Five Below just ramped up its full-year sales guidance after a strong holiday shopping season—beating what Wall Street was projecting. What's interesting here isn't just the numbers. It's what they tell us about where consumer money is actually flowing. Amid all the talk about rising costs pinching household budgets, shoppers are still spending. But there's a clear pattern: they're hunting for deals and value. Price consciousness is real. People aren't cutting back entirely; they're being smarter about where their dollars go. For crypto traders watching macro trends, this matters. Consumer behavior shifts often precede broader economic moves. When discount-focused retail chains beat expectations, it signals something about inflation pressure and how everyday folks are adjusting their purchasing power. That kind of real-world spending data is worth paying attention to when you're positioning around economic cycles.