Jul 2026 (Q2 FY26) — Aug 6, 2026
Savers Value Village Q2 FY26 — Strong US Comp Growth & ThriftIQ Rollout
Read the full callSavers Value Village earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jul 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 448 | +7.4% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 9.4 | +1.3 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 21.6 | +14.3% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Price
1Y: $12.49 on 17 Oct 2025 → $10.06. High $13.63 (28 Oct 2025), low $7.1 (19 May 2026).
Overview
Call summaries
Savers Value Village Q2 FY26 — Strong US Comp Growth & ThriftIQ Rollout
Read the full callEvery analysed call
Financials
Net profit, year on year: +14% (quarter to jul 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 395 | 402 | 370 | 417 | 427 | 465 | 403 | 448 |
| Expenses | 346 | 369 | 360 | 383 | 391 | 421 | 391 | 406 |
| Operating profit | 49 | 33 | 10 | 34 | 36 | 43 | 12 | 42 |
| Operating margin | 12.3% | 8.2% | 2.8% | 8.2% | 8.5% | 9.3% | 3.1% | 9.4% |
| Other income | -13 | -30 | -16 | -7 | -54 | -10 | -19 | -11 |
| Profit before tax | 35 | 3 | -6 | 27 | -17 | 34 | -6 | 31 |
| Tax rate | 38.8% | 164.5% | 16.6% | 28.9% | 19.2% | 33.2% | 17.6% | 31.3% |
| Net profit | 22 | -2 | -5 | 19 | -14 | 22 | -5 | 22 |
| EPS ($ per share) | 0.13 | — | -0.03 | 0.12 | -0.09 | — | -0.03 | 0.14 |
| Line item | Jan 2022 | Dec 2022 | Dec 2023 | Dec 2024 | Jan 2026 |
|---|---|---|---|---|---|
| Equity capital | — | 0 | — | — | — |
| Reserves | — | -38 | -248 | -250 | -273 |
| Total liabilities | — | 1,480 | 1,491 | 1,464 | 1,575 |
| Fixed assets | — | 191 | 229 | 270 | 339 |
| Total assets | — | 1,708 | 1,867 | 1,885 | 2,011 |
| Line item | Jan 2022 | Dec 2022 | Dec 2023 | Dec 2024 | Jan 2026 |
|---|---|---|---|---|---|
| Cash from operations | 176 | 169 | 175 | 134 | 167 |
| Cash from investing | -263 | -111 | -92 | -81 | -118 |
| Cash from financing | 53 | -40 | -17 | -77 | -116 |
| Net cash flow | -40 | 14 | 68 | -30 | -64 |
| Capital expenditure | -41 | -110 | -92 | -106 | -119 |
| Free cash flow | 135 | 59 | 83 | 28 | 49 |
79 filings between Dec 18, 2025 and Sep 16, 2026.
Purchases
None
No insider bought shares.
Sales
$480.11M
30 sales by 7 insiders
83% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| ARES MANAGEMENT LLC | — | $471.50M | Aug 13, 2026 |
| Walsh Mark T. | — | $5.17M | Aug 11, 2026 |
| Geisser Melinda L. | — | $923.4K | Aug 7, 2026 |
| Tanious Jubran N. | — | $905.1K | Mar 11, 2026 |
| Medway Richard A. | — | $753.7K | Aug 7, 2026 |
| Maher Michael W | — | $613.4K | Aug 7, 2026 |
| ALLEN WILLIAM T | — | $241.2K | Sep 16, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 16, 2026 | ALLEN WILLIAM T Director | Sale | 26,151 | $241.2K |
| Sep 16, 2026 | ALLEN WILLIAM T Director | Option exercise | 6,614 | $9.3K |
| Sep 16, 2026 | ALLEN WILLIAM T Director | Option exercise | 7,135 | $22.5K |
| Sep 16, 2026 | ALLEN WILLIAM T Director | Option exercise | 12,402 | $17.5K |
| Aug 13, 2026 | ARES MANAGEMENT LLC 10% owner | Sale | 23,000,000 | $235.75M |
| Aug 13, 2026 | ARES MANAGEMENT LLC 10% owner | Sale | 23,000,000 | $235.75M |
| Aug 11, 2026 | Walsh Mark T. CEO & Director | Option exercise 10b5-1 plan | 50,000 | $158.0K |
| Aug 11, 2026 | Walsh Mark T. CEO & Director | Option exercise 10b5-1 plan | 42,059 | $59.3K |
| Aug 11, 2026 | Walsh Mark T. CEO & Director | Sale 10b5-1 plan | 92,059 | $1.10M |
| Aug 10, 2026 | Walsh Mark T. CEO & Director | Option exercise 10b5-1 plan | 50,000 | $158.0K |
| Aug 10, 2026 | Walsh Mark T. CEO & Director | Option exercise 10b5-1 plan | 50,000 | $70.5K |
| Aug 10, 2026 | Walsh Mark T. CEO & Director | Sale 10b5-1 plan | 100,000 | $1.22M |
