OLLI

A month has gone by since the last earnings report for Ollie's Bargain Outlet (OLLI). Shares have lost about 0.4% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Ollie's Bargain Outlet due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Ollie’s Bargain delivered first-quarter fiscal 2026 results, wherein net sales fell short of the Zacks Consensus Estimate, while earnings beat the same. Both top and bottom lines increased year over year, driven by new store growth, positive comparable-store sales, margin expansion and disciplined expense management. Management raised its fiscal 2026 earnings outlook following the stronger-than-expected performance. The company’s value-focused business model continued to resonate with consumers against an uncertain macroeconomic backdrop. During the quarter, Ollie’s opened 27 new stores and ended the period with 672 stores across 35 states, reflecting 15.1% year-over-year growth. The Ollie’s Army loyalty program expanded 12.6% to 17.5 million members, highlighting continued customer engagement and acquisition. Ollie’s Bargain reported adjusted earnings of 91 cents per share, which surpassed the Zacks Consensus Estimate of 87 cents by 4.6%. The figure increased 21.3% from adjusted earnings of 75 cents reported in the year-ago quarter.Net sales rose 14.2% year over year to $658.9 million, driven by new store openings and positive comparable-store sales growth. However, revenues narrowly missed the Zacks Consensus Estimate of $666 million. Comparable-store sales increased 1.7%, supported primarily by higher basket size. Food, general merchandise, hardware, seasonal décor and stationery were among the top-performing categories during the quarter, while weather-sensitive categories such as lawn and garden and summer furniture lagged due to unfavorable weather conditions. Management noted that sales trends remained positive throughout the quarter, though elevated fuel prices and unseasonable weather affected customer traffic, particularly in southern markets. The company also highlighted continued strength in trade-down behavior among higher-income consumers...

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how discount retailer stocks fared in Q1, starting with Ollie's (NASDAQ:OLLI). Discount retailers understand that many shoppers love a good deal, and they focus on providing excellent value to shoppers by selling general merchandise at major discounts. They can do this because of unique purchasing, procurement, and pricing strategies that involve scouring the market for trendy goods or buying excess inventory from manufacturers and other retailers. They then turn around and sell these snacks, paper towels, toys, clothes, and myriad other products at highly enticing prices. Despite the unique draw and lure of discounts, these discount retailers must also contend with the secular headwinds of online shopping and challenged retail foot traffic in places like suburban strip malls. The 5 discount retailer stocks we track reported a very strong Q1. As a group, revenues beat analysts’ consensus estimates by 3.3% while next quarter’s revenue guidance was 2.2% above. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 6.9% since the latest earnings results. Often located in suburban or semi-rural shopping centers, Ollie’s Bargain Outlet (NASDAQ:OLLI) is a discount retailer that acquires excess inventory then sells at meaningful discounts. Ollie's reported revenues of $658.9 million, up 14.2% year on year. This print fell short of analysts’ expectations by 0.7%, but it was still a strong quarter for the company with a solid beat of analysts’ EBITDA and gross margin estimates. “We are very pleased with our first quarter results and the outstanding performance of our team,” said Eric van der Valk, President and Chief Executive Officer. Ollie's delivered the weakest performance against analyst estimates and weakest full-year guidance update of the whole group. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 7.7% since reporting and currently trades at $73.14. Is now the time to buy Ollie's? Access our full analysis of the earnings results here, it’s free....

