View Financial HealthFive Below 配当と自社株買い配当金 基準チェック /06Five Below配当金を支払った記録がありません。主要情報n/a配当利回り0.2%バイバック利回り総株主利回り0.2%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesライブニュース • Jun 22Five Below Lifts 2026 Guidance After Strong Q1 and Product Assortment ChangesFive Below reported Q1 2026 net sales of US$1.29b, up 32.5% year on year, with comparable store sales up 22.7% and adjusted EPS of US$2.22. The company also raised full-year revenue guidance to about US$5.44b and lifted its adjusted EPS outlook by 10.7%. Management credited broad category strength and the removal of the separate “Five Beyond” section, with higher-priced items folded into core aisles, as a key driver of traffic and sales. The company plans to add around 150 new stores in 2026 on top of 49 net openings in Q1. Five Below’s stock trades at US$194.06, roughly flat year to date, and has declined 16% over the past 90 days. The setup highlights a company showing strong current execution while openly flagging risks from inflation, fuel, tariffs and a softer labor market. The key question is how resilient that Q1 momentum is if discretionary spending weakens.お知らせ • Jun 18Five Below, Inc. Announces Appointment of Robert Lynch as Independent Director, Effective June 16, 2026Five Below, Inc. announced the election of Robert Lynch as a new independent director to its Board of Directors, effective June 16, 2026, bringing the Board to nine members. Robert Lynch is the Chief Executive Officer of Shake Shack, Inc., a leading fast-casual chain of restaurants, and has served in this role and as a member of its Board of Directors since May 2024. Prior to his current role, Mr. Lynch served as President and Chief Executive Officer of Papa John’s International, Inc. and held multiple positions within Arby’s Restaurant Group, Inc., including as President from August 2017 to August 2019, and at Taco Bell, H.J. Heinz Company and Procter & Gamble. Mr. Lynch also served on the board of directors at Kontoor Brands, Inc. from March 2021 to April 2026.ナラティブの更新 • Jun 18FIVE: Strong Comps And Margin Execution Will Support Future RepricingFor Five Below, the updated analyst price target implies a fair value shift from $305.00 to about $321.69. Analysts are factoring in solid recent comps and margin performance while also accounting for lower revenue growth, slightly softer profit margins, and a higher future P/E multiple.お知らせ • Jun 18Five Below, Inc. Announces Executive AppointmentsFive Below, Inc. announced the appointments of Rodney Lastinger as Chief Retail Officer and Christos Yatrakis as Chief Legal Officer. Mr. Lastinger will be responsible for leading the operational performance of the Company’s growing network of nearly 2,000 stores and will join Five Below on June 22, 2026. Mr. Lastinger is a seasoned retail executive with extensive experience leading large-scale operations across national and international markets. Most recently, he served as Chief Operating Officer at GNC, where he directed operations across more than 2,200 franchise and corporate stores nationwide, improving comparable sales trends and EBITDA through operational transformation and supply chain optimization. Prior to GNC, Mr. Lastinger served as President, Retail, at Conn's Home Plus, leading all company operations including stores, supply chain, merchandising, in-home sales and service, and real estate. Earlier in his career, Mr. Lastinger spent 18 years at Target Corporation, progressing through roles of increasing responsibility to Senior Vice President, Stores. Mr. Yatrakis will oversee the Company's legal function and joined on June 15, 2026. Mr. Yatrakis is an accomplished legal executive with more than 20 years of experience leading legal functions for global public consumer companies. Most recently, he served as Chief People & Legal Officer at Allbirds, Inc., where he oversaw legal, corporate governance, SEC compliance and people functions for operations spanning more than 20 countries. Prior to Allbirds, Mr. Yatrakis held senior legal and operational roles at Gymshark USA Inc., including General Manager, North America, and at Arrow Electronics, Inc., where he served as Vice President, Legal Affairs. Both executives will report to Kenneth Bull, Chief Operating Officer.分析記事 • Jun 16Five Below (FIVE) Stock Could Be 26.7% Undervalued After Earnings And Raised GuidanceFive Below (FIVE) has drawn fresh attention after reporting first quarter results, updating guidance for 2026, and benefiting from viral Cardi B social media posts that spotlighted the retailer to a wider audience. See our latest analysis for Five Below. Five Below’s share price has been choppy in recent months, with a 7 day share price return of 3.98% but a 30 day share price return that is down 9.23%, while the 1 year total shareholder return of 53.33% points to stronger longer term...ライブニュース • Jun 13Five Below Raises 2026 Outlook After Q1 Sales and EPS Beat but Shares SlideFive Below reported Q1 2026 net sales of US$1.29b, up 32.5% year over year, with comparable store sales up 22.7%. Adjusted EPS for the quarter was US$2.22, about 158% higher year over year and ahead of analyst expectations, while the company opened 49 net new stores to reach 1,970 locations. Management raised full-year 2026 sales and adjusted EPS guidance and plans to open about 150 new stores this year, even as the stock fell more than 6% in after-hours trading following the results. Taken together, the strong Q1 performance, expanded guidance and ongoing store rollout indicate that management is leaning into the current momentum while remaining vocal about cost and demand risks. For investors, the key trade-off is between the growth potential implied by store expansion and merchandising changes, and the pressures from inflation, labor and fuel costs, tariffs, and consumer spending that investors appear to be pricing in.Buy Or Sell Opportunity • Jun 09Now 22% overvaluedOver the last 90 days, the stock has fallen 13% to US$191. The fair value is estimated to be US$157, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.ライブニュース • Jun 06Five Below Lifts Outlook After Q1 Beat but Shares Fall on Cost and Consumer ConcernsFive Below reported Q1 fiscal 2026 net sales of US$1.29b, up 32.5%, with comparable sales up 22.7%. Adjusted EPS came in at US$2.22, topping estimates by US$0.53, and the company now expects full-year revenue of US$5.44b and higher adjusted EPS. The retailer opened 49 net new stores to reach 1,970 locations and plans about 150 net new stores in 2026. The stock fell over 6% after hours as management flagged inflation, fuel and labor costs, tariffs, and consumer stress despite help from higher tax refunds. The core story is strong reported top-line and EPS performance alongside a higher full-year outlook. However, the market reaction highlights concern about how durable current demand is once temporary supports like tax refunds fade. For those following the stock, the key tension to watch is between store expansion and merchandising momentum on one side, and the impact of cost pressures and a potentially stretched consumer on the other.Reported Earnings • Jun 04First quarter 2027 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2027 results: EPS: US$2.23 (up from US$0.75 in 1Q 2026). Revenue: US$1.29b (up 33% from 1Q 2026). Net income: US$123.1m (up 199% from 1Q 2026). Profit margin: 9.6% (up from 4.2% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Jun 04Five Below: When Great Isn't EnoughSummary Five Below, Inc. reported a clear double beat in Q1, as store traffic improved to a highly impressive level and Five Below reports strong margin gains. The report was accompanied by a noteworthy FY2026 guidance raise, as FIVE also expects healthy momentum ahead. After an intriguing post-earnings decline, I estimate FIVE stock to have 27% upside to $250.7. Read the full article on Seeking Alphaお知らせ • Jun 04+ 1 more updateFive Below, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal Year 2026Five Below, Inc. provided earnings guidance for the second quarter of fiscal year of 2026. For the quarter, company expected Net sales to be in the range of $1.18 billion to $1.20 billion based on opening approximately 50 new stores and assumes an approximate 7% to 9% increase in comparable sales. Net income is expected to be in the range of $64 million to $71 million. Diluted income per common share is expected to be in the range of $1.15 to $1.27 on approximately 55.7 million diluted weighted average shares outstanding.ナラティブの更新 • Jun 03FIVE: Comp Execution And Store Expansion Will Drive Bullish 2026 OutlookAnalysts have nudged their fair value estimate for Five Below to about $264 from roughly $261, reflecting updated models that include higher comparable sales expectations and revised retail sector assumptions from recent Street research. Analyst Commentary Bullish analysts are generally lifting their fair value views in response to refreshed models and higher comparable sales assumptions, which feeds into the modest increase in the consolidated fair value estimate to about US$264.お知らせ • May 21Five Below, Inc. to Report Q1, 2027 Results on Jun 03, 2026Five Below, Inc. announced that they will report Q1, 2027 results After-Market on Jun 03, 2026お知らせ • May 06Five Below, Inc., Annual General Meeting, Jun 16, 2026Five Below, Inc., Annual General Meeting, Jun 16, 2026.ナラティブの更新 • Apr 28FIVE: New Leadership And Earnings Setup Will Support Future RepricingAnalysts have raised their average price targets on Five Below by a wide range, from $5 up to $45, as they factor in slightly higher modeled revenue growth near 12.6%, a modestly higher profit margin near 9.0%, and an updated discount rate of about 8.8%, while keeping a long term fair value estimate around $305 unchanged. Analyst Commentary Recent Street research around Five Below has been largely constructive, with a cluster of price target revisions and several rating changes that lean positive.