Added to YB: 2025-04-30
Pitch date: 2025-03-13
FIVE [bullish]
Five Below, Inc.
+147.9%
current return
Author Info
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Company Info
Five Below, Inc. operates as a specialty value retailer in the United States. It offers socks, jewelry, hair accessories, cozy loungewear, and t-shirts, as well as personal care essentials, skincare, fragrance, and branded cosmetics; and personalized living space products, such as lamps, posters, frames, fleece blankets, plush items, pillows, candles, incense, lighting, novelty décor, accent furniture, and related items, as well as provides storage options.
Market Cap
$6.4B
Pitch Price
$73.28
Price Target
116.00 (-37%)
Dividend
N/A
EV/EBITDA
8.76
P/E
25.24
EV/Sales
2.02
Sector
Specialty Retail
Category
value
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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