Five Below Inc is a specialty value retailer offering a broad range of trend-right, high-quality products loved by the kid and the kid in all of customers. The Company's edited assortment of products includes select brands and licensed merchandise. The Company also sells its merchandise on the internet, through the Company's e-commerce website and mobile app, offering home delivery and the option to buy online and pick up in store. Additionally, the Company sells merchandise through on-demand third-party delivery services to enable its customers to shop online and receive convenient delivery. It derives revenue from sales of the Company's merchandise to customers.
The chart shows the growth of an initial investment of $10,000 in Five Below, Inc. Common Stock, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Five Below, Inc. Common Stock (FIVE) has returned 23.61% so far this year and 320.79% over the past 12 months. Looking at the last ten years, FIVE has achieved an annualized return of 18.96%, outperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Five Below, Inc. Common Stock (FIVE) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.64% | 16.64% | 5.78% | 2.17% | ||||||||
| 2025 | -10.74% | -2.38% | -14.08% | 0.68% | 53.34% | 12.33% | 4.98% | 7.92% | 7.54% | 2.14% | 6.00% | 15.51% |
| 2024 | -14.89% | 10.67% | -10.14% | -19.84% | -5.39% | -21.36% | -33.58% | 4.08% | 17.33% | 6.10% | -2.51% | 11.84% |
| 2023 | 11.44% | 3.98% | 1.67% | -4.68% | -11.95% | 15.02% | 5.99% | -17.45% | -7.35% | 7.86% | 8.57% | 12.22% |
| 2022 | -21.80% | 0.02% | -5.54% | -2.14% | -16.65% | -14.07% | 12.03% | 0.69% | 6.73% | 5.59% | 7.89% | 0.61% |
| 2021 | 0.38% | 5.09% | 1.00% | 3.93% | -9.10% | 3.88% | 0.79% | 9.02% | -16.92% | 11.19% | 3.01% | 0.45% |
| 2020 | -12.13% | -14.80% | -27.80% | 35.36% | 19.81% | 2.40% | 1.93% | 0.25% | 15.51% | 4.47% | 16.31% | 10.07% |
| 2019 | 23.35% | -2.60% | 2.14% | 17.07% | -12.42% | -6.77% | -5.08% | 4.61% | 3.13% | -1.41% | -1.89% | 3.00% |
| 2018 | -2.60% | 3.20% | 9.69% | -3.45% | 0.13% | 38.03% | 0.16% | 19.68% | 11.16% | -12.65% | -8.32% | -7.00% |
| 2017 | -0.40% | -3.09% | 10.77% | 13.41% | 4.31% | -4.82% | -2.80% | -1.98% | 15.63% | -0.04% | 11.55% | 5.27% |
| 2016 | 1.36% | -0.33% | 10.53% | 10.34% | -12.63% | -4.53% | -6.61% | 5.18% | 2.49% |
The charts below present risk-adjusted performance metrics for Five Below, Inc. Common Stock (FIVE) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of FIVE compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Five Below, Inc. Common Stock volatility is 3.01%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 4.94B | 4.34B | 3.87B | 3.32B | 2.88B | 2.31B | 1.96B | 952.26M | 695.71M | 500.54M | 393.29M | 294.86M | 232.05M | 189.66M |
| Equity Attributable To Parent (USD) | 2.19B | 1.81B | 1.58B | 1.36B | 1.12B | 881.89M | 759.78M | 615.09M | 458.56M | 331.41M | 244.48M | 174.27M | 116.87M | 70.74M |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Equity (USD) | 2.19B | 1.81B | 1.58B | 1.36B | 1.12B | 881.89M | 759.78M | 615.09M | 458.56M | 331.41M | 244.48M | 174.27M | 116.87M | 70.74M |
| Noncurrent Liabilities (USD) | 1.79B | 1.77B | 1.57B | 1.36B | 1.17B | 997.21M | 847.54M | 84.07M | 72.69M | 52.57M | 46.62M | 41.19M | 35.44M | 50.13M |
| Other Current Liabilities (USD) | 518.12M | 476.36M | 429.62M | 356.02M | 336.90M | 253.60M | 201.23M | 124.83M | 68.52M | 54.59M | 36.31M | 34.90M | 43.06M | 36.63M |
| Wages (USD) | 67.51M | 19.74M | 30.03M | 25.42M | 53.54M | 43.45M | 19.87M | 24.59M | 22.91M | 10.79M | 7.66M | 5.28M | 2.67M | 4.20M |
| Accounts Payable (USD) | 368.38M | 260.34M | 256.28M | 221.12M | 196.46M | 138.62M | 130.24M | 103.69M | 73.03M | 51.18M | 58.23M | 39.22M | 34.01M | 27.95M |
| Current Liabilities (USD) | 954.01M | 756.44M | 715.93M | 602.56M | 586.90M | 435.67M | 351.35M | 253.11M | 164.46M | 116.56M | 102.20M | 79.40M | 79.74M | 68.78M |
| Liabilities (USD) | 2.74B | 2.53B | 2.29B | 1.96B | 1.76B | 1.43B | 1.20B | 337.17M | 237.15M | 169.13M | 148.81M | 120.59M | 115.18M | 118.92M |
| Other Non-current Assets (USD) | 1.79B | 1.73B | 1.53B | 1.33B | 1.20B | 994.01M | 853.86M | 8.71M | 36.00M | 22.37M | 8.77M | 284.00K | 774.00K | 944.00K |
| Fixed Assets (USD) | 1.23B | 1.26B | 1.13B | 925.53M | 777.50M | 565.35M | 439.09M | 301.30M | 180.35M | 138.38M | 119.78M | 87.00M | 70.38M | 59.04M |
| Noncurrent Assets (USD) | 3.02B | 2.99B | 2.67B | 2.26B | 1.98B | 1.56B | 1.29B | 310.01M | 216.35M | 160.75M | 128.55M | 87.28M | 71.16M | 59.98M |
| Other Current Assets (USD) | 1.03B | 654.17M | 588.42M | 512.76M | 423.24M | 455.15M | 324.49M | 372.52M | 274.53M | 185.34M | 116.38M | 91.93M | 71.52M | 68.85M |
| Prepaid Expenses (USD) | 36.10M | 37.70M | 30.50M | 25.90M | 26.40M | 19.00M | 17.20M | 26.10M | 17.80M | - | - | - | - | - |