ナラティブの更新 • Apr 14FIVE: New Leadership Execution And Margin Expansion Will Shape Bullish 2026 OutlookAnalysts have raised the implied fair value estimate for Five Below by about $32 to $261.32. They cite a series of recent price target increases across Wall Street and updated assumptions that factor in slightly lower revenue growth expectations, offset by higher projected profit margins and a modestly reduced future P/E multiple.ナラティブの更新 • Mar 31FIVE: Higher Margin Outlook Under New Leadership Will Support RepricingThe analyst fair value estimate for Five Below has shifted from $125.00 to $305.00. This change reflects a series of higher Street price targets that generally cite assumptions of stronger revenue growth, higher profit margins, and a higher future P/E multiple under current management.Recent Insider Transactions Derivative • Mar 30Independent Director notifies of intention to sell stockRonald Sargent intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of March. If the sale is conducted around the recent share price of US$232, it would amount to US$2.3m. Since June 2025, Ronald's direct individual holding has decreased from 104.37k shares to 101.07k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Mar 26Consensus EPS estimates increase by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from US$5.22b to US$5.32b. EPS estimate increased from US$6.95 to US$8.12 per share. Net income forecast to grow 26% next year vs 24% growth forecast for Specialty Retail industry in the US. Consensus price target up from US$228 to US$261. Share price rose 10.0% to US$234 over the past week.Recent Insider Transactions • Mar 25Chief Operating Officer recently sold US$2.3m worth of stockOn the 20th of March, Kenneth Bull sold around 10k shares on-market at roughly US$234 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kenneth has been a net seller over the last 12 months, reducing personal holdings by US$8.1m.Recent Insider Transactions Derivative • Mar 23Chief Operating Officer notifies of intention to sell stockKenneth Bull intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of March. If the sale is conducted around the recent share price of US$234, it would amount to US$2.3m. Since June 2025, Kenneth's direct individual holding has increased from 73.71k shares to 96.69k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Mar 19Price target increased by 14% to US$260Up from US$228, the current price target is an average from 22 analysts. New target price is 10% above last closing price of US$235. Stock is up 209% over the past year. The company is forecast to post earnings per share of US$8.12 for next year compared to US$6.51 last year.お知らせ • Mar 19Five Below, Inc. Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2026 Ended January 31, 2027Five Below, Inc. provides earnings guidance for the first quarter and full fiscal year 2026 Ended January 31, 2027. For the first quarter, the company's Net sales are expected to be in the range of $1.18 billion to $1.20 billion based on opening approximately 45 net new stores and assumes an approximate 14% to 16% increase in comparable sales. Net income is expected to be in the range of $86 millionto $93 million. Diluted income per common share is expected to be in the range of $1.55 to $1.67 on approximately 55.6 million diluted weighted average shares outstanding. For the full fiscal year, the company's Net sales are expected to be in the range of $5.20 billion to $5.30 billion based on opening approximately 150 net new stores and assumes an approximate 3% to 5% increase in comparable sales. Net income is expected to be in the range of $429 million to $457 million. Diluted income per common share is expected to be in the range of $7.69 to $8.20 on approximately 55.7 million diluted weighted average shares outstanding.ナラティブの更新 • Mar 17FIVE: Holiday Strength And New Leadership Reset Will Shape Balanced 2026 OutlookThe analyst price target for Five Below has been raised by about $12 to reflect a higher fair value estimate of $229, as analysts factor in stronger assumptions for revenue growth, profit margins, and future P/E multiples following a series of upward target revisions across the Street. Analyst Commentary Street research on Five Below has leaned more positive recently, with several firms lifting price targets and reiterating constructive views on the long term growth story.お知らせ • Mar 05Five Below, Inc. to Report Q4, 2026 Results on Mar 18, 2026Five Below, Inc. announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on Mar 18, 2026ナラティブの更新 • Mar 02FIVE: Elevated P/E Will Likely Crack On Execution Dependent Holiday MomentumAnalysts have lifted their average price targets on Five Below to a range of roughly $193 to $267, citing improving results under new leadership, stronger holiday execution, and expectations for a higher P/E multiple as management initiatives around merchandising, store operations, and marketing take hold. Analyst Commentary Recent research has generally tilted positive on Five Below, with several firms lifting price targets into a band that now runs from about $193 to $267.ナラティブの更新 • Feb 16FIVE: Elevated Multiple Will Likely Crack On Execution Dependent Holiday MomentumOur analyst fair value estimate for Five Below has been raised from about $125 to $185. This change reflects higher assumed revenue growth, a slightly lower discount rate, modestly stronger profit margins, and a richer future P/E multiple that aligns with recent analyst price target hikes following positive management updates and holiday results.ナラティブの更新 • Feb 02FIVE: Holiday Execution And Merchandising Initiatives Will Support Future Margin ExpansionThe analyst price target for Five Below has moved higher, with our fair value estimate shifting from $213.71 to $217.33 as analysts respond to a series of price target increases across the Street tied to recent holiday performance updates, management meetings, and expectations for margins and comparable sales. Analyst Commentary Street research on Five Below has turned more constructive overall, with a cluster of price target changes following strong holiday updates and investor meetings.ナラティブの更新 • Jan 19FIVE: Raised Guidance And Execution Support Future Margin And Valuation BalanceAnalysts have raised their implied fair value estimate for Five Below from about $186 to roughly $214. This reflects updated assumptions for slightly higher revenue, improved profit margins, and a modestly richer future P/E multiple following a series of price target increases across Wall Street.Recent Insider Transactions • Jan 16Chief Administrative Officer recently sold US$1.7m worth of stockOn the 13th of January, Eric Specter sold around 9k shares on-market at roughly US$201 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.4m. Insiders have been net sellers, collectively disposing of US$12m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Jan 15Chief Administrative Officer notifies of intention to sell stockEric Specter intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of January. If the sale is conducted around the recent share price of US$201, it would amount to US$1.7m. Since March 2025, Eric's direct individual holding has decreased from 61.64k shares to 54.22k. Company insiders have collectively sold US$9.1m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Jan 13Price target increased by 10% to US$205Up from US$186, the current price target is an average from 21 analysts. New target price is approximately in line with last closing price of US$201. Stock is up 114% over the past year. The company is forecast to post earnings per share of US$6.21 for next year compared to US$4.61 last year.お知らせ • Jan 13Five Below, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025Five Below, Inc. provided earnings guidance for the fourth quarter and full year of 2025. For the quarter, the company expects Net sales of approximately $1.71 billion. Comparable sales increase of approximately 14.5%. Diluted income per common share of $3.93 to $3.98 on approximately 55.6 million diluted weighted average shares outstanding. For the year 2025, the company expects Net sales of approximately $4.75 billion. Comparable sales increase of approximately 12.5%. Diluted income per common share of $6.10 to $6.15 on approximately 55.5 million diluted weighted average shares outstanding.ナラティブの更新 • Jan 04FIVE: Raised Guidance And Expansion Will Support Future Margin And Traffic UpsideAnalysts have raised their price target on Five Below by $23 to $186, citing improving expectations for revenue growth, profit margins, and overall fair value. Analyst Commentary Recent commentary from JPMorgan highlights a constructive shift in sentiment around Five Below, with the firm upgrading the stock to Overweight and setting a $186 price target.Recent Insider Transactions • Dec 17Key Executive recently sold US$1.1m worth of stockOn the 11th of December, Michael Devine sold around 6k shares on-market at roughly US$182 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.4m. This was Michael's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Dec 15Chief Retail Officer notifies of intention to sell stockGeorge Hill intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of December. If the sale is conducted around the recent share price of US$181, it would amount to US$1.4m. Since March 2025, George's direct individual holding has decreased from 48.92k shares to 40.41k. Company insiders have collectively sold US$6.2m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Dec 14FIVE: Elevated Expectations Will Likely Expose Fragile Turnaround MomentumFive Below's analyst price target has been raised from approximately $109 to about $125. Analysts point to improving profit margins, beatable second half and 2026 expectations, and strengthened leadership as drivers of a more favorable long term outlook, despite slightly lower projected revenue growth.Major Estimate Revision • Dec 11Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$4.52b to US$4.64b. EPS estimate increased from US$5.09 to US$5.76 per share. Net income