FIVE Stock Research, Signals & Filings

Drillr aggregates AI research, SEC filings, earnings signals, alt-data and financial tables for FIVE. 4 published articles.

Latest Research

  1. Off-Price Retail Scorecard: Ranking OLLI, FIVE, BURL, TJX, and ROST on Growth and Margins

    TJX leads the off-price retail group with 12% operating margins and 54% ROE, while Ollie's offers the best value at 23x forward P/E with double-digit revenue growth. Five Below commands the richest valuation despite the weakest earnings track record, making it the least attractive risk/reward in the group.

    OLLIBURLTJX

  2. Which off-price retailer has the most runway: Ollie's at 559 stores or Five Below at 1,750+?

    Ollie's Bargain Outlet has the most store growth runway among off-price retailers, with ~133% unit growth potential from 559 to 1,300+ stores, the highest operating margins (11.2%), and the cleanest balance sheet (0.37x debt/equity). Five Below has ~100% remaining growth to 3,500 stores but faces margin pressure from its Five Beyond format shift, while Burlington is the most mature with ~80% unit growth left and the highest leverage.

    OLLIBURL

  3. At what store count does Ollie's SG&A leverage inflect enough to expand operating margins?

    Ollie's SG&A as a percentage of sales has remained stuck at 26-28% despite growing from 431 to 645 stores over four years, with the leverage inflection likely occurring around 700-750 stores (late FY2026) when growth rates moderate, bankruptcy-acquired stores mature, and fixed-cost absorption accelerates — potentially pushing operating margins above 12% for the first time on a sustained basis.

    OLLI

  4. Can Ollie's maintain unit economics as it accelerates from 50 to 75+ stores per year?

    Ollie's opened 86 stores in the first 39 weeks of FY2025 — more than double the prior-year pace — while maintaining operating margins at 10.1% and capex per store near the $1.0M target model. SG&A leverage, declining per-store pre-opening costs, and distribution capacity to 750 stores suggest unit economics are holding through the acceleration, though pre-opening expenses as a percentage of sales have doubled and will require monitoring as annual openings push higher.

    OLLIDG

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