Reported Earnings • Jun 04
First quarter 2027 earnings released: EPS: US$2.23 (vs US$0.75 in 1Q 2026) First 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 is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Germany. 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 3% per year, which means it is significantly lagging earnings growth. Duyuru • May 21
Five Below, Inc. to Report Q1, 2027 Results on Jun 03, 2026 Five Below, Inc. announced that they will report Q1, 2027 results After-Market on Jun 03, 2026 Duyuru • May 06
Five Below, Inc., Annual General Meeting, Jun 16, 2026 Five Below, Inc., Annual General Meeting, Jun 16, 2026. Duyuru • Mar 19
Five Below, Inc. Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2026 Ended January 31, 2027 Five 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. Duyuru • Mar 05
Five Below, Inc. to Report Q4, 2026 Results on Mar 18, 2026 Five Below, Inc. announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on Mar 18, 2026 Duyuru • Jan 13
Five Below, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025 Five 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. Duyuru • Nov 20
Five Below, Inc. to Report Q3, 2026 Results on Dec 03, 2025 Five Below, Inc. announced that they will report Q3, 2026 results After-Market on Dec 03, 2025 Duyuru • Oct 02
Five Below, Inc. Announces Executive Changes On 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. Duyuru • Aug 28
Five Below, Inc. Provides Earnings Guidance for the Full Fiscal Year 2025 Five 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. Reported Earnings • Aug 28
Second quarter 2026 earnings released: EPS: US$0.78 (vs US$0.60 in 2Q 2025) Second 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 is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Specialty Retail industry in Germany. 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. Duyuru • Aug 28
Five Below, Inc. Provides Earnings Guidance for the Third Quarter of Fiscal Year 2025 Five Below, Inc. provided earnings guidance for the third quarter of fiscal year 2025. For the quarter, company expects Net sales are expected to be in the range of $950 million to $970 million based on opening approximately 50 net new stores and assumes an approximate 5% to 7% increase in comparable sales. Net income is expected to be in the range of $5 million to $12 million. Diluted income per common share is expected to be in the range of $0.09 to $0.21 on approximately 55.6 million diluted weighted average shares outstanding. Adjusted diluted income per common share is expected to be in the range of $0.12 to $0.24. Duyuru • Aug 14
Five Below, Inc. to Report Q2, 2026 Results on Aug 27, 2025 Five Below, Inc. announced that they will report Q2, 2026 results After-Market on Aug 27, 2025 Duyuru • Jun 07
Five Below, Inc. Announces Executive Changes, Effective June 6, 2025 On 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. Duyuru • May 22
Five Below, Inc. to Report Q1, 2026 Results on Jun 04, 2025 Five Below, Inc. announced that they will report Q1, 2026 results After-Market on Jun 04, 2025 Duyuru • May 05
Five Below, Inc., Annual General Meeting, Jun 12, 2025 Five Below, Inc., Annual General Meeting, Jun 12, 2025. Duyuru • Mar 20
Five Below, Inc. Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2025 Five 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. Duyuru • Mar 06
Five Below, Inc. to Report Q4, 2025 Results on Mar 19, 2025 Five Below, Inc. announced that they will report Q4, 2025 results After-Market on Mar 19, 2025 Duyuru • Nov 21
Five Below, Inc. to Report Q3, 2025 Results on Dec 04, 2024 Five Below, Inc. announced that they will report Q3, 2025 results After-Market on Dec 04, 2024 Valuation Update With 7 Day Price Move • Sep 11
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €79.10, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 6x in the Specialty Retail industry in Germany. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €149 per share. Reported Earnings • Aug 29
Second quarter 2025 earnings released: EPS: US$0.60 (vs US$0.84 in 2Q 2024) Second quarter 2025 results: EPS: US$0.60 (down from US$0.84 in 2Q 2024). Revenue: US$830.1m (up 9.4% from 2Q 2024). Net income: US$33.0m (down 30% from 2Q 2024). Profit margin: 4.0% (down from 6.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings. Duyuru • Aug 29
