Added to YB: 2026-07-08
Pitch date: 2026-07-05
OLLI [bullish]
Ollie's Bargain Outlet Holdings, Inc.
-9.88%
current return
Author Info
No bio for this author
Company Info
Ollie's Bargain Outlet Holdings, Inc. operates as a retailer of closeout merchandise and excess inventory in the United States.
Market Cap
$4.5B
Pitch Price
$75.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.32
P/E
18.36
EV/Sales
1.81
Sector
Broadline Retail
Category
growth
Ollie's Bargain Outlet Holdings Inc ($OLLI)
OLLI: Extreme-value closeout retailer buying brand-name overstock at 20-70% off from 1,200+ vendors. 40%+ gross margin, 11%+ op margin, 10.77% ROIC (~2x retail median). FY25 sales $2.65B (+16.6%). 672 stores vs 1,300+ target; benefits from Big Lots/99¢ bankruptcies & trade-down. Ollie's Army 17.5M members = 80% of sales. Risk: physical-only, no e-comm, deal-sourcing talent constraint.
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