Five Below beats Q4 sales estimates

Five Below

18/03/2026 20:10

Overview

U.S. discount retailer's Q4 sales rose 24%, beating analyst expectations

Co reports Q4 adjusted diluted EPS of $4.31

Q4 pretax profit beat analyst expectations

Outlook

Five Below expects Q1 net sales of $1.18 bln to $1.20 bln, comp sales up 14%-16%

Company sees full-year net sales of $5.20 bln to $5.30 bln, comp sales up 3%-5%

Five Below expects fiscal 2026 gross capital expenditures of $230 mln to $250 mln

Result Drivers

STORE EXPANSION - Co opened 14 net new stores in Q4, increasing total store count by 8.5% year-over-year

COMPARABLE SALES GROWTH - Q4 comparable sales rose 15.4%, contributing to overall revenue increase

CUSTOMER-CENTRIC STRATEGY - CEO cited execution of customer-focused strategy and strong new store performance as drivers of results

Company press release: ID:nGNX4f4yp8

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$1.73 bln
$1.70 bln (19 Analysts)
Q4 EPS
$4.28
Q4 Net Income
$238.23 mln
Q4 Pretax Profit
Beat
$316.85 mln
$298.66 mln (18 Analysts)
Q4 Operating Income
$310.88 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 16 "strong buy" or "buy", 11 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the department stores peer group is "buy"

Wall Street's median 12-month price target for Five Below Inc is $222.50, about 4% above its March 17 closing price of $214.00

The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 29 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)