Five Below, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of Fiscal 2024 Five Below, Inc. provided earnings guidance for the third quarter and full year of fiscal 2024. For the quarter, the company expects net sales are expected to be in the range of $780 million to $800 million based on opening approximately 85 new stores and assumes a mid-single digit decrease in comparable sales. Net loss is expected to be in the range of $2 million to $13 million. Diluted loss per common share is expected to be in the range of $0.04 to $0.24 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 $3.73 billion to $3.80 billion based on opening approximately 230 new stores and assumes an approximate 4% to 5.5% decrease in comparable sales. Net income is expected to be in the range of $220 million to $244 million. Diluted income per common share is expected to be in the range of $3.98 to $4.41 on approximately 55.3 million diluted weighted average shares outstanding. Valuation Update With 7 Day Price Move • Aug 19
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €70.68, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 6x in the Specialty Retail industry in Germany. Total loss to shareholders of 64% over the past three years. Duyuru • Aug 08
Five Below, Inc. to Report Q2, 2025 Results on Aug 28, 2024 Five Below, Inc. announced that they will report Q2, 2025 results After-Market on Aug 28, 2024 Duyuru • Aug 02
Robbins Geller Rudman & Dowd LLP Announces Class Action Lawsuit Against Five Below, Inc Robbins Geller Rudman & Dowd LLP announced that the Five Below class action lawsuit seeks to represent purchasers or acquirers of Five Below, Inc. securities between March 20, 2024 and July 16, 2024, inclusive (the “Class Period”). Captioned Himes versus Five Below, Inc., No. 24-cv-03638 (E.D. Pa.), the Five Belowclass action lawsuit charges Five Below and Five Below’s Chief Executive Officer with violations of the Securities Exchange Act of 1934. Case Allegations: Five Below operates as a specialty value retailer in the United States. The Five Below class action lawsuit alleges that defendants throughout the Class Period provided investors with materially false and misleading information concerning Five Below’s anticipated growth and net sales. The Five Below class action lawsuit further alleges that on June 5, 2024, Five Below announced disappointing first quarter 2024 sales results and cut its full year 2024 guidance stating, net sales are expected to be in the range of $3.79 billion to $3.87 billion based on opening approximately 230 new stores and assumes an approximate 3% to 5% decrease in comparable sales. Net income is expected to be in the range of $275 million to $297 million.” On this news, the price of Five Below stock fell nearly 11%, according to the complaint. Then, on July 16, 2024, Five Below announced that “Joel Anderson has stepped down from his roles of President and CEO, and from the Board of Directors, to pursue other interests,” comparable sales decreased 5.0% versus the restated and comparable period ended July 15, 2023,” and that as a result, (Five Below) now expects sales for the fiscal second quarter ending August 3, 2024 to be in the range of $820 million to $826 million and assumes an approximate 6% to 7% decrease in comparable sales. On this news, the price of Five Below stock fell more than 25%, according to the Five Below class action lawsuit. The Lead Plaintiff Process: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Five Below securities during the Class Period to seek appointment as lead plaintiff in the Five Below class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the Five Below class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the Five Below class action lawsuit. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Five Below class action lawsuit. Valuation Update With 7 Day Price Move • Jul 17
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to €71.12, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 7x in the Specialty Retail industry in Germany. Total loss to shareholders of 56% over the past three years. Reported Earnings • Jun 07
First quarter 2025 earnings released: EPS: US$0.57 (vs US$0.67 in 1Q 2024) First quarter 2025 results: EPS: US$0.57 (down from US$0.67 in 1Q 2024). Revenue: US$811.9m (up 12% from 1Q 2024). Net income: US$31.5m (down 16% from 1Q 2024). Profit margin: 3.9% (down from 5.2% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings. Duyuru • Jun 06
