olivLaw · US equity research
Savers Value Village, Inc. SVV
Retail-Miscellaneous Retail · SIC 5900 · Vertical: Retail-Miscellaneous Retail (SIC 5900)
Savers Value Village is the largest for-profit thrift operator in the United States and Canada, buying secondhand goods from non-profit partners and selling them through low-priced stores. In 2026 it is expanding its store network and testing a proprietary pricing platform, changes that could support longer-term margins if growth holds.
At the close of 04 Nov 2026, Savers Value Village, Inc. (SVV) stock was 10.06 USD (+8.17% on the day), with market capitalisation 1.5 bn USD, P/E 63.3 on diluted EPS of 0.16 USD over the last 12 months, dividend yield 13.12%, beta 0.93, 52-week range 7.10–12.29 USD. Latest reported quarter (Q2 2027): revenue of 448.2 m USD (+7.4% YoY), net income of 21.6 m USD (+14.3% YoY), diluted EPS 0.14 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 60.3
- strong (55–70)
- Bollinger (20, 2)
- 8.66 – 10.32
- in the upper half of the band · %B 0.84 · band width 17.5%
- SMA 50 / 200
- 9.62 / 9.41
- uptrend (price > SMA50 > SMA200)
- MACD (12, 26, 9)
- -0.03 / -0.07
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +9.5% | −1.1% | +10.6 pp | — |
| 3 months | −7.7% | −0.5% | −7.3 pp | — |
| 6 months | +17.5% | +4.4% | +13.1 pp | — |
| Year to date | +7.7% | +12.3% | −4.6 pp | — |
| 1 year | +19.6% | +13.5% | +6.1 pp | −30.6% |
| 3 years | −36.5% | +76.4% | −112.9 pp | +0.4% |
| 5 years | unavailable | +63.7% | unavailable | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2027 · 04 Jul 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 | Q2 '27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 394.8 m | 402.0 m | 370.1 m | 417.2 m | 426.9 m | 464.7 m | 403.2 m | 448.2 m |
| Cost of revenue | 170.8 m | 178.2 m | 168.5 m | 186.9 m | 188.2 m | 207.3 m | 183.1 m | 193.3 m |
| Gross profit | 101.0 m | — | — | — | — | — | — | — |
| SG&A | 83.9 m | 92.0 m | 87.1 m | 88.4 m | 99.5 m | 99.5 m | 98.5 m | 101.7 m |
| Operating income | 48.6 m | 33.1 m | 10.4 m | 34.0 m | 36.3 m | 43.3 m | 12.5 m | 42.2 m |
| Depreciation & amortisation | 17.3 m | 16.6 m | 19.4 m | 20.9 m | 18.3 m | 21.9 m | 22.8 m | 25.5 m |
| Pre-tax income | 35.4 m | 2.9 m | -5.7 m | 26.6 m | -17.3 m | 33.6 m | -6.4 m | 31.5 m |
| Income tax | 13.8 m | 4.8 m | -941.0 k | 7.7 m | -3.3 m | 11.1 m | -1.1 m | 9.8 m |
| Net income | 21.7 m | -1.9 m | -4.7 m | 18.9 m | -14.0 m | 22.4 m | -5.3 m | 21.6 m |
| Diluted EPS | 0.13 | -0.01 ≈ | -0.03 | 0.12 | -0.09 | 0.14 ≈ | -0.03 | 0.14 |
| Operating cash flow | 23.9 m ≈ | 55.8 m | 419.0 k | 54.4 m ≈ | 21.6 m ≈ | 90.8 m | 18.2 m | 74.5 m ≈ |
| Capex | 26.9 m ≈ | 25.7 m | 20.6 m | 32.6 m ≈ | 27.9 m ≈ | 37.6 m | 28.1 m | 29.7 m ≈ |
| Dividends paid | 0 ≈ | 0 | — | — | — | — | — | — |
| Share repurchases | 18.1 m ≈ | 10.7 m | 11.8 m | 23.8 m ≈ | 0 ≈ | 9.6 m | 10.3 m | 10.2 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 80 percentile of its own 10-quarter history (min 23.5, median 54.1, max 74.2; quarters with earnings only).
