Five Below, Inc. Announces Holiday Sales Results for Quarter-To-Date Through January 3, 2026
Rhea-AI Summary
Five Below (NASDAQ: FIVE) reported Holiday Period net sales of $1.47B, a 23.2% increase versus $1.19B in the prior-year nine-week period, and comparable sales +14.5% for Nov 2, 2025–Jan 3, 2026. Management raised its outlook: Q4 FY2025 net sales ~ $1.71B, comparable sales ~14.5%, diluted EPS $3.93–$3.98 (adjusted $3.95–$4.00) on ~55.6M diluted shares. FY2025 net sales ~ $4.75B, comparable sales ~12.5%, diluted EPS $6.10–$6.15 (adjusted $6.30–$6.35) on ~55.5M diluted shares. The outlook includes expected tariff impacts and excludes potential effects of share repurchases.
Positive
- Holiday net sales +23.2% to $1.47B for Nov 2, 2025–Jan 3, 2026
- Holiday comparable sales +14.5% for the nine-week period
- Raised Q4 FY2025 outlook: net sales ~ $1.71B and adjusted diluted EPS $3.95–$4.00
- Raised FY2025 outlook: net sales ~ $4.75B and adjusted diluted EPS $6.30–$6.35
Negative
- Outlook reflects the expected impact of tariffs currently in place
- Adjusted EPS excludes nonrecurring items including retention awards, inventory write-off, cost-optimization and lease acquisition costs
News Market Reaction
On the day this news was published, FIVE gained 4.11%, reflecting a moderate positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
FIVE is down 1.23% while peers like MNSO, MUSA, BBWI, and RH show small gains and ASO is down 4.73%, indicating a stock-specific move rather than a coordinated sector reaction.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 22 | Conference participation | Neutral | +0.7% | Announced ICR Conference fireside chat and timing of holiday sales release. |
| Dec 03 | Earnings results | Positive | +2.7% | Strong Q3 sales and comps with raised full-year 2025 guidance and EPS outlook. |
| Nov 19 | Earnings scheduling | Neutral | +0.6% | Set date and call details for Q3 2025 earnings release and webcast. |
| Nov 06 | Holiday promotion | Neutral | -3.7% | Outlined holiday assortment, aggressive value pricing, and seasonal hiring plans. |
| Oct 17 | Store expansion | Positive | +1.5% | Announced Pacific Northwest market entry with eight new stores and grand openings. |
Positive fundamental updates (earnings, expansion) have recently seen modestly positive price reactions, while marketing-oriented or promotional news has had mixed impact.
Over the past few months, Five Below reported strong Q3 2025 results with net sales of $1,038.3M, comparable sales up 14.3%, and raised full-year guidance. The company expanded into the Pacific Northwest with eight new stores and promoted its value-oriented holiday assortment. It also flagged participation in the 2026 ICR Conference. Today’s raised outlook and strong holiday sales build directly on that growth and guidance-raising trajectory.
Market Pulse Summary
This announcement highlights robust Holiday Period performance, with net sales reaching $1.47 billion and comparable sales up 14.5%, prompting higher fourth-quarter and full-year fiscal 2025 outlooks. It builds on earlier Q3 2025 strength and prior guidance increases. Investors may focus on execution versus the new $4.75 billion sales outlook, the gap between GAAP and adjusted EPS, tariff assumptions, and how consistently the company sustains double‑digit comparable sales growth.
Key Terms
non-gaap financial measure financial
AI-generated analysis. Not financial advice.
Net Sales Increase of
Increases Fourth Quarter and Full Year Fiscal 2025 Outlook
PHILADELPHIA, PA, Jan. 12, 2026 (GLOBE NEWSWIRE) -- Five Below, Inc. (NASDAQ: FIVE) ("Five Below" or the "Company") today announced net sales results for the quarter-to-date period from November 2, 2025 through January 3, 2026 ("Holiday Period"). Net sales for the Holiday Period increased by
Winnie Park, CEO of Five Below, stated, "We are incredibly pleased with our holiday performance, which demonstrates the effectiveness of the strategies we have been executing this year. With our maniacal focus on the customer: the kid and the kid in all of us, we offered amazing, trend-right products at exceptional value and began to create a better-connected customer journey. In combination with tight-knit collaboration and alignment throughout the company, we drove strong, broad-based results. Based on our holiday performance and forecast for January, we are raising our outlook for the fourth quarter and full year."
Ms. Park continued, "I am so proud of the teams and what they have accomplished this year. As we look toward 2026, I am excited by the tremendous opportunities ahead to build upon this momentum. We have clear strategic priorities and confidence in our ability to execute them successfully.”
Updated Outlook
This outlook includes the expected impact of tariffs currently in place and does not include the impact of share repurchases, if any.
Fourth Quarter Fiscal 2025 Outlook
- Net sales of approximately
$1.71 billion - Comparable sales increase of approximately
14.5% - Diluted income per common share of
$3.93 t o$3.98 on approximately 55.6 million diluted weighted average shares outstanding; Adjusted diluted income per common share(1) of$3.95 t o$4.00
| (1) | Adjusted diluted income per common share excludes the impact of nonrecurring or non-cash items which includes retention awards, net of income tax impacts. | |
Full Year Fiscal 2025 Outlook
- Net sales of approximately
$4.75 billion - Comparable sales increase of approximately
12.5% - Diluted income per common share of
$6.10 t o$6.15 on approximately 55.5 million diluted weighted average shares outstanding; Adjusted diluted income per common share(2) of$6.30 t o$6.35
| (2) | Adjusted diluted income per common share excludes the impact of nonrecurring or non-cash items which includes retention awards, costs associated with cost-optimization initiatives, execution of the inventory write-off, and costs incurred with the strategic acquisition of certain leases, net of income tax impacts. | |
As previously announced, management, including CEO Winnie Park and CFO Dan Sullivan, will participate in a fireside chat today at 10:00 a.m. Eastern Time at the 2026 ICR Conference. The event will be webcast live at http://investor.fivebelow.com/. An archived replay will be available two hours after the conclusion of the live event.
