Five Below raised its fiscal 2026 outlook after second-quarter results exceeded expectations, lifting both its sales and earnings guidance. Adjusted earnings came in at $1.68 per share, topping the Zacks Consensus Estimate of $1.34, while net sales rose 22.9% year over year to $1.26 billion, above the consensus estimate of $1.192 billion. Comparable sales increased 14.1%, marking a fifth consecutive quarter of double-digit growth. The company now expects fiscal 2026 net sales of $5.63-$5.71 billion, up from $5.40-$5.48 billion, with comparable-sales growth of 10%-12% versus the prior 6%-8%, and adjusted earnings per share of $9.83-$10.31, up from $8.65-$9.05. Adjusted operating margin is expected to rise about 250 basis points year over year to roughly 12.5% at the midpoint, helped by merchandise-margin gains, fixed-cost leverage and lower tariff costs, though the guidance assumes tariff rates currently in place and faces higher outbound transportation fuel costs and a tougher shrink comparison.
Dollar General Corporation
Dollar Tree IncFive Below IncQ2 earnings beat and raised fiscal 2026 sales/EPS guidance on margin gains and lower tariff costs.