Fiscal years
| Fiscal year | 2022 | 2023 | 2024 | 2026 |
|---|---|---|---|---|
| Revenue | 1.4 bn | 1.5 bn | 1.5 bn | 1.7 bn |
| Revenue YoY | unavailable | +4.4% | +2.5% | unavailable |
| Net income | 84.7 m | 53.1 m | 29.0 m | 22.6 m |
| Net income YoY | unavailable | −37.3% | −45.3% | unavailable |
| Diluted EPS | 0.58 | 0.34 | 0.17 | 0.14 |
| Diluted EPS YoY | unavailable | −41.4% | −50.0% | unavailable |
| net % | 5.9% | 3.5% | 1.9% | 1.3% |
| Free cash flow | 59.3 m | 83.4 m | 28.4 m | 48.6 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 03 Jan 2026
- Cash
- 85.9 m USD
- Financial debt
- 715.7 m USD
- Net debt
- 629.8 m USD
- Equity
- 435.6 m USD
- Total assets
- 2.0 bn USD
- Debt / equity
- 1.64x
- Current ratio
- 0.81x
- ROE
- unavailable
- ROA
- 1.1%
- FCF margin
- 2.9%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2022 | 2023 | 2024 | 2026 | Source (latest year) |
|---|---|---|---|---|---|
| Revenue | 1.4 bn | 1.5 bn | 1.5 bn | 1.7 bn | SEC (XBRL)· 20 Feb 2026verified |
| Cost of revenue | 599.9 m | 619.7 m | 669.7 m | 750.9 m | SEC (XBRL)· 20 Feb 2026verified |
| Gross profit | 389.0 m | 427.6 m | 867.9 m ≈ | 928.1 m ≈ | SEC (XBRL)· 20 Feb 2026derived |
| SG&A | 301.7 m | 311.4 m | 337.1 m | 374.5 m | SEC (XBRL)· 20 Feb 2026verified |
| Operating income | 206.2 m | 141.9 m | 130.2 m | 124.1 m | SEC (XBRL)· 20 Feb 2026verified |
| Depreciation & amortisation | 55.8 m | 61.1 m | 69.5 m | 80.5 m | SEC (XBRL)· 20 Feb 2026verified |
| EBITDA | 262.0 m ≈ | 203.0 m ≈ | 199.7 m ≈ | 204.6 m ≈ | SEC (XBRL)· 20 Feb 2026derived |
| Pre-tax income | 124.3 m | 47.1 m | 49.4 m | 37.2 m | SEC (XBRL)· 20 Feb 2026verified |
| Income tax | 39.6 m | -6.0 m | 20.4 m | 14.6 m | SEC (XBRL)· 20 Feb 2026verified |
| Net income | 84.7 m | 53.1 m | 29.0 m | 22.6 m | SEC (XBRL)· 20 Feb 2026verified |
| Diluted EPS | 0.58 | 0.34 | 0.17 | 0.14 | SEC (XBRL)· 20 Feb 2026verified |
| Weighted average diluted shares | 146.0 m | 156.2 m | 166.7 m | 162.8 m | SEC (XBRL)· 20 Feb 2026verified |
| Dividend per share | 0.35 | 1.32 | — | — | SEC (XBRL)· 08 Mar 2024verified |
≈ computed by olivLaw from the reported lines of the same year: Revenue − Cost of revenue; Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2022 | 2023 | 2024 | 2026 | Source (latest year) |
|---|---|---|---|---|---|
| Cash | 112.1 m | 180.0 m | 150.0 m | 85.9 m | SEC (XBRL)· 20 Feb 2026verified |
| Receivables | 14.1 m | 11.8 m | 16.8 m | 17.1 m | SEC (XBRL)· 20 Feb 2026verified |
| Inventories | 21.8 m | 32.8 m | 34.3 m | 41.5 m | SEC (XBRL)· 20 Feb 2026verified |
| Current assets | 192.3 m | 257.9 m | 230.2 m | 197.1 m | SEC (XBRL)· 20 Feb 2026verified |
| Property, plant & equipment, net | 190.5 m | — | — | — | SEC (XBRL)· 11 Aug 2023verified |
| Goodwill | 681.4 m | 687.4 m | 665.5 m | 677.9 m | SEC (XBRL)· 20 Feb 2026verified |
| Intangibles (excl. goodwill) | 170.7 m | 166.7 m | 159.3 m | 153.6 m | SEC (XBRL)· 20 Feb 2026verified |
| Total assets | 1.7 bn | 1.9 bn | 1.9 bn | 2.0 bn | SEC (XBRL)· 20 Feb 2026verified |
| Accounts payable | 80.7 m | 92.6 m | 83.0 m | 75.6 m | SEC (XBRL)· 20 Feb 2026verified |
