Savers Value Village, Inc. (NYSE: SVV) reported fourth‑quarter 2025 results that showed net sales of $464.7 million, up 15.6% year‑over‑year and 8.4% in constant currency. The company’s adjusted net income was $24 million, or $0.15 per diluted share, and adjusted EBITDA reached $74 million, giving an adjusted EBITDA margin of 15.9%. These figures represent a solid performance that aligns with the company’s guidance for the year.
The quarter’s revenue growth was driven by a 5.4% rise in comparable store sales, with the U.S. segment up 8.8% and Canada up 0.7%. Compared with Q4 2024, when net sales were $402.0 million and adjusted net income per diluted share was $0.10, the company achieved a notable acceleration in top‑line growth. The Q3 2025 net sales of $426.9 million and adjusted net income per diluted share of $0.14 provide a sequential backdrop that highlights the company’s momentum in the U.S. market.
Earnings per share missed the consensus estimate of $0.16 by $0.01, a 3.23% shortfall. Revenue also fell slightly short of the consensus estimate of $464.69 million, missing by $0.02. The company’s guidance for fiscal 2026 remains unchanged, with net sales projected at $1.76 billion to $1.79 billion and adjusted EBITDA at $260 million to $275 million.
The comparable store sales increase reflects the maturation of new store openings, with 25 new stores planned for fiscal 2026. The U.S. segment’s 8.8% growth is the primary driver of the overall comparable store sales rise, while Canada’s modest 0.7% gain indicates a stabilizing trend in that market.
Management reiterated confidence in the company’s trajectory. CEO Mark Walsh said, "We delivered our anticipated inflection in earnings, posting our first quarter of year‑over‑year adjusted EBITDA growth in nearly 2 years, supported by profit contribution gains in both countries." CFO Michael Maher added, "Total net sales increased 15.6% to $465 million. Excluding the benefit of the 53rd week, total net sales increased 8.4%." He also noted, "Adjusted net income was $24 million or $0.15 per diluted share. Fourth quarter adjusted EBITDA was $74 million, and adjusted EBITDA margin was 15.9%."
The company’s guidance for fiscal 2026 includes capital expenditures of $125 million to $145 million and a plan to open approximately 25 new stores, underscoring its focus on expanding market share in the U.S. while maintaining a stable presence in Canada. These forward‑looking metrics signal management’s belief that the company is well‑positioned to sustain EBITDA growth in 2026 and beyond.
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