Five Below Tops Q4 with $1.73B Revenue, $4.31 EPS and Raises FY2026 to $5.2–5.3B
Five Below’s Q4 revenue reached $1.73 billion with EPS of $4.31, driving 15.4% comparable-sales growth, while fiscal 2025 revenue climbed 22.9% to $4.76 billion and adjusted EPS hit $6.47. Management mitigated tariff headwinds via supply-chain diversification and forecast fiscal 2026 revenue of $5.2–5.3 billion and EPS of $7.69–8.20.
1. Q4 and Fiscal 2025 Performance
Five Below reported Q4 revenue of $1.73 billion, a 24.3% year-over-year increase, and Q4 adjusted EPS of $4.31, while full-year fiscal 2025 revenue rose 22.9% to $4.76 billion and adjusted EPS increased 40.7% to $6.47. Comparable-sales growth was 15.4% in Q4 and 12.8% for the full year.
2. Tariff Mitigation and Margin Improvement
The retailer absorbed significant tariff pressures through supply-chain diversification, renegotiated vendor agreements and operational efficiencies, driving improved operating leverage and margin resilience against potential headwinds.
3. Store Growth
Five Below ended fiscal 2025 with 1,921 stores, adding 150 net new locations supported by merchandising strategies aimed at younger consumers, although the pace of expansion slowed compared with the prior year.
4. FY2026 Outlook and Market Response
Management forecast fiscal 2026 revenue of $5.2–5.3 billion and adjusted EPS of $7.69–8.20. Shares jumped over 7% in early trading on the results, while analysts cautioned that tougher year-over-year comparisons could pressure future growth.