Five Below Set to Announce Q4 Earnings on March 18
- Earnings Announcement: Five Below is set to release its Q4 earnings on March 18, with consensus EPS estimates at $4.00, reflecting a 14.9% year-over-year increase, which could further solidify its strong position in the retail sector.
- Revenue Growth Expectations: Analysts predict Q4 revenue will reach $1.71 billion, a 23.0% year-over-year increase, indicating the company's success in attracting consumers, potentially driving stock price appreciation.
- Strong Performance Record: Over the past two years, Five Below has beaten EPS estimates 63% of the time and revenue estimates 75% of the time, demonstrating stability in profitability and market performance, which enhances investor confidence.
- Positive Estimate Revisions: In the last three months, there have been 22 upward revisions for EPS estimates and 18 for revenue estimates, reflecting analysts' optimistic outlook on the company's future performance, which may attract more investor interest.
Trade with 70% Backtested Accuracy
Analyst Views on FIVE
About FIVE
About the author

- Inflation and Job Market: The retail sector is grappling with short-term concerns due to persistent inflation impacting consumer spending and a weakening job market, particularly exacerbated by the onset of the Iran war, which has led to a spike in energy prices and rapid increases in gasoline costs, further straining consumer finances.
- Strong Performance of Ross Stores: Ross Stores reported a 9% increase in same-store sales for the fiscal fourth quarter ending January 31, with management projecting a 3% to 4% increase in same-store sales and a 6% to 11% growth in earnings per share this year, demonstrating robust execution and market appeal amid economic challenges.
- Five Below's Continued Expansion: Five Below achieved a remarkable 15.4% increase in same-store sales for the fiscal fourth quarter ending January 31, with expectations for 3% to 5% growth in 2026, while planning to add 227 and 150 stores in 2024 and 2025 respectively, indicating strong market demand and expansion potential.
- Investment Opportunities Arise: Despite facing short-term challenges, Ross Stores and Five Below's stock prices are currently 4.9% and 8.2% below their 52-week highs, respectively, presenting potential buying opportunities for long-term investors and encouraging patient growth investors to take a closer look at these stocks.
- Significant Sales Growth: Ross Stores reported a 9% increase in same-store sales for the fiscal fourth quarter, with expectations of 3% to 4% growth this year, demonstrating strong performance amid economic challenges and reinforcing its market position.
- Ongoing Expansion Plans: The company ended the year with 1,904 stores across 44 states, an increase of 73 stores from the previous year, while also adding 8 dd's stores, indicating its potential for market expansion and confidence in future growth.
- Strong Performance for Five Below: Five Below achieved a remarkable 15.4% increase in same-store sales for the fiscal fourth quarter, with guidance for 3% to 5% growth in 2026, reflecting its appeal in the teen market and sustained consumer demand.
- Store Expansion Strategy: Five Below plans to open 227 and 150 new stores in 2024 and 2025 respectively, aiming for a total of 3,500 stores, showcasing its proactive response to market demand and long-term growth strategy.

- Micron's Earnings Surge: Micron Technology's Q2 sales nearly tripled year-over-year to $23.86 billion, primarily driven by explosive demand for high-bandwidth memory products, showcasing the company's strong execution and profitability in the AI-related market.
- Earnings Beat Expectations: Micron reported an EPS of $12.20, exceeding expectations of $8.80 by 38.64%, and significantly up from $1.56 a year ago, reflecting the company's robust performance in the memory cycle and sustained market demand.
- FedEx's Strong Results: FedEx's Q3 EPS of $5.25 surpassed expectations of $4.14 by 26.81%, while raising its full-year EPS outlook to $19.30-$20.10, indicating ongoing improvements in operational efficiency and package demand.
- Optimistic Market Outlook: Micron expects Q3 sales to reach $33.5 billion, well above the market's forecast of $22.79 billion, highlighting the company's strong growth potential in the memory market, while FedEx is also on track to approach $100 billion in annual sales.
Strong Earnings Report: Five Below's stock surged over 10% following a robust Q4 2025 earnings report, despite broader market pressures, indicating strong growth and resilience in its supply chain.
Targeting Younger Consumers: The company is focusing on attracting Gen Alpha and Gen Z shoppers while also appealing to millennial moms, which has contributed to impressive results across all income levels.
Impact of Tariffs: Five Below has successfully navigated the challenges posed by tariffs, which significantly affected its operations in 2025, but management expects a reduced impact in 2026.
Investor Sentiment: Institutional buying has increased, with analysts upgrading their price targets for Five Below, reflecting confidence in the company's future performance and potential for continued growth.
- Market Volatility Intensifies: U.S. stock futures are down this morning as oil prices rebound, with the S&P 500 and Dow down 0.4% and 1.2%, respectively, and the Nasdaq Composite off by 0.1%, indicating a potential fourth consecutive week of losses, while the quadruple witching event could add volatility to the market.
- Dell's Significant Gains: Dell's stock rose approximately 4% as a result of the fallout from the Super Micro Computer investigation, where employees were charged with smuggling Nvidia chips to China, leading to a more than 26% drop in Super Micro's shares, highlighting Dell's competitive advantage in the market.
- FedEx's Enhanced Earnings Power: FedEx's restructuring is showing significant results, with shares jumping 9% despite the overall market decline, reflecting strong performance in its pharmaceutical and data center businesses, superb supply chain management, and an on-time freight spinoff.
- Alibaba's Price Target Cut: Mizuho lowered Alibaba's price target from $195 to $190 while maintaining a buy rating, citing soft demand and investments in AI, as Alibaba launches its own version of the OpenClaw AI platform, demonstrating its commitment to technological innovation.
- Earnings Performance: Tractor Supply reported Q4 EPS of $0.43, missing the $0.46 consensus, with revenue of $3.90 billion also falling short, indicating vulnerability amid shifting consumer behavior.
- Weak Sales Growth: While essential categories like livestock and pet supplies showed low to mid-single-digit growth, comparable sales rose only 0.3%, reflecting a significant decline in consumer spending on big-ticket items, impacting overall performance.
- Cautious Future Outlook: The company issued FY26 guidance with EPS expectations between $2.13 and $2.32 and revenue growth of only 4% to 6%, both below market expectations, suggesting pressure on future growth.
- Estimate Downgrades: Analysts have lowered earnings estimates across all time frames, with current quarter estimates dropping from $0.38 to $0.35, an 8% decrease, highlighting market concerns about the company's outlook.










