Savers Value Village, Inc. (SVV) Earnings
Savers Value Village, Inc. is expected to report next earnings on July 30, 2026 (in NaN days), with a consensus EPS estimate of $0.14. SVV has beaten EPS estimates in 3 of its last 11 reported quarters (average surprise +2.6% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 6, 2026 | $0.02 | $0.02 | +0.0% | $403M | +2.2% |
| Feb 19, 2026 | $0.16 | $0.15 | -6.3% | $465M | +16.8% |
| Oct 30, 2025 | $0.14 | $0.14 | +0.0% | $427M | -6.9% |
| Jul 31, 2025 | $0.12 | $0.14 | +16.7% | $417M | -2.4% |
| May 1, 2025 | $0.01 | $0.02 | +100.0% | $370M | -8.8% |
| Feb 20, 2025 | $0.12 | $0.10 | -16.7% | $402M | +9.8% |
| Nov 7, 2024 | $0.16 | $0.15 | -6.3% | $395M | -0.6% |
| May 9, 2024 | $0.10 | $0.08 | -20.0% | $354M | -9.6% |
| Mar 7, 2024 | $0.18 | $0.15 | -16.7% | $383M | +0.0% |
| Nov 9, 2023 | $0.18 | $0.16 | -11.1% | $393M | -0.9% |
| Aug 10, 2023 | $0.17 | $0.22 | +29.4% | $379M | +1.1% |
| Apr 1, 2023 | — | $-0.07 | — | $346M | — |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 6, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
### Sales Performance - US: Sales grew 11.2% with comps up 6.4% due to average basket and transactions, broad-based growth across regions, categories, and income cohorts, especially younger and more affluent consumers. - Canada: Sales trends largely as expected with 0.6% comp decrease due to early Easter, but Canadian team executed well with profit growth. ### New Stores: Opened 3 new stores in US during quarter, planning 25 total new store openings in 2026, new store portfolio performing in line with expectations. ### Innovation: Completed rollout of ABP Lite ahead of schedule, working on data science and business insights, strategic partnership with Microsoft for AI agents in loyalty program and other use cases.
Guidance
Remains unchanged from February full-year guidance. Expect net sales of $1.76 billion to $1.79 billion, comparable store sales growth of 2.5% to 4%, net income of 66 to 78 million dollars or 41 to 48 cents per diluted share, adjusted net income of 73 to 85 million dollars or 45 to 53 cents per diluted share, adjusted EBITDA of 260 to 275 million dollars, capital expenditures of 125 to 145 million dollars, and approximately 25 new store openings. Expect Q2 total revenue growth to be 100 to 200 basis points lower than Q1 due to foreign exchange rates, but constant currency total revenue and COP sales growth similar to Q1, and Q2 adjusted EBITDA growth similar to Q1 with earnings cadence resembling 2025.
Segment performance
In the US, sales grew 11.2% with comps up 6.4%, driven by average basket and transactions. U.S. segment profit was $43 million, an increase of $4 million. In Canada, sales trends were largely as expected with a 0.6% comp decrease due to early Easter, but Canadian segment profit increased $6 million over last year, and profit margin expanded 310 basis points. Canadian net sales increased 6.7% on a constant currency basis. U.S. contribution to total revenue is significant with strong growth across regions, categories, and income cohorts. Canadian business focuses on profit improvement despite limited top-line growth.
Analyst Q&A
Q: Matthew Boss at JPMorgan asked about step-up in comp trends in US business, new customer acquisition, secular thrift tailwinds, and Q2 comp trend.
A: Mark Walsh and Michael Maher discussed widespread growth, younger and higher income households driving growth, loyalty program importance, and Q2 comp expectations.
Q: Brooke Roach at Goldman Sachs asked about improvement in profitability in Canadian business and quantitative opportunities from AI capability monitors.
A: Drew Brontanius and Michael Maher talked about factors driving Canadian profitability like CPC initiatives, balance in total pounds process, data and analytical tools, and on-site donation growth, and AI as part of broader innovation.
Q: Randy Koenig at Jefferies asked about Canadian margins vs US, profit initiatives, and payroll leverage.
A: Michael Maher and Drew Brontanius discussed Canadian margins vs US, profit initiatives applicable to US, and payroll leverage with non-recurring items.
Q: Michael Laster at UBS asked about profitability in Canada on flat comp and sales yield vs donation payment.
A: Drew Brontanius and Michael Maher talked about opportunities to improve profitability in Canada, testing marketing approaches, and sales yield driven by production management and productivity initiatives.
Q: Bob Durbel at BTIG asked about energy cost impact and new store productivity.
A: Michael Maher and Drew Brontanius discussed energy cost impact and new store performance in line with expectations.
Q: Mark Altschweger at Baird asked about price-value framework and loyalty program.
A: Mark Walsh discussed price-value framework and loyalty program growth.
Q: Peter Keith at Piper Sandler asked about trade in vs trade out in loyalty program and early read on Tennessee and North Carolina stores.
A: Mark Walsh and Drew Brontanius talked about trade in vs trade out in loyalty program and excitement about Tennessee and North Carolina markets.
Q: Jeremy Hamblin at Craig Hallam asked about weather impact in Q1, Easter impact, and ABP light rollout benefits.
A: Michael Maher and Drew Brontanius discussed weather impact, Easter impact on Q2, and ABP light rollout progress.
Q: Owen Rickert at Northland Capital Markets asked about younger and affluent cohorts' trends and early read on Tennessee and North Carolina stores.
A: Mark Walsh discussed trends of younger and affluent cohorts and excitement about Tennessee and North Carolina markets.
Q: Dylan Cardin at William Blair asked about competitive dynamic in Canada and AI in inventory management.
A: Mark Walsh and Michael Maher talked about competitive dynamic in Canada and future AI initiatives in inventory management