NASDAQ · Consumer Discretionary

FIVE BELOW INC FIVE

Five Below, Inc. operates as a specialty value retailer in the United States. It offers assortment of classic and novelty candy bars, movie-size box candy, seasonal-related candy, gum, and snack food products, as well as sells chilled drinks through coolers; socks, jewelry, hair accessories, cozy loungewear, and t-shirts; personal care essentials, skincare, fragrance, and branded cosmetics; and party goods, decorations, gag gifts, greeting cards, and every day and special occasion merchandise products.

Department/Specialty Retail Stores

Company profile

Business mix

  • It offers assortment of classic and novelty candy bars, movie-size box candy, seasonal-related candy, gum, and snack food products, as well as sells chilled drinks through coolers.
  • The company also provides personalized living space products, such as lamps, posters, frames, fleece blankets, plush items, pillows, candles, incense, lighting, novelty décor, accent furniture, and related items.
  • In addition, it offers cell phone cables and chargers, power banks, phone cases and accessories, screen protectors, auto phone accessories, and computer and tablet accessories, as well as earbuds, headphones, and speakers.
  • Further, the company provides assortment of sport balls, sports accessories and fitness products, including hand weights and yoga mats.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in specialty retail?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 24.03 FCF 4.8% Buyback -0.73%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Giverny Capital Francois Rochon 5.2% $141.0M 2026-03-31
Semper Augustus Investments Group Christopher Bloomstran 5.3% $44.0M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $26.0M Estimated from net added shares
Reduction amount $1.0M Estimated from net reduced shares
Net share change / base shares +15.7% +109,603 / 700,254
Giverny Capital Francois Rochon 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 0.7% 13F value change +$35.5M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 1.8% 13F value change +$16.5M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 0.1% 13F value change +$21.6M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -3.2% 13F value change +$20.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 621,590 Last 4 periods -4,399 (-0.7%) Total shares 617,191 Value $141.0M
Semper Augustus Investments Group Christopher Bloomstran 4 filing periods
13F 2025-06-30 Filed 2025-08-15
Major increase Shares 310.4% 13F value change +$36.5M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -4.5% 13F value change +$5.4M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -14.0% 13F value change +$2.3M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -27.4% 13F value change -$5.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 78,664 Last 4 periods +114,002 (+144.9%) Total shares 192,666 Value $44.0M

Recent mentions

No public mentions.