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JP Morgan analyst Matthew Boss maintains Five Below (NASDAQ:FIVE) with a Overweight and raises the price target from $325 to $368.
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Filed: 2026-09-23 AccNo: 0001177609-26-000050 Size: 150 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits
Dollar Tree raised its fiscal 2026 adjusted EPS guidance to $7.70-$8.05, with approximately 60 cents of benefit from tariff refunds. The company plans to reinvest about $210 million of the $383 million tariff refunds received into pricing, marketing, and store operations rather than treating it as a windfall. Q2 results showed net sales increased 7% to $4.89 billion with comparable-store sales rising 3.7%, while the company maintained its full-year sales guidance of $20.5-$20.7 billion.
Five Below reported strong fiscal Q2 results with 22.9% sales growth and 14.1% comparable sales increase. The retailer is shifting marketing spend toward social media, connected TV, and YouTube to engage Gen Alpha and Gen Z consumers. The company plans to enhance personalization, website, and mobile app experiences. Management raised fiscal 2026 guidance with net sales of $5.63-$5.71 billion and adjusted EPS of $9.83-$10.31.
Best Buy reported strong fiscal Q2 results with revenues up 3.6% year-over-year to $9.8 billion and comparable sales growth of 4.1%. The company is advancing its retail model through AI integration, experiential stores, and marketplace expansion. Computing sales led growth with a tenth consecutive quarter of positive comparable sales, while the Marketplace GMV forecast was raised to $1.3 billion. Best Buy stock has risen 26.5% over the past three months.