Five Below, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2024 and Updates Earnings Guidance for the Full Year of Fiscal 2024 Five Below, Inc. provided earnings guidance for the second quarter of fiscal 2024 and updated earnings guidance for the full year of fiscal 2024. For the quarter, the company expects net sales to be in the range of $830 million to $850 million based on opening approximately 60 new stores and assumes a mid-single digit decrease in comparable sales. Net income to be in the range of $32 million to $38 million. Diluted income per common share to be in the range of $0.57 to $0.69 on approximately 55.2 million diluted weighted average shares outstanding.For the full year, the company expects net sales to be in the range of $3.79 billion to $3.87 billion based on opening approximately 230 new stores and assumes an approximate 3% to 5% decrease in comparable sales. Net income to be in the range of $275 million to $297 million. Diluted income per common share to be in the range of $4.97 to $5.37 on approximately 55.3 million diluted weighted average shares outstanding. Duyuru • May 17
Five Below, Inc. to Report Q1, 2025 Results on Jun 05, 2024 Five Below, Inc. announced that they will report Q1, 2025 results After-Market on Jun 05, 2024 Duyuru • May 03
Five Below, Inc., Annual General Meeting, Jun 11, 2024 Five Below, Inc., Annual General Meeting, Jun 11, 2024, at 09:00 US Eastern Standard Time. Agenda: To elect nine directors to hold office until the 2025 annual meeting of shareholders and until their respective successors have been duly elected and qualified; to ratify the appointment of KPMG LLP as the Company’s independent registered public accounting firm for the current fiscal year ending February 1, 2025; to hold an advisory (non-binding) vote to approve the Company’s named executive officer compensation; and to transact such other business as may properly come before the Annual Meeting or any adjournments or postponements thereof. Buy Or Sell Opportunity • Apr 02
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 15% to €159. The fair value is estimated to be €200, however this is not to be taken as a buy 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 12%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 14% per annum over the same time period. Duyuru • Mar 23
Five Below, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2024 Five Below, Inc. provided earnings guidance for the first quarter and full year of 2024. For the quarter, the company expects net sales to be in the range of $826 million to $846 million based on opening approximately 55 to 60 new stores and assuming an approximate flat to 2% increase in comparable sales. Net income to be in the range of $32 million to $38 million. Diluted income per common share to be in the range of $0.58 to $0.69 on approximately 55.6 million diluted weighted average shares outstanding.For the full year, the company expects net sales to be in the range of $3.97 billion to $4.07 billion based on opening between 225 and 235 new stores and assuming an approximate flat to 3% increase in comparable sales. Net income to be in the range of $318 million to $346 million. Diluted income per common share to be in the range of $5.71 to $6.22 on approximately 55.6 million diluted weighted average shares outstanding. Reported Earnings • Mar 22
Full year 2024 earnings released: EPS: US$5.43 (vs US$4.71 in FY 2023) Full year 2024 results: EPS: US$5.43 (up from US$4.71 in FY 2023). Revenue: US$3.56b (up 16% from FY 2023). Net income: US$301.1m (up 15% from FY 2023). Profit margin: 8.5% (in line with FY 2023). Like-for-like sales growth: 2.8% vs FY 2023 Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Duyuru • Mar 07
Five Below, Inc. to Report Q4, 2024 Results on Mar 20, 2024 Five Below, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Mar 20, 2024 Duyuru • Jan 25
