文章核心观点 - Five Below Inc (FIVE) 和其他折扣零售商受益于美联储10月的降息 - 公司正在进行"重大战略转型"和领导层变动,导致Telsey Advisory Group的分析师Joseph Feldman将评级从"跑赢大盘"下调至"行业表现",并将目标价从$102降至$95 [1] 领导层变动 - 公司正在寻找永久CEO,Ken Bull被任命为临时CEO接替辞职的Joel Anderson,同时SVP of General Merchandise Andy Kunselman接替退休的Chief Merchant Michael Romanko [2] 战略转型 - 公司通过打破$5价格点并逐步提价应对上一轮关税,但质量未能跟上,导致价值受损 [3] - 公司已开始专注于重新捕捉其价值主张,简化执行,增加产品价值 [3] - 新的商品策略可能在2025年下半年更加明显 [4] - 战略转型、领导层变动和潜在关税使2025年及以后的可见性变得模糊 [4] 股价表现 - Five Below股价周一上涨8.2%至$94.19 [5]

公司公告 - 公司宣布将于2024年12月4日市场收盘后发布2024财年第三季度的财务业绩 [1] - 公司将在美国东部时间下午4:30举行电话会议，讨论财务结果 [1] 会议安排 - 电话会议的实时音频网络直播将在investor.fivebelow.com上提供，会议结束后不久将提供重播 [2] - 感兴趣的投资者和分析师可以通过拨打412-902-6753，在会议开始前约10分钟参与电话会议 [2] 公司介绍 - Five Below是一家领先的高增长价值零售商，提供受青少年喜爱的时尚、高质量产品 [4] - 公司相信，当顾客能够自由地“放手并享受乐趣”时，生活会更好 [4] - 大多数商品价格在1美元到5美元之间，部分超值商品在Five Beyond商店中价格超过5美元 [4] - 公司提供八个类别的商品：风格、房间、体育、科技、创意、派对、糖果和新与现在 [4] - 公司成立于2002年，总部位于宾夕法尼亚州费城，目前在44个州拥有超过1700家门店 [5] 投资者联系 - 投资者关系联系人：Christiane Pelz，副总裁，投资者关系，电话：215-207-2658，邮箱：InvestorRelations@fivebelow.com [5]

公司表现 - Five Below (FIVE) 股价在最近一个交易日上涨了8.4%，收于$91.52，成交量显著高于正常水平 [1] - 过去四周，FIVE股价下跌了7.7% [1] 公司策略 - Five Below 的增长得益于其激进的门店扩张和重新聚焦于核心的青少年客户群体 [2] - Five Beyond 格式的成功以及运营效率和库存管理的持续改进，将推动销售增长、利润率扩张和整体盈利能力提升 [2] 财务预期 - Five Below 预计将在即将发布的报告中公布每股收益$0.15，同比下降42.3% [3] - 预计收入将达到$795.56 million，同比增长8% [3] 市场反应 - Five Below 的共识每股收益估计在过去30天内保持不变 [4] - 股价通常不会在没有盈利估计修订趋势的情况下持续上涨 [4] 行业对比 - Dick's Sporting Goods (DKS) 在最近一个交易日上涨了2.5%，收于$199.98 [4] - DKS 在过去一个月内下跌了3.8% [4] - Dick's 的共识每股收益估计在过去一个月内保持不变，为$2.68，同比下降6% [5] - Dick's 目前持有 Zacks Rank 3 (Hold) [5]

特朗普关税计划相关 - 特朗普计划征收关税可能使部分消费品价格上涨并使部分零售商股价下跌投资者可据此获利 [1][2] - 部分零售商如Five Below、Dollar Tree等受关税影响面临多种应对决策 [3] - 像AutoZone等公司可能成为赢家会将关税以提价形式转嫁给消费者并留住顾客Five Below和Dollar Tree等可能成为输家不转嫁关税可能利润下降 [4] - 部分公司如Bath & Body Works因大部分产品源于北美受影响小 [21] - 部分公司如Five Below因缺乏定价权Dollar Tree因固定价格点商业模式难以转嫁成本风险较高 [19][20] 消费者经济压力相关 - 2019 - 2023年许多选民收入赶不上物价涨幅平均工资增长12%但家庭主要支出涨幅更大 [5] - 租金平均每月增长38%占工资比例从33%升至37%交通成本增长41%占比从17.3%升至20%食品杂货价格增长23%占比维持15% [5] 关税影响相关 - 关税将增加企业成本企业可能转嫁给消费者且其他国家可能报复使美国进口商品更贵 [7] - 特朗普拟对3万亿美元进口商品加征10% - 20%关税其中60%针对中国进口商品 [8] - 10%的关税预计使明年通胀率提高约0.8个百分点 [8] - 制造商将关税成本与迁回美国生产成本比较经济学家认为迁回美国成本更高 [9] - 实际上美国进口商支付关税制造商可能转嫁给消费者使中等收入家庭每年多付1700美元 [12] - 关税可能使美国人在部分商品上每年损失460亿 - 780亿美元购买力并使多种商品价格上升 [16][17] - 部分商品如烤面包机跑鞋床垫等价格会因关税上升 [16]

Donald Trump is back at the White House, joining Grover Cleveland as the only other President in U.S. history to return to office after a gap of four years. With him comes his policy promises to curb foreign imports by raising tariffs on foreign goods. Five Below, Inc. (FIVE) , a popular discount store chain, saw a 9.9% plunge in its stock price on news of Trump’s win.To understand this, we have to dial back a bit. In August 2023, the former President, or more accurately the current President-elect, said in ...

When it comes to discount retailers, there are not very many prospects for investors to choose from. However, undoubtedly, my favorite has got to be Five Below (NASDAQ: FIVE ). Over the past several years, the business has exhibited tremendousCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-d ...

Changes in the political landscape could negatively affect the company, believes a group of pundits.Youth-focused retailer Five Below (FIVE -3.44%) wasn't looking young and spry on Monday, at least not on the stock exchange. Although there was no direct news affecting the company, a new analysis concerning the impact of the upcoming presidential election on selected stocks dinged its share price. Five Below's market value fell by over 3% as a result, a sharper fall than the S&P 500 index's 0.2% decline.Pote ...

Five Below has everything you need for a fun and affordable holiday season: decor, gifts, and stocking stuffers starting at just $1! Shop popular brands like Hello Kitty, Bluey, Stitch, Disney, Marvel, and Harry Potter, plus BIG DEAL Five Beyond gifts that kids will love PHILADELPHIA, Oct. 15, 2024 (GLOBE NEWSWIRE) -- Five Below, Inc. (NASDAQ: FIVE), the trendright, extreme-value brand for tweens, teens and beyond, is bringing the holiday magic to life with a dazzling array of affordable gifts and decor. Wh ...

Shares of Five Below, Inc. (FIVE) closed at $89.75 yesterday, down 58.5% from its 52-week high of $216.18 reached in early January 2024. The stock's dramatic fall suggests potential underlying issues, raising concerns about its long-term growth. Investors are left wondering, should they hold on in hopes of a turnaround or is it time to sell and move on? Let's delve deeper. Five Below stock has fallen below its critical technical thresholds, including the company's 200-day moving average of $139.86. The movi ...

Investors were picking up discounted shares of a business that still has promise. Shares of retail chain Five Below (FIVE -1.57%) jumped 17.1% during September, according to data provided by S&P Global Market Intelligence. But context is important here: The stock was down more than 30% from the start of July through the end of August. It had also lost about 60% of its value in 2024 prior to September. So it only slightly bounced back from an otherwise dismal performance lately. Five Below has plummeted for ...