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Five Below Inc (FIVE)



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Upturn Advisory Summary
08/14/2025: FIVE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $137.74
1 Year Target Price $137.74
6 | Strong Buy |
2 | Buy |
13 | Hold |
1 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 2.58% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.40B USD | Price to earnings Ratio 28.05 | 1Y Target Price 137.74 |
Price to earnings Ratio 28.05 | 1Y Target Price 137.74 | ||
Volume (30-day avg) 22 | Beta 1.06 | 52 Weeks Range 52.38 - 143.88 | Updated Date 08/14/2025 |
52 Weeks Range 52.38 - 143.88 | Updated Date 08/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.79 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
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 28.05 | Forward PE 28.82 | Enterprise Value 8965649091 | Price to Sales(TTM) 1.83 |
Enterprise Value 8965649091 | Price to Sales(TTM) 1.83 | ||
Enterprise Value to Revenue 2.22 | Enterprise Value to EBITDA 17.4 | Shares Outstanding 55058000 | Shares Floating 53706882 |
Shares Outstanding 55058000 | Shares Floating 53706882 | ||
Percent Insiders 2.06 | Percent Institutions 106.67 |
Upturn AI SWOT
Five Below Inc

Company Overview
History and Background
Five Below Inc. was founded in 2002 by David Schlessinger and Tom Vellios. The company targets teens and pre-teens with trendy merchandise at affordable prices, primarily priced at $5 or below. It has grown rapidly from its initial stores to a nationwide presence.
Core Business Areas
- Retail Sales: Five Below operates retail stores offering a wide assortment of products, including accessories, toys, games, beauty products, home du00e9cor, and seasonal items, most priced at $5 or below. This segment constitutes the vast majority of their revenue.
- E-commerce: Five Below also maintains an e-commerce platform (fivebelow.com), offering a curated selection of its merchandise online and providing convenience for customers.
Leadership and Structure
The current CEO is Joel Anderson. The company has a standard corporate structure with a board of directors overseeing executive management. Functional areas include merchandising, marketing, finance, operations, and technology.
Top Products and Market Share
Key Offerings
- Fashion Accessories and Beauty Products: Includes jewelry, hair accessories, makeup, nail polish, and other beauty-related items. While specific market share data for individual product categories is not readily available, Five Below competes with drugstores, mass merchandisers, and specialty retailers. Competitors are Ulta and Target. A portion of the $1 billion revenue from consumable products can be attributed to beauty.
- Toys and Games: Offers a wide range of toys, games, and collectibles targeting teens and pre-teens. Competitors include Walmart, Target, and Gamestop. A portion of the revenue is generated by toys. This includes strategy, action figures, board, and other games.
- Room Du00e9cor and Home Goods: Home du00e9cor is a strong category for the company. Home goods such as pillows, photo frames and lighting contribute to total revenue. Competitors include Target and Amazon.
Market Dynamics
Industry Overview
The discount retail industry is characterized by intense competition, changing consumer preferences, and economic sensitivity. Growth opportunities exist through store expansion, e-commerce, and product innovation.
Positioning
Five Below is positioned as a value-oriented retailer targeting teens and pre-teens, offering a unique mix of trendy merchandise at affordable prices. Its competitive advantages include a differentiated product assortment, a strong brand identity, and a rapidly expanding store base.
Total Addressable Market (TAM)
The total addressable market for value retailers targeting teens and pre-teens is substantial, estimated at over $100 billion. Five Below is positioned to capture a significant portion of this TAM through continued store expansion and e-commerce growth.
Upturn SWOT Analysis
Strengths
- Strong brand recognition among teens and pre-teens
- Unique and differentiated product assortment
- Affordable pricing strategy
- Rapid store expansion
- Effective marketing and social media presence
Weaknesses
- Reliance on discretionary consumer spending
- Potential vulnerability to changing trends
- Limited online presence compared to some competitors
- Dependence on third-party suppliers
- Supply chain disruptions.
Opportunities
- Expanding into new geographic markets
- Growing e-commerce sales
- Developing new product categories
- Increasing brand awareness through partnerships
- Leveraging data analytics to improve merchandising
Threats
- Intense competition from other retailers
- Economic downturns that reduce consumer spending
- Changing consumer preferences
- Supply chain disruptions
- Increased labor costs
Competitors and Market Share
Key Competitors
- DLTR
- DG
- TJX
Competitive Landscape
Five Below differentiates itself through a unique product assortment and a focus on teens and pre-teens. Competitors like Dollar General and Dollar Tree target a broader demographic, while TJX operates in the off-price apparel and home goods sector. Advantage is that the company targets teens and pre-teens while disadvantage is that the price point restricts assortment.
Growth Trajectory and Initiatives
Historical Growth: Five Below has demonstrated strong historical growth through aggressive store expansion and same-store sales increases.
Future Projections: Future growth projections depend on continued store expansion, e-commerce growth, and product innovation. Analyst estimates should be consulted for specific projections.
Recent Initiatives: Recent initiatives likely include store openings in new markets, expansion of e-commerce operations, and introduction of new product categories. Consult their latest investor reports.
Summary
Five Below is a growing retailer with a unique niche targeting teens and pre-teens with affordable and trendy merchandise. Its rapid store expansion and strong brand recognition are working well. However, the company is exposed to discretionary spending patterns and economic fluctuations. Dependence on third-party suppliers and intense competition are important threats to consider.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Market Research Reports
- Analyst Estimates
Disclaimers:
This analysis is based on available information and is for informational purposes only. It is not financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.
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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