Five Below, Inc. Appoints Karen Bowman to its Board of Directors Five Below, Inc. announced the appointment of Karen Bowman to its Board of Directors, effective January 24, 2024. Following Ms. Bowman’s appointment, Five Below’s Board will increase to twelve directors, four of whom are female. Ms. Bowman is currently the Deloitte Global Boardroom and Executive Program Leader and the Deloitte US Vice Chairman and National Sector Leader for the Automotive Industry. Previously, she served as a member of the US Deloitte Board of Directors and as a member of the Board of Directors for Deloitte Consulting LLP. She was also the leader of the Deloitte US Business Transformation Integrated Market Offering. She has more than 30 years of professional and consulting experience across a broad range of industries, with specific focus on the consumer industry. She helps clients transform their businesses as well as align their people and business strategies. Ms. Bowman holds a Juris Doctor from Wake Forest University and a Bachelor’s Degree in Political Science from the University of Oklahoma. Recent Insider Transactions • Jan 24
Co-Founder & Non-Executive Chairman recently sold €1.7m worth of stock On the 19th of January, Thomas Vellios sold around 10k shares on-market at roughly €171 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Thomas has been a net seller over the last 12 months, reducing personal holdings by €5.7m. Reported Earnings • Nov 30
Third quarter 2024 earnings released: EPS: US$0.26 (vs US$0.29 in 3Q 2023) Third quarter 2024 results: EPS: US$0.26 (down from US$0.29 in 3Q 2023). Revenue: US$736.4m (up 14% from 3Q 2023). Net income: US$14.6m (down 9.6% from 3Q 2023). Profit margin: 2.0% (down from 2.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Duyuru • Nov 17
Five Below, Inc. to Report Q3, 2024 Results on Nov 29, 2023 Five Below, Inc. announced that they will report Q3, 2024 results After-Market on Nov 29, 2023 Duyuru • Sep 20
Five Below, Inc. Announces the Appointment of Mimi Eckel Vaughn as Independent Member Five Below, Inc. announced that Mimi Eckel Vaughn has been appointed an independent member of its Board of Directors (Class II director), effective September 19, 2023. Ms. Vaughn brings more than 20 years of leadership experience in specialty retail. She is currently President, Chief Executive Officer and Chair of the Board of Genesco Inc., the parent company of teen retail leader Journeys. Ms. Vaughn joined Genesco in September 2003 as vice president of strategy and business development. She was named senior vice president, strategy and business development in October 2006, senior vice president of strategy and shared services, including information technology and human resources, in April 2009 and senior vice president – finance and chief financial officer in February 2015. In May 2019, Ms. Vaughn was named senior vice president and chief operating officer and continued to serve as senior vice president-finance and chief financial officer until her successor was appointed in June 2019. In October 2019, Ms. Vaughn was appointed to become president and chief executive officer of the Company on February 2, 2020 and was appointed as a director effective October 30, 2019. Prior to joining the Company, Ms. Vaughn was executive vice president of business development and marketing, and acting chief financial officer from 2000 to 2001, for Link2Gov Corporation in Nashville. From 1993 to 1999, she was a consultant at McKinsey & Company in Atlanta. The Board also appointed Ms. Vaughn as a member of the Audit Committee. Reported Earnings • Aug 31
Second quarter 2024 earnings released: EPS: US$0.84 (vs US$0.74 in 2Q 2023) Second quarter 2024 results: EPS: US$0.84 (up from US$0.74 in 2Q 2023). Revenue: US$759.0m (up 14% from 2Q 2023). Net income: US$46.8m (up 13% from 2Q 2023). Profit margin: 6.2% (in line with 2Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Duyuru • Aug 18
Five Below, Inc. to Report Q2, 2024 Results on Aug 30, 2023 Five Below, Inc. announced that they will report Q2, 2024 results After-Market on Aug 30, 2023 Duyuru • Jun 02
Five Below, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of Fiscal 2023 Five Below, Inc. provided earnings guidance for the second quarter and full year of fiscal 2023. For the quarter, the company expects net sales to be in the range of $755 million to $765 million based on opening approximately 40 new stores and assuming an approximate 2% to 3% increase in comparable sales. Net income to be in the range of $44 million to $48 million. Diluted income per common share to be in the range of $0.80 to $0.85 on approximately 55.9 million diluted weighted average shares outstanding.For the full year, the company expects net sales to be in the range of $3.50 billion to $3.57 billion based on opening over 200 new stores and assuming an approximate 1% to 3% increase in comparable sales. Net income to be in the range of $297 million to $319 million. Diluted income per common share to be in the range of $5.31 to $5.71 on approximately 55.9 million diluted weighted average shares outstanding. Reported Earnings • Jun 02
