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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Savers Value Village
Savers Value Village (SVV) investor relations material
Savers Value Village Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Achieved first quarter of year-over-year Adjusted EBITDA growth in nearly two years, driven by profit gains in both the U.S. and Canada.
Net sales rose 15.6% to $465 million in Q4, or 8.4% excluding the 53rd week, with comparable store sales up 5.4%.
U.S. sales grew 20.6% (12.6% excluding 53rd week), with comps up 8.8% due to increased transactions and average basket size.
Opened 10 new stores in Q4, totaling 26 for the year, with new stores performing in line with expectations.
Customer base in the U.S. is skewing younger and more affluent, with 40% under 45 and 45% with household income above $100,000.
Financial highlights
Total net sales increased 15.6% to $465 million; 8.4% growth excluding the 53rd week.
U.S. net sales reached $266 million, up 20.6% (12.6% ex-53rd week); Canada net sales up 9.1% (3.1% ex-53rd week).
Comparable store sales increased 5.4% overall; U.S. comps up 8.8%, Canada up 0.7%.
Adjusted EBITDA was $74.1 million (15.9% of sales); GAAP net income $22.4 million ($0.14/share), adjusted net income $23.8 million ($0.15/share).
Operating income for Q4 was $43.3 million (9.3% margin), up from $33.1 million (8.2%) year-over-year.
Outlook and guidance
2026 guidance: net sales $1.76–$1.79 billion, comparable store sales growth 2.5–4%, net income $66–$78 million, adjusted net income $73–$85 million, Adjusted EBITDA $260–$275 million.
Capital expenditures expected at $125–$145 million; ~25 new store openings planned, mostly in the U.S.
Assumes mid-single-digit U.S. comps, flat to low single-digit Canada comps, and no material economic changes.
Q1 2026 expected to see mid- to high-single-digit revenue growth, with Adjusted EBITDA flat to slightly up.
Canada segment profit decline drivers?
Capital allocation priorities for 2026?
Q4 profitability inflection drivers?
Canada profit growth strategy with flat comps
ABP Lite fleet coverage and expected impact
How are younger/affluent shoppers driving U.S. comps?
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Next Savers Value Village earnings date
Q1 202630 Apr, 2026
Savers Value Village
Next Savers Value Village earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Savers Value Village Inc. (SVV), operating under the Savers, Value Village, Village des Valeurs, Unique, and 2nd Avenue banners, is a leading for-profit thrift store operator in the United States, Canada, and Australia. The company specializes in selling second-hand merchandise, including clothing, bedding, bath items, shoes, accessories, housewares, books, and more. These items are sourced from non-profit partners (NPPs), either directly or through on-site donations at Community Donation Centers located at its stores, as well as through GreenDrop locations. After acquisition, the items are processed, selected, priced, merchandised, and sold in SVV's retail stores. Unsold items are marketed to wholesale customers for reuse or repurposing. The company is headquartered in Bellevue, Washington, and its shares are listed on the NYSE.
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