8-K 공시
8-K: 이사·임원 변동, Reg FD 공시
첫날 -2.2% · 5일 후 -0.5%
기업
Five Below Appoints Former Ulta Beauty CFO to Board영어 원문
Adds seasoned retail finance executive to strengthen governance and capital management
첫날 -2.1% · 5일 후 -3.4%
이전 이벤트 19건›
실적
Five Below Maps Growth With Store Revamp, Customer Focus and $600M Buyback영어 원문
Executives cite customer-focused strategy spanning assortment, simplified pricing, marketing and store experience improvements
첫날 -0.7% · 5일 후 +0.8%
›전개 과정 7회
- 2026-09-01 Multiple sources flag its earnings date, raising market attention
- 2026-09-02 Options market pricing suggests significant two-way volatility post-earnings, raising market attention
- 2026-09-03 Revenue and adj. EPS beat, comps +14.1%, company raises FY sales and EPS guidance
- 2026-09-03 Q2 revenue $1.26B and EPS $1.68 beat estimates, comps +14.1%, FY26 outlook raised
- 2026-09-09 CEO reiterates traffic-led growth at Barclays conference, reinforcing raised guidance
- 2026-09-18 Q2 beat and raised outlook corroborated by multiple sources
- 2026-09-21 Executives cite customer-focused strategy spanning assortment, simplified pricing, marketing and store experience improvements
8-K 공시
8-K: 실적 공시, 기타 주요 사항
첫날 -1.3% · 5일 후 +1.9%
실적
실적 발표
첫날 -0.8% · 5일 후 -0.7%
실적
실적 발표
첫날 -0.8% · 5일 후 -5.5%
애널리스트
Loop Capital: 투자의견 하향 → Hold
첫날 -1.3% · 5일 후 -5.5%
애널리스트악재
FIVE Hit by Analyst Downgrade영어 원문
FIVE listed among downgrades on Aug 25; one analyst turned bearish
첫날 -1.3% · 5일 후 -5.5%
기업
Five Below Announces Q2 Earnings Date and Investor Conference Participation영어 원문
Company to report Q2 results after market close Sept 2, and attend upcoming investor conferences
첫날 +1.5% · 5일 후 +6.3%
애널리스트호재
Jefferies Upgrades FIVE to Buy, PT Raised to $350 from $210영어 원문
Jefferies sees recent strength as structural improvement, not just squishy fad, implying 47% upside.
첫날 +1.5% · 5일 후 -2.2%
애널리스트
Jefferies: 투자의견 상향 → Buy
첫날 +1.5% · 5일 후 -2.2%
M&A·자금조달호재
Arrowstreet Capital Raises Five Below Stake by 1.9% in Q1영어 원문
Institutional holding change shows long-term investor positioning shift
첫날 +0.4% · 5일 후 +6.9%
M&A·자금조달악재
Atika Capital Trims Five Below Stake by 29.8%영어 원문
Atika Capital Management cut its Five Below stake by 29.8% per its latest SEC disclosure, contrasting with the buyer.
첫날 +0.9% · 5일 후 +6.9%
M&A·자금조달호재
CalPERS Increases Five Below Stake by 10%영어 원문
CalPERS confirmed a 10% stake increase in Five Below per its latest 13F filing, extending institutional positioning signals.
첫날 -1.7% · 5일 후 +8.9%
›전개 과정 2회
- 2026-07-23 Institutional 13F filing reveals stake increase, signaling long-term investor interest
- 2026-07-23 CalPERS confirmed a 10% stake increase in Five Below per its latest 13F filing, extending institutional positioning signals.
기업호재
Five Below's Simplified Pricing Strategy Draws Bernstein Upgrade영어 원문
Bernstein upgrades to Outperform with $250 PT, citing stronger fundamentals
첫날 -0.2% · 5일 후 +2.1%
›전개 과정 2회
- 2026-07-21 Pricing simplification covered by two independent financial outlets on the same day, indicating rising market attention
- 2026-07-22 Bernstein upgrades to Outperform with $250 PT, citing stronger fundamentals
8-K 공시
8-K: 기타 주요 사항
첫날 +0.6% · 5일 후 +2.3%
애널리스트호재
Bernstein: 투자의견 상향 → Outperform
첫날 -0.2% · 5일 후 +2.1%
애널리스트호재
Mizuho Upgrades Five Below to Outperform, PT $220영어 원문
Multiple independent sources confirm Mizuho's upgrade, citing better risk/reward after recent pullback and strong customer retention.
첫날 +2.8% · 5일 후 +7.0%
애널리스트호재
Mizuho: 투자의견 상향 → Outperform
첫날 +1.9% · 5일 후 +7.3%
애널리스트악재
Wolfe Research: 투자의견 하향 → Peer Perform
첫날 -3.9% · 5일 후 -3.3%
실적
Five Below Post-Q1: Squishy Dumplings Search Surpasses Labubu영어 원문
Squishy Dumplings mentioned 17x on earnings call (vs 2 last qtr), search interest surpasses Labubu, potential holiday trend
첫날 +1.1% · 5일 후 -16.2%
›전개 과정 3회
- 2026-05-29 Multiple independent sources confirm earnings release next week
- 2026-06-04 Revenue and EPS beat estimates, but stock fell 8% despite raised guidance.
- 2026-06-05 Squishy Dumplings mentioned 17x on earnings call (vs 2 last qtr), search interest surpasses Labubu, potential holiday trend
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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