Interested in Ollie's Bargain Outlet Holdings, Inc.? Here are five stocks we like better. Ollie's Bargain Outlet beat first-quarter earnings expectations by 4 cents per share but missed revenue estimates by roughly $2.7 million. Ollie's shares have fallen nearly 26% over the past year, significantly underperforming discount peers Ross Stores, Burlington, and TJX Companies. Seventeen analysts covering Ollie's hold a consensus Moderate Buy rating, with an average 12-month price target of roughly $125, implying more than 40% upside. Consumers have continued to seek out bargains as higher prices for everyday necessities have strained many household budgets. For years, Ollie's Bargain Outlet (NASDAQ: OLLI) was a big beneficiary of the trend, with shares climbing to an all-time high last summer as investors embraced the discount retailer's value-focused model. → Father's Day Investing: 3 Stocks Built for Long-Term Returns Since then, however, the stock has pulled back sharply. Despite a series of earnings beats and strong stock performance from many of its discount retail peers, investors have remained cautious on Ollie's, raising questions about what it will take for the stock to regain momentum. Ollie's most recent earnings report did little to stoke investor enthusiasm for the stock. On June 3, the company reported first-quarter earnings of 91 cents per share, increasing from 75 cents per share in the year-ago period and topping Wall Street expectations by 4 cents. The quarter marked another earnings beat for the company, extending its streak of better-than-expected earnings. → 3 AI Stocks With Moats That Could Outlast Summer Volatility Revenue came in at approximately $659 million, up more than 14% from the prior-year period, but roughly $2.7 million shy of analyst expectations. While Ollie's has continued to deliver year-over-year sales growth, revenue has not consistently exceeded Wall Street expectations. Comparable-store sales increased 1.7% during the quarter, while gross margin expanded 80 basis points to 41.9%, exceeding the company's expectations. Ollie's continued to expand its footprint, opening 27 new stores during the quarter. The company also repurchased $53 million of stock during the period. → Goldman’s S&P 500 Target Looks More Reachable After the Latest Rally Despite the solid results, the company said it faced headwinds as the quarter progres...

In early June 2026, Ollie’s Bargain Outlet reported first-quarter results showing higher sales and earnings year over year, issued fiscal 2026 guidance calling for US$2.98 billion to US$3.00 billion in net sales and US$340 million to US$348 million in operating income, outlined recent share repurchases, and announced Jared Shure as its new Senior Vice President, General Counsel and Corporate Secretary. While profitability, store growth and buybacks remained solid, the company’s slightly softer full-year sales outlook and modest 1.7% comparable-store sales growth raised fresh questions about the pace of its growth story. We’ll now examine how this combination of an earnings beat, cautious sales outlook, and ongoing share repurchases could reshape Ollie’s investment narrative. Uncover the next big thing with 24 elite penny stocks that balance risk and reward. To own Ollie’s, you need to believe its closeout model, store expansion, and Ollie’s Army loyalty program can keep driving solid revenue and profit, even as brick and mortar traffic and low income consumers come under pressure. The near term catalyst is execution on new store openings and comps, while the biggest risk is that slowing comparable store sales and cautious full year guidance signal a more mature growth profile. This week’s results and outlook modestly reinforce that risk rather than change it. The most relevant recent move is Ollie’s continued share repurchase activity, completing US$500.0 million under its 2019 plan plus US$34.76 million under the 2025 authorization. For existing shareholders, lower share count can amplify earnings per share if profits hold up, which matters more when comps soften and guidance tightens. It also puts more focus on whether cash returned through buybacks is balanced against the need to invest in stores, inventory, and distribution. Yet beneath the solid quarter and ongoing buybacks, investors should be aware of how persistent pressure on lower income shoppers could eventually affect... Read the full narrative on Ollie's Bargain Outlet Holdings (it's free!) Ollie's Bargain Outlet Holdings' narrative projects $3.7 billion revenue and $350.7 million earnings by 2029. This requires 12.0% yearly revenue growth and about a $110 million earnings increase from $240.6 million today. Uncover how Ollie's Bargain Outlet Holdings' forecasts yield a $133.53 fair value, a 74%...

