$FIVE 0.61 Developing

Notable posts

• @wallstengine neutral 186 eng

  Key earnings this week: Tue: $PANW, $DELL, $CRDO, $MDB, $GTLB Wed: $AVGO, $SNOW, $HPE, $NTAP, $FIVE Thu: $CIEN, $ZS, $IOT, $LULU, $DOCU, $PATH, $VSXY https://t.co/tivnqFKYYf

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• @wallstengine neutral 67 eng

  Today's Key Events (All EST) — 09/02/2026 07:00: US MBA Mortgage Applications 08:15: US ADP Nonfarm Employment Change 10:00: US Factory Orders MoM 14:00: Fed's Beige Book Before Open 👇 07:00: $GIII Apparel Group 07:00: Ollie's Bargain Outlet Holdings $OLLI 07:05: Sprinklr $CXM 07:30: FuelCell Energy $FCEL 07:30: Daktronics $DAKT 08:00: Brown-Forman $BF.B After Hours 👇 16:00: NetApp $NTAP 16:00: $FIVE Below 16:00: Phreesia $PHR 16:00: Methode Electronics $MEI 16:05: Snowflake $SNOW 16:05: Hewlett Packard Enterprise $HPE 16:05: Argan $AGX 16:05: ChargePoint Holdings $CHPT 16:05: $GOLD 16:05: C3 $AI 16:05: Netskope $NTSK 16:05: Petco Health and Wellness Company $WOOF 16:15: Broadcom $AVGO 16:15: $PVH Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day.

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• @TrendSpider bullish 58 eng

  $FIVE DOUBLE BEAT ✅ Q2 Adj. EPS: $1.68 vs $1.38 est ✅ Q2 Sales: $1.261B vs $1.220B est ✅ 🟩 +2.42% https://t.co/jDD8q5SZQN

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• @wallstengine bullish 41 eng

  $FIVE BELOW Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.26B (Est. $1.22B) 🟢; +22.9% YoY 🔹 Adj. EPS: $1.68 (Est. $1.39) 🟢; +107% YoY 🔹 Comparable Sales: +14.1%; record double-digit growth 🔹 Adj. Oper Income: $113.2M (Est. $93.3M) 🟢; +105% YoY Raises FY26 Guide: 🔹 Revenue: $5.63B-$5.71B (Est. $5.54B) 🟢; from $5.40B-$5.48B 🔹 Adj. EPS: $9.83-$10.31 (Est. $9.25) 🟢; from $8.65-$9.05 🔹 Comparable Sales: +10% to +12%; from +6% to +8% 🔹 Net Income: $672M-$698M; from $480M-$502M Q3 Guide: 🔹 Revenue: $1.21B-$1.23B (Est. $1.14B) 🟢 🔹 EPS: $1.01-$1.13 (Est. $0.87) 🟢 🔹 Comparable Sales: +8% to +10% Other Q2 Metrics: 🔹 Comparable Sales: +14.1% 🔹 Stores: 2,022; +8.8% YoY 🔹 Effective Tax Rate: 23.9%; -230 bps YoY 🔹 Net Cash From Operating Activities: $442.7M Capital Return: 🔹 Share Repurchases: approximately $60.0M; 311,000 shares 🔹 New Repurchase Authorization: $600M Comments: 🔸 “The balance between new store growth and double-digit comparable sales growth for the past five quarters is a testament to our operating flywheel gaining momentum.” 🔸 “With a strong first half behind us and significant opportunities ahead, we are raising our full year outlook”

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• @wallstengine bullish 40 eng

  Mizuho Upgrades $FIVE to Outperform from Neutral, PT $220 Analyst comments: "We now see a more favorable risk/reward profile for a business with sustained momentum and a merchandising team fully dialed in. Comparable sales will decelerate from here following a squishy-induced +22.7% gain in Q1; however, we do not view this as an impediment to owning the shares. Our positive view contemplates: (1) upside to second-half Street estimates as new customers are being retained extremely well; (2) paid Instagram and TikTok influencers are amplifying trends and expanding the company’s reach across core customer demographics; and (3) EBIT margin should expand further as average store volumes build closer to $3 million per unit versus the historical $2 million+ per store. At current levels, we believe the pendulum has swung too far on valuation. Our $220 price target implies upside potential of more than 20%." Analyst: David Bellinger

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• @wallstengine bullish 37 eng

  Jefferies Upgrades $FIVE to Buy from Hold, Raises PT to $350 from $210 Analyst comments: "FIVE's recent comp strength is largely attributed to squish-driven demand, but this overlooks the structural improvements in the business. FIVE is transforming from a trend-driven retailer into a durable growth story with rising productivity, HSD% unit growth, structurally higher comps, and accelerating EPS growth. The same playbook drove TJX's multi-year re-rating, and we believe FIVE is on a similar journey. We upgrade FIVE to Buy and raise our PT to $350. The market has largely viewed FIVE's recent comp strength as a temporary benefit from viral squishy trends that are unlikely to persist. We disagree and believe this overlooks the structural improvements underway. Under CEO Winnie Park, FIVE's merchant-led transformation has created a self-reinforcing growth engine, where better product, pricing, and customer insights drive sustainable traffic growth and productivity gains. FIVE reported a 1Q26 comp of ~23%, but when excluding the trend benefit, the core business delivered a HSD% comp and MSD% core traffic growth. Meanwhile, Q2 foot traffic is still growing high-teens well after the squishy peak. We believe FIVE's new merchant-led model under CEO Winnie Park delivers consistent product wins rather than leaning on viral product hits, allowing FIVE's core comp to reset higher to a MSD% baseline ahead." Analyst: Randal Konik

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• @wallstengine bullish 37 eng

  Bernstein SocGen Group Upgrades $FIVE to Outperform from Market Perform, PT $250 Analyst comments: "We find FIVE to be in a stronger fundamental position, with improved merchandising and marketing supporting sustainable mid-single-digit comparable sales growth. Coupled with a high-single-digit contribution from store growth and the potential for additional buybacks, this supports a 20%+ EPS compound annual growth rate from FY25 through FY28E. Despite posting a 23% comparable-sales increase in Q1, the stock sold off approximately 30% peak to trough, as potentially decelerating comparable sales and a difficult comparison spooked the market. Fads aside, however, we believe FIVE’s underlying comparable-sales momentum has improved from approximately 3.5% before COVID to closer to the mid-single-digit range today. The improved underlying comparable sales are the result of fundamental changes to stores, a renewed focus on core customers, a new social media-focused advertising model, and a newfound appreciation of pricing power amid a benign competitive environment. Meanwhile, we expect FIVE to sustain its approximately 7% sales contribution from new-store growth, with the potential to reaccelerate store growth against stronger business fundamentals. This would support a low-double-digit to mid-teens sales growth algorithm through FY28. Combined with share buybacks, this could produce a 20%+ EPS compound annual growth rate." Analyst: Zhihan Ma

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• @faststocknewss neutral 8 eng

  FIVE BELOW $FIVE Q2 SALES $1.261B VS $1.221B EST - Sales: $1.261493B vs $1.221B est, beat - EPS: $3.99 - Pretax profit: $290.768M vs $101.2M est, beat - Operating income: $275.35M - Net income: $221.395M https://t.co/IBjdyRvErr

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