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FIVE
Five Below, Inc.·Specialty Retail·United States
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, ...
1 Total1 External0 In-site
FIVEFive Below, Inc.
2025-06-11🛍️ Consumer CyclicalLong
Externalby minuscherry · YellowBrick
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.