Added to YB: 2026-03-17
Pitch date: 2026-03-13
OLLI [neutral]
Ollie's Bargain Outlet Holdings, Inc.
-2.69%
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
$6.7B
Pitch Price
$109.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.97
P/E
28.08
EV/Sales
2.68
Sector
Broadline Retail
Category
growth
OLLI – Scale Changes the Game
OLLI (earnings): Q4 rev $779M (+17% YoY), comp +3.6%, adj EPS $1.39 (+17%). Opened 86 stores in FY25 vs 50 prior record; now 658 stores, targeting 1,300+ long-term. New framework: ~10% annual store growth, 2% comp, 40.5% GM, mid-teens EPS growth. Retail consolidation (Big Lots, American Freight closures) driving 'off the charts' deal flow, better real estate & inventory access. Replacing low-productivity carpet w/ furniture. $563M cash, zero debt, 50% FCF to buybacks (~$100M FY26).
Read full article (4 min)