forecast to grow 10% next year vs 16% growth forecast for Specialty Retail industry in the US. Consensus price target up from US$164 to US$185. Share price rose 8.6% to US$177 over the past week.Recent Insider Transactions • Dec 10COO & Interim Treasurer recently sold US$4.4m worth of stockOn the 5th of December, Kenneth Bull sold around 25k shares on-market at roughly US$175 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Kenneth's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Dec 07COO & Interim Treasurer notifies of intention to sell stockKenneth Bull intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of December. If the sale is conducted around the recent share price of US$175, it would amount to US$4.4m. Since December 2024, Kenneth's direct individual holding has increased from 107.78k shares to 131.14k. Company insiders have collectively sold US$1.8m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Dec 04Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: US$0.66 (up from US$0.031 in 3Q 2025). Revenue: US$1.04b (up 23% from 3Q 2025). Net income: US$36.5m (up US$34.8m from 3Q 2025). Profit margin: 3.5% (up from 0.2% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.6%. Earnings per share (EPS) also surpassed analyst estimates by 154%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Price Target Changed • Dec 04Price target increased by 11% to US$180Up from US$162, the current price target is an average from 21 analysts. New target price is 6.7% above last closing price of US$168. Stock is up 45% over the past year. The company is forecast to post earnings per share of US$5.74 for next year compared to US$4.61 last year.お知らせ • Dec 04+ 1 more updateFive Below, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2025Five Below, Inc. provided earnings guidance for the fourth quarter of fiscal year 2025. For the quarter, the company's net sales are expected to be in the range of $1.58 billion to $1.61 billion based on opening approximately 14 net new stores and assumes an approximate 6% to 8% increase in comparable sales. Net income is expected to be in the range of $186 million to $196 million. Diluted income per common share is expected to be in the range of $3.34 to $3.52 on approximately 55.6 million diluted weighted average shares outstanding.ナラティブの更新 • Nov 30FIVE: Leadership Changes And Expansion Will Balance Near-Term Opportunities And Execution RisksAnalysts have modestly increased their price target for Five Below to $163.14 from $161.95, reflecting optimism about leadership changes and favorable industry trends. Analyst Commentary Recent research and rating changes highlight a mix of optimism and caution from Wall Street regarding Five Below's outlook.お知らせ • Nov 20Five Below, Inc. to Report Q3, 2026 Results on Dec 03, 2025Five Below, Inc. announced that they will report Q3, 2026 results After-Market on Dec 03, 2025ナラティブの更新 • Nov 16FIVE: Recent Leadership and Expansion Moves Will Shape Risk and Reward AheadAnalysts have slightly increased their price target for Five Below to approximately $161.95. They cite sustained momentum in sales, ongoing margin improvement, and confidence in new leadership as factors contributing to a positive long-term outlook.ナラティブの更新 • Nov 01FIVE: New Leadership And Store Expansion Will Shape Business Turnaround AheadThe analyst price target for Five Below has edged higher from approximately $160.10 to $161.86. This reflects analyst confidence in stronger revenue growth and improving profit margins, supported by positive sales momentum, experienced new leadership, and an accelerating business turnaround.ナラティブの更新 • Oct 18Value Focus And Gen Z Appeal Will Transform Retail DynamicsFive Below's analyst price target has nudged higher to approximately $160, up slightly from $159. Analysts point to ongoing sales momentum, improved merchandising, and strengthening management as factors supporting the company's outlook.ナラティブの更新 • Oct 04Value Focus And Gen Z Appeal Will Transform Retail DynamicsFive Below's analyst price target has been modestly increased to $159 from $157, as analysts cite improved management stability, strong sales momentum, and ongoing turnaround efforts as key drivers supporting a slightly higher valuation outlook. Analyst Commentary Recent Street research on Five Below reflects a mix of optimism surrounding strong operational improvement and cautious notes regarding future risks and potential headwinds.お知らせ • Oct 02Five Below, Inc. Announces Executive ChangesOn August 25, 2025, the Board of Directors of Five Below, Inc. announced Mr. Daniel Sullivan will assume the roles of principal financial officer and principal accounting officer, effective October 6, 2025 from Kenneth Bull, who has been serving as Interim Chief Financial Officer. Prior to joining the Company, Mr. Sullivan served as Executive Vice President, Chief Operating Officer of Edgewell Personal Care Company, a global consumer products company, from April 2019, and prior to that as Chief Financial Officer of Party City Holdco Inc., a party goods company, from September 2016. Additionally, Mr. Sullivan previously served as Chief Financial Officer of Ahold USA, as well as Chief Financial Officer and Chief Operating Officer of Heineken USA. Mr. Sullivan holds a bachelor’s degree in accounting from Duquesne University.お知らせ • Oct 01+ 1 more updateFive Below, Inc. Appoints Michelle Israel as Chief Merchandising Officer, Effective October 6, 2025Five Below, Inc. announced the appointment of Michelle Israel as Chief Merchandising Officer, effective October 6, 2025. Ms. Israel will report to Winnie Park, Chief Executive Officer. Ms. Israel will be responsible for Merchandising, Planning, Allocation, Product Sourcing, as well as Product Development, Quality and Compliance. Ms. Israel is a seasoned retail executive with robust experience in merchandising, operations, business transformation and in driving growth and innovation across multiple, diverse retail categories. Ms. Israel’s previous experience includes nearly 35 years at Macy’s and Bloomingdale’s, most recently as Senior Vice President and General Merchandise Manager, Beauty and Center Core, at Macy’s, where she oversaw a multi-billion-dollar portfolio that spanned jewelry, beauty, shoes, handbags and more. Ms. Israel also led Macy’s value brands, Bloomingdale’s The Outlet and Macy’s Off Price/Backstage, owning the full P&L, inclusive of merchandising, stores, planning and finance.Reported Earnings • Aug 28Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.78 (up from US$0.60 in 2Q 2025). Revenue: US$1.03b (up 24% from 2Q 2025). Net income: US$42.8m (up 30% from 2Q 2025). Profit margin: 4.2% (up from 4.0% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.Price Target Changed • Aug 28Price target increased by 13% to US$157Up from US$139, the current price target is an average from 19 analysts. New target price is approximately in line with last closing price of US$150. Stock is up 92% over the past year. The company is forecast to post earnings per share of US$5.01 for next year compared to US$4.61 last year.お知らせ • Aug 28+ 1 more updateFive Below, Inc. Provides Earnings Guidance for the Full Fiscal Year 2025Five Below, Inc. provided earnings guidance for the full fiscal year 2025. For the full year, company expects Net sales are expected to be in the range of $4.44 billion to $4.52 billion based on opening approximately 150 net new stores and assumes an approximate 5% to 7% increase in comparable sales. Net income is expected to be in the range of $253 million to $275 million. Diluted income per common share is expected to be in the range of $4.56 to $4.96 on approximately 55.4 million diluted weighted average shares outstanding. Adjusted diluted income per common share is expected to be in the range of $4.76 to $5.16.ナラティブの更新 • Aug 27Pacific Northwest Expansion And Digital Engagement Will Open New AvenuesAnalysts modestly raised Five Below’s price target to $141.11, citing robust same-store sales, effective strategic execution, and potential margin tailwinds, while remaining cautious on near-term growth risks and macro headwinds. Analyst Commentary Bullish analysts cite consistently strong same-store sales growth, driven by both increased traffic and higher average ticket sizes, as a key catalyst for raising price targets.お知らせ • Aug 14Five Below, Inc. to Report Q2, 2026 Results on Aug 27, 2025Five Below, Inc. announced that they will report Q2, 2026 results After-Market on Aug 27, 2025分析記事 • Aug 02A Look At The Fair Value Of Five Below, Inc. (NASDAQ:FIVE)Key Insights The projected fair value for Five Below is US$148 based on 2 Stage Free Cash Flow to Equity Five Below's...分析記事 • Jul 17Is It Too Late To Consider Buying Five Below, Inc. (NASDAQ:FIVE)?Five Below, Inc. ( NASDAQ:FIVE ), is not the largest company out there, but it led the NASDAQGS gainers with a...Buy Or Sell Opportunity • Jul 07Now 21% undervaluedOver the last 90 days, the stock has risen 132% to US$129. The fair value is estimated to be US$163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 3.6%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.Recent Insider Transactions • Jul 01Chief Administrative Officer recently sold US$719k worth of stockOn the 26th of June, Eric Specter sold around 6k shares on-market at roughly US$131 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.1m more than they bought in the last 12 months.お知らせ • Jun 30+ 5 more updatesFive Below, Inc.(NasdaqGS:FIVE) dropped from Russell Small Cap Comp Growth IndexFive Below, Inc.