)
Savers Value Village (SVV) investor relations material
Savers Value Village Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales rose 7.9% year-over-year to $417.2 million, with comparable store sales up 4.6% and strong U.S. growth at 10.5%; four new stores opened, bringing the total to 354.
Net income increased to $18.9 million ($0.12 per share), with adjusted net income at $22.8 million ($0.14 per share); adjusted EBITDA was $68.8 million (16.5% margin).
U.S. business saw 6.2% comp store sales growth, with gains across demographics, especially younger and more affluent customers.
Fiscal 2025 outlook was raised for net sales, earnings, and store openings, reflecting ongoing business momentum.
279 million pounds of goods processed in the quarter, with 78.5% sourced from on-site donations and GreenDrop.
Financial highlights
Retail sales increased 7.7% to $396.4 million; wholesale sales rose 10.9% to $20.8 million.
Operating income was $34.0 million (8.2% margin), up from $32.2 million; net income margin improved to 4.5% from 2.5%.
U.S. segment profit rose to $49M, while Canada segment profit declined to $39M due to higher expenses and currency impact.
Cost of merchandise sold increased to 44.8% of net sales, mainly from higher processing in Canada and new store impact.
Cash flow from operations was $54.9 million for the first half; capital expenditures and share repurchases increased.
Outlook and guidance
Fiscal 2025 net sales expected at $1.67–$1.69 billion, comp store sales growth 3%–4.5%, net income $47M–$58M, adjusted EBITDA $252M–$267M, and 25 new store openings.
Q3 sales growth expected in high single digits, Q4 in mid-teens (including 53rd week), with balanced adjusted EBITDA between quarters.
Margins expected to improve in the second half as transitory cost pressures subside and new stores mature.
Management expects continued growth through store expansion and increased supply from on-site donations and GreenDrop.
Capital expenditures for 2025 guided at $125M–$140M.
Next Savers Value Village earnings date
Next Savers Value Village earnings date
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)