NASDAQ$FIVE

Five Below Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Five Below reported Q4 2025 net sales of $1.73B with diluted EPS of $4.28 (+26% YoY).

Net sales grew 24.3% to $1.73B and comparable sales increased 15.4%. Gross margin expanded 280 bps to 44.2% and operating margin reached 20.3%. Net income was $238.2M versus $187.5M; diluted EPS was $4.28 and adjusted diluted EPS $4.31. For fiscal 2025, net sales rose 22.9% to $4.76B with adjusted diluted EPS of $6.67.

  • Q4 net sales $1.73B (+24.3%); comparable sales +15.4%.
  • Q4 gross margin 44.2% (+280 bps); operating margin 20.3%.
  • Q4 net income $238.2M; diluted EPS $4.28 (+26%).
  • FY2025 net sales $4.76B (+22.9%); adjusted EPS $6.67 (+32%).
  • Plans ~150 net new stores in fiscal 2026.

Headline financials

Total Revenue

$1.73B

Previous: $1.39B+24.4%
EPS (adj)

$4.31

Previous: $3.39+27.1%
Net Income

$238M

Previous: $188M+27.1%

Revenue & EPS history

Five Below · Revenue · Quarterly

$1.73B

Q4 2025+24.4%vs Q4 2024
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Revenue by segment

Five Below · $971M total across 3 segments · Q1 2025

  • Leisure
    $435M
  • Fashion and home
    $284M
  • Party and snack
    $252M

Forward guidance

For fiscal 2026, Five Below expects net sales of $5.20–5.30B (+3–5% comps) and diluted EPS of $7.69–8.20; Q1 sales guide $1.18–1.20B with EPS $1.55–1.67.

Tailwinds

  • FY2026 sales guide $5.20–5.30B with ~150 new stores.
  • FY2026 diluted EPS guide $7.69–8.20.
  • Strong new-store productivity and customer engagement.
  • Q1 comparable sales expected +14–16%.

Headwinds

  • Macro and tariff risks cited in forward-looking statements.
  • Rapid expansion execution risk with 150 store openings.
  • Prior-year comparisons remain elevated after 23% FY2025 growth.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.8%

Avg return

Earnings day

+1.8%

Avg return

5 days after

+4.3%

Avg return

30 days after

60%

35 / 58 earnings

Positive

+25.6%

Q1 2018

Best reaction

-18.6%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-13.9%-14.5%
Q4 2025+3.0%+8.8%+11.2%
Q3 2025+3.2%+7.5%+18.6%
Q2 2025+3.8%+3.7%+7.2%
Q1 2025+0.9%-2.0%+1.3%
Q4 2024+0.7%+1.9%-10.7%
Q3 2024+12.4%+8.5%-5.9%
Q2 2024-5.2%-8.6%+12.2%
Q1 2024-13.9%-16.2%-23.0%
Q4 2023-14.5%-15.9%-27.3%
Q3 2023-1.6%+5.2%+11.3%
Q2 2023-5.9%-7.3%-11.9%
Q1 2023+5.8%+11.4%+13.9%
Q4 2022-1.3%+0.6%+4.1%
Q3 2022+19.4%+16.8%+12.7%
Q2 2022+4.9%+0.2%+6.3%
Q1 2022-0.4%-8.8%-8.7%
Q4 2021-7.6%-1.8%-8.3%
Q3 2021-2.3%-4.1%+1.7%
Q2 2021-11.7%-9.0%-18.4%
Q1 2021+5.7%+5.2%+9.8%
Q4 2020-3.2%+2.0%+3.6%
Q3 2020+0.4%+0.8%+7.9%
Q2 2020+11.1%+9.5%+13.1%
Q1 2020+5.9%+2.9%-6.4%
Q4 2019-18.6%-8.9%+34.6%
Q3 2019+6.6%+3.9%+10.0%
Q2 2019+9.2%+6.7%+9.8%
Q1 2019-3.8%+2.3%+0.7%
Q4 2018+10.7%+3.0%+24.3%
Q3 2018-2.7%-2.7%+3.2%
Q2 2018+14.1%+16.6%+2.5%
Q1 2018+25.6%+28.4%+25.4%
Q4 2017+1.4%+4.0%+7.0%
Q3 2017+0.4%+4.7%+8.3%
Q2 2017-2.1%-1.2%+13.0%
Q1 2017+1.8%+1.3%-3.8%
Q4 2016+8.8%+9.6%+22.7%
Q3 2016+11.3%+9.6%+1.5%
Q2 2016-1.7%-3.1%-10.1%
Q1 2016+2.5%+4.8%+8.6%
Q4 2015+5.1%
Q3 2015+6.3%
Q2 2015-8.0%
Q1 2015+10.2%
Q4 2014+8.7%
Q3 2014-12.7%
Q2 2014+3.2%
Q1 2014-3.1%
Q4 2013+10.9%
Q3 2013-8.9%
Q2 2013+21.8%
Q1 2013+1.4%
Q1 2011+0.2%
Q4 2011+0.2%
Q4 2012-5.0%
Q3 2012+21.6%
Q2 2012-5.2%
Q3 2011
Q2 2011

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