FIVE Five Below, Inc.
Price Chart
Executive Summary
Five Below reported a massive Q1 2026 earnings beat with GAAP diluted EPS of $2.21 (vs. consensus $1.78, +24.2% surprise) and revenue of $1.286B (+32.5% YoY, +4.5% above $1.23B consensus). Comparable sales surged 22.7%. The company raised full-year 2026 guidance: EPS now $8.62-$9.02 (vs. prior $7.60-$8.00) and revenue $5.40B-$5.48B (vs. prior ~$5.0B). This is a strong beat with raised guidance, signaling accelerating momentum despite tariff uncertainty.
Key Financial Metrics
Actionable Insight
The massive beat and raised guidance confirm strong execution and demand acceleration. With comparable sales surging 22.7% and full-year guidance raised meaningfully, the stock should gap up significantly. Watch for tariff developments after July 24 — if tariffs revert as assumed, upside to guidance is likely. The 67% analyst bullish rating pre-release will likely increase.
Key Facts
- Q1 GAAP diluted EPS $2.21 vs. consensus $1.78 (+24.2% beat)
- Q1 revenue $1.286B vs. consensus $1.23B (+4.5% beat), +32.5% YoY
- Comparable sales +22.7% vs. +7-9% guided for Q2
- Full-year FY2026 EPS guidance raised to $8.62-$9.02 from prior $7.60-$8.00
- Full-year FY2026 revenue guidance raised to $5.40B-$5.48B from prior ~$5.0B
- Operating income $154.2M vs. $50.8M YoY (+203%)
- Net income $123.1M vs. $41.1M YoY (+199%)
- Opened 49 net new stores in Q1, ending at 1,970 stores (+7.9% YoY)
- Guidance assumes tariffs revert to start-of-year rates after July 24, 2026
- No share repurchases assumed in guidance
Financial Impact
EPS beat by $0.43 (+24.2%), revenue beat by ~$56M (+4.5%). Full-year EPS guidance raised by ~$1.02 at midpoint (+13%). Comparable sales growth of 22.7% far exceeds the 6-8% full-year guide.
Risk Factors
- Tariff escalation after July 24, 2026 could pressure margins if rates do not revert as assumed
- Consumer discretionary spending slowdown could impact the 6-8% comparable sales guide
- Guidance excludes share repurchases — any buyback program could add further EPS upside but is not guaranteed
- Store growth of ~150 net new stores in FY2026 requires continued real estate execution
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3306375 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 3, 2026
3d ago
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8-K
| — | awaiting T+20 | — | — |
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Jun 3, 2026
3d ago
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Press Release
| — | awaiting T+20 | — | — |
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May 20, 2026
17d ago
|
Press Release
| — | awaiting T+20 | — | — |
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Mar 20, 2026
11w ago
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Insider Cluster
| $227.24 $247.69 | ▲ +9.00% | ▼ −0.32% | $190.47 (−16.18%) |
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Mar 20, 2026
11w ago
|
Insider Cluster
| $227.24 $247.69 | ▼ −9.00% | ▲ +0.32% | $190.47 (+16.18%) |
|
Mar 18, 2026
11w ago
|
Press Release
| $233.75 $234.78 | ▲ +0.44% | ▼ −7.18% | $190.47 (−18.51%) |
|
Mar 4, 2026
13w ago
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Press Release
| $220.14 $235.53 | ▲ +6.99% | ▲ +10.78% | $190.47 (−13.48%) |
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Feb 28, 2026
14w ago
|
Institutional Cluster
| $222.69 $218.56 | ▼ −1.85% | ▲ +6.08% | $190.47 (−14.47%) |
US Market Status
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