Retail stocks Five Below, Dollar General, Burlington Stores and Ollie's Bargain Outlet were mixed Thursday after the specialty discounters reported strong earnings. All but Dollar General reported accelerating growth, as consumers embrace bargain options.
Build-A-Bear gapped up on its results while Victoria's Secret pared gains. Best Buy and Dick's Sporting Goods tumbled.
Discounters
Among dollar store and discount retail stocks, Five Below earnings jumped 50% vs. a year earlier and revenue climbed 24%, both beating estimates and showing accelerating growth for a second straight quarter. FIVE stock rose 3.9% to 150.03, decisively clearing a range and to a fresh 52-week high.
Dollar General delivered an 8% EPS gain, ending a long string of declines, while revenue and guidance also topped. DG stock swung up and down, ultimately closing 0.5% higher at 111.71.
Ollie's Bargain Outlet modestly out ran Q2 views with a 27% EPS gain and 17.5% revenue rise, with the closeout retailer showing faster growth on both for a second straight quarter. OLLI stock rebounded from the 50-day line at the open, then reversed lower before settling for a 0.6% increase to 131.39.
Burlington Stores easily beat on earnings with a 42% gain while a 10% revenue rise also topped, both showing accelerating growth for a second quarter. The off-price retailer also guided higher. BURL stock gapped up 5.3% to 295.28, clearing a 288.59 handle buy point and briefly setting a multiyear high before paring gains.
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Other Retail Stocks
Build-A-Bear Workshop mauled views with an 11% revenue gain while also raising guidance. BBW stock, already extended from a recent base, surged 14.4% to 67.01 to fresh highs.
Victoria's Secret easily slipped past earnings while a 3% revenue slightly topped. The women's intimate apparel retailer also raised guidance. Shares popped at the open but closed down 0.5% to 22.67. VSCO is below its 200-day line.
Dick's Sporting Goods slightly beat views with a 5% gain. Guidance was raised, but remains below analyst consensus. DKS stock fell 4.8% to 215.08 as it works on the right side of a deep base.
Best Buy beat with a 1.6% rise in overall revenue and same-store sales. The electronics retailer reiterated guidance, seeing tariff impacts. BBY stock sank 3.7% to 72.66 after briefly topping a long-sliding 200-day moving average.
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