Jefferies has identified SharkNinja, Five Below and Ollie’s Bargain Outlet as its preferred stocks in the lifestyle and growth platforms sector ahead of earnings. The analysts said the companies combine visible growth with qualities that could help them perform in a volatile market, and expect each to have a chance to beat expectations and raise guidance.
SharkNinja is Jefferies’ top pick. The firm points to the company’s position in small appliances, its innovation pipeline and its presence across more than 40 categories. Jefferies estimates fiscal 2026 sales of about $7.5 billion, growing roughly 17%, with EBITDA margins near 19% and increasing. Its third-quarter sales and EBITDA estimates are slightly above consensus, which it views as achievable given the company’s recent results. Jefferies also cites rising search interest and room for further international expansion, and sees 15% to 30% upside potential.
For Five Below, Jefferies highlights five consecutive quarters of double-digit comparable-sales growth, which it attributes to assortment and pricing initiatives under CEO Winnie Park. The firm forecasts comparable-sales growth of 10%, narrowly above the 9.9% expected by the broader market, and anticipates another beat-and-raise quarter. It also sees the comparison with last year’s pause in China orders as a potential source of holiday-season upside.
Jefferies describes Ollie’s Bargain Outlet as the sector’s most asymmetric opportunity. The closeout retailer has around 700 stores and a potential path to roughly 1,300, according to the firm. Jefferies expects comparable sales to have reached a low and forecasts 1.2% growth, against company guidance for a flat result. It notes the shares trade at a mid-teens price-to-earnings multiple, compared with a historical level of about 25 times, and estimates more than 50% potential upside with less than 10% potential downside.
Sources: Investing.com News.