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USConsumer Defensive

Ollie's Bargain Outlet Hldg (OLLI)

US · Consumer Defensive · Discount Stores

$76.20+4.06%
Last close · 2026-09-17

Latest quarter · ended 2026-07-31

Revenue
$741.3M
Revenue YoY
+9.1%
Net profit
$85.5M
Profit YoY
+39.4%
EPS
$1.42
EPS estimate
$1.14
Net margin
11.5%

EPS came in at 1.42 against a street estimate of 1.14 — a beat of 24.6%.

Key statistics

Market cap
$4.30B
P/E
17.2
Forward P/E
17.9
P/B
2.41
Book value
$31.16
EPS (TTM)
$4.20
52-week high
$139.21
52-week low
$60.29
50-day MA
$72.42
200-day MA
$92.68
Beta
0.50

Analyst view

Analysts rate Ollie's Bargain Outlet Hldg a buy (11 buy, 5 hold, 0 sell out of 16) with an average price target of $99.93.

From the latest earnings call · 2026-09-02

MIXED Ollie's beat Q2 earnings on tariff refunds but missed sales expectations. Comparable store sales declined 1.8% amid weather, consumer pressure, and promotional competition. Management guides flat-to-modest growth H2, maintaining long-term confidence despite near-term headwinds. Q2 FY26 Management noted lower-income consumers are traveling less due to fuel costs, particularly in Western regions with longer distances to stores. Higher-income shoppers (>$100K household income) trading down to Ollie's. Analysts pressed on consumer behavior shifts, whether category mix or lack of 'wow' discretionary items drove weakness, and how management balances price investment with margin. Executives attributed weakness primarily to external headwinds (weather, macro), highlighted strong closeout pipeline, and committed to price leadership as durable advantage without over-specifying margin trade-o…

Full summary in the app.

Shareholding

Insiders
0.34%
Institutions
122.57%

Largest institutional holders

FundStake
FMR Inc11.19%
BlackRock Inc9.27%
Wasatch Advisors LP7.22%
Kayne Anderson Rudnick Investment Management LLC5.44%
Vanguard Capital Management, LLC4.56%
Vanguard Portfolio Management, LLC4.20%
The Goldman Sachs Group Inc4.01%
Capital Research Global Investors4.01%

Recent filings & reports

DocumentDate
Quarterly report · Q3 FY2027
OLLIE'S BARGAIN OUTLET HOLDINGS, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales (26 weