Savers Value Village reported fourth‑quarter net sales of $464.7 million, a 5.4% increase in comparable‑store sales, with U.S. comparable sales rising 8.8% year‑over‑year. The company’s full‑year 2025 net sales totaled $1.68 billion, up 9.2% from the prior year, reflecting sustained demand in its primary U.S. market.
Management reaffirmed its fiscal‑2025 guidance, projecting adjusted net income of $71 million to $75 million and adjusted EBITDA of $252 million to $257 million. CEO Mark Walsh highlighted the 5.4% quarterly comparable‑store growth as evidence that the company’s “sharp value and great selection” continues to resonate with consumers.
Capital allocation remains focused on U.S. expansion, with 75‑80% of new store capital earmarked for the United States. The company’s $50 million share‑repurchase program still has $41.7 million available, and it has repurchased 948,571 shares at an average price of $8.30 million during the period ending January 3, 2026.
A September 2025 refinancing of the company’s debt reduced annual interest expense by approximately $17 million. No $20 million principal repayment of the 2025 term loan was reported in the Q4 2025 results.
The results underscore strong U.S. demand and margin recovery, while the company acknowledges that new‑store expansion will generate a net headwind of roughly $10 million to adjusted EBITDA in 2025 as new locations mature. The company’s guidance and capital strategy signal confidence in continued growth and financial flexibility.
Savers Value Village operates in a rapidly expanding second‑hand retail market, projected to reach $80.3 billion by 2028. Its focus on U.S. expansion and ESG‑aligned business model positions it to capture a growing share of consumers seeking sustainable shopping options.
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