Northland initiates outperform rating on Savers Value Village stock

Published 10/06/2025, 14:00
Northland initiates outperform rating on Savers Value Village stock

On Tuesday, Northland analysts initiated coverage on Savers Value Village Inc (NYSE: SVV) with an Outperform rating and set a price target of $15. This move comes as the for-profit thrift retailer, known for its unique circular economy model, is seen as a compelling opportunity within its typically nonprofit industry. According to InvestingPro data, analyst targets for SVV range from $9 to $18, with the stock currently trading at $10.61.

Savers Value Village offers secondhand clothing, accessories, and household goods, sourcing inventory locally through donations. This approach creates a low-to-no-cost operational model while providing customers with an affordable and dynamic shopping experience. The company maintains a healthy gross profit margin of 56% and generated revenue of $1.55 billion in the last twelve months. Northland analysts believe the company is currently in a "prove-it" phase, following a period of stabilization over the past 24 months.

The company’s management has implemented a growth strategy focused on expanding the store base, increasing comparable store sales, improving efficiencies, and pursuing both organic and inorganic growth opportunities. This strategy aims to drive long-term growth and margin expansion.

After some initial underperformance following its IPO in June 2023 and minimal growth in 2024 due to macroeconomic challenges in Canada and recent business investments, Savers Value Village is viewed as embarking on a comeback with a solid plan in place. The analysts’ positive outlook reflects confidence in the company’s potential for future growth.

In other recent news, Savers Value Village reported a net loss for Q1 2025, with earnings per share (EPS) of -$0.03, missing the forecasted $0.10 EPS by $0.13. Despite this, the company achieved a 4.5% year-over-year revenue increase, reaching $370 million. The company remains optimistic about the future, maintaining a full-year net sales target between $1.61 and $1.65 billion. Additionally, Savers Value Village announced a secondary public offering of 15 million shares of common stock, with certain Ares Management (NYSE:ARES) LLC-affiliated funds and the company’s CEO as the selling stockholders. The company plans to repurchase $20 million of its shares from the underwriters, using existing cash reserves. In terms of expansion, the company opened two new stores and completed an acquisition, with plans to open 25 to 30 new stores in 2025. Analyst firms like J.P. Morgan and Jefferies are involved as joint book-running managers for the stock offering. These developments reflect Savers Value Village’s strategic efforts to bolster growth and navigate market challenges.

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