| Inventory (USD) | 846.61M | 659.50M | 584.63M | 527.72M | 455.10M | 281.27M | 324.03M | 243.64M | 187.04M | 154.45M | 148.37M | 115.65M | 89.38M | 60.83M |
| Current Assets (USD) | 1.92B | 1.35B | 1.20B | 1.07B | 904.74M | 755.41M | 665.71M | 642.26M | 479.36M | 339.79M | 264.75M | 207.58M | 160.90M | 129.68M |
| Assets (USD) | 4.94B | 4.34B | 3.87B | 3.32B | 2.88B | 2.31B | 1.96B | 952.26M | 695.71M | 500.54M | 393.29M | 294.86M | 232.05M | 189.66M |
Despite near-term retail sector challenges from inflation, weakening job markets, and geopolitical concerns, Ross Stores and Five Below present buying opportunities with stocks down 4.9% and 8.2% from 52-week highs respectively. Both discount retailers appeal to price-conscious consumers and demonstrate strong sales growth with expansion plans.
Five Below (FIVE) surged over 10% following strong Q4 2025 earnings, with the stock up 200% over 12 months. The company overcame tariff impacts and attracted younger demographics across income levels. Wall Street analysts are raising price targets, with UBS setting the highest at $285. However, the stock's P/E ratio of 42x is elevated, and investors may want to wait for a pullback around $220-$225 before entering positions.
Markets sold off sharply on March 19, 2026, as Iranian strikes on Gulf energy infrastructure pushed crude oil above $100/barrel, triggering stagflation concerns. The S&P 500 hit its lowest close since mid-November, while the Federal Reserve's hawkish stance and rising inflation projections pushed Treasury yields higher. Gold plummeted 4.5% as real yields climbed, while energy stocks surged and precious metals miners collapsed.
Five Below exceeded Q4 expectations with $1.73B in revenue and $4.31 EPS, beating estimates despite heavy exposure to Trump tariffs. The company successfully mitigated tariff impacts through supply chain diversification, vendor negotiations, and operational efficiency, turning a potential earnings headwind into a manageable margin drag. Management provided bullish FY2026 guidance, with the stock jumping 7.18% on the strong results.
Five Below stock has more than doubled since Winnie Park became CEO in late 2024. The retailer posted strong Q4 2025 results with 24.3% net sales growth and 15.4% comparable-store sales growth, beating analyst expectations on earnings. The company projects 10% sales growth and 20% earnings growth for fiscal 2026, though the stock trades at 27x forward earnings.
Tabor Asset Management invested $9.79 million in Mohawk Industries by purchasing 85,224 shares, bringing its total stake to 154,292 shares valued at $16.86 million. The investment signals confidence in the flooring manufacturer as the housing market shows signs of recovery. Despite a challenging housing environment, Mohawk generated $10.8 billion in revenue and $370 million in net earnings in 2025, with strong free cash flow of $621 million.
Following the Supreme Court's rejection of President Trump's tariffs, three retail stocks are positioned to benefit from a more favorable trade environment. Costco Wholesale, Five Below, and Wayfair have shown strong momentum and are expected to thrive as tariff uncertainty decreases. Costco is up 16% in 2026, while Five Below and Wayfair have turned around their businesses in 2025 despite challenging conditions.
Major U.S. banks reported strong Q4 earnings with solid interest income growth and robust trading revenues. However, the Trump administration's proposal to cap credit card interest rates at 10% has created uncertainty for the industry. While analysts consider such a cap unlikely, it could significantly impact credit card profitability and potentially benefit alternative lending platforms like Buy Now Pay Later companies.
Johnson Fistel, PLLC is investigating potential derivative claims against Five Below, Inc. for alleged breaches of fiduciary duty by officers and directors. The investigation follows Five Below's July 2024 disclosure of a 5% comparable sales decline, reduced fiscal Q2 guidance, and the sudden departure of its President and CEO. A federal securities class action lawsuit against the company and its executives is proceeding after a court denied the company's motion to dismiss in part.
Five Below stock delivered 79% returns in 2025, significantly outperforming the author's initial 50% prediction and the S&P 500's 16% gain. The company rebounded from a challenging 2024 with strong same-store sales growth of 12.5% and improved profitability. New CEO Winnie Park's decision to eliminate the Five Beyond section while continuing to sell higher-priced items throughout the store proved highly effective, demonstrating the company's pricing power and unlocking significant long-term growth potential.