Non-GAAP Information:
This press release includes the Company’s current outlook for adjusted diluted income per common share, a non-GAAP financial measure. The Company believes that this non-GAAP financial measure provides its management with comparable financial data for internal financial analysis and provides meaningful supplemental information to investors. Non-GAAP financial measures have limitations as analytical tools. Other companies in the Company's industry may calculate this item differently than the Company does. This measure is not a measure of performance under GAAP and should not be considered as a substitute for the most directly comparable financial measure prepared in accordance with GAAP.
Forward-Looking Statements:
This news release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, that are intended to be protected by the “safe harbor” provisions therein. Such statements reflect management’s current views and estimates regarding the Company’s industry, business strategy, goals, expectations and outlook concerning its market position, operations, margins, profitability, capital expenditures, liquidity and capital resources, store count potential and other financial and operating information. Investors can identify these statements by the fact that they use words such as “anticipate,” “assume,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “future” and similar terms and phrases. The Company cannot assure investors that future developments affecting the Company will be those that it has anticipated. Although we believe there is a reasonable basis for such forward-looking statements, our actual results may differ materially from these expectations due to risks that include, but are not limited to, risks related to disruption to the global supply chain, increased cost of freight, constraints on shipping capacity to transport inventory or the timely receipt of inventory, risks related to the Company’s strategy and expansion plans, risks related to our ability to attract, retain, and motivate qualified executive talent, risks related to disruptions in our information technology systems and our ability to maintain and upgrade those systems, risks related to our ability to successfully implement our online retail operations, risks related to cyberattacks or other cyber incidents, such as the failure to secure customers’ confidential or credit card information, or other private data relating to our crew or the Company, including the costs associated with protection against or remediation of such incidents, risks related to increased usage of machine learning and other types of artificial intelligence in our business, and challenges with properly managing its use, risks related to our ability to select, obtain, distribute and market merchandise profitably, risks related to our reliance on merchandise manufactured outside of the United States, including risks related to direct and indirect impact of current and potential tariffs imposed, threatened, or proposed by the United States on foreign imports, including, without limitation, the tariffs themselves, any counter-measures thereto (in addition to any applicable foreign trade restrictions, generally) and any indirect effects on consumer discretionary spending, risks related to the availability of suitable new store locations and the dependence on the volume of traffic to our stores and website, risks related to our dependence on our executive officers, senior management and other key personnel or our ability to hire additional qualified personnel, risks related to changes in consumer preferences and economic conditions, risks related to increased operating costs, risks related to inflation and increasing commodity prices and related effects, such as a reduction in our unit sales (including an inability to increase sales), damage to our reputation with our customers, our becoming less competitive in the marketplace or exposure to fraud or theft due to customer payment-related risks, risks related to potential recessions and systematic failure of the banking system in the United States or globally, risks related to natural disasters, adverse weather conditions, pandemic outbreaks, global political events, war, terrorism or civil unrest (including any negative effects to our business and result of operations), risks related to building, operating or expanding shipcenters or network capacity, risks related to our ability to successfully manage inventory balance and inventory shrinkage, quality or safety concerns about the Company’s merchandise (including the impact of product and food safety claims and legislation), increased competition from other retailers including online retailers, risks related to the seasonality of our business, risks related to our ability to protect our brand name and other intellectual property, risks related to customers’ payment methods, risks associated with the restrictions imposed by our indebtedness on our current and future operations, the impact of changes in tax legislation and accounting standards, risks related to our insurance programs and their effect on our financial performance and risks associated with leasing substantial amounts of space and owning real property. For further details and a discussion of these risks and uncertainties, see the Company’s periodic reports, including the annual report on Form 10-K, quarterly reports on Form 10-Q and current reports on Form 8-K, filed with or furnished to the Securities and Exchange Commission and available at www.sec.gov. If one or more of these risks or uncertainties materialize, or if any of the Company’s assumptions prove incorrect, the Company’s actual results may vary in material respects from those projected in these forward-looking statements, despite the Company’s reasonable basis for such statements. Any forward-looking statement made by the Company in this news release speaks only as of the date on which the Company makes it. Factors or events that could cause the Company’s actual results to differ may emerge from time to time, and it is not possible for the Company to predict all of them. The Company undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by any applicable securities laws.
About Five Below:
Five Below is a leading growth retailer offering trend-right, extreme value, high-quality products loved by the kid and the kid in all of us. We believe life is better when customers are free to "let go & have fun" in an amazing experience filled with unlimited possibilities. With most items priced between
Investor Contact:
Five Below, Inc.
Christiane Pelz
Vice President, Investor Relations
Investorrelations@fivebelow.com
FAQ
What were Five Below (FIVE) holiday period net sales for Nov 2, 2025–Jan 3, 2026?
How much did Five Below (FIVE) comparable sales change during the 2025 holiday period?
How did Five Below (FIVE) update its Q4 and full-year FY2025 outlook on January 12, 2026?
Does Five Below’s outlook include tariff impacts or share repurchases?
What items are excluded from Five Below’s adjusted diluted income per common share for FY2025?