(NasdaqGS:FIVE) dropped from Russell Small Cap Comp Growth IndexRecent Insider Transactions Derivative • Jun 27Chief Administrative Officer notifies of intention to sell stockEric Specter intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of June. If the sale is conducted around the recent share price of US$131, it would amount to US$719k. Since September 2024, Eric's direct individual holding has decreased from 57.27k shares to 35.71k. Company insiders have collectively sold US$927k more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Jun 25Five Below (NASDAQ:FIVE) Is Looking To Continue Growing Its Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Buy Or Sell Opportunity • Jun 16Now 23% undervaluedOver the last 90 days, the stock has risen 65% to US$122. The fair value is estimated to be US$157, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 3.6%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.Recent Insider Transactions • Jun 13Secretary recently sold US$81k worth of stockOn the 10th of June, Ronald Masciantonio sold around 658 shares on-market at roughly US$123 per share. This transaction amounted to 5.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$127k more than they bought in the last 12 months.お知らせ • Jun 07Five Below, Inc. Announces Executive Changes, Effective June 6, 2025On June 4, 2025, Five Below, Inc. and Kristy Chipman, Treasurer, entered into a letter agreement providing for the cessation of Ms. Chipman’s employment by the Company in all capacities, effective as of June 6, 2025. On June 4, 2025, the Board appointed Mr. Kenneth R. Bull, the Chief Operating Officer of the Company, to also serve as the Company’s Treasurer on an interim basis, effective as of the cessation of Ms. Chipman’s service on June 6, 2025.Recent Insider Transactions Derivative • Jun 06Chief Retail Officer notifies of intention to sell stockGeorge Hill intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of June. If the sale is conducted around the recent share price of US$121, it would amount to US$546k. Since June 2024, George's direct individual holding has decreased from 26.72k shares to 18.38k. Company insiders have collectively sold US$633k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Jun 05First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: US$0.75 (up from US$0.57 in 1Q 2025). Revenue: US$970.5m (up 20% from 1Q 2025). Net income: US$41.1m (up 31% from 1Q 2025). Profit margin: 4.2% (up from 3.9% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.4%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.Price Target Changed • Jun 05Price target increased by 20% to US$128Up from US$107, the current price target is an average from 19 analysts. New target price is approximately in line with last closing price of US$128. Stock is up 7.8% over the past year. The company is forecast to post earnings per share of US$4.63 for next year compared to US$4.61 last year.お知らせ • Jun 05+ 1 more updateFive Below, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2025 and Updates Earnings Guidance for the Full Year of Fiscal 2025Five Below, Inc. provided earnings guidance for the second quarter of fiscal 2025 and updated earnings guidance for the full year of fiscal 2024. For the quarter, the company expects net salesto be in the range of $975 million to $995 million based on opening approximately 30 net new stores and assumes an approximate 7% to 9% increase in comparable sales. Net income is expected to be in the range of $25 million to $32 million. Adjusted net income is expected to be in the range of $28 million to $34 million. Diluted income per common share is expected to be in the range of $0.45 to $0.57 on approximately 55.3 million diluted weighted average shares outstanding. For the full year, the company expects net sales to be in the range of $4.33 billion to $4.42 billion based on opening approximately 150 net new stores and assumes an approximate 3% to 5% increase in comparable sales. Net income is expected to be in the range of $223 million to $249 million. Diluted income per common share is expected to be in the range of $4.04 to $4.51 on approximately 55.3 million diluted weighted average shares outstanding.お知らせ • May 22Five Below, Inc. to Report Q1, 2026 Results on Jun 04, 2025Five Below, Inc. announced that they will report Q1, 2026 results After-Market on Jun 04, 2025Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 25%After last week's 25% share price gain to US$103, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 10x in the Specialty Retail industry in the US. Total loss to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$103 per share.Buy Or Sell Opportunity • May 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to US$82.79. The fair value is estimated to be US$104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 3.2%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 7.3% in the next 2 years.お知らせ • May 05Five Below, Inc., Annual General Meeting, Jun 12, 2025Five Below, Inc., Annual General Meeting, Jun 12, 2025.お知らせ • May 02+ 1 more updateFive Below, Inc. Raises Its Earnings Guidance for the First Quarter of Fiscal 2025 Ending May 3, 2025Five Below, Inc. raised its earnings guidance for the first quarter of fiscal 2025 ending May 3, 2025. Net sales for the first quarter of fiscal 2025 are expected to be approximately $967 million versus the prior guidance of $905 million to $925 million. Diluted income per common share for the first quarter is expected to be in the range of $0.69 to $0.71 versus the prior guidance range of $0.44 to $0.55.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$74.15, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Specialty Retail industry in the US. Total loss to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$104 per share.New Risk • Apr 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to US$58.83, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Specialty Retail industry in the US. Total loss to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$105 per share.Reported Earnings • Mar 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$4.61 (down from US$5.43 in FY 2024). Revenue: US$3.88b (up 8.9% from FY 2024). Net income: US$253.6m (down 16% from FY 2024). Profit margin: 6.5% (down from 8.5% in FY 2024). The decrease in margin was driven by higher expenses. Like-for-like sales growth: Down 2.7% vs FY 2024 Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.5%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.お知らせ • Mar 20Five Below, Inc. Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2025Five Below, Inc. provides earnings guidance for the first quarter and full fiscal year 2025. For the first quarter, the company's Net sales are expected to be in the range of $905 million to $925 million based on opening approximately 50 new stores and assuming an approximate flat to 2% increase in comparable sales. Net income is expected to be in the range of $25 million to $31 million. Diluted income per common share is expected to be in the range of $0.44 to $0.55 on approximately 55.3 million diluted weighted average shares outstanding. For the full fiscal year, the company's Net sales are expected to be in the range of $4.21 billion to $4.33 billion based on opening approximately 150 new stores and assuming an approximate flat to 3% increase in comparable sales. Net income is expected to be in the range of $216 million to $250 million. Diluted income per common share is expected to be in the range of $3.90 to $4.52 on approximately 55.4 million diluted weighted average shares outstanding.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$72.25, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 10x in the Specialty Retail industry in the US. Total loss to shareholders of 56% over the past three years.お知らせ • Mar 06Five Below, Inc. to Report Q4, 2025 Results on Mar 19, 2025Five Below, Inc. announced that they will report Q4, 2025 results After-Market on Mar 19, 2025Seeking Alpha • Feb 24Five Below: Staying The Course With Earnings Around The CornerSummary Five Below has shown rapid growth but faces challenges with weak comparable store sales and declining profitability, leading me to maintain a 'hold' rating. Despite a 14.6% revenue increase driven by store expansion, net profits dropped significantly due to higher costs and expenses. Analysts expect continued revenue growth but declining profitability, with potential for an upgrade if future results exceed expectations. The company’s valuation appears reasonable, and with no debt and solid cash reserves, there is potential for future optimism. Read the full article on Seeking Alpha決済の安定と成長配当データの取得安定した配当: FIVEの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: FIVEの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Five Below 配当利回り対市場FIVE 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (FIVE)n/a市場下位25% (US)1.4%市場トップ25% (US)4.2%業界平均 (Specialty Retail)2.2%アナリスト予想 (FIVE) (最長3年)0%注目すべき配当: FIVEは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: FIVEは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: FIVEの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: FIVEが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YUS 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/24 01:57終値2026/06/24 00:00収益2026/05/02年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Five Below, Inc. 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40 アナリスト機関Meredith AdlerBarclaysSeth SigmanBarclaysBrian McNamaraBerenberg37 その他のアナリストを表示
ライブニュース • Jun 22Five Below Lifts 2026 Guidance After Strong Q1 and Product Assortment ChangesFive Below reported Q1 2026 net sales of US$1.29b, up 32.5% year on year, with comparable store sales up 22.7% and adjusted EPS of US$2.22. The company also raised full-year revenue guidance to about US$5.44b and lifted its adjusted EPS outlook by 10.7%. Management credited broad category strength and the removal of the separate “Five Beyond” section, with higher-priced items folded into core aisles, as a key driver of traffic and sales. The company plans to add around 150 new stores in 2026 on top of 49 net openings in Q1. Five Below’s stock trades at US$194.06, roughly flat year to date, and has declined 16% over the past 90 days. The setup highlights a company showing strong current execution while openly flagging risks from inflation, fuel, tariffs and a softer labor market. The key question is how resilient that Q1 momentum is if discretionary spending weakens.