| Short-term debt | 50.3 m | 4.5 m | 6.0 m | 7.5 m | SEC (XBRL)· 20 Feb 2026verified |
| Long-term debt | 783.3 m | 784.6 m | 735.1 m | 708.2 m | SEC (XBRL)· 20 Feb 2026verified |
| Current liabilities | 272.9 m | 241.5 m | 231.1 m | 244.0 m | SEC (XBRL)· 20 Feb 2026verified |
| Total liabilities | 1.5 bn | 1.5 bn | 1.5 bn | 1.6 bn | SEC (XBRL)· 20 Feb 2026verified |
| Equity | 227.3 m † | 376.1 m † | 421.7 m † | 435.6 m † | SEC (XBRL)· 20 Feb 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2022 | 2023 | 2024 | 2026 | Source (latest year) |
|---|---|---|---|---|---|
| Operating cash flow | 169.4 m | 175.2 m | 134.3 m | 167.3 m | SEC (XBRL)· 20 Feb 2026verified |
| Capex | 110.2 m | 91.7 m | 105.9 m | 118.6 m | SEC (XBRL)· 20 Feb 2026verified |
| Free cash flow | 59.3 m ≈ | 83.4 m ≈ | 28.4 m ≈ | 48.6 m ≈ | SEC (XBRL)· 20 Feb 2026derived |
| Investing cash flow | -110.5 m | -92.4 m | -80.5 m | -118.5 m | SEC (XBRL)· 20 Feb 2026verified |
| Financing cash flow | -40.2 m | -17.0 m | -76.6 m | -116.0 m | SEC (XBRL)· 20 Feb 2026verified |
| Dividends paid | 69.4 m | 262.2 m | 0 | 0 | SEC (XBRL)· 20 Feb 2026verified |
| Share repurchases | 0 | 699.0 k | 31.7 m | 45.2 m | SEC (XBRL)· 20 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 42 / 100
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 1.5 bn USD
Key indicators
Coverage and freshness
Score by group
- Valuation43
- Returns57
- Quality64
- Balance sheet26
- Growth16
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 2.09 – 23.33 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · input data missing
- Peers: EV/EBITDAunavailable · not enough peers
- Peers: P/E2.09 – 3.48 (Mid 2.86)4 companies used · median multiple 18.0x · quartiles 13.1x – 21.9xEZPW, FCFS, SPH, WINA
- Dividend discount (DDM)17.35 – 23.33 (Mid 19.90)
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Neutral profile · Score 42/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | 7.6% | 43 (on a fixed band) | 11% |
| Net margin · Quality | 1.4% | 64 (vs peers) | 7% |
| FCF conversion · Quality | 329.7% | 100 (on a fixed band) | 7% |
| Revenue CAGR 3Y · Growth | 3.8% | 32 (on a fixed band) | 9% |
| EPS CAGR 3Y · Growth | -25.6% | 0 (on a fixed band) | 9% |
| Net debt / EBITDA · Balance sheet | 2.8x | 35 (on a fixed band) | 11% |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 0.8x | 3 (on a fixed band) | 4% |
| P/E (TTM) · Valuation | 63.3x | 20 (vs peers) | 11% |
| EV/EBITDA · Valuation | 9.7x | 48 (on a fixed band) | 11% |
| FCF yield · Valuation | 5.3% | 66 (on a fixed band) | 9% |
| Shareholder yield (distributions) · Returns | 1.9% | 28 (on a fixed band) | 7% |
| Payout ratio (FCF) · Returns | 0.0% | 100 (on a fixed band) | 4% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet26/100 · 2/3 factors with a value
- Growth16/100 · 2/2 factors with a value
- Quality64/100 · 3/3 factors with a value
- Returns57/100 · 2/2 factors with a value
- Valuation43/100 · 3/3 factors with a value
Memo
Savers Value Village, Inc. (SVV). Latest full fiscal year: 2026; data up to 2026-07-04.