First quarter 2024 earnings released: EPS: US$0.67 (vs US$0.59 in 1Q 2023) First quarter 2024 results: EPS: US$0.67 (up from US$0.59 in 1Q 2023). Revenue: US$726.2m (up 14% from 1Q 2023). Net income: US$37.5m (up 14% from 1Q 2023). Profit margin: 5.2% (up from 5.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Duyuru • May 19
Five Below, Inc. to Report Q1, 2024 Results on Jun 01, 2023 Five Below, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Jun 01, 2023 Duyuru • May 04
Five Below, Inc., Annual General Meeting, Jun 13, 2023 Five Below, Inc., Annual General Meeting, Jun 13, 2023, at 09:00 Eastern Daylight. Agenda: To elect three Class II directors to hold office until the 2024 annual meeting of shareholders and until their respective successors have been duly elected and qualified; to ratify the appointment of KPMG LLP as the Company’s independent registered public accounting firm for the current fiscal year ending February 3, 2024; to hold an advisory (non-binding) vote to approve the Company’s named executive officer compensation; to approve an amendment to the Company’s Amended and Restated Bylaws to provide for the limitation of liability of officers of the Company as permitted pursuant to recent amendments to the Pennsylvania Business Corporation Law of 1988 (the “PBCL”); to approve an amendment to the Company’s Amended and Restated Bylaws to amend the provision regarding the limitation of liability of directors of the Company to the corresponding provision of the PBCL; and to transact such other business. Recent Insider Transactions • Apr 10
Independent Director recently sold €1.9m worth of stock On the 6th of April, Ronald Sargent sold around 10k shares on-market at roughly €189 per share. This transaction amounted to 8.7% 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 €18m more than they bought in the last 12 months. Recent Insider Transactions • Mar 24
Chief Retail Officer recently sold €478k worth of stock On the 21st of March, George Hill sold around 3k shares on-market at roughly €186 per share. This transaction amounted to 9.5% 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 €668k. Insiders have been net sellers, collectively disposing of €14m more than they bought in the last 12 months. Reported Earnings • Mar 17
Full year 2023 earnings released: EPS: US$4.71 (vs US$4.98 in FY 2022) Full year 2023 results: EPS: US$4.71 (down from US$4.98 in FY 2022). Revenue: US$3.08b (up 8.0% from FY 2022). Net income: US$261.5m (down 6.2% from FY 2022). Profit margin: 8.5% (down from 9.8% in FY 2022). The decrease in margin was driven by higher expenses. Like-for-like sales growth: Down 2.0% vs FY 2022 Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Feb 03
Five Below, Inc. Announces Resignation of Judy Werthauser, Chief Experience Officer Effective February 3, 2023 On January 29, 2023, Judy Werthauser, Chief Experience Officer of Five Below, Inc. (the “Company”), resigned from her position and her employment with the Company effective February 3, 2023. Recent Insider Transactions • Jan 14
Chief Merchandising Officer recently sold €668k worth of stock On the 11th of January, Michael Romanko sold around 4k shares on-market at roughly €178 per share. This transaction amounted to 30% 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 €8.7m. Insiders have been net sellers, collectively disposing of €14m more than they bought in the last 12 months. Recent Insider Transactions • Dec 08
Co-Founder & Non-Executive Chairman recently sold €8.7m worth of stock On the 2nd of December, Thomas Vellios sold around 50k shares on-market at roughly €173 per share. This transaction amounted to 12% 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 Thomas' only on-market trade for the last 12 months. Reported Earnings • Dec 02
Third quarter 2023 earnings released: EPS: US$0.29 (vs US$0.43 in 3Q 2022) Third quarter 2023 results: EPS: US$0.29 (down from US$0.43 in 3Q 2022). Revenue: US$645.0m (up 6.2% from 3Q 2022). Net income: US$16.1m (down 33% from 3Q 2022). Profit margin: 2.5% (down from 4.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Duyuru • Dec 01
