Core Viewpoint - Savers Value Village (SVV) has received an upgrade to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3] Earnings Estimates and Stock Price Movement - The Zacks rating system is based on the consensus measure of EPS estimates from sell-side analysts, reflecting the company's changing earnings picture [1][2] - A strong correlation exists between changes in earnings estimates and near-term stock price movements, influenced by institutional investors who adjust their valuations based on these estimates [4][6] Business Outlook - The upgrade indicates an improvement in Savers Value's underlying business, suggesting that investors may respond positively by driving the stock price higher [5][10] - For the fiscal year ending December 2025, Savers Value is expected to earn $0.44 per share, with a 12.8% increase in the Zacks Consensus Estimate over the past three months [8][10] Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a proven track record of Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [7][9] - The upgrade to Zacks Rank 2 places Savers Value in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10]

Company Overview - Savers Value Village, Inc. (NYSE: SVV) has a market capitalization of $1.59 billion, indicating its relatively small size in the market [1]. Industry Insights - Crude Value Insights focuses on the oil and natural gas sector, emphasizing cash flow generation and identifying companies with value and growth prospects [1]. - Subscribers to Crude Value Insights benefit from a 50+ stock model account, detailed cash flow analyses of exploration and production (E&P) firms, and live discussions about the sector [2].

Group 1 - The article discusses Savers Value Village (NYSE: SVV) and previously assigned a hold rating due to the underperformance of the Canada segment, despite long-term growth potential being acknowledged [1] - The author emphasizes a diverse investment approach, incorporating fundamental, technical, and momentum investing strategies to enhance their investment process [1] - The purpose of writing on Seeking Alpha is to track investment ideas and connect with like-minded investors [1] Group 2 - There is no disclosure of any stock, option, or derivative positions in the companies mentioned, nor any plans to initiate such positions in the near future [2] - The article expresses personal opinions and is not compensated for the content, aside from Seeking Alpha [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [3]

Core Insights - Savers Value Village (SVV) reported revenue of $370.15 million for Q1 2025, a 4.5% year-over-year increase, with an EPS of $0.02 compared to $0.08 a year ago, indicating a significant EPS surprise of +100% [1][3] - The revenue exceeded the Zacks Consensus Estimate of $366.86 million by 0.90%, showcasing the company's ability to outperform market expectations [1] Financial Performance - Comparable Store Sales Growth was reported at 2.8%, significantly higher than the estimated 0.2% by analysts [4] - U.S. Comparable Store Sales Growth was 4.2%, surpassing the average estimate of 2.7% [4] - Canadian Comparable Store Sales Growth was 0.6%, compared to an estimated decline of -1.8% [4] - Total number of stores remained at 353, aligning with analyst estimates [4] Revenue Breakdown - U.S. Retail revenue reached $210.77 million, exceeding the average estimate of $207.06 million, reflecting a year-over-year increase of 9.4% [4] - Other revenue segments reported $30.75 million, surpassing the estimate of $29.39 million with an 11.9% year-over-year increase [4] - Canadian Retail revenue was $128.64 million, slightly below the average estimate of $129.60 million, marking a year-over-year decline of 4.1% [4] Stock Performance - Savers Value shares have returned +29.1% over the past month, contrasting with the Zacks S&P 500 composite's -0.7% change, indicating strong market performance [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

分组1 - Savers Value Village (SVV) reported quarterly earnings of $0.02 per share, exceeding the Zacks Consensus Estimate of $0.01 per share, but down from $0.08 per share a year ago, representing an earnings surprise of 100% [1] - The company posted revenues of $370.15 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.90% and up from $354.17 million year-over-year [2] - Over the last four quarters, Savers Value has surpassed consensus EPS estimates just once and topped consensus revenue estimates only once [2] 分组2 - The stock has underperformed the market, losing about 6.4% since the beginning of the year compared to the S&P 500's decline of 5.3% [3] - The current consensus EPS estimate for the coming quarter is $0.12 on revenues of $405.25 million, and for the current fiscal year, it is $0.41 on revenues of $1.62 billion [7] - The Zacks Industry Rank for Textile - Apparel is currently in the bottom 37% of over 250 Zacks industries, indicating potential challenges for stocks in this sector [8]

