Added to YB: 2025-06-11
Pitch date: 2025-06-09
OLLI [neutral]
Ollie's Bargain Outlet Holdings, Inc.
-1.44%
current return
Author Info
TQI Capital is a CFA writing in-depth posts on quality companies. Sign up for the newsletter.
Company Info
Ollie's Bargain Outlet Holdings, Inc. operates as a retailer of closeout merchandise and excess inventory in the United States.
Market Cap
$7.6B
Pitch Price
$115.57
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.14
P/E
36.14
EV/Sales
3.27
Sector
Broadline Retail
Category
growth
Olli - 'Continued execution'
OLLI (earnings update): Q1 strong: 13% sales to $577M, 2.6% comps, 0.75 EPS beat. Opening 25 new stores (record), former Big Lots locations outperforming. 41.1% GM, $415M cash, no debt. Expanding Ollie's Army loyalty (80% of sales) with exclusive events. Tariff risk minimal (10% China imports). Strong closeout inventory pipeline from retail bankruptcies.
Read full article (5 min)