Figures computed from the financial statements: revenue 1.7 bn USD in 2026; net margin 1.4%; ROE 5.7%; net debt/EBITDA 2.8x.
The estimated value range is 9.72–13.40 USD per share (median of 2 methods, agreement: low); assumptions are illustrative. Against the central value of 11.38 USD, the price of 10.06 USD leaves a potential of 13.1% (value / price − 1) and a margin of safety of 11.6% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 42/100, methodological classification: neutral profile (score, margin of safety and method agreement together; not a judgement of the right price). Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- FCF conversion: 329.7%
- Payout ratio (FCF): 0.0%
What contradicts it
- EPS CAGR 3Y: -25.6%
- Current ratio: 0.8x
- P/E (TTM): 63.3x
- Shareholder yield (distributions): 1.9%
- The valuation methods diverge
Not assessed (insufficient data or a ratio without meaning): Interest coverage.
Versus the vertical median
Retail-Miscellaneous Retail (SIC 5900) · same industry (4-digit SIC) · compared with 12 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| FCFSFirstcash Holdings, Inc. | 8.3 bn | 20.9 | 18.2% | 9.5% | +8.0% | +22% / +73% |
| REALTheRealReal, Inc. | 1.7 bn | — | — | -1.4% | +15.4% | −6% / +500% |
| SVVSavers Value Village, Inc. | 1.5 bn | 63.3 | 5.7% | 1.4% | unavailable | +20% / −37% |
| SPHSuburban Propane Partners LP | 1.1 bn | 7.3 | — | 9.4% | +7.9% | −12% / +0% |
| WINAWinmark Corporation | 987.7 m | 24.8 | — | 45.1% | +5.9% | −32% / −35% |
| TMSTeamshares Inc | 344.7 m | — | -6.7% | — | unavailable | −54% / unavailable |
| PLBYPlayboy, Inc. | 164.1 m | 609.5 | 12.4% | 0.2% | +4.1% | −29% / +161% |
| LIVELIVE VENTURES Inc | 22.9 m | — | -2.8% | -0.6% | −5.9% | −19% / −70% |
| WBUYWebuy Global Ltd | 1.3 m | — | -160.3% | -45.3% | −63.0% | −66% / −100% |
| NEXRNexera Technologies Ltd | 62.0 k | — | -43.2% | -21.8% | +23.0% | −100% / −100% |
| POMPOMDOCTOR Ltd | — | — | — | -32.7% | unavailable | −98% / unavailable |
| WSHPWeShop Holdings Ltd | — | — | -946.5% | -14,972.7% | −67.3% | −98% / unavailable |
| EZPWEzcorp, Inc. | — | 15.1 | 14.7% | 10.0% | +9.7% | +53% / +260% |
1- and 3-year price returns: for SVV from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 5.99 Total return -40% · Per year -40% | 10.60 Total return 5% · Per year 5% | 15.97 Total return 59% · Per year 59% |
| 3 years | 5.74 Total return -43% · Per year -17% | 11.43 Total return 14% · Per year 4% | 18.91 Total return 88% · Per year 23% |
| 5 years | 5.49 Total return -45% · Per year -11% | 12.32 Total return 22% · Per year 4% | 22.40 Total return 123% · Per year 17% |
- Exit P/E± 2.86
- Net margin± 2.00
- Annual revenue growth± 1.65
- Annual dilution± 0.17
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Savers Value Village is the largest for-profit thrift operator in the United States and Canada, buying secondhand goods from non-profit partners and selling them through low-priced stores. In 2026 it is expanding its store network and testing a proprietary pricing platform, changes that could support longer-term margins if growth holds.
SWOT
Strengths
- The company is the leader in for-profit thrift, with a large store network and extensive partner relationships. Its local sourcing model is hard for competitors to replicate 1.
- Loyalty program members drive a large share of retail sales, providing stability and useful data for pricing 1.
- Investment in automated processing and the pricing platform could improve sales yield per pound processed 12.