Five Below, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of Fiscal 2022 Five Below, Inc. provided earnings guidance for the fourth quarter and full year of fiscal 2022. For the quarter, the company’s net sales are expected to be in the range of $1,085 million to $1,110 million based on opening approximately 48 new stores and assuming an approximate 1% decrease to 1% increase in comparable sales, net income is expected to be in the range of $164 million to $173 million and diluted income per common share is expected to be in the range of $2.93 to $3.09 on approximately 55.8 million diluted weighted average shares outstanding.For the full year, the company’s net sales are expected to be in the range of $3,038 million to $3,063 million based on opening approximately 150 new stores and assuming an approximate 2% to 3% decrease in comparable sales, net income is expected to be in the range of $254 million to $263 million and diluted income per common share is expected to be in the range of $4.55 to $4.71 on approximately 55.8 million diluted weighted average shares outstanding. Duyuru • Nov 17
Five Below, Inc. to Report Q3, 2023 Results on Nov 30, 2022 Five Below, Inc. announced that they will report Q3, 2023 results After-Market on Nov 30, 2022 Recent Insider Transactions • Sep 20
Independent Director recently sold €77k worth of stock On the 15th of September, Zuhairah Washington sold around 550 shares on-market at roughly €140 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 the only on-market transaction from insiders over the last 12 months. Reported Earnings • Sep 02
Second quarter 2023 earnings released: EPS: US$0.74 (vs US$1.16 in 2Q 2022) Second quarter 2023 results: EPS: US$0.74 (down from US$1.16 in 2Q 2022). Revenue: US$668.9m (up 3.5% from 2Q 2022). Net income: US$41.3m (down 36% from 2Q 2022). Profit margin: 6.2% (down from 10.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 13%, compared to a 11% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Duyuru • Sep 01
Five Below, Inc. Provides Earnings Guidance for the Third Quarter and Full Year Fiscal 2022 Five Below, Inc. provided earnings guidance for the third quarter and full year fiscal 2022. For the third quarter of Fiscal 2022, Net sales are expected to be in the range of $600 million to $619 million based on opening approximately 45 new stores and assuming an approximate 7% to 9% decrease in comparable sales. Net income is expected to be in the range of $4 million to $11 million. Diluted income per common share is expected to be in the range of $0.08 to $0.19 on approximately 55.8 million diluted weighted average shares outstanding.For the full year of Fiscal 2022, Net sales are expected to be in the range of $2.97 billion to $3.02 billion based on opening approximately 160 new stores and assuming an approximate 3% to 5% decrease in comparable sales. Net income is expected to be in the range of $238 million to $255 million. Diluted income per common share is expected to be in the range of $4.26 to $4.56 on approximately 55.8 million diluted weighted average shares outstanding. Duyuru • Aug 18
Five Below, Inc. to Report Q2, 2023 Results on Aug 31, 2022 Five Below, Inc. announced that they will report Q2, 2023 results After-Market on Aug 31, 2022 Valuation Update With 7 Day Price Move • Aug 02
Investor sentiment improved over the past week After last week's 16% share price gain to €130, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €178 per share. Duyuru • Jun 17
Five Below, Inc. (NasdaqGS:FIVE) announces an Equity Buyback for $100 million worth of its shares. Five Below, Inc. (NasdaqGS:FIVE) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its common stock. The program will expire on June 30, 2025. Duyuru • Jun 15
Five Below, Inc. Appoints Bernard Kim as Director Five Below, Inc. announced results from its Annual Meeting of Shareholders. FIVE’s board has been expanded to 11 directors with the addition of Bernard Kim, who has been elected as a new independent director, effective immediately. Mr. Kim is the Chief Executive Officer of Match Group, Inc. and brings to the board senior leadership experience with growing technology companies including Zynga and Electronic Arts. Reported Earnings • Jun 10
