Q4 2025 Five Below Inc Earnings Call Transcript
Key Points
- Five Below Inc (FIVE) reported a 23% sales growth in 2025, reaching over $4.7 billion, with a comparable sales increase of 12.8%.
- The company achieved an operating margin expansion of 75 basis points to nearly 10% and adjusted EPS growth of 32%.
- Five Below Inc (FIVE) opened 150 net new stores, expanding its store count by 8.5%, including successful grand openings in the Pacific Northwest.
- The company experienced its strongest holiday performance since becoming public, with fourth-quarter sales growth of 24% and a 15.4% comparable sales increase.
- Five Below Inc (FIVE) successfully implemented a new strategy focused on Gen Alpha, Gen Z, and millennial moms, enhancing customer engagement through social media and CRM capabilities.
- The company faced a challenging macro environment, requiring urgency and agility to achieve its results.
- Transitory tariff costs impacted gross profit, although they were mostly mitigated by fixed cost leverage and improved shrink results.
- The company anticipates a highly dynamic and complex macro environment in 2026, with geopolitical uncertainties affecting consumer behavior.
- Five Below Inc (FIVE) expects to face tough growth comparisons in the latter half of 2026 due to strong performance in the previous year.
- The company is cautious about the state of the consumer and macroeconomic conditions, which could impact future performance.
Good day, and welcome to the Five Below fourth quarter 2025 earnings conference call. (Operator Instructions) Please note, this event is being recorded. I would now like to turn the conference over to Christiane Pelz, VP Investor Relations. Please go ahead.
Thank you, operator. Good afternoon, everyone, and thanks for joining us today for Five Below's fourth quarter 2025 financial results conference call. On today's call are Winnie Park, Chief Executive Officer; and Dan Sullivan, Chief Financial Officer and Treasurer.
After management has made their formal remarks, we will open the call to questions. I need to remind you that certain comments made during this call may constitute forward-looking statements and are made pursuant to within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 as amended.
Such forward-looking statements are subject to both known and unknown risks and uncertainties that could cause actual results to
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