Weaknesses
- The company depends on the quantity and quality of donated goods, and the lack of long-term supply agreements with partners can make sourcing less certain 1.
- Debt is significant, and interest costs and loan terms can limit financial flexibility 12.
- Rising labor and insurance costs can reduce margins, and staff turnover in stores and processing centers remains a challenge 1.
Opportunities
- The secondhand market is fragmented and growing, and many US regions have few thrift stores of this kind 1.
- Rolling out the pricing platform across the network and lower interest costs could support margin expansion 23.
- Offsite processing and smaller store formats could allow growth in areas with limited commercial space 1.
Threats
Risks
- Dependence on donationshigh
The business depends on obtaining enough quality secondhand goods at good prices. If supply falls, sales and profitability could be hit 1.
- Debt and financing termsmedium
The company carries significant debt that must be serviced, and loan terms restrict some operations. Higher interest rates could raise costs 12.
- Labor costsmedium
Wages and employee benefits are rising, and the company cannot assure that revenue will grow at the same pace, which could reduce profitability 1.
- Cybersecurity and datamedium
Cyber-attacks and data breaches could disrupt operations and harm reputation. Personal data rules are complex and evolving across several countries 1.
- Control by principal shareholderlow
The company is controlled by funds managed by Ares Management, whose interests may differ from those of other shareholders, and the share price may be volatile 1.
Investment thesis
What would need to be true (bull case)
- If interest in secondhand keeps growing, the company could benefit from a large store network and a sourcing model that is hard to copy 1.
- Stronger comparable sales and maturing new stores could support margin improvement, according to the updated guidance 23.
- The ThriftIQ platform and other efficiency investments could lower costs and raise sales yield as they spread 2.
What would break the thesis
- If discretionary consumer spending weakens, sales could slow, especially in newer stores that have not yet matured 1.
- Competition for donations could raise sourcing costs and compress margins, particularly if partner relationships weaken 1.
- Existing debt and refinancing costs could limit flexibility if operating results do not improve enough 12.
What to watch
- Quarterly results and the pace of comparable store sales growthQ3 2026
- Progress of Adjusted EBITDA margin toward the high-teens target2027
- Updates to fiscal 2026 guidance and the store opening plannext 10-K
- Rollout of the ThriftIQ platform across US and Canadian stores2028
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Savers Value Village operates a chain of secondhand stores in the United States, Canada and Australia under several banners, including Savers and Value Village. It buys textiles, shoes, housewares and books from non-profit partners, then processes, prices and displays them in stores where the average unit retail price is about $5 1. Unsold items are sold to wholesale customers for reuse or repurposing, and the loyalty program drives a large share of retail sales 1.
The supply model relies on local donations through on-site donation centers, GreenDrop locations and delivered supply. The company reports that these channels, which carry a lower contractual cost, rose as a share of pounds processed in the second quarter of fiscal 2026 2. Offsite processing and automated book systems let it open stores where onsite processing is not feasible 1.
The long-term strategy rests on three pillars: store growth, innovation including the ThriftIQ pricing platform, and disciplined capital allocation that includes debt reduction and share repurchases 13. Guidance for fiscal 2026 calls for net sales of $1.77 billion to $1.79 billion and Adjusted EBITDA of $265 million to $275 million 3.
Segments
Wholesale and reuse
Textiles unsuited for retail are sold in volume to wholesale customers worldwide, who reuse them or convert them into other textile products or fibers 1. This recovers part of the cost of acquiring the goods.
Market context
The company competes in the secondhand market, described as large, fragmented and fast-growing, within the broader retail market 1. Over 90% of North American consumers engage with a thrift store through shopping, donating or both, supporting demand for the category 1.
The market is exposed to competition for secondhand goods from other thrift stores, consignment retailers and online platforms 1. If discretionary consumer spending falls, demand could be affected, and management has pointed to macroeconomic uncertainty tied to trade policy and tariffs 1.
Trends
- Growing interest in secondhandtailwind
Consumers are increasingly open to buying secondhand goods, and the company says this adoption supports traffic and engagement 1. If the trend holds, it could support sales growth in existing stores.