Financial Data and Key Metrics Changes - Total net sales increased by 4.5% to $370 million, with a constant currency increase of 7.1% and comparable store sales up by 2.8% [15][16] - Adjusted EBITDA for the quarter was approximately $43 million, representing an adjusted EBITDA margin of 11.6% [19][20] - GAAP net loss for the quarter was $4.7 million, or $0.03 per diluted share, which included a $2.7 million pretax loss on debt extinguishment [18][19] Business Line Data and Key Metrics Changes - U.S. net sales increased by 9.4% to $211 million, with comparable store sales rising by 4.2% driven by growth in both transactions and average basket size [16][20] - Canadian net sales declined by 4.1% due to a weaker Canadian dollar, but on a constant currency basis, they increased by 2.2% to $137 million, with comparable store sales up by 0.6% [16][20] Market Data and Key Metrics Changes - The U.S. business showed nearly double-digit sales growth, while Canada reported positive comparable sales for the first time since Q4 2023 [6][15] - The company opened two new stores in the quarter and is on track to meet its target of 25 to 30 new store openings for the year [11][25] Company Strategy and Development Direction - The company is focusing on expanding its U.S. operations, with a significant emphasis on new store openings to capture market opportunities [8][11] - The strategy includes leveraging centralized processing centers to enhance operational efficiency and support new store growth [12][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate macroeconomic pressures, particularly in Canada, while maintaining a focus on execution and innovation [11][14] - The outlook for 2025 includes net sales projections of $1.61 billion to $1.65 billion, with comparable store sales growth of 0.5% to 2.5% [25][26] Other Important Information - The company redeemed $44.5 million of its senior secured notes during the quarter, reducing its net leverage ratio to 2.4 times [21][20] - The company has approximately $6.3 million remaining on its share repurchase authorization [21] Q&A Session Summary Question: Can you unpack the U.S. strength and provide more granularity on traffic versus basket? - Management noted strong performance in both transactions and average basket size, with no degradation in trends into Q2 [34][35] Question: How do you see Canada unfolding from here? - Management indicated that while there are challenges, they are encouraged by sequential improvements and strong donation flows [32][33] Question: Will Savers use the opportunity to raise prices selectively? - Management stated that they are not exposed to tariff pressures and see potential for market share gains if price gaps widen [46] Question: What is the outlook for on-site donations and how are you managing supply? - Management reported robust growth in on-site donations and emphasized the importance of a positive donation experience [49][50] Question: How are new stores performing and what is the long-term EBITDA margin potential? - New stores are performing as expected, and management believes high teens EBITDA margins are achievable in the long term despite near-term pressures [80][82]

Financial Data and Key Metrics Changes - Total net sales increased by 4.5% to $370 million, with a constant currency increase of 7.1% and comparable store sales growth of 2.8% [14][15] - Adjusted EBITDA for the quarter was approximately $43 million, representing an adjusted EBITDA margin of 11.6% [6][18] - GAAP net loss for the quarter was $4.7 million, or $0.03 per diluted share, which included a $2.7 million pretax loss on debt extinguishment [17] Business Line Data and Key Metrics Changes - U.S. net sales increased by 9.4% to $211 million, with comparable store sales up by 4.2%, driven by growth in both transactions and average basket size [15][16] - Canadian net sales declined by 4.1% due to a weaker Canadian dollar, but on a constant currency basis, they increased by 2.2% to $137 million, with comparable store sales up by 0.6% [15][16] Market Data and Key Metrics Changes - The U.S. business showed nearly double-digit sales growth, while Canada reported positive comparable sales for the first time since Q4 2023 [5][14] - The company noted stable macroeconomic conditions in both the U.S. and Canada during the first quarter, despite ongoing consumer confidence volatility [9][10] Company Strategy and Development Direction - The company plans to open 25 to 30 new stores in 2025, with a focus on U.S. expansion [10][25] - The company is leveraging centralized processing centers to support new store growth and improve operational efficiency [11][12] - The management emphasized a conservative approach to planning comparable store sales growth, particularly in Canada, while remaining optimistic about U.S. performance [23][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's long-term growth prospects, citing strong execution and a compelling value proposition [13][22] - The company is monitoring consumer sentiment and potential impacts from tariffs, but remains focused on operational control and innovation [9][10][24] - The outlook for 2025 includes net sales of $1.61 billion to $1.65 billion and adjusted EBITDA of $245 million to $265 million [25] Other Important Information - The company redeemed $44.5 million of senior secured notes during the quarter, resulting in a net leverage ratio of 2.4 times [21] - The company repurchased approximately 1.4 million shares at a weighted average price of $8.43 per share, with $6.3 million remaining on the share repurchase authorization [21] Q&A Session Summary Question: Insights on U.S. Strength and Customer Trends - Management noted strong performance in the U.S. with growth in both transactions and average basket size, and emphasized the importance of their loyalty program [29][34] Question: Future Outlook for Canada - Management expressed cautious optimism about Canada, highlighting strong donation flows and stable economic indicators, but refrained from declaring victory [31][33] Question: Continuous Improvement Processes - Management discussed the implementation of automated book processing and various tactical improvements to enhance store operations [37][40] Question: Pricing Strategy in a Competitive Environment - Management indicated that widening price gaps could present opportunities for market share gains, but they are not planning to raise prices immediately [44][46] Question: Impact of Macroeconomic Conditions on Donations - Management reported robust growth in on-site donations and low turnover rates, indicating no current issues with labor availability [49][52] Question: New Store Performance and Long-term EBITDA Margins - Management confirmed that new stores are performing as expected and reiterated that high teens EBITDA margins remain achievable in the long term [78][81] Question: Real Estate Opportunities and Two Peaches Integration - Management is actively prospecting for new store locations and reported positive integration progress with the Two Peaches acquisition [86][92]

