智通财经APP获悉，在美国零售商Five Below(FIVE.US)交出超预期的一季报成绩单后，瑞银在一份研报中将该股目标价上调50美元至160美元。这一新目标价较Visible Alpha调研分析师平均预期的128美元高出25%，创下该机构追踪范围内的最高纪录。
瑞银分析师表示，客流量回升、交易额持续增长及商品吸引力提升，共同推动了Five Below业绩的强劲表现。
“收藏品、糖果、美妆及精选服饰等品类表现尤为亮眼，”研报特别强调，“重要的是，公司如今的增长不再像过去依赖减压陀螺、彩虹织机或捏捏乐等单一爆品驱动。”
瑞银指出，鉴于通胀压力，Five Below在全年预测中纳入了增速放缓的“保守假设”。管理层在电话会议中透露，计划对15%的商品进行调价，但保证80%的商品仍维持5美元以下的亲民价位。
该零售商预计，全年同店销售额增速将维持在3%-5%区间。瑞银表示，涨价对客流的冲击或小于预期，在关税时代，其价格竞争力可能反而增强。
瑞银还补充道，上季度6.2%的同比交易额增幅堪称行业标杆，并称近期能实现类似增长的零售商仅有开市客(COST.US)和生鲜连锁Sprouts Farmers Market(SFM.US)。
受此提振，Five Below股价周四收涨逾5%，年内累计涨幅已突破20%。
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