The strong beat and raised full-year guidance signal accelerating momentum and effective execution. Traders should watch for continued comparable sales growth and margin expansion in upcoming quarters, as well as any tariff-related headwinds that could affect the second half of the fiscal year.
Price Chart
Executive Summary
Five Below reported Q1 FY2026 results with net sales of $1.2856B (+32.5% YoY) and GAAP diluted EPS of $2.21, significantly exceeding the consensus estimate of $1.78. The company raised its full-year FY2026 guidance for both sales and EPS, reflecting strong comparable sales growth of 22.7% and operational momentum.
Key Financial Metrics
Key Facts
- Q1 net sales increased 32.5% YoY to $1.2856 billion from $970.5 million.
- Q1 comparable sales increased 22.7%.
- Q1 GAAP diluted EPS was $2.21, up from $0.75 in the prior year quarter.
- Full-year FY2026 net sales guidance raised to $5.40B-$5.48B (from prior $5.20B-$5.30B).
- Full-year FY2026 diluted EPS guidance raised to $8.62-$9.02 (from prior $7.69-$8.20).
- The company opened 49 net new stores in Q1, ending with 1,970 stores.
Financial Impact
Q1 EPS of $2.21 beat consensus of $1.78 by 24.2%; revenue of $1.2856B beat consensus of $1.23B by 4.5%.
Risk Factors
- Tariff exposure on imported merchandise could pressure margins in H2 FY2026.
- Consumer discretionary spending may soften in a potential economic downturn.
- Elevated inventory levels ($813.3M) could lead to markdown risk.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001177609-26-000015 |
| Document: five-20260603.htm | 0001177609-26-000015 |
| Document: 0001177609-26-000015-index-headers.html | 0001177609-26-000015 |
| Document: 0001177609-26-000015-index.html | 0001177609-26-000015 |
| Document: 0001177609-26-000015.txt | 0001177609-26-000015 |
| 8-K Data (Synthetic) | 0001177609-26-000015 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | 144 | $236.07 $232.28 | ▼ −1.61% | ▼ −3.72% | $221.19 (−6.30%) |
Sep 11, 2026 20d ago | Insider Cluster | $249.59 $236.14 | ▲ +5.39% | ▲ +5.50% | $221.19 (+11.38%) |
Sep 11, 2026 20d ago | Insider Cluster | $249.59 $236.14 | ▼ −5.39% | ▼ −5.50% | $221.19 (−11.38%) |
Sep 9, 2026 22d ago | Insider Cluster | $241.28 $236.80 | ▼ −1.86% | ▼ −1.36% | $221.19 (−8.33%) |
Sep 9, 2026 22d ago | Insider Cluster | $241.28 $236.80 | ▼ −1.86% | ▼ −1.36% | $221.19 (−8.33%) |
Sep 2, 2026 4w ago | Press Release | $239.96 $244.60 | ▲ +1.93% | ▲ +3.08% | $221.19 (−7.82%) |
Aug 19, 2026 6w ago | Press Release | $236.31 $246.98 | ▲ +4.52% | ▲ +3.40% | $221.19 (−6.40%) |
Jun 11, 2026 16w ago | Institutional Cluster | $201.97 $191.26 | ▼ −5.30% | ▼ −5.74% | $221.19 (+9.52%) |
Jun 3, 2026 17w ago | 8-K | $191.92 $201.97 | ▲ +5.24% | ▲ +7.79% | $221.19 (+15.25%) |
Jun 3, 2026 17w ago | Press Release | $191.92 $201.97 | ▲ +5.24% | ▲ +7.79% | $221.19 (+15.25%) |
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