Five Below (NASDAQ:FIVE) Issues FY 2026 Earnings Guidance

Key Points

• Five Below raised its FY 2026 outlook, projecting revenue of $5.6 billion–$5.7 billion and EPS of $9.83–$10.31, both above consensus estimates. Third-quarter EPS guidance was set at $1.01–$1.13.
• The retailer reported a strong fiscal second quarter, with revenue up 22.9% year over year to approximately $1.26 billion and adjusted EPS of $1.68, beating the $1.40 consensus estimate.
• Five Below opened 52 net new stores, ending the quarter with 2,022 locations, and authorized a new $600 million share-repurchase program. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $267.45.

Five Below (NASDAQ:FIVE - Get Free Report) updated its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 9.830-10.310 for the period, compared to the consensus earnings per share estimate of 6.690. The company issued revenue guidance of $5.6 billion-$5.7 billion, compared to the consensus revenue estimate of $4.9 billion. Five Below also updated its Q3 2026 guidance to 1.010-1.130 EPS.

Five Below Price Performance

Shares of Five Below stock traded down $2.00 during trading on Wednesday, reaching $243.08. 1,861,891 shares of the company traded hands, compared to its average volume of 1,167,294. The firm has a market capitalization of $13.44 billion, a PE ratio of 30.69, a P/E/G ratio of 1.28 and a beta of 0.99. Five Below has a 1-year low of $137.77 and a 1-year high of $263.88. The company has a 50 day moving average price of $214.60 and a 200-day moving average price of $217.04.

Five Below (NASDAQ:FIVE - Get Free Report) last posted its quarterly earnings results on Wednesday, September 2nd. The specialty retailer reported $1.68 earnings per share for the quarter, beating the consensus estimate of $1.40 by $0.28. The firm had revenue of $1.26 billion during the quarter, compared to the consensus estimate of $1.22 billion. Five Below had a net margin of 8.67% and a return on equity of 21.31%. The business's revenue was up 22.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.81 earnings per share. Five Below has set its Q3 2026 guidance at 1.010-1.130 EPS and its FY 2026 guidance at 9.830-10.310 EPS. Equities research analysts expect that Five Below will post 9.19 earnings per share for the current year.

Wall Street Analysts Forecast Growth

FIVE has been the topic of a number of research reports. BNP Paribas Exane downgraded Five Below from a "strong-buy" rating to a "hold" rating in a research note on Thursday, August 13th. KeyCorp restated a "sector weight" rating on shares of Five Below in a report on Thursday, June 4th. Jefferies Financial Group reaffirmed a "buy" rating on shares of Five Below in a research report on Tuesday. HSBC raised Five Below to a "hold" rating in a research report on Tuesday, July 21st. Finally, Citigroup raised shares of Five Below from a "hold" rating to a "buy" rating in a research report on Thursday, August 13th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $267.45.

Key Headlines Impacting Five Below

Here are the key news stories impacting Five Below this week:

• Positive Sentiment: Five Below reported fiscal Q2 net sales of approximately $1.26 billion, a 22.9% year-over-year increase, while comparable sales rose 14.1%. GAAP diluted EPS reached $3.99, and adjusted diluted EPS was $1.68 versus the $1.40 consensus estimate. Five Below fiscal 2026 second-quarter results
• Positive Sentiment: Management raised its fiscal 2026 sales forecast to $5.63 billion-$5.71 billion from $5.40 billion-$5.48 billion previously. Full-year diluted EPS guidance was increased to $12.10-$12.58, and third-quarter sales are expected to reach $1.21 billion-$1.23 billion. Five Below raises outlook as sales gain
• Positive Sentiment: The retailer opened 52 net new stores during the quarter and ended the period with 2,022 locations across 46 states, supporting continued revenue expansion. Five Below also authorized a new $600 million share-repurchase program, which could provide support for earnings per share and shareholder returns. Five Below Q2 sales and earnings report
• Neutral Sentiment: Institutional positioning was mixed in the latest quarter: Wellington Management and Sixth Street Partners added significant holdings, while D. E. Shaw, American Century, Capital World and other investors reduced positions. This creates an uncertain signal for near-term trading.
• Negative Sentiment: Reported insider activity over the past six months was weighted toward selling, with several executives and directors selling shares. Although insider transactions do not necessarily reflect the company’s operating outlook, they may temper some investor enthusiasm.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. NewEdge Advisors LLC increased its position in Five Below by 33.6% in the second quarter. NewEdge Advisors LLC now owns 1,464 shares of the specialty retailer's stock worth $192,000 after buying an additional 368 shares during the last quarter. Aster Capital Management DIFC Ltd bought a new stake in shares of Five Below in the fourth quarter valued at $175,000. Kestra Advisory Services LLC purchased a new position in shares of Five Below during the 4th quarter valued at $173,000. UMB Bank n.a. lifted its position in shares of Five Below by 20.9% during the 4th quarter. UMB Bank n.a. now owns 717 shares of the specialty retailer's stock valued at $135,000 after buying an additional 124 shares during the last quarter. Finally, Advisory Services Network LLC grew its stake in shares of Five Below by 219.0% during the 4th quarter. Advisory Services Network LLC now owns 670 shares of the specialty retailer's stock worth $126,000 after acquiring an additional 460 shares during the period.

Five Below Company Profile

Five Below, Inc NASDAQ: FIVE is an American specialty discount retailer offering a broad assortment of merchandise priced primarily at $5 or below. Since its founding in 2002 by David Schlessinger and Tom Vellios, the company has pursued a value-focused retail model targeting tweens, teens and beyond, with stores designed to deliver trend-driven products at an accessible price point. Headquartered in Philadelphia, Pennsylvania, Five Below has grown into a national chain operating in dozens of U.S.

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