Savers Value Village, Inc. (SVV)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
$10.45+1.75%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
QuarterlyIQ Insights · SVV
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Sustaining net sales guidance in the range of $1.77 billion to $1.79 billion for fiscal 2026, reflecting steady growth expectations.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $370.1 million in 2025-Q1 to $448.2 million in 2026-Q2. The Company maintained its fiscal 2026 net sales guidance at $1.77 billion to $1.79 billion across these quarters, indicating delivery on this growth priority.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated neutral grew net income 45% of the time over the next year (vs 59% for the rest of the cohort, n=6943).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Fiscal 2026 Outlook: Net sales $1.77 billion to $1.79 billion”
“Outlook for fiscal 2026 remains unchanged: Net sales $1.76 billion to $1.79 billion”
“The Company expects net sales $1.76 billion to $1.79 billion for fiscal 2026”
Target adjusted EBITDA in the range of $265 million to $275 million for fiscal 2026, reflecting ongoing profitability improvement.
Stated as a priority in 3 of last 3 quarters. Adjusted EBITDA guidance was raised slightly to $265 million to $275 million in 2026-Q2 from $260 million to $275 million previously. The Company reported three consecutive quarters of year-over-year adjusted EBITDA growth through 2026-Q2, indicating progress toward this profitability target.
“Adjusted EBITDA guidance updated to $265 million to $275 million for fiscal 2026”
“Adjusted EBITDA guidance $260 million to $275 million for fiscal 2026”
“Adjusted EBITDA $260 million to $275 million guidance for fiscal 2026”
Maintain disciplined capital allocation with capital expenditures forecasted between $125 million and $145 million for fiscal 2026.
Stated as a priority in 3 of last 3 quarters. Capital expenditures guidance has consistently been maintained at $125 million to $145 million for fiscal 2026. This reflects a disciplined capital allocation approach with no significant changes in planned investment levels.
“Capital expenditures $125 million to $145 million for fiscal 2026”
“Capital expenditures $125 million to $145 million guidance for fiscal 2026”
“Capital expenditures $125 million to $145 million for fiscal 2026”
Continue growth by opening about 25 new stores in fiscal 2026 to increase market presence and sales capacity.
Stated as a priority in 3 of last 3 quarters. The Company plans approximately 25 new store openings in fiscal 2026. Store count increased from 367 at the start of 2026-Q1 to 375 by the end of 2026-Q2, showing progress toward this expansion goal.
“New store openings approximately 25 for fiscal 2026”
“New store openings approximately 25 for fiscal 2026”
“New store openings approximately 25 for fiscal 2026”
Roll out the proprietary ThriftIQ platform across U.S. and Canadian stores through 2028 to enhance pricing decisions and drive profit growth.
Newly stated in 2026-Q2. The Company launched the ThriftIQ platform in 58 stores, pricing over 25 million items, with pilot stores showing approximately 100 basis points higher gross profit dollar growth versus non-pilot stores. Deployment is planned through the first half of 2028, indicating early delivery on this innovation priority.
“Company launched ThriftIQ platform, plans deployment through first half of 2028”
Over the trailing year it converted -2.43x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated neutral grew net income 48% of the time over the next year (vs 53% for the rest of the cohort, n=2538).
Not investment advice. As of 2026-09-04.