William Blair starts Savers Value Village with Outperform

Published 04/04/2025, 13:02
William Blair starts Savers Value Village with Outperform

On Friday, Savers Value Village Inc (NYSE:SVV) received an Outperform rating from William Blair, signaling a positive outlook from the firm on the company’s stock. The rating comes despite the stock’s challenging year, having declined over 62% in the past 12 months. Analyst Dylan Carden at William Blair highlighted the potential for significant expansion in the United States market, citing the company’s current 172 stores as a foundation for growth. According to InvestingPro data, analysts have set price targets ranging from $9 to $16, suggesting significant upside potential from current levels.

Carden’s analysis suggests that Savers Value Village has the opportunity to expand its store count to over 2,000 locations across the country. This expansion is seen as a driver for sustained growth over the coming decades. Despite a complex inventory model that may slow the pace of new store openings, Carden predicts a structural low- to mid-single-digit comparable store sales growth, building on the company’s current revenue growth of 2.49%. InvestingPro analysis reveals 8 additional key insights about SVV’s growth prospects and financial health, available to subscribers.

The analyst also expects that the combination of new store openings and organic growth will contribute to high-single-digit sales growth for at least the next five years. This outlook is underpinned by Savers Value Village’s adjusted EBITDA margins, which are already outperforming those of its peers.

According to Carden, the strong competitive position of Savers Value Village, along with its higher-than-peer margins, reinforces the potential compounding benefits of the company’s growth strategy. The Outperform rating reflects William Blair’s confidence in Savers Value Village’s ability to capitalize on its expansion potential and maintain its competitive edge in the retail sector.

In other recent news, Savers Value Village Inc. reported its fourth-quarter 2024 earnings, which showed mixed results. The company posted earnings per share of $0.10, missing the forecasted $0.19, while revenue was $402 million, falling short of the expected $412.3 million. Despite these misses, total net sales increased by 5% to $422 million, driven by a 10.5% rise in U.S. sales, although Canadian sales saw a decline. Savers Value Village plans to open 25-30 new stores in 2025, viewing this as an investment year with expectations for improved earnings by 2026.

UBS analysts recently adjusted their price target for Savers Value Village from $14.00 to $13.00, maintaining a Buy rating. This adjustment was influenced by currency fluctuations and a shift towards a more conservative definition of adjusted EBITDA. UBS noted that new store openings might temporarily impact EBITDA but could yield higher returns in the long run. The company’s strategic investments and a cautious financial outlook are seen as positive moves for future stability. These developments highlight Savers Value Village’s ongoing efforts to expand and adapt in a challenging market environment.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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