S&P 500 composite has changed by +3.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Savers Value Village (SVV) reported quarterly earnings of $0.14 per share, matching the Zacks Consensus Estimate, but down from $0.15 per share a year ago [1] - The company achieved revenues of $426.94 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 0.09% and up from $394.8 million year-over-year [2] - Savers Value shares have increased approximately 29.6% year-to-date, outperforming the S&P 500's gain of 17.2% [3] Earnings Performance - Over the last four quarters, Savers Value has surpassed consensus EPS estimates two times and topped revenue estimates three times [2] - The current consensus EPS estimate for the upcoming quarter is $0.14 on revenues of $461.26 million, and for the current fiscal year, it is $0.45 on revenues of $1.68 billion [7] Market Outlook - The company's stock is currently rated Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] - The outlook for the Textile - Apparel industry, where Savers Value operates, is currently in the bottom 19% of over 250 Zacks industries, which may impact stock performance [8]

Financial Data and Key Metrics Changes - Total net sales increased by 8.1% to $427 million, with a constant currency increase of 8.6% [12] - Comparable store sales (COMPS) increased by 5.8%, with U.S. COMPS up 7.1% and Canadian COMPS up 3.9% [12][19] - Adjusted EBITDA for the quarter was $70 million, representing an adjusted EBITDA margin of 16.4% [16] Business Line Data and Key Metrics Changes - U.S. business sales grew by 10.5% to $235 million, driven by both transactions and average basket size [12][19] - Canadian net sales increased by 5.1% to $161 million, with a constant currency increase of 6.1% [12] - U.S. segment profit was $48 million, up $3 million year-over-year, while Canadian segment profit was $45 million, up $0.4 million [16] Market Data and Key Metrics Changes - The Canadian macro environment remains challenging, with unemployment above 7% and inflationary pressures affecting lower-income consumers [8][9] - The U.S. market shows strong momentum, with a notable increase in younger and more affluent customer cohorts [6][12] Company Strategy and Development Direction - The company plans to open 25 new stores in 2025, focusing on U.S. expansion due to significant growth opportunities [4][10] - A strategic shift towards U.S.-centric growth is emphasized, with 75% to 80% of growth capital allocated to the U.S. market [22] - The company aims to maintain a targeted 20% store-level contribution margin and improve operational efficiency [4][24] Management's Comments on Operating Environment and Future Outlook - Management acknowledges ongoing macroeconomic pressures in Canada but remains optimistic about U.S. growth [5][18] - The company is tightening its revenue and earnings outlook for 2025, projecting net sales of $1.67 billion to $1.68 billion [19] - Management expects Canadian COMPS to remain flat in the fourth quarter due to challenging conditions [18] Other Important Information - The company has successfully refinanced its debt, expecting annual interest expense savings of approximately $17 million [16] - A new $50 million share repurchase authorization has been approved by the board of directors [18] - The company has kept 3.2 billion pounds of usable items out of landfills over the past five years, highlighting its commitment to sustainability [11] Q&A Session Summary Question: Can you unpack the Canadian market further? - Management noted that while there has been sequential improvement in Canada, macro challenges persist, including high unemployment and inflation [21] Question: What are the drivers behind the margin pressures? - The primary drivers include new store growth and processing challenges in Canada, which management is actively addressing [30] Question: How is the U.S. business performing in terms of customer transactions? - The U.S. business is seeing strong transaction growth, particularly among younger and higher-income consumers [26] Question: What is the strategy for new market expansion? - The company plans to enter Tennessee and North Carolina, leveraging local supply and community engagement strategies [32][39] Question: How will the company manage profitability between U.S. and Canadian segments? - Management indicated a focus on maintaining profitability in the U.S. while being disciplined with costs in Canada [44]