First quarter 2023 earnings released: EPS: US$0.59 (vs US$0.89 in 1Q 2022) First quarter 2023 results: EPS: US$0.59 (down from US$0.89 in 1Q 2022). Revenue: US$639.6m (up 7.0% from 1Q 2022). Net income: US$32.7m (down 34% from 1Q 2022). Profit margin: 5.1% (down from 8.3% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 13%, compared to a 9.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Duyuru • Jun 09
Five Below, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of Fiscal 2022 Five Below, Inc. provided earnings guidance for the second quarter and full year of fiscal 2022. For the quarter, the company expects net sales to be in the range of $675 million to $695 million based on opening approximately 30 new stores and assuming an approximate 2% to 5% decrease in comparable sales. Net income to be in the range of $41 million to $48 million. Diluted income per common share to be in the range of $0.74 to $0.86 on approximately 55.8 million diluted weighted average shares outstanding.For the full year, the net sales to be in the range of $3.04 billion to $3.12 billion based on opening approximately 160 new stores and assuming an approximate flat to 2% decrease in comparable sales. Net income to be in the range of $271 million to $293 million. Diluted income per common share to be in the range of $4.85 to $5.24 on approximately 55.8 million diluted weighted average shares outstanding. Valuation Update With 7 Day Price Move • May 20
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €116, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 10x in the Specialty Retail industry in Europe. Total loss to shareholders of 1.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €228 per share. Duyuru • May 19
Five Below, Inc. to Report Q1, 2023 Results on Jun 08, 2022 Five Below, Inc. announced that they will report Q1, 2023 results After-Market on Jun 08, 2022 Duyuru • May 06
Five Below, Inc., Annual General Meeting, Jun 14, 2022 Five Below, Inc., Annual General Meeting, Jun 14, 2022, at 09:00 Eastern Daylight. Agenda: To elect four Class I directors to hold office until the 2025 annual meeting of shareholders and until their respective successors have been duly elected and qualified; to ratify the appointment of KPMG LLP as the Company’s independent registered public accounting firm for the current fiscal year ending January 29, 2023; to approve the Company’s 2022 Equity Incentive Plan; to hold an advisory (non-binding) vote to approve the Company’s named executive officer compensation; to approve amendments to the Company’s Amended and Restated Articles of Incorporation and Amended and Restated Bylaws to declassify the board of directors; and to consider other matters. Board Change • Apr 27
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Director Zuhairah Washington was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Buying Opportunity • Apr 22
Now 23% undervalued Over the last 90 days, the stock is up 16%. The fair value is estimated to be €211, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is also forecast to grow by 15% per annum over the same time period. Reported Earnings • Mar 31
Full year 2022 earnings released: EPS: US$4.98 (vs US$2.21 in FY 2021) Full year 2022 results: EPS: US$4.98 (up from US$2.21 in FY 2021). Revenue: US$2.85b (up 45% from FY 2021). Net income: US$278.8m (up 126% from FY 2021). Profit margin: 9.8% (up from 6.3% in FY 2021). The increase in margin was driven by higher revenue. Like-for-like sales growth: 30.3% vs FY 2021 Over the next year, revenue is forecast to grow 16%, compared to a 17% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Duyuru • Mar 31
Five Below, Inc. Provides Earnings Guidance for the First Quarter and Full Year of Fiscal 2022 Five Below, Inc. provided earnings guidance for the first quarter and full year of fiscal 2022. For the first quarter of fiscal 2022, the company’s net sales are expected to be in the range of $644 million to $658 million. Net income is expected to be in the range of $30 million to $35 million. Diluted income per common share is expected to be in the range of $0.54 to $0.62 on approximately 56.1 million diluted weighted average shares outstanding.For the full year of fiscal 2022, the company’s Net sales are expected to be in the range of $3.16 billion to $3.26 billion. Net income is expected to be in the range of $292 million to $320 million. Diluted income per common share is expected to be in the range of $5.19 to $5.70 on approximately 56.2 million diluted weighted average shares outstanding.