Added to YB: 2026-09-07
Pitch date: 2026-09-03
FIVE [neutral]
Five Below, Inc.
Author Info
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Company Info
Five Below, Inc. operates as a specialty value retailer in the United States. It offers assortment of classic and novelty candy bars, movie-size box candy, seasonal-related candy, gum, and snack food products, as well as sells chilled drinks through coolers; socks, jewelry, hair accessories, cozy loungewear, and t-shirts; personal care essentials, skincare, fragrance, and branded cosmetics; and party goods, decorations, gag gifts, greeting cards, and every day and special occasion merchandise products.
Market Cap
$13.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.94
P/E
21.54
EV/Sales
2.66
Sector
Specialty Retail
Category
growth
Thoughts on $FIVE
FIVE (earnings): Five Below is executing extremely well, but the results do not yet establish a structural change in its trend-driven model. Q2 comps rose 14.1%, yet guidance implies two-year stacks decelerating from 26.5% in Q2 to roughly 23% in Q3 and 18% in Q4. The $600M buyback can support EPS, but 2027 must prove the company can lap FY26’s exceptional trends and earnings base. Until then, valuing FIVE through a TJX lens gets ahead of the evidence.
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