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Five Below Tops Q1 Forecasts, Stock Falls

Investors questioned the tariff assumptions in the company’s raised full‑year guidance and signaled caution about whether the gains will persist.

Overview

  • Five Below reported first-quarter revenue of $1.29 billion and adjusted EPS of $2.22, both above analyst estimates.
  • The company said net sales rose 32.5% year over year and comparable sales increased 22.7% for the quarter.
  • Management raised full‑year revenue guidance to $5.40 billion–$5.48 billion and raised adjusted EPS to $8.65–$9.05 per share.
  • Five Below opened 49 net new stores during the quarter, bringing its total store count to 1,970, and attributed results to focused merchandising and social‑media driven traffic.
  • Shares fell about 6% in after‑hours trading after the report and opened roughly 11% lower the next day as investors focused on the guidance’s tariff assumptions and exclusions such as potential tariff refunds or buybacks.