NANTUCKET TAKES: Strong U.S. Demand with Margin Upside Ahead

Research evidence excerpt

NANTUCKET TAKES: Strong U.S. Demand with Margin Upside Ahead

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Investment Recommendation Record

(Article 3(1)e and Article 7 of MAR)

Recommendation Published June 16, 2026 19:24 P.M.

Recommendation Distributed June 17, 2026 0:00 A.M.

Company Specific Disclosures

Jefferies Financial Group Inc., its affiliates or subsidiaries make a market in the securities or ADRs of Savers Value Village, Inc.

Within the past twelve months, Jefferies Financial Group Inc. and/or its affiliates received compensation for products and services other than investment banking

services from non-investment banking, securities related compensation for client services it provided to Savers Value Village, Inc..

Explanation of Jefferies Ratings

Buy - Describes securities that we expect to provide a total return (price appreciation plus yield) of 15% or more within a 12-month period.