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Added to YB: 2025-04-30

Pitch date: 2025-03-13

FIVE [bullish]

Five Below, Inc.

+199.93%

current return

Author Info

No bio for this author

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

N/A

Pitch Price

$73.28

Price Target

116.00 (-47%)

Dividend

N/A

EV/EBITDA

11.78

P/E

33.14

EV/Sales

2.72

Sector

Specialty Retail

Category

value

Show full summary:
Five Below, Inc. - $FIVE

FIVE: Deep value at 12.8% FCF yield, 49% below historic TEV/EBITDA. SSS misses in 2024 due to tough Squishmallow comps (8% to 0.5% mix), not structural TEMU threat. April 2024's -10.9% SSS creating easy Q1'26 comp. 3,500 store target (vs 1,749) supports 10-30% IRR. Catalysts: Q4'25 guidance (3/19/25), Q1'26 potential beat. Five Beyond conversions add 1.25% quarterly SSS uplift.

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