お知らせ • Jun 18Five Below, Inc. Announces Appointment of Robert Lynch as Independent Director, Effective June 16, 2026Five Below, Inc. announced the election of Robert Lynch as a new independent director to its Board of Directors, effective June 16, 2026, bringing the Board to nine members. Robert Lynch is the Chief Executive Officer of Shake Shack, Inc., a leading fast-casual chain of restaurants, and has served in this role and as a member of its Board of Directors since May 2024. Prior to his current role, Mr. Lynch served as President and Chief Executive Officer of Papa John’s International, Inc. and held multiple positions within Arby’s Restaurant Group, Inc., including as President from August 2017 to August 2019, and at Taco Bell, H.J. Heinz Company and Procter & Gamble. Mr. Lynch also served on the board of directors at Kontoor Brands, Inc. from March 2021 to April 2026.
ナラティブの更新 • Jun 18FIVE: Strong Comps And Margin Execution Will Support Future RepricingFor Five Below, the updated analyst price target implies a fair value shift from $305.00 to about $321.69. Analysts are factoring in solid recent comps and margin performance while also accounting for lower revenue growth, slightly softer profit margins, and a higher future P/E multiple.
お知らせ • Jun 18Five Below, Inc. Announces Executive AppointmentsFive Below, Inc. announced the appointments of Rodney Lastinger as Chief Retail Officer and Christos Yatrakis as Chief Legal Officer. Mr. Lastinger will be responsible for leading the operational performance of the Company’s growing network of nearly 2,000 stores and will join Five Below on June 22, 2026. Mr. Lastinger is a seasoned retail executive with extensive experience leading large-scale operations across national and international markets. Most recently, he served as Chief Operating Officer at GNC, where he directed operations across more than 2,200 franchise and corporate stores nationwide, improving comparable sales trends and EBITDA through operational transformation and supply chain optimization. Prior to GNC, Mr. Lastinger served as President, Retail, at Conn's Home Plus, leading all company operations including stores, supply chain, merchandising, in-home sales and service, and real estate. Earlier in his career, Mr. Lastinger spent 18 years at Target Corporation, progressing through roles of increasing responsibility to Senior Vice President, Stores. Mr. Yatrakis will oversee the Company's legal function and joined on June 15, 2026. Mr. Yatrakis is an accomplished legal executive with more than 20 years of experience leading legal functions for global public consumer companies. Most recently, he served as Chief People & Legal Officer at Allbirds, Inc., where he oversaw legal, corporate governance, SEC compliance and people functions for operations spanning more than 20 countries. Prior to Allbirds, Mr. Yatrakis held senior legal and operational roles at Gymshark USA Inc., including General Manager, North America, and at Arrow Electronics, Inc., where he served as Vice President, Legal Affairs. Both executives will report to Kenneth Bull, Chief Operating Officer.
分析記事 • Jun 16Five Below (FIVE) Stock Could Be 26.7% Undervalued After Earnings And Raised GuidanceFive Below (FIVE) has drawn fresh attention after reporting first quarter results, updating guidance for 2026, and benefiting from viral Cardi B social media posts that spotlighted the retailer to a wider audience. See our latest analysis for Five Below. Five Below’s share price has been choppy in recent months, with a 7 day share price return of 3.98% but a 30 day share price return that is down 9.23%, while the 1 year total shareholder return of 53.33% points to stronger longer term...
ライブニュース • Jun 13Five Below Raises 2026 Outlook After Q1 Sales and EPS Beat but Shares SlideFive Below reported Q1 2026 net sales of US$1.29b, up 32.5% year over year, with comparable store sales up 22.7%. Adjusted EPS for the quarter was US$2.22, about 158% higher year over year and ahead of analyst expectations, while the company opened 49 net new stores to reach 1,970 locations. Management raised full-year 2026 sales and adjusted EPS guidance and plans to open about 150 new stores this year, even as the stock fell more than 6% in after-hours trading following the results. Taken together, the strong Q1 performance, expanded guidance and ongoing store rollout indicate that management is leaning into the current momentum while remaining vocal about cost and demand risks. For investors, the key trade-off is between the growth potential implied by store expansion and merchandising changes, and the pressures from inflation, labor and fuel costs, tariffs, and consumer spending that investors appear to be pricing in.
Buy Or Sell Opportunity • Jun 09Now 22% overvaluedOver the last 90 days, the stock has fallen 13% to US$191. The fair value is estimated to be US$157, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.
ライブニュース • Jun 06Five Below Lifts Outlook After Q1 Beat but Shares Fall on Cost and Consumer ConcernsFive Below reported Q1 fiscal 2026 net sales of US$1.29b, up 32.5%, with comparable sales up 22.7%. Adjusted EPS came in at US$2.22, topping estimates by US$0.53, and the company now expects full-year revenue of US$5.44b and higher adjusted EPS. The retailer opened 49 net new stores to reach 1,970 locations and plans about 150 net new stores in 2026. The stock fell over 6% after hours as management flagged inflation, fuel and labor costs, tariffs, and consumer stress despite help from higher tax refunds. The core story is strong reported top-line and EPS performance alongside a higher full-year outlook. However, the market reaction highlights concern about how durable current demand is once temporary supports like tax refunds fade. For those following the stock, the key tension to watch is between store expansion and merchandising momentum on one side, and the impact of cost pressures and a potentially stretched consumer on the other.
Reported Earnings • Jun 04First quarter 2027 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2027 results: EPS: US$2.23 (up from US$0.75 in 1Q 2026). Revenue: US$1.29b (up 33% from 1Q 2026). Net income: US$123.1m (up 199% from 1Q 2026). Profit margin: 9.6% (up from 4.2% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Jun 04Five Below: When Great Isn't EnoughSummary Five Below, Inc. reported a clear double beat in Q1, as store traffic improved to a highly impressive level and Five Below reports strong margin gains. The report was accompanied by a noteworthy FY2026 guidance raise, as FIVE also expects healthy momentum ahead. After an intriguing post-earnings decline, I estimate FIVE stock to have 27% upside to $250.7. Read the full article on Seeking Alpha
お知らせ • Jun 04+ 1 more updateFive Below, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal Year 2026Five Below, Inc. provided earnings guidance for the second quarter of fiscal year of 2026. For the quarter, company expected Net sales to be in the range of $1.18 billion to $1.20 billion based on opening approximately 50 new stores and assumes an approximate 7% to 9% increase in comparable sales. Net income is expected to be in the range of $64 million to $71 million. Diluted income per common share is expected to be in the range of $1.15 to $1.27 on approximately 55.7 million diluted weighted average shares outstanding.
ナラティブの更新 • Jun 03FIVE: Comp Execution And Store Expansion Will Drive Bullish 2026 OutlookAnalysts have nudged their fair value estimate for Five Below to about $264 from roughly $261, reflecting updated models that include higher comparable sales expectations and revised retail sector assumptions from recent Street research. Analyst Commentary Bullish analysts are generally lifting their fair value views in response to refreshed models and higher comparable sales assumptions, which feeds into the modest increase in the consolidated fair value estimate to about US$264.
