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Savers Value Village(SVV) - 2026 FY - Earnings Call Transcript
2026-01-12 14:02
Financial Data and Key Metrics Changes - The company reported $465 million in sales for the fourth quarter, representing a 15.6% increase from the prior year, which is at the high end of guidance [1] - The enterprise comparable sales increased by 5.4%, with an 8.8% increase in the U.S. and a 0.7% increase in Canada [1][2] - The company repaid $20 million of debts and repurchased 1.1 million shares at an average price of $8.75 during the fourth quarter [2] Business Line Data and Key Metrics Changes - The company opened 10 new stores in the quarter, totaling 26 for the year, indicating strong new store performance [2] - The adjusted EBITDA for the last twelve months through the third quarter was $249 million, with adjusted EBITDA margins in the mid-teens [5][7] Market Data and Key Metrics Changes - Approximately 40% of customers are under the age of 45, and 45% reside in households earning over $100,000, indicating a younger and more affluent customer base [8] - The company has over 6 million active loyalty members, contributing to close to $1.7 billion in sales [5] Company Strategy and Development Direction - The company is focusing on growth, innovation, and balanced capital allocation as its strategic pillars [8][9] - The U.S. market is prioritized for new store growth, with 85%-90% of new stores planned to be opened in the U.S. [10] - The company aims for a leverage ratio of approximately 2x by the end of 2027, while continuing to invest in new store growth [18][20] Management's Comments on Operating Environment and Future Outlook - Management believes that the thrift retail sector is experiencing secular adoption, driven by cost of living pressures [2] - The company expects adjusted EBITDA growth to begin in 2026 as new stores contribute positively to profitability [20][22] - The company is well-positioned to benefit from the growing reuse economy and has a durable source of supply through increasing on-site donations [22][23] Other Important Information - The company has paid $490 million to nonprofit partners for secondhand clothing and housewares over the last five years, keeping 3.2 billion lbs of reusable goods out of landfills [5] - The company has a unique business model as the number one for-profit thrift retailer in North America, operating 367 stores across three countries [4] Q&A Session Summary - No specific questions and answers were provided in the content, thus this section is not applicable.
Savers Value Village(SVV) - 2026 FY - Earnings Call Transcript
2026-01-12 14:02
Financial Data and Key Metrics Changes - The company reported $465 million in sales for the fourth quarter, representing a 15.6% increase from the prior year, which is at the high end of guidance [1] - The enterprise comparable sales increased by 5.4%, with an 8.8% increase in the U.S. and a 0.7% increase in Canada [1][2] - The company repaid $20 million of debts and repurchased 1.1 million shares at an average price of $8.75 [2] Business Line Data and Key Metrics Changes - The company opened 10 new stores in the quarter, totaling 26 for the year, indicating strong new store performance [2] - The adjusted EBITDA for the last twelve months through the third quarter was $249 million, with adjusted EBITDA margins in the mid-teens [5][7] Market Data and Key Metrics Changes - Approximately 40% of customers are under the age of 45, and 45% reside in households earning over $100,000, indicating a younger and more affluent customer base [8] - The company operates 367 stores across three countries, with significant growth opportunities in the U.S. due to under-penetration [4][10] Company Strategy and Development Direction - The company is focused on growth, innovation, and balanced capital allocation as its strategic pillars [8][18] - The U.S. market will be the primary focus for new store growth, with 85% to 90% of new stores planned for the U.S. [10] - The company aims for a leverage ratio of approximately two times by the end of 2027, while continuing to invest in new store growth [18][20] Management's Comments on Operating Environment and Future Outlook - Management believes that the thrift retail sector is experiencing secular growth, driven by cost of living pressures [2] - The company expects adjusted EBITDA growth to begin in 2026 as new stores start contributing positively to profitability [20][22] - The management is optimistic about the opportunities in 2026 and beyond, citing a unique category tailwind with thrift outpacing traditional retail [22][24] Other Important Information - The company has paid $490 million to nonprofit partners for secondhand clothing and housewares over the last five years, highlighting its commitment to sustainability [5] - The company has a strong cash-generative model that allows it to self-fund new store growth, reduce debt, and return capital to shareholders [24] Q&A Session Summary - No specific questions and answers were provided in the content, thus this section is not applicable.