Sales Performance - Total net sales increased by 8.1% to $426.9 million, with comparable store sales rising by 5.8%[5] - U.S. net sales grew by 10.5%, while comparable store sales increased by 7.1%; Canadian net sales rose by 5.1% with comparable store sales up by 3.9%[5] - Net sales for the thirteen weeks ended September 27, 2025, were $426,935,000, representing an increase from $394,797,000 for the same period in 2024, a growth of 8.9%[26] - Total net sales for the thirteen weeks ended September 27, 2025, increased by 8.1% to $426,935,000 from $394,797,000 in the prior year[36] - U.S. Retail segment net sales rose by 10.5% to $234,712,000, while Canada Retail segment net sales increased by 5.1% to $159,608,000 for the same period[36] - The company’s Canada Retail segment saw a net sales increase of 6.1% to $159,608,000 for the thirteen weeks ended September 27, 2025[52] - The company’s total net sales for the thirty-nine weeks ended September 27, 2025, were $1,214,288,000, reflecting an increase of $92,156,000 or 8.1% from $1,135,632,000 in the prior year[54] Financial Performance - Net loss was $14.0 million, or $0.09 per diluted share, impacted by a $32.6 million pre-tax loss on debt extinguishment[5] - Adjusted net income was $22.5 million, or $0.14 per diluted share, with Adjusted EBITDA at $70.0 million and a margin of 16.4%[5] - Operating income decreased to $36,341,000 for the thirteen weeks ended September 27, 2025, down from $48,638,000 in the prior year, reflecting a decline of 25.3%[26] - The net loss for the thirteen weeks ended September 27, 2025, was $14,003,000, compared to a net income of $21,681,000 for the same period in 2024, marking a significant shift in performance[26] - Adjusted net income for the thirteen weeks ended September 27, 2025, was $22,476,000, compared to $30,257,000 for the same period in 2024[39] - The company expects adjusted net income for the fiscal year ending January 3, 2026, to be between $71,000,000 and $75,000,000[42] - The diluted adjusted net income per share for the fiscal year ending January 3, 2026, is projected to be between $0.44 and $0.46[42] - The company reported a net income margin of (3.3)% for the thirteen weeks ended September 27, 2025, compared to 5.5% in the prior year[46] Debt and Financial Stability - Debt refinancing is expected to reduce annual interest expenses by approximately $17 million, enhancing financial stability[6] - The company incurred a loss on extinguishment of debt amounting to $35,339,000 during the thirty-nine weeks ended September 27, 2025, compared to $4,088,000 in the prior year[30] - The company incurred a loss on extinguishment of debt amounting to $32,621,000 for the thirteen weeks ended September 27, 2025[39] Assets and Liabilities - Total current assets decreased to $194,255,000 as of September 27, 2025, down from $230,224,000 at the end of December 2024, a decline of 15.6%[28] - Total liabilities increased to $1,545,663,000 as of September 27, 2025, compared to $1,463,815,000 at the end of December 2024, an increase of 5.6%[28] - The company’s accumulated deficit increased to $285,864,000 as of September 27, 2025, compared to $250,451,000 at the end of December 2024, an increase of 14.1%[28] - The company’s total assets grew to $1,960,286,000 as of September 27, 2025, up from $1,885,495,000 at the end of December 2024, an increase of 4.0%[28] Future Outlook - The fiscal 2025 outlook projects net sales between $1.67 billion and $1.68 billion, with adjusted net income expected to be between $71 million and $75 million[10] - Comparable store sales growth for fiscal 2025 is now estimated at 4.0% to 4.5%[10] - The company expects adjusted EBITDA for the fiscal year ending January 3, 2026, to be between $252 million and $257 million[49] Shareholder Actions - A new share repurchase program of up to $50 million has been authorized, effective from November 9, 2025[7] Operational Metrics - The company processed 282 million pounds in the thirteen weeks ended September 27, 2025, up from 261 million pounds in the same period of 2024[56] - The cost of merchandise sold per pound processed was $0.67 for the thirteen weeks ended September 27, 2025, compared to $0.65 in the same period of 2024[56]