お知らせ • May 21Five Below, Inc. to Report Q1, 2027 Results on Jun 03, 2026Five Below, Inc. announced that they will report Q1, 2027 results After-Market on Jun 03, 2026
お知らせ • May 06Five Below, Inc., Annual General Meeting, Jun 16, 2026Five Below, Inc., Annual General Meeting, Jun 16, 2026.
ナラティブの更新 • Apr 28FIVE: New Leadership And Earnings Setup Will Support Future RepricingAnalysts have raised their average price targets on Five Below by a wide range, from $5 up to $45, as they factor in slightly higher modeled revenue growth near 12.6%, a modestly higher profit margin near 9.0%, and an updated discount rate of about 8.8%, while keeping a long term fair value estimate around $305 unchanged. Analyst Commentary Recent Street research around Five Below has been largely constructive, with a cluster of price target revisions and several rating changes that lean positive.
ナラティブの更新 • Apr 14FIVE: New Leadership Execution And Margin Expansion Will Shape Bullish 2026 OutlookAnalysts have raised the implied fair value estimate for Five Below by about $32 to $261.32. They cite a series of recent price target increases across Wall Street and updated assumptions that factor in slightly lower revenue growth expectations, offset by higher projected profit margins and a modestly reduced future P/E multiple.
ナラティブの更新 • Mar 31FIVE: Higher Margin Outlook Under New Leadership Will Support RepricingThe analyst fair value estimate for Five Below has shifted from $125.00 to $305.00. This change reflects a series of higher Street price targets that generally cite assumptions of stronger revenue growth, higher profit margins, and a higher future P/E multiple under current management.
Recent Insider Transactions Derivative • Mar 30Independent Director notifies of intention to sell stockRonald Sargent intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of March. If the sale is conducted around the recent share price of US$232, it would amount to US$2.3m. Since June 2025, Ronald's direct individual holding has decreased from 104.37k shares to 101.07k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Mar 26Consensus EPS estimates increase by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from US$5.22b to US$5.32b. EPS estimate increased from US$6.95 to US$8.12 per share. Net income forecast to grow 26% next year vs 24% growth forecast for Specialty Retail industry in the US. Consensus price target up from US$228 to US$261. Share price rose 10.0% to US$234 over the past week.
Recent Insider Transactions • Mar 25Chief Operating Officer recently sold US$2.3m worth of stockOn the 20th of March, Kenneth Bull sold around 10k shares on-market at roughly US$234 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kenneth has been a net seller over the last 12 months, reducing personal holdings by US$8.1m.
Recent Insider Transactions Derivative • Mar 23Chief Operating Officer notifies of intention to sell stockKenneth Bull intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of March. If the sale is conducted around the recent share price of US$234, it would amount to US$2.3m. Since June 2025, Kenneth's direct individual holding has increased from 73.71k shares to 96.69k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Mar 19Price target increased by 14% to US$260Up from US$228, the current price target is an average from 22 analysts. New target price is 10% above last closing price of US$235. Stock is up 209% over the past year. The company is forecast to post earnings per share of US$8.12 for next year compared to US$6.51 last year.
お知らせ • Mar 19Five Below, Inc. Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2026 Ended January 31, 2027Five Below, Inc. provides earnings guidance for the first quarter and full fiscal year 2026 Ended January 31, 2027. For the first quarter, the company's Net sales are expected to be in the range of $1.18 billion to $1.20 billion based on opening approximately 45 net new stores and assumes an approximate 14% to 16% increase in comparable sales. Net income is expected to be in the range of $86 millionto $93 million. Diluted income per common share is expected to be in the range of $1.55 to $1.67 on approximately 55.6 million diluted weighted average shares outstanding. For the full fiscal year, the company's Net sales are expected to be in the range of $5.20 billion to $5.30 billion based on opening approximately 150 net new stores and assumes an approximate 3% to 5% increase in comparable sales. Net income is expected to be in the range of $429 million to $457 million. Diluted income per common share is expected to be in the range of $7.69 to $8.20 on approximately 55.7 million diluted weighted average shares outstanding.
ナラティブの更新 • Mar 17FIVE: Holiday Strength And New Leadership Reset Will Shape Balanced 2026 OutlookThe analyst price target for Five Below has been raised by about $12 to reflect a higher fair value estimate of $229, as analysts factor in stronger assumptions for revenue growth, profit margins, and future P/E multiples following a series of upward target revisions across the Street. Analyst Commentary Street research on Five Below has leaned more positive recently, with several firms lifting price targets and reiterating constructive views on the long term growth story.
お知らせ • Mar 05Five Below, Inc. to Report Q4, 2026 Results on Mar 18, 2026Five Below, Inc. announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on Mar 18, 2026
ナラティブの更新 • Mar 02FIVE: Elevated P/E Will Likely Crack On Execution Dependent Holiday MomentumAnalysts have lifted their average price targets on Five Below to a range of roughly $193 to $267, citing improving results under new leadership, stronger holiday execution, and expectations for a higher P/E multiple as management initiatives around merchandising, store operations, and marketing take hold. Analyst Commentary Recent research has generally tilted positive on Five Below, with several firms lifting price targets into a band that now runs from about $193 to $267.
ナラティブの更新 • Feb 16FIVE: Elevated Multiple Will Likely Crack On Execution Dependent Holiday MomentumOur analyst fair value estimate for Five Below has been raised from about $125 to $185. This change reflects higher assumed revenue growth, a slightly lower discount rate, modestly stronger profit margins, and a richer future P/E multiple that aligns with recent analyst price target hikes following positive management updates and holiday results.
ナラティブの更新 • Feb 02FIVE: Holiday Execution And Merchandising Initiatives Will Support Future Margin ExpansionThe analyst price target for Five Below has moved higher, with our fair value estimate shifting from $213.71 to $217.33 as analysts respond to a series of price target increases across the Street tied to recent holiday performance updates, management meetings, and expectations for margins and comparable sales. Analyst Commentary Street research on Five Below has turned more constructive overall, with a cluster of price target changes following strong holiday updates and investor meetings.
ナラティブの更新 • Jan 19FIVE: Raised Guidance And Execution Support Future Margin And Valuation BalanceAnalysts have raised their implied fair value estimate for Five Below from about $186 to roughly $214. This reflects updated assumptions for slightly higher revenue, improved profit margins, and a modestly richer future P/E multiple following a series of price target increases across Wall Street.
Recent Insider Transactions • Jan 16Chief Administrative Officer recently sold US$1.7m worth of stockOn the 13th of January, Eric Specter sold around 9k shares on-market at roughly US$201 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.4m. Insiders have been net sellers, collectively disposing of US$12m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Jan 15Chief Administrative Officer notifies of intention to sell stockEric Specter intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of January. If the sale is conducted around the recent share price of US$201, it would amount to US$1.7m. Since March 2025, Eric's direct individual holding has decreased from 61.64k shares to 54.22k. Company insiders have collectively sold US$9.1m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Jan 13Price target increased by 10% to US$205Up from US$186, the current price target is an average from 21 analysts. New target price is approximately in line with last closing price of US$201. Stock is up 114% over the past year. The company is forecast to post earnings per share of US$6.21 for next year compared to US$4.61 last year.
お知らせ • Jan 13Five Below, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025Five Below, Inc. provided earnings guidance for the fourth quarter and full year of 2025. For the quarter, the company expects Net sales of approximately $1.71 billion. Comparable sales increase of approximately 14.5%. Diluted income per common share of $3.93 to $3.98 on approximately 55.6 million diluted weighted average shares outstanding. For the year 2025, the company expects Net sales of approximately $4.75 billion. Comparable sales increase of approximately 12.5%. Diluted income per common share of $6.10 to $6.15 on approximately 55.5 million diluted weighted average shares outstanding.
ナラティブの更新 • Jan 04FIVE: Raised Guidance And Expansion Will Support Future Margin And Traffic UpsideAnalysts have raised their price target on Five Below by $23 to $186, citing improving expectations for revenue growth, profit margins, and overall fair value. Analyst Commentary Recent commentary from JPMorgan highlights a constructive shift in sentiment around Five Below, with the firm upgrading the stock to Overweight and setting a $186 price target.