Savers Value Village(SVV) - 2026 FY - Earnings Call Transcript
2026-01-12 14:00
Financial Data and Key Metrics Changes - The company reported $465 million in sales for the fourth quarter, representing a 15.6% increase from the prior year, and at the high end of guidance [1] - The enterprise comparable sales increased by 5.4%, with an 8.8% increase in the U.S. and a 0.7% increase in Canada [1][2] - The company repaid $20 million of debts and repurchased 1.1 million shares at an average price of $8.75 during the fourth quarter [2] Business Line Data and Key Metrics Changes - The company opened 10 new stores in the quarter, totaling 26 for the year, indicating strong new store performance [2] - The company has over 6 million active loyalty members, contributing to approximately $1.7 billion in sales [5] Market Data and Key Metrics Changes - The company noted that the customer base is becoming younger and more affluent, with approximately 40% of customers under the age of 45 and 45% residing in households earning over $100,000 [7] Company Strategy and Development Direction - The company is focusing on growth, innovation, and balanced capital allocation as its strategic pillars [8] - The U.S. market is prioritized for new store openings, with 85% to 90% of new stores planned for the U.S. [9] - The company aims to enter new strategic adjacent markets in North Carolina and Tennessee [9] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's position at a key inflection point, with expectations for positive Adjusted EBITDA contributions in 2026 [2][10] - The company anticipates that new stores will start contributing to EBITDA growth beginning in 2026, with 2025 expected to be the trough for EBITDA margin [17][19] Other Important Information - The company has repaid $120 million in debt since its IPO, including $20 million in the most recent quarter, and aims for a leverage ratio of approximately two times by the end of 2027 [17] - The company has a proven innovation engine, focusing on price value optimization, cost efficiency, and data science insights [13][19] Q&A Session Summary - No specific questions and answers were provided in the content.
Savers Value Village, Inc. Announces Preliminary Fourth Quarter and Full Year Net Sales and Participation in the 28th Annual ICR Conference
Businesswire· 2026-01-12 11:00
BELLEVUE, Wash.--(BUSINESS WIRE)--Savers Value Village, Inc. (NYSE: SVV), (the "Company†) today announced preliminary net sales for the fourteen weeks ended January 3, 2026 (the "fourth quarter") and the fifty-three weeks ended January 3, 2026 ("fiscal 2025") in conjunction with the Company's participation in the ICR Conference January 12-14, 2026. The Company's results for both the fourth quarter and full year ended January 3, 2026 included the benefit of one additional week (the "53rd week"). ...
INVESTOR ALERT: Investigation of Savers Value Village, Inc. (SVV) Announced by Holzer & Holzer, LLC
Globenewswire· 2025-11-24 18:43
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]
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Savers Value Village, Inc. - SVV
Prnewswire· 2025-11-20 15:00
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].
SVV ALERT: Levi & Korsinsky Investigates Savers Value Village, Inc. for Possible Securities Fraud Violations
Newsfile· 2025-11-12 14:47
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]
SVV Investors Have Opportunity to Join Savers Value Village, Inc. Fraud Investigation with the Schall Law Firm
Businesswire· 2025-11-12 01:21
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]
Roku, SPS Commerce, Newell Brands And Other Big Stocks Moving Lower In Friday's Pre-Market Session - Cooper-Standard Holdings (NYSE:CPS), Aptiv (NYSE:APTV)
Benzinga· 2025-10-31 12:09
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]
Roku, SPS Commerce, Newell Brands And Other Big Stocks Moving Lower In Friday's Pre-Market Session
Benzinga· 2025-10-31 12:09
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]