普通外文研报

Five Below "What are the Latest Checks on Performance at FIVE? - July 2026..."

发布日期: 2026-07-13研究机构: UBS Equities公司 / 股票: FIVE.OQ报告页数: 26原文语言: 英语证据页码: 1

研报英文原文证据摘录

Five Below Equities

United StatesWhat are the Latest Checks on Performance at

FIVE? - July 2026 Update Retailers, Specialty

12-month rating Buy *

12m price target US$285.00Our latest checks on FIVE suggest growth remains robust, though trends

appeared to have peaked

Our latest checks on FIVE suggest the company continues to execute at a high level, with Price (13 Jul 2026) US$191.53

multiple data points indicating sustained momentum despite signs that some of the RIC: FIVE.O BBG: FIVE US

most pronounced growth trends may be moderating. Leveraging UBS Evidence Lab

pricing data alongside insights from Advan Research, Google Trends, Placer.ai, and Trading data and key metrics

TikTok, we see a business that remains well-positioned, supported by healthy traffic 52-wk range US$247.71-131.94

trends, ongoing pricing power, and increasing customer engagement. We think the set Market cap. US$10.6b

up for this stock remains compelling with a risk-reward greatly skewed to the upside. Shares o/s 55.2m (COM)

Keep in mind that the company had $1.1bn of cash on its balance sheet (incl. Free float 18%

ST investments) as of the end of 1Q. The near-term redeployment of that cash back to Avg. daily volume ('000) 1,267

shareholders could be a potential favorable catalyst. Avg. daily value (m) US$264.1

Consistent with what FIVE has reported in recent quarters, our data continues to Common s/h equity (01/27E) US$1.77b

point to meaningful pricing realization across the chain. June 2026 marked the P/BV (01/27E) 6.0x

first anniversary of FIVE's initial broad-based pricing actions, yet average the Net debt to EBITDA (01/27E) NM

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