FIVE Stock Soars After Upbeat Q4 Results — Here’s What Management Said About Tariff Impact

Shares of Five Below Inc. (FIVE) jumped 7% after hours on Wednesday after the company reported fourth-quarter (Q4) earnings and revenue numbers above Wall Street expectations, while also dismissing the impact of tariffs on the company’s supply chain going forward.

The discount store company, which mostly sells items priced between $1 and $5, now expects FY26 earnings per share in the range of $7.74-$8.25 and revenue of $5.2 billion to $5.3 billion. Wall Street, on average, was expecting revenue of $5.2 billion and earnings per share of $6.96.

Same store sales are expected to increase by about 3% to 5% in the period while the company opens about 150 net new stores.

Management Perspective

“Looking ahead, we are focused on delivering trend-right merchandise at exceptional value... With a growing store base, strong new store performance, and a differentiated customer value proposition, we believe we are well positioned to drive sustainable sales growth, margin expansion, and long-term shareholder value.” Winnie Park, CEO of Five Below, said.

The company also expressed optimism for tariffs not impacting its supply chain going forward.  “...last year we had the tariffs hit us, and so we weren't able to actually buy or attain all the products that we wanted to fill out some of our worlds. This year, that is not an obstacle,” an executive said during the company’s post-earnings call with analysts.

Q4 Numbers

In the fourth quarter, same store sales increased by 15.4%, pushing revenue for the period up 24.3% to $1.73 billion. Adjusted earnings for the period came in at $4.31 compared to $3.48 in the corresponding quarter of fiscal 2024, and above an estimated $4, according to data from Fiscal.ai.

How Did Stocktwits Users React?

On Stocktwits, retail sentiment around FIVE stock stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume remained ‘high’.

FIVE stock has gained 187% over the past 12 months.

Read More: LOGI Stock Rises After Hours On $1.4B Share Buyback Program

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