Interested in Five Below, Inc.? Here are five stocks we like better. Five Below delivered revenue and earnings results that significantly exceeded analyst expectations. Investors focused on management's cautious outlook for the second half of the fiscal year and ongoing tariff uncertainty. The post-earnings selloff may have pushed FIVE stock into oversold territory despite continued business momentum. Five Below (NASDAQ: FIVE) fell more than 13% the day after the company reported a mostly bullish Q1 2026 earnings report. The discount retailer delivered revenue of $1.29 billion. That beat expectations for $1.23 billion and, more importantly, was 32% higher year over year (YOY). The results were even better on the bottom line. Adjusted earnings per share of $2.22 beat expectations for $1.77 and were 158% higher on a YOY basis. → Buy the Dip? Broadcom's AI Moat Is Wider Than Ever The company reported a resilient consumer who is responding to the company’s digital marketing efforts. Furthermore, Five Below reported that the strength of the numbers was across all incomes, stores, and departments. The strength of the numbers wasn’t just about store traffic. The company’s margins improved based on fixed-cost leverage. → Rocket Lab Is Down 24% From Its 52-Week High—Pullback or Problem? Five Below ended the quarter with $1.1 billion in cash and investments on its balance sheet. The issue was with the company’s guidance. While Five Below raised its full-year guidance, management expressed some concern over the second half of the year. That’s when uncertainty about the health of the consumer will collide with tougher YOY comparisons. → From Runway to Riches: Victoria's Secret's New Look Five Below is known for providing a treasure hunt experience for consumers. So, it’s a little ironic that the company’s immediate problem is one that’s hiding in plain sight. The elephant in the room is the future state of the consumer. The strong quarter needs context, since earnings headlines are always backward-looking. On the earnings call, Five Below management noted that the company’s results were likely due to consumers spending a portion of their tax refunds in their stores. However, as with stock prices, past performance doesn’t guarantee future results. Five Below faces quantifiable tariff impacts that some analysts believe may be understated. But it also has a consumer who co...

Ollie’s Bargain Outlet Holdings, Inc. OLLI delivered first-quarter fiscal 2026 results, wherein net sales fell short of the Zacks Consensus Estimate, while earnings beat the same. Both top and bottom lines increased year over year, driven by new store growth, positive comparable-store sales, margin expansion and disciplined expense management. Management raised its fiscal 2026 earnings outlook following the stronger-than-expected performance.The company’s value-focused business model continued to resonate with consumers against an uncertain macroeconomic backdrop. During the quarter, Ollie’s opened 27 new stores and ended the period with 672 stores across 35 states, reflecting 15.1% year-over-year growth. The Ollie’s Army loyalty program expanded 12.6% to 17.5 million members, highlighting continued customer engagement and acquisition. Ollie’s Bargain reported adjusted earnings of 91 cents per share, which surpassed the Zacks Consensus Estimate of 87 cents by 4.6%. The figure increased 21.3% from adjusted earnings of 75 cents reported in the year-ago quarter.Net sales rose 14.2% year over year to $658.9 million, driven by new store openings and positive comparable-store sales growth. However, revenues narrowly missed the Zacks Consensus Estimate of $666 million. Comparable-store sales increased 1.7%, supported primarily by higher basket size. Food, general merchandise, hardware, seasonal décor and stationery were among the top-performing categories during the quarter, while weather-sensitive categories such as lawn and garden and summer furniture lagged due to unfavorable weather conditions. We had expected comparable-store sales to increase 2.4% during the quarter under review.Management noted that sales trends remained positive throughout the quarter, though elevated fuel prices and unseasonable weather affected customer traffic, particularly in southern markets. The company also highlighted continued strength in trade-down behavior among higher-income consumers, reflecting growing demand for value-oriented retail offerings. Dollar General Corporation price-consensus-eps-surprise-chart | Dollar General Corporation Quote Gross profit increased 16.4% to $276 million. Gross margin expanded 80 basis points to 41.9%, benefiting from lower supply-chain costs and a modest improvement in merchandise margins. The result exceeded management’s expectations as lower t...

