Added to YB: 2026-06-10
Pitch date: 2026-06-08
OLLI [neutral]
Ollie's Bargain Outlet Holdings, Inc.
-1.04%
current return
Author Info
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Company Info
Ollie's Bargain Outlet Holdings, Inc. operates as a retailer of closeout merchandise and excess inventory in the United States.
Market Cap
$4.8B
Pitch Price
$78.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.83
P/E
19.48
EV/Sales
1.91
Sector
Broadline Retail
Category
value
$OLLI – When the Weather Takes the Blame
OLLI (earnings): Q1 FY26 sales ~$659M (+14% YoY), adj EPS $0.91 (+21%), GM 41.9% (+80bps). But comp slowed to +1.7% vs peers raising guides; cut sales guide, raised EPS via buybacks (~$125M FY). Weather-blamed seasonal miss, but low-end consumer eroding 3 quarters. ~18x fwd, cheapest of trio, ~14% EPS growth. Remains watchful holder; Q2 comp is the tell.
Read full article (6 min)