- Macroeconomic uncertainty and tariffsheadwind
Management notes that the economic environment is uncertain, including due to trade policy and tariffs, and that consumers may cut discretionary spending in weak periods 1. The company says tariffs do not directly affect it because of its local sourcing model.
- Competition for donated goodsheadwind
Rising popularity of secondhand draws more competitors into buying donated goods, which could raise costs or reduce available volume 1. The effect depends on the company keeping its partner relationships strong.
- Pricing and efficiency innovationmixed
The ThriftIQ platform, launched in 58 stores, lifted gross profit dollars by about 100 basis points in pilot stores and cut grader training time 2. If the rollout succeeds, it could support margins as new stores mature.
Competitive position
The company competes with non-profit secondhand operators, smaller for-profit thrift chains, value and off-price retailers, and online platforms for secondhand goods 1. The for-profit sector is typically made up of chains with fewer than 40 locations, and the company says it is nearly ten times larger than the next largest for-profit operator 1.
Competition for secondhand goods turns on the quality and quantity of local donations, and the company's advantage rests on its extensive partner network, which it says is unmatched in the industry 1. It has no long-term supply agreements with these partners, which could leave the relationships more exposed.
- For-profit thrift operators in the US and Canada
Smaller chains of fewer than 40 locations that compete for customers and donated goods, according to the filing 1.
- Non-profit secondhand stores
Decentralized networks run by local chapters that compete for customers and donations 1.
- Value and off-price retailers
Value retailers compete for customer spending, according to the filing 1.
- Online secondhand platforms
Online marketplaces and digital resellers compete for the same donated goods and customers 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- AI stock swings could affect your 401(k). Here’s what retirement savers need to knowCNBC — Top News · 18 Sept 2026 · EN
- What a Fed rate hike means for credit card debt, car loans and saversYahoo Finance — News · 18 Sept 2026 · EN
- Why Retirement Savers Don’t Love 401(k) Predictive ToolsYahoo Finance — News · 18 Sept 2026 · EN
- Higher rates can be good news for savers — but the best place for your cash depends on when you’ll need itCNBC — Top News · 16 Sept 2026 · EN
- Mark Walter’s Financial Empire Was Fueled By Retirement SaversYahoo Finance — News · 14 Sept 2026 · EN
- Trump Heaps Praise on SEC's Paul Atkins for 'Helping Millions' of Retirement Investors With ETF Rule Change: 'Total Revolution for Savers'Yahoo Finance — News · 09 Sept 2026 · EN
- More European Savers Should Be Investing: JPMorganBloomberg Markets · 09 Sept 2026 · EN
- 401(k) savers are setting records. How to catch up if you're behind.Yahoo Finance — News · 08 Sept 2026 · EN
- Fidelity says average 401(k) balances surged 11% to a record $155K in Q2 — why some savers are falling behindYahoo Finance — News · 06 Sept 2026 · EN
- Fidelity: 769,000 savers have $1 million or more in their 401(k)Yahoo Finance — News · 03 Sept 2026 · EN
- Afterglow: Run classic After Dark screen savers on modern macOSHacker News · 27 Aug 2026 · EN
- CDs Now Pay More Than Treasuries, the First Time Savers Have Seen This in Years. Here’s the 4.5% MoveYahoo Finance — News · 26 Aug 2026 · EN
- Britain tried war bonds before — and savers paid the priceCNBC World · 29 Jul 2026 · EN
SEC filings
- Current report13 Aug 2026Other events · Financial statements and exhibits
- Current report11 Aug 2026Regulation FD disclosure · Financial statements and exhibits
- Quarterly report06 Aug 2026
- Current report06 Aug 2026Results of operations · Other events · Financial statements and exhibits
- Current report11 Jun 2026Shareholder vote
- Current report02 Jun 2026Material agreement · Creation of a direct financial obligation
- Quarterly report06 May 2026
- Current report06 May 2026Results of operations · Financial statements and exhibits
- Proxy statement27 Apr 2026
- Annual report20 Feb 2026
Sources
- [1] Form 10-K, fiscal year ended 2026-01-03 · SEC / Savers Value Village, Inc. · 20 Feb 2026
- [2] Form 10-Q, quarter ended 2026-07-04 · SEC / Savers Value Village, Inc. · 06 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Savers Value Village, Inc. · 06 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.