Savers Value Village

SVV · NYSE

$9.99−$0.07 (−0.70%)TodayMarket closed · Oct 20, 4:32 PM ET

Prev close $10.06

SVV analyst rating

BuyConsensus of 6 analysts over the last 12 months. 50% rate it a buy.

Strong buy0
Buy3
Hold3
Underperform0
Sell0

12-month price target · 12 analysts

Average $14.53 (+45.5% upside)

Low: $11.11
Now: $9.99
High: $21.00

Upgrades and downgrades

The latest rating actions, newest first

SVV analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Wells Fargo	Sep 18, 2026	Initiates	Equal-Weight	$11.00	54%
JP Morgan	Aug 7, 2026	Maintains	Neutral	$11.00 → $14.00	57%
Piper Sandler	Aug 7, 2026	Maintains	Neutral	$10.00 → $11.00	59%
Piper Sandler	May 7, 2026	Maintains	Neutral	$11.00 → $10.00	59%
Baird	May 7, 2026	Maintains	Outperform	$13.00 → $12.00	52%
BTIG	May 7, 2026	Maintains	Buy	$18.00 → $15.00	55%
Piper Sandler	May 4, 2026	Maintains	Neutral	$12.00 → $11.00	59%
UBS	Oct 31, 2025	Maintains	Buy	$13.00 → $16.00	70%

The case for and against

Updated Oct 17, 2026

Bull case

Savers Value Village is benefiting from strong underlying demand, with Q1 revenue of $403.2M rising 8.9% year over year and comps up 3.5%, led by U.S. comp growth of 6.4% and improving basket and transaction trends. Management also raised the low end of 2026 guidance, lifting midpoint estimates for revenue to $1.77-$1.79M, adj. EPS to $0.47-$0.53, and adj. EBITDA to $265-$275M, while noting early 2H momentum and disciplined share repurchases of 1.2M shares in Q2. The long-term case is reinforced by Thrift IQ, which is already in about 15% of the footprint and is helping stores improve gross profit dollars, speed new-store profitability, and support a return to high-teens EBITDA margins through 2027-2029.

Bear case

Savers Value Village is facing a fundamentally challenging setup because competition, execution risk on new openings, weaker consumer spending, and macroeconomic softness could pressure both traffic and profitability. Management-specific and supply-side risks also matter, since the company depends on maintaining donated item flow from non-profit partners and avoiding disruption from the loss of key management. Even with FY26 EPS estimated at $0.51, FY27 EPS at $0.59, and adj. EBITDA of about $265 million in FY26 and $300 million in FY27, the outlook remains cautious given flat Canada comps and only mid- to high-single-digit U.S. comp durability.

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