Recent Insider Transactions • Dec 17Key Executive recently sold US$1.1m worth of stockOn the 11th of December, Michael Devine sold around 6k shares on-market at roughly US$182 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.4m. This was Michael's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Dec 15Chief Retail Officer notifies of intention to sell stockGeorge Hill intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of December. If the sale is conducted around the recent share price of US$181, it would amount to US$1.4m. Since March 2025, George's direct individual holding has decreased from 48.92k shares to 40.41k. Company insiders have collectively sold US$6.2m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Dec 14FIVE: Elevated Expectations Will Likely Expose Fragile Turnaround MomentumFive Below's analyst price target has been raised from approximately $109 to about $125. Analysts point to improving profit margins, beatable second half and 2026 expectations, and strengthened leadership as drivers of a more favorable long term outlook, despite slightly lower projected revenue growth.
Major Estimate Revision • Dec 11Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$4.52b to US$4.64b. EPS estimate increased from US$5.09 to US$5.76 per share. Net income forecast to grow 10% next year vs 16% growth forecast for Specialty Retail industry in the US. Consensus price target up from US$164 to US$185. Share price rose 8.6% to US$177 over the past week.
Recent Insider Transactions • Dec 10COO & Interim Treasurer recently sold US$4.4m worth of stockOn the 5th of December, Kenneth Bull sold around 25k shares on-market at roughly US$175 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Kenneth's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Dec 07COO & Interim Treasurer notifies of intention to sell stockKenneth Bull intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of December. If the sale is conducted around the recent share price of US$175, it would amount to US$4.4m. Since December 2024, Kenneth's direct individual holding has increased from 107.78k shares to 131.14k. Company insiders have collectively sold US$1.8m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Dec 04Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: US$0.66 (up from US$0.031 in 3Q 2025). Revenue: US$1.04b (up 23% from 3Q 2025). Net income: US$36.5m (up US$34.8m from 3Q 2025). Profit margin: 3.5% (up from 0.2% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.6%. Earnings per share (EPS) also surpassed analyst estimates by 154%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Price Target Changed • Dec 04Price target increased by 11% to US$180Up from US$162, the current price target is an average from 21 analysts. New target price is 6.7% above last closing price of US$168. Stock is up 45% over the past year. The company is forecast to post earnings per share of US$5.74 for next year compared to US$4.61 last year.
お知らせ • Dec 04+ 1 more updateFive Below, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2025Five Below, Inc. provided earnings guidance for the fourth quarter of fiscal year 2025. For the quarter, the company's net sales are expected to be in the range of $1.58 billion to $1.61 billion based on opening approximately 14 net new stores and assumes an approximate 6% to 8% increase in comparable sales. Net income is expected to be in the range of $186 million to $196 million. Diluted income per common share is expected to be in the range of $3.34 to $3.52 on approximately 55.6 million diluted weighted average shares outstanding.
ナラティブの更新 • Nov 30FIVE: Leadership Changes And Expansion Will Balance Near-Term Opportunities And Execution RisksAnalysts have modestly increased their price target for Five Below to $163.14 from $161.95, reflecting optimism about leadership changes and favorable industry trends. Analyst Commentary Recent research and rating changes highlight a mix of optimism and caution from Wall Street regarding Five Below's outlook.
お知らせ • Nov 20Five Below, Inc. to Report Q3, 2026 Results on Dec 03, 2025Five Below, Inc. announced that they will report Q3, 2026 results After-Market on Dec 03, 2025
ナラティブの更新 • Nov 16FIVE: Recent Leadership and Expansion Moves Will Shape Risk and Reward AheadAnalysts have slightly increased their price target for Five Below to approximately $161.95. They cite sustained momentum in sales, ongoing margin improvement, and confidence in new leadership as factors contributing to a positive long-term outlook.
ナラティブの更新 • Nov 01FIVE: New Leadership And Store Expansion Will Shape Business Turnaround AheadThe analyst price target for Five Below has edged higher from approximately $160.10 to $161.86. This reflects analyst confidence in stronger revenue growth and improving profit margins, supported by positive sales momentum, experienced new leadership, and an accelerating business turnaround.
ナラティブの更新 • Oct 18Value Focus And Gen Z Appeal Will Transform Retail DynamicsFive Below's analyst price target has nudged higher to approximately $160, up slightly from $159. Analysts point to ongoing sales momentum, improved merchandising, and strengthening management as factors supporting the company's outlook.
ナラティブの更新 • Oct 04Value Focus And Gen Z Appeal Will Transform Retail DynamicsFive Below's analyst price target has been modestly increased to $159 from $157, as analysts cite improved management stability, strong sales momentum, and ongoing turnaround efforts as key drivers supporting a slightly higher valuation outlook. Analyst Commentary Recent Street research on Five Below reflects a mix of optimism surrounding strong operational improvement and cautious notes regarding future risks and potential headwinds.
お知らせ • Oct 02Five Below, Inc. Announces Executive ChangesOn August 25, 2025, the Board of Directors of Five Below, Inc. announced Mr. Daniel Sullivan will assume the roles of principal financial officer and principal accounting officer, effective October 6, 2025 from Kenneth Bull, who has been serving as Interim Chief Financial Officer. Prior to joining the Company, Mr. Sullivan served as Executive Vice President, Chief Operating Officer of Edgewell Personal Care Company, a global consumer products company, from April 2019, and prior to that as Chief Financial Officer of Party City Holdco Inc., a party goods company, from September 2016. Additionally, Mr. Sullivan previously served as Chief Financial Officer of Ahold USA, as well as Chief Financial Officer and Chief Operating Officer of Heineken USA. Mr. Sullivan holds a bachelor’s degree in accounting from Duquesne University.
お知らせ • Oct 01+ 1 more updateFive Below, Inc. Appoints Michelle Israel as Chief Merchandising Officer, Effective October 6, 2025Five Below, Inc. announced the appointment of Michelle Israel as Chief Merchandising Officer, effective October 6, 2025. Ms. Israel will report to Winnie Park, Chief Executive Officer. Ms. Israel will be responsible for Merchandising, Planning, Allocation, Product Sourcing, as well as Product Development, Quality and Compliance. Ms. Israel is a seasoned retail executive with robust experience in merchandising, operations, business transformation and in driving growth and innovation across multiple, diverse retail categories. Ms. Israel’s previous experience includes nearly 35 years at Macy’s and Bloomingdale’s, most recently as Senior Vice President and General Merchandise Manager, Beauty and Center Core, at Macy’s, where she oversaw a multi-billion-dollar portfolio that spanned jewelry, beauty, shoes, handbags and more. Ms. Israel also led Macy’s value brands, Bloomingdale’s The Outlet and Macy’s Off Price/Backstage, owning the full P&L, inclusive of merchandising, stores, planning and finance.
Reported Earnings • Aug 28Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.78 (up from US$0.60 in 2Q 2025). Revenue: US$1.03b (up 24% from 2Q 2025). Net income: US$42.8m (up 30% from 2Q 2025). Profit margin: 4.2% (up from 4.0% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.
Price Target Changed • Aug 28Price target increased by 13% to US$157Up from US$139, the current price target is an average from 19 analysts. New target price is approximately in line with last closing price of US$150. Stock is up 92% over the past year. The company is forecast to post earnings per share of US$5.01 for next year compared to US$4.61 last year.
お知らせ • Aug 28+ 1 more updateFive Below, Inc. Provides Earnings Guidance for the Full Fiscal Year 2025Five Below, Inc. provided earnings guidance for the full fiscal year 2025. For the full year, company expects Net sales are expected to be in the range of $4.44 billion to $4.52 billion based on opening approximately 150 net new stores and assumes an approximate 5% to 7% increase in comparable sales. Net income is expected to be in the range of $253 million to $275 million. Diluted income per common share is expected to be in the range of $4.56 to $4.96 on approximately 55.4 million diluted weighted average shares outstanding. Adjusted diluted income per common share is expected to be in the range of $4.76 to $5.16.
ナラティブの更新 • Aug 27Pacific Northwest Expansion And Digital Engagement Will Open New AvenuesAnalysts modestly raised Five Below’s price target to $141.11, citing robust same-store sales, effective strategic execution, and potential margin tailwinds, while remaining cautious on near-term growth risks and macro headwinds. Analyst Commentary Bullish analysts cite consistently strong same-store sales growth, driven by both increased traffic and higher average ticket sizes, as a key catalyst for raising price targets.