Image source: The Motley Fool. Wednesday, June 3, 2026 at 8:30 a.m. ET President and Chief Executive Officer — Eric van der Valk Executive Vice President and Chief Financial Officer — Robert Helm John Rouleau: Thank you, Carmen. Good morning, everybody. We appreciate your time and participation. Joining me on today's call from Ollie's are Eric van der Valk, President and Chief Executive Officer; and Robert Helm, Executive Vice President and Chief Financial Officer. Following their prepared remarks, we will open the call for your questions. [Operator Instructions] Finally, let me remind you that certain comments made on today's call may constitute forward-looking statements, and these are made pursuant to and within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 as amended. Such forward-looking statements are subject to both known and unknown risks and uncertainties that could cause actual results to differ materially from such statements. Those risks and uncertainties are described in the company's earnings press release and filings with the SEC, including the annual report on Form 10-K and quarterly reports on Form 10-Q. Forward-looking statements made today are as of the date of this call, and the company does not undertake any obligation to update these statements. On today's call, the company will be referring to certain non-GAAP financial measures. Reconciliation of the most closely comparable GAAP financial measures to the non-GAAP financial measures are included in the company's earnings press release. With all that said, and out of the way, it's my pleasure to turn the call over to Eric. Eric van der Valk: Good morning, and thank you for joining us today. We are pleased with our first quarter results and the outstanding performance of our team. We delivered strong earnings growth driven by solid top line results and unit growth, robust margins and disciplined expense control. These results underscore the durability of our business model, the strength of our value proposition and our ability to execute through a challenging consumer backdrop. Sales and traffic trends were strong across the board early in the quarter. As the quarter progressed, we began to see divergent trends across our different regions. The combination of unseasonable weather and surging fuel prices put pressure on a few key categor...

This article first appeared on GuruFocus. Net Sales: Increased 14% to $659 million. Comparable Store Sales: Increased 1.7%. Gross Margin: Increased 80 basis points to 41.9%. Adjusted Net Income: Increased 21% to $56 million. Adjusted Earnings Per Share: Increased to $0.91. Adjusted EBITDA: Increased 22% to $88 million. Adjusted EBITDA Margin: Increased 80 basis points to 13.3%. Total Cash and Investments: Increased 27% to $526 million. Store Openings: 27 new stores opened, totaling 672 stores. Ollie's Army Loyalty Program: Grew by 13% to 17.5 million members. Inventory: Increased 12% year-over-year. Capital Expenditures: $25 million in the quarter. Stock Buyback: $53 million worth of common stock repurchased. Full-Year Sales Outlook: Net sales of $2.98 billion to $3 billion. Full-Year Comparable Store Sales Growth: Targeted at 2%. Full-Year Gross Margin: Expected to be around 40.7%. Full-Year Operating Income: Projected between $340 million to $348 million. Full-Year Adjusted Net Income: Expected between $271 million to $277 million. Full-Year Adjusted Earnings Per Share: Projected between $4.45 to $4.55. Warning! GuruFocus has detected 3 Warning Signs with OLLI. Is OLLI fairly valued? Test your thesis with our free DCF calculator. Release Date: June 03, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Ollie's Bargain Outlet Holdings Inc (NASDAQ:OLLI) reported strong earnings growth driven by solid top-line results, robust margins, and disciplined expense control. The company opened 27 new stores in the first quarter, increasing its store count by more than 15% to 672 stores across 35 states. Ollie's Army loyalty program grew by 13% to 17.5 million members, with these members accounting for more than 80% of sales. Gross margin increased by 80 basis points to 41.9%, driven by lower supply chain costs and higher merchandise margins. The company repurchased $53 million of its common stock in the quarter, reflecting confidence in its business model and financial strength. Unseasonable weather and surging fuel prices negatively impacted key categories such as Lawn and Garden and Summer Furniture. Traffic was affected by trip consolidation due to higher gas prices, particularly impacting lower-income consumers. The South region underperformed due to drought-like conditions, with the lawn and garden category...

