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TickerTalks›$FIVE
FIFIVE

Five Below, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 32% YoYStreet coverage with positive forward estimatesQuiet on X (80 mentions/wk)
$FIVE·$12B·Specialty Retail·Consumer Cyclical
$222.72-0.2%YTD+15.0%1Y+46.6%
Price updated 2d ago·X counts updated 7d ago
FIFIVE
$FIVEFive Below, Inc.
$222.72-0.23%80 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $FIVE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

80X posts · last 7 days
Oct 1Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $FIVE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 77% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data19 posts analyzed · as of 2026-09-09

Five Below crushed Q2 — revenue $1.26B (+22.9% YoY) versus $1.22B est, adj EPS $1.68 versus $1.39, comparable sales +14.1% with record double-digit growth, and pretax profit $290M versus $101M est. Shares are already near all-time highs and the print reads clean across the board.

Read what X is saying about $FIVE

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FIVE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Discount retailer with Q2 revenue +23% YoY, comps +14.1%, EPS beating by 20% and a new $600M repurchase authorization.

Five Below runs the US price-point-anchored specialty-discount format, so earnings are a function of new-store productivity and comp sales on a treasure-hunt merchandise mix.

  • Q2 FY26 revenue $1.26B, +22.9% YoY, operating margin 11.1% — four straight quarters of 23-32% revenue growth
  • Q1 FY26 revenue $1.29B, +32.5% YoY — the growth line accelerated into Q1 then held in Q2
  • TTM: 24x earnings, 2.1x sales, 21% ROE, 35% gross margin, 11% operating margin, debt-to-equity 0.86
  • 2026 (FY ending Jan 2026) estimates $4.75B revenue, $6.37 EPS; FY27 $5.71B, $10.25 EPS — EPS growth +60%
  • YTD +16%, trailing-12m +43%; Q2 pretax profit $290M versus $101M estimate — a clean, broad beat
  • Sep 2: Board approved new $600M share repurchase program; Sep 21 added Settersten to the Board

The print broke the historical pattern of discount-retail compression, with comp sales +14% and EPS beating by $0.29 — operating leverage is working alongside store growth rather than against it. The question is whether holiday-season comps hold the Q2 trajectory.

Agrees with X sentimentX frames the Q2 as a clean cross-the-board beat: $1.26B revenue versus $1.22B expected, adjusted EPS $1.68 versus $1.39, +14.1% comps, $290M pretax profit versus $101M estimated. The attention aligns with the operating acceleration visible in the print.

What to watch: Dec 2 Q3 earnings and holiday-season commentary — whether comp growth holds in double-digits into the Q4 holiday window or decelerates as the comp lap tightens.

On the calendar: 2026-12-02 Q3 earnings

Read the AI verdict on $FIVE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Specialty value retailer for teens and tweens selling accessories, toys, and novelties mostly priced under $5.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $FIVE.

Specialty Retail · Consumer Cyclical

No material change from last week — Consumer discretionary bifurcation deepens as XRT falls -7.

What this means for $FIVE

Neutral — Specialty value retailer for teens and tweens selling accessories, toys, and novelties mostly priced under $5.

Top industry ETF

$XRTSPDR S&P Retail ETF
-4.3%YTD
+3.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
23.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
21.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
34.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 2, 2026$1.68$1.40+20.0%
Q1 2026Jun 3, 2026$2.22$1.77+25.4%
Q4 2025Mar 18, 2026$4.31$4.00+7.7%
Q3 2025Dec 3, 2025$0.68$0.25+173.4%
Next earningsWed, Dec 2·consensus EPS $1.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.3B+32.5%33.3%12.0%$2.23$190.0M
Q4 FY25$1.7B+24.3%37.5%18.0%$4.32$400.1M
Q3 FY25$1.0B+23.1%33.8%4.2%$0.66$-133.2M
Q2 FY25$1.0B+23.7%33.3%5.1%$0.78$48.3M

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.7B$4.7B – $4.9B$6.37$5.96 – $6.4415
FY27$5.7B$5.7B – $5.8B$10.25$9.87 – $12.2418
FY28$6.2B$6.2B – $6.4B$11.06$9.84 – $11.5918
FY29$6.9B$6.6B – $7.2B$12.57$12.20 – $12.7914
FY30$7.7B$7.5B – $7.9B$14.13$13.64 – $14.637

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.66%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 53.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 14Eric M SpecterCAO5.5K sh$1.4MSellSep 10Hawkins Jacob KimballCMOO818 sh$204KSellSep 9Gellerman Maureen MarieCHRO1.6K sh$401KSellSep 4Kenneth R BullCOO10.5K sh$2.6MSellSep 4Michael F DevineDirector4.3K sh$1.1MBuyJun 29Robert LynchDirector530 sh$93K
+ 39 other (28 awards · 9 inkinds · 1 gift · 1 other) in window

See when $FIVE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 233
AI summary

Scott M. Settersten filed a Form 3 as a newly appointed Director of Five Below, Inc. (FIVE), effective September 21, 2026, reporting no direct security holdings at the time of appointment. The filing reflects his initial insider reporting obligation upon joining the Board. This is a routine administrative filing for a new board member with no current stock position.

8-KOfficer or director changeSep 238-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Five Below (FIVE) appointed Scott M. Settersten as an independent director effective September 21, 2026, with plans to nominate him for reelection at the 2027 annual shareholders meeting; he was also granted an initial equity award of 545 restricted stock units vesting at the next annual meeting under the company's director compensation program. The Board confirmed his independence under SEC and Nasdaq standards. This is a routine Board expansion with an independent director, a normal governance action with minimal financial impact.

3New insider — initial holdingsJul 13
AI summary

Rodney Lastinger, Chief Retail Officer of Five Below, filed a Form 3 initial beneficial ownership statement as of June 22, 2026. Administrative disclosure.

3New insider — initial holdingsJun 183
AI summary

Robert Lynch filed an initial Form 3 as a new insider at Five Below Inc. (FIVE) on June 16, 2026. This is a routine new-insider ownership disclosure with no open-market transactions reported.

3New insider — initial holdingsJun 173
AI summary

Christos George Yatrakis filed a Form 3 initial ownership statement for Five Below, Inc. (Nasdaq: FIVE) as of June 15, 2026, disclosing his role as Chief Legal Officer with no non-derivative or derivative securities reported as beneficially owned. Routine administrative insider filing required within 10 days of becoming a Section 16 reporting person; no market-moving significance.

8-KShareholder voteJun 168-K — Item 5.07: Shareholder vote
AI summary

Five Below, Inc. (FIVE) reported annual meeting vote results (Item 5.07) in an 8-K filed June 16, 2026. Body unavailable — excerpt cuts off before specific vote tallies or proposal outcomes are disclosed.

+ 9 other (2 10-Qs · 2 proxys · 1 8-K · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Best Growth Stocks to Buy for October 15thzacks.com·4d agoBest Growth Stocks to Buy for October 13thzacks.com·6d agoHere's Why Five Below (FIVE) is a Strong Growth Stockzacks.com·7d agoIs Five Below (FIVE) Outperforming Other Retail-Wholesale Stocks This Year?zacks.com·10d agoBest Growth Stocks to Buy for October 9thzacks.com·10d ago

In themes

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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