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Upturn AI SWOT - About
FIVE 
Five Below Inc (FIVE)
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Upturn Advisory Summary
06/27/2025: FIVE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
22 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $130.11
Year Target Price $130.11
| 6 | Strong Buy |
| 2 | Buy |
| 13 | Hold |
| 0 | Under performing |
| 1 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit -0.28% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.19B USD | Price to earnings Ratio 27.32 | 1Y Target Price 131.07 |
Price to earnings Ratio 27.32 | 1Y Target Price 131.07 | ||
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 52.38 - 137.30 | Updated Date 06/29/2025 |
52 Weeks Range 52.38 - 137.30 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.78 |
Earnings Date
Report Date 2025-06-03 | When After Market | Estimate 0.64 | Actual 0.86 |
Profitability
Profit Margin 6.53% | Operating Margin (TTM) 5.24% |
Management Effectiveness
Return on Assets (TTM) 5.04% | Return on Equity (TTM) 15.3% |
Valuation
Trailing PE 27.32 | Forward PE 27.17 | Enterprise Value 8543354193 | Price to Sales(TTM) 1.78 |
Enterprise Value 8543354193 | Price to Sales(TTM) 1.78 | ||
Enterprise Value to Revenue 2.12 | Enterprise Value to EBITDA 16.58 | Shares Outstanding 55058000 | Shares Floating 53768547 |
Shares Outstanding 55058000 | Shares Floating 53768547 | ||
Percent Insiders 2.09 | Percent Institutions 108.8 |
Analyst Ratings
Rating 3.59 | Target Price 130.11 | Buy 2 | Strong Buy 6 |
Buy 2 | Strong Buy 6 | ||
Hold 13 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Five Below Inc
Company Overview
History and Background
Five Below Inc. was founded in 2002 by David Schlessinger and Tom Vellios in Philadelphia, Pennsylvania. It started as a value retailer targeting teens and pre-teens, offering a wide range of products priced at $5 or less. Over time, Five Below expanded its product categories and store footprint, becoming a popular destination for affordable and trendy merchandise.
Core Business Areas
- Retail Sales: Five Below operates retail stores offering a diverse assortment of products, including fashion accessories, candy and snacks, sporting goods, games, toys, and home du00e9cor.
Leadership and Structure
Joel Anderson is the President and CEO of Five Below Inc. The company operates with a traditional corporate structure, with departments overseeing merchandising, operations, finance, marketing, and human resources.
Top Products and Market Share
Key Offerings
- Candy and Snacks: Five Below offers a variety of candy, snacks, and beverages, appealing to a younger demographic. While specific market share data for Five Below in the candy and snacks market is not readily available, it competes with grocery stores, convenience stores, and other discount retailers. Competitors include Walmart, Dollar General, and Target.
- Fashion Accessories and Beauty: Five Below offers affordable fashion accessories, jewelry, and beauty products targeted at teens and pre-teens. The market is fragmented with competition from specialty stores, online retailers, and department stores. Competitors include Claire's, Forever 21, and Ulta Beauty (partially).
- Room Decorations and Fun: Five Below offers affordable decorations for all holidays and seasons to help make your home more fun. The competitors for this section are retailers like Target, Dollar General and other online retailers.
Market Dynamics
Industry Overview
The retail industry is highly competitive and subject to changing consumer preferences and economic conditions. Discount retailers like Five Below benefit from consumers seeking value and affordability, particularly during economic downturns. The growth of e-commerce and changing demographics are also shaping the retail landscape.
Positioning
Five Below positions itself as a value retailer offering a wide range of trendy and affordable products targeted at teens, pre-teens and young adults. Its competitive advantages include its unique merchandising strategy, attractive price points, and convenient store locations.
Total Addressable Market (TAM)
The total addressable market for discount retailers is estimated to be in the hundreds of billions of dollars. Five Below is well-positioned to capture a larger share of this market through store expansion, product innovation, and effective marketing strategies.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Unique and differentiated merchandising strategy
- Attractive price points
- Consistent store growth
- Loyal customer base
Weaknesses
- Reliance on discretionary spending
- Vulnerability to changes in consumer trends
- Limited online presence compared to larger retailers
- Smaller average transaction size can impact overall profitability
Opportunities
- Expansion into new markets and demographics
- Growth of e-commerce channel
- Development of private label brands
- Strategic partnerships and acquisitions
- Expansion of product categories
Threats
- Increased competition from online retailers
- Economic downturns
- Changes in consumer preferences
- Supply chain disruptions
- Rising operating costs
Competitors and Market Share
Key Competitors
- DG
- DLTR
- WMT
- TGT
Competitive Landscape
Five Below's competitive advantages include its unique merchandising strategy, attractive price points, and target demographic. However, it faces competition from larger retailers with greater resources and brand recognition.
Growth Trajectory and Initiatives
Historical Growth: Five Below has experienced significant growth in revenue and store count over the past several years, driven by its unique merchandising strategy and expansion into new markets.
Future Projections: Future growth projections are generally positive, with analysts expecting continued store expansion and revenue growth. Projections are subject to change based on economic conditions and competitive pressures.
Recent Initiatives: Recent initiatives include expanding the store footprint, enhancing the e-commerce platform, and introducing new product categories.
Summary
Five Below is a growing value retailer with a strong brand and unique merchandising strategy. It's expanding store base and product offerings position it for continued growth. However, it faces competition from larger retailers and is vulnerable to economic downturns. Strategic initiatives and careful cost management will be key to maintaining its growth trajectory.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may not be precise. Financial data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Five Below Inc
Exchange NASDAQ | Headquaters Philadelphia, PA, United States | ||
IPO Launch date 2012-07-19 | President, CEO & Director Ms. Winifred Y. Park | ||
Sector Consumer Cyclical | Industry Specialty Retail | Full time employees 7300 | Website https://www.fivebelow.com |
Full time employees 7300 | Website https://www.fivebelow.com | ||
Five Below, Inc. operates as a specialty value retailer in the United States. It offers socks, jewelry, hair accessories, cozy loungewear, and t-shirts, as well as personal care essentials, skincare, fragrance, and branded cosmetics; and personalized living space products, such as lamps, posters, frames, fleece blankets, plush items, pillows, candles, incense, lighting, novelty décor, accent furniture, and related items, as well as provides storage options. The company also provides assortment of sport balls, team sports merchandise, and fitness accessories, including hand weights, jump ropes and gym balls; various games, such as board games, puzzles, collectibles, and toys; and summer season sports, which include pool, beach, and outdoor toys, as well as games and accessories. In addition, it offers accessories for cell phones, tablets, audio, computers, and automobiles, as well as cases, chargers, cables, headphones, and other related items; and products for audio, gaming, and gadgets. Further, the company provides assortment of craft activity kits, and arts and crafts supplies, such as crayons, markers, and stickers; and school products comprising backpacks, fashion notebooks and journals, novelty pens and pencils, and locker accessories. Additionally, it offers party goods, decorations, gag gifts, and greeting cards, as well as every day and special occasion merchandise; assortment of classic and novelty candy bars, movie-size box candy, seasonal-related candy, and gum and snack food products, as well as sells chilled drinks through coolers; and provides seasonally specific items used to celebrate and decorate for events. The company was formerly known as Cheap Holdings, Inc. and changed its name to Five Below, Inc. in August 2002. Five Below, Inc. was incorporated in 2002 and is headquartered in Philadelphia, Pennsylvania.
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