Q1 26 EPS
$0.86
BEAT +3.34%
Est. $0.83
Q1 26 Revenue
$970.5M
BEAT +0.42%
Est. $966.5M
vs S&P Since Q1 26
+27.1%
BEATING MARKET
FIVE +53.0% vs S&P +25.9%
Market Reaction
Did FIVE Beat Earnings? Q1 2026 Results
Five Below kicked off fiscal 2025 with a quarter that beat expectations on both the top and bottom lines, as the discount retailer posted adjusted diluted EPS of $0.86, ahead of the $0.83 consensus estimate by 3.34%, while net sales climbed 19.5% yea… Read more Five Below kicked off fiscal 2025 with a quarter that beat expectations on both the top and bottom lines, as the discount retailer posted adjusted diluted EPS of $0.86, ahead of the $0.83 consensus estimate by 3.34%, while net sales climbed 19.5% year over year to $970.53 million, edging past the $966.49 million Wall Street had anticipated. The primary engine behind the results was a 7.1% comparable sales increase driven entirely by transaction volume, reflecting CEO Winnie Park's strategy of pairing trend-right merchandise with extreme value and a sharper in-store experience, a focus she has described as a "maniacal" commitment to customers. The company also opened 55 new stores during the quarter, ending with 1,826 locations across 44 states. On the strength of the quarter, Five Below raised its full-year fiscal 2025 guidance, now targeting net sales of $4.33 billion to $4.42 billion and adjusted EPS of $4.25 to $4.72, even as management acknowledged ongoing uncertainty around tariffs and the broader global trade environment.
Key Takeaways
- • Transaction-driven 7.1% comparable sales increase
- • Broad-based strength across the majority of merchandising worlds
- • 55 new stores opened in Q1, representing 13.8% store count growth year-over-year
- • Customer-centric strategy focused on trend-right product, extreme value, and fun store experience
- • Strong new store performance
FIVE YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
“Our first quarter results demonstrate the effectiveness of our strategy, grounded in trend-right product, extreme value and a fun store experience. We were pleased to see broad-based strength across the majority of our merchandising worlds, resulting in a transaction-driven 7.1% increase in comparable sales, as well as strong performance from our new stores. Our teams executed our customer-centric strategy at a very high level, and these results reflect the progress we are making across merchandising, marketing and end-to-end operations.”
— Winnie Park, Q1 2026 Earnings Press Release
FIVE Earnings Trends
FIVE vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
FIVE EPS Trend
Earnings per share: estimate vs actual
FIVE Revenue Trend
Quarterly revenue: estimate vs actual
FIVE Quarterly Results
7 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 27 BEAT | $1.78 | $2.22 | +25.03% | $1.29B | +4.81% |
| Q4 26 BEAT FY | $4.00 | $4.31 | +7.63% | $1.73B | +1.04% |
| FY Full Year | — | $6.67 | — | $4.76B | — |
| Q3 26 BEAT | $0.26 | $0.68 | +165.42% | $1.04B | +5.57% |
| Q2 26 BEAT | $0.63 | $0.81 | +29.37% | $1.03B | +3.09% |
| Q1 26 BEAT | $0.83 | $0.86 | +3.34% | $970.5M | +0.42% |
| Q4 25 BEAT FY | $3.37 | $3.48 | +3.29% | $1.39B | +0.26% |
| FY Full Year | $4.93 | $5.04 | +2.15% | $3.88B | +0.48% |
| Q3 25 BEAT | $0.18 | $0.42 | +137.29% | $843.7M | +5.34% |