Added to YB: 2026-04-17
Pitch date: 2026-04-16
SVV [bullish]
Savers Value Village, Inc.
-7.93%
current return
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
Savers Value Village, Inc., a thrift operator, sells second-hand merchandise in retail stores in the United States, Canada, and Australia.
Market Cap
$1.1B
Pitch Price
$8.58
Price Target
26.00 (+266%)
Dividend
N/A
EV/EBITDA
5.78
P/E
51.19
EV/Sales
1.44
Sector
Broadline Retail
Category
growth
New Position: An Overlooked Winner in a Weakening Consumer Cycle
SVV (new position): Leading for-profit thrift retailer w/ $1.54B sales, 367 stores vs 2,000+ US potential. Positioned to outperform as rising oil, AI job anxiety & debt stress drive trade-down. 76.5% self-sourced donations cut COGS. Rev growth $1.68B→$2.48B by 2030E, EBITDA margin 15.2%→17.6%, FCF $48M→$135M. Net debt $561M→$100M. Target $26/sh (25.9% CAGR) at 9x EBITDA vs 15x peak. Risks: donation volume, competition, labor inflation.
Read full article (13 min)