Exhibit 99.1 Savers Value Village, Inc. Reports First Quarter Financial Results Net sales increased 4.5%, or 7.1% in constant currency Comparable store sales increased 2.8%; U.S. up 4.2% and Canada up 0.6% Company reaffirms 2025 outlook 1 Bellevue, WA - May 1, 2025 – Savers Value Village, Inc. (NYSE: SVV), (the "Company") today announced financial results for the thirteen weeks ended March 29, 2025 (the "first quarter"). Highlights for the First Quarter; Comparisons are to the Thirteen Weeks Ended March 30, ...

Core Insights - Investors are optimistic about the impact of new U.S. tariffs on secondhand goods sellers, with shares of ThredUp and Savers Value Village rising by 31% and 22% respectively since the announcement, while the S&P retail select index has declined by 7% [1] Group 1: Market Dynamics - Secondhand sellers are expected to attract bargain-hunting consumers and those looking to sell items for extra cash, as their merchandise is immune from tariffs, allowing them to potentially raise prices in response to increased costs of new imported goods [2] - The secondhand sector typically performs well during economic downturns and has gained popularity among younger consumers [2] Group 2: Company Performance and Expectations - ThredUp projected revenue between $67.5 million and $69.5 million for Q1 and between $270 million and $280 million for the year prior to the tariff announcement [3] - ThredUp's CEO noted that the uncertain consumer environment and tariffs could make secondhand options more attractive [4] - In contrast, Savers Value Village expressed caution regarding the tariff impact, with its CEO stating that the tariff issue complicates the outlook [4][5] Group 3: Consumer Behavior Trends - A report indicated that millennials are increasingly turning to secondhand shopping, with 52% of those who purchased secondhand items in the past year reporting an increase in their resale shopping activities [5]

Company Overview - Savers Value Village (SVV) shares increased by 8% to $7.68 in the last trading session, with a higher-than-average trading volume [1] - The stock has shown a modest gain of 0.1% over the past four weeks [1] Business Performance - SVV's growth in the U.S. business is driven by increased transactions, larger average basket sizes, and new store openings [2] - The company's competitive pricing and value offerings have positively impacted consumer sentiment [2] - There has been a sequential improvement in the Canadian business, contributing to increased investor confidence [2] Earnings Expectations - SVV is expected to report quarterly earnings of $0.01 per share, reflecting a year-over-year decline of 87.5% [3] - Revenue is projected to be $365.68 million, which is a 3.3% increase from the same quarter last year [3] - The consensus EPS estimate for the quarter has been revised 4.2% higher in the last 30 days, indicating a positive trend in earnings estimate revisions [4] Industry Context - Savers Value operates within the Zacks Textile - Apparel industry, where Gildan Activewear (GIL) has seen a 4.8% decline in its stock price, closing at $39.78 [4] - Gildan's consensus EPS estimate remains unchanged at $0.57, representing a 3.4% decrease from the previous year [5]