| Aug 7, 2026 | Walsh Mark T. CEO & Director | Option exercise 10b5-1 plan | 50,000 | $70.5K |
| Aug 7, 2026 | Geisser Melinda L. Chief People Services Officer | Sale 10b5-1 plan | 15,000 | $172.2K |
| Aug 7, 2026 | Medway Richard A. General Counsel | Sale 10b5-1 plan | 15,000 | $187.2K |
| Aug 7, 2026 | Geisser Melinda L. Chief People Services Officer | Option exercise 10b5-1 plan | 50,000 | $70.5K |
| Aug 7, 2026 | Maher Michael W CFO & Treasurer | Sale 10b5-1 plan | 5,000 | $61.5K |
| Aug 7, 2026 | Walsh Mark T. CEO & Director | Sale 10b5-1 plan | 36,938 | $457.5K |
| Aug 7, 2026 | Maher Michael W CFO & Treasurer | Option exercise 10b5-1 plan | 44,742 | $318.1K |
| Aug 7, 2026 | Walsh Mark T. CEO & Director | Sale 10b5-1 plan | 36,964 | $457.7K |
| Aug 7, 2026 | Walsh Mark T. CEO & Director | Sale 10b5-1 plan | 13,036 | $152.2K |
| Aug 7, 2026 | Maher Michael W CFO & Treasurer | Sale 10b5-1 plan | 44,742 | $551.9K |
| Aug 7, 2026 | Walsh Mark T. CEO & Director | Sale 10b5-1 plan | 13,062 | $152.4K |
| Aug 7, 2026 | Medway Richard A. General Counsel | Sale 10b5-1 plan | 15,000 | $179.7K |
| Aug 7, 2026 | Medway Richard A. General Counsel | Sale 10b5-1 plan | 15,000 | $172.2K |
| Aug 7, 2026 | Medway Richard A. General Counsel | Option exercise 10b5-1 plan | 5,000 | $7.0K |
| Aug 7, 2026 | Medway Richard A. General Counsel | Option exercise 10b5-1 plan | 23,344 | $32.9K |
| Aug 7, 2026 | Geisser Melinda L. Chief People Services Officer | Sale 10b5-1 plan | 15,000 | $179.7K |
| Aug 7, 2026 | Geisser Melinda L. Chief People Services Officer | Sale 10b5-1 plan | 20,000 | $249.6K |
| Aug 7, 2026 | Walsh Mark T. CEO & Director | Option exercise 10b5-1 plan | 50,000 | $158.0K |
| Aug 7, 2026 | Medway Richard A. General Counsel | Option exercise 10b5-1 plan | 16,656 | $52.6K |
| Aug 6, 2026 | Walsh Mark T. CEO & Director | Option exercise 10b5-1 plan | 50,000 | $70.5K |
| Aug 6, 2026 | Walsh Mark T. CEO & Director | Option exercise 10b5-1 plan | 50,000 | $158.0K |
| Aug 6, 2026 | Walsh Mark T. CEO & Director | Sale 10b5-1 plan | 50,000 | $546.0K |
| Aug 6, 2026 | Walsh Mark T. CEO & Director | Sale 10b5-1 plan | 50,000 | $547.0K |
| Aug 5, 2026 | Medway Richard A. General Counsel | Option exercise 10b5-1 plan | 10,000 | $14.1K |
| Aug 5, 2026 | Geisser Melinda L. Chief People Services Officer | Option exercise 10b5-1 plan | 15,000 | $21.1K |
| Aug 5, 2026 | Geisser Melinda L. Chief People Services Officer | Sale 10b5-1 plan | 15,000 | $164.7K |
| Aug 5, 2026 | Walsh Mark T. CEO & Director | Option exercise 10b5-1 plan | 7,941 | $11.2K |
| Aug 5, 2026 | Medway Richard A. General Counsel | Sale 10b5-1 plan | 10,000 | $109.8K |
| Aug 5, 2026 | Walsh Mark T. CEO & Director | Sale 10b5-1 plan | 7,941 | $87.5K |
| Aug 3, 2026 | Geisser Melinda L. Chief People Services Officer | Option exercise 10b5-1 plan | 14,059 | $19.8K |
| Aug 3, 2026 | Medway Richard A. General Counsel | Sale 10b5-1 plan | 10,000 | $104.8K |
| Aug 3, 2026 | Medway Richard A. General Counsel | Option exercise 10b5-1 plan | 10,000 | $14.1K |
| Aug 3, 2026 | Geisser Melinda L. Chief People Services Officer | Sale 10b5-1 plan | 14,059 | $147.3K |
| Jul 31, 2026 | Geisser Melinda L. Chief People Services Officer | Sale 10b5-1 plan | 941 | $9.9K |
| Jul 31, 2026 | Geisser Melinda L. Chief People Services Officer | Option exercise 10b5-1 plan | 941 | $1.3K |
| Jun 29, 2026 | Hunsinger T. Charles Chief Information Officer | Tax withheld | 5,663 | $57.5K |
| Jun 29, 2026 | Hunsinger T. Charles Chief Information Officer | Option exercise | 20,333 | $206.6K |
| Jun 18, 2026 | Walsh Mark T. CEO & Director | Sale 10b5-1 plan | 41,600 | $419.2K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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