お知らせ • Aug 14Five Below, Inc. to Report Q2, 2026 Results on Aug 27, 2025Five Below, Inc. announced that they will report Q2, 2026 results After-Market on Aug 27, 2025
分析記事 • Aug 02A Look At The Fair Value Of Five Below, Inc. (NASDAQ:FIVE)Key Insights The projected fair value for Five Below is US$148 based on 2 Stage Free Cash Flow to Equity Five Below's...
分析記事 • Jul 17Is It Too Late To Consider Buying Five Below, Inc. (NASDAQ:FIVE)?Five Below, Inc. ( NASDAQ:FIVE ), is not the largest company out there, but it led the NASDAQGS gainers with a...
Buy Or Sell Opportunity • Jul 07Now 21% undervaluedOver the last 90 days, the stock has risen 132% to US$129. The fair value is estimated to be US$163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 3.6%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.
Recent Insider Transactions • Jul 01Chief Administrative Officer recently sold US$719k worth of stockOn the 26th of June, Eric Specter sold around 6k shares on-market at roughly US$131 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.1m more than they bought in the last 12 months.
お知らせ • Jun 30+ 5 more updatesFive Below, Inc.(NasdaqGS:FIVE) dropped from Russell Small Cap Comp Growth IndexFive Below, Inc.(NasdaqGS:FIVE) dropped from Russell Small Cap Comp Growth Index
Recent Insider Transactions Derivative • Jun 27Chief Administrative Officer notifies of intention to sell stockEric Specter intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of June. If the sale is conducted around the recent share price of US$131, it would amount to US$719k. Since September 2024, Eric's direct individual holding has decreased from 57.27k shares to 35.71k. Company insiders have collectively sold US$927k more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Jun 25Five Below (NASDAQ:FIVE) Is Looking To Continue Growing Its Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Buy Or Sell Opportunity • Jun 16Now 23% undervaluedOver the last 90 days, the stock has risen 65% to US$122. The fair value is estimated to be US$157, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 3.6%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.
Recent Insider Transactions • Jun 13Secretary recently sold US$81k worth of stockOn the 10th of June, Ronald Masciantonio sold around 658 shares on-market at roughly US$123 per share. This transaction amounted to 5.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$127k more than they bought in the last 12 months.
お知らせ • Jun 07Five Below, Inc. Announces Executive Changes, Effective June 6, 2025On June 4, 2025, Five Below, Inc. and Kristy Chipman, Treasurer, entered into a letter agreement providing for the cessation of Ms. Chipman’s employment by the Company in all capacities, effective as of June 6, 2025. On June 4, 2025, the Board appointed Mr. Kenneth R. Bull, the Chief Operating Officer of the Company, to also serve as the Company’s Treasurer on an interim basis, effective as of the cessation of Ms. Chipman’s service on June 6, 2025.
Recent Insider Transactions Derivative • Jun 06Chief Retail Officer notifies of intention to sell stockGeorge Hill intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of June. If the sale is conducted around the recent share price of US$121, it would amount to US$546k. Since June 2024, George's direct individual holding has decreased from 26.72k shares to 18.38k. Company insiders have collectively sold US$633k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Jun 05First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: US$0.75 (up from US$0.57 in 1Q 2025). Revenue: US$970.5m (up 20% from 1Q 2025). Net income: US$41.1m (up 31% from 1Q 2025). Profit margin: 4.2% (up from 3.9% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.4%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.
Price Target Changed • Jun 05Price target increased by 20% to US$128Up from US$107, the current price target is an average from 19 analysts. New target price is approximately in line with last closing price of US$128. Stock is up 7.8% over the past year. The company is forecast to post earnings per share of US$4.63 for next year compared to US$4.61 last year.
お知らせ • Jun 05+ 1 more updateFive Below, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2025 and Updates Earnings Guidance for the Full Year of Fiscal 2025Five Below, Inc. provided earnings guidance for the second quarter of fiscal 2025 and updated earnings guidance for the full year of fiscal 2024. For the quarter, the company expects net salesto be in the range of $975 million to $995 million based on opening approximately 30 net new stores and assumes an approximate 7% to 9% increase in comparable sales. Net income is expected to be in the range of $25 million to $32 million. Adjusted net income is expected to be in the range of $28 million to $34 million. Diluted income per common share is expected to be in the range of $0.45 to $0.57 on approximately 55.3 million diluted weighted average shares outstanding. For the full year, the company expects net sales to be in the range of $4.33 billion to $4.42 billion based on opening approximately 150 net new stores and assumes an approximate 3% to 5% increase in comparable sales. Net income is expected to be in the range of $223 million to $249 million. Diluted income per common share is expected to be in the range of $4.04 to $4.51 on approximately 55.3 million diluted weighted average shares outstanding.
お知らせ • May 22Five Below, Inc. to Report Q1, 2026 Results on Jun 04, 2025Five Below, Inc. announced that they will report Q1, 2026 results After-Market on Jun 04, 2025
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 25%After last week's 25% share price gain to US$103, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 10x in the Specialty Retail industry in the US. Total loss to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$103 per share.
Buy Or Sell Opportunity • May 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to US$82.79. The fair value is estimated to be US$104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 3.2%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 7.3% in the next 2 years.
お知らせ • May 05Five Below, Inc., Annual General Meeting, Jun 12, 2025Five Below, Inc., Annual General Meeting, Jun 12, 2025.
お知らせ • May 02+ 1 more updateFive Below, Inc. Raises Its Earnings Guidance for the First Quarter of Fiscal 2025 Ending May 3, 2025Five Below, Inc. raised its earnings guidance for the first quarter of fiscal 2025 ending May 3, 2025. Net sales for the first quarter of fiscal 2025 are expected to be approximately $967 million versus the prior guidance of $905 million to $925 million. Diluted income per common share for the first quarter is expected to be in the range of $0.69 to $0.71 versus the prior guidance range of $0.44 to $0.55.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$74.15, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Specialty Retail industry in the US. Total loss to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$104 per share.
New Risk • Apr 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to US$58.83, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Specialty Retail industry in the US. Total loss to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$105 per share.
Reported Earnings • Mar 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$4.61 (down from US$5.43 in FY 2024). Revenue: US$3.88b (up 8.9% from FY 2024). Net income: US$253.6m (down 16% from FY 2024). Profit margin: 6.5% (down from 8.5% in FY 2024). The decrease in margin was driven by higher expenses. Like-for-like sales growth: Down 2.7% vs FY 2024 Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.5%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
お知らせ • Mar 20Five Below, Inc. Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2025Five Below, Inc. provides earnings guidance for the first quarter and full fiscal year 2025. For the first quarter, the company's Net sales are expected to be in the range of $905 million to $925 million based on opening approximately 50 new stores and assuming an approximate flat to 2% increase in comparable sales. Net income is expected to be in the range of $25 million to $31 million. Diluted income per common share is expected to be in the range of $0.44 to $0.55 on approximately 55.3 million diluted weighted average shares outstanding. For the full fiscal year, the company's Net sales are expected to be in the range of $4.21 billion to $4.33 billion based on opening approximately 150 new stores and assuming an approximate flat to 3% increase in comparable sales. Net income is expected to be in the range of $216 million to $250 million. Diluted income per common share is expected to be in the range of $3.90 to $4.52 on approximately 55.4 million diluted weighted average shares outstanding.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$72.25, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 10x in the Specialty Retail industry in the US. Total loss to shareholders of 56% over the past three years.
お知らせ • Mar 06Five Below, Inc. to Report Q4, 2025 Results on Mar 19, 2025Five Below, Inc. announced that they will report Q4, 2025 results After-Market on Mar 19, 2025
Seeking Alpha • Feb 24Five Below: Staying The Course With Earnings Around The CornerSummary Five Below has shown rapid growth but faces challenges with weak comparable store sales and declining profitability, leading me to maintain a 'hold' rating. Despite a 14.6% revenue increase driven by store expansion, net profits dropped significantly due to higher costs and expenses. Analysts expect continued revenue growth but declining profitability, with potential for an upgrade if future results exceed expectations. The company’s valuation appears reasonable, and with no debt and solid cash reserves, there is potential for future optimism. Read the full article on Seeking Alpha