Investing.com -- Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) reported first quarter results that exceeded earnings expectations and raised its full-year earnings outlook, sending shares up 5.4% premarket. The discount retailer posted adjusted earnings per share of $0.91 for the first quarter ended May 2, beating the analyst consensus estimate of $0.87. However, revenue of $658.9 million came in slightly below the $662.3 million consensus, though it increased 14% from $576.8 million in the same quarter last year. The company raised its fiscal 2026 adjusted EPS guidance to a range of $4.45 to $4.55, up from the previous range of $4.40 to $4.50. The midpoint of $4.50 is an increase from the prior midpoint of $4.45. Comparable store sales rose 1.7% in the quarter, driven primarily by an increase in basket size. Gross margin expanded 80 basis points to 41.9%, exceeding expectations due to lower supply chain costs and a modest increase in merchandise margin. The company opened 27 new stores during the quarter and ended with 672 stores across 35 states, representing 15% growth. "We delivered strong earnings growth driven by solid top line results and unit growth, robust margins, and disciplined expense control," said Eric van der Valk, President and Chief Executive Officer. "These results underscore the durability of our business model, the strength of our value proposition, and our ability to execute through a challenging consumer backdrop." Ollie's Army loyalty membership grew 13% to 17.5 million members. The company returned $53.4 million to shareholders through share repurchases in the first quarter, buying back 542,486 shares. The company increased its planned share repurchases for fiscal 2026 to approximately $125 million from $100 million previously. Related articles Ollie’s Bargain Outlet gains on earnings beat, raised outlook 5 reasons why Jefferies thinks Meta’s pullback is a buying opportunity This sector is 'poised for a big, beautiful year': Truist

Interested in Ollie's Bargain Outlet Holdings, Inc.? Here are five stocks we like better. Q1 results topped expectations with net sales up 14% to $659 million, comparable-store sales rising 1.7%, and adjusted EPS increasing 21% to $0.91. Gross margin also improved 80 basis points to 41.9% as lower supply chain costs helped offset higher fuel expenses. Management said weather volatility and higher gas prices pressured traffic and weaker seasonal categories like lawn and garden and summer furniture, especially in the South. Consumers are shopping closer to need, with lower-income shoppers more affected by trip consolidation. Ollie’s raised its full-year earnings outlook while slightly trimming sales guidance, and it still plans to open 75 stores this year. The company ended the quarter with $526 million in cash, no meaningful long-term debt, and increased its share repurchase plan to $125 million. MarketBeat Week in Review – 03/16 - 03/20 Ollie's Bargain Outlet (NASDAQ:OLLI) reported first-quarter fiscal 2026 results that management said reflected solid sales growth, stronger margins and disciplined expense control, even as weather volatility and higher fuel prices weighed on some regions and categories. President and Chief Executive Officer Eric Vander Veen said the closeout retailer delivered “strong earnings growth” despite a challenging consumer backdrop. He said sales and traffic were strong early in the quarter, but trends diverged as the period progressed, with unseasonable weather and surging fuel prices pressuring categories such as lawn and garden and summer furniture. → Palantir’s Drone Tailwind Puts Its Defense AI Story Back in Focus for Investors Five Below's Earnings Blowout Has Wall Street Scrambling to Raise Targets “With our stores being located in more rural and suburban areas, we also think the rapid spike in gas prices led to some trip consolidation which impacted traffic,” Vander Veen said. Executive Vice President and Chief Financial Officer Robert Helm said net sales increased 14% to $659 million, driven by new store openings and comparable-store sales growth. Comparable-store sales rose 1.7%, driven primarily by higher basket size. Traffic was positive but only slightly so, which Helm said reflected the impact of trip consolidation. → Best Buy’s AI Laptop Boost Sparks Hope for a BBY Turnaround Ollie’s Stock Won’t Stay a Bargain Much Lon...

Ollie's Bargain Outlet (OLLI) reported fiscal Q1 adjusted net income Wednesday of $0.91 per diluted

Ollie's Bargain Outlet (OLLI) raised its full-year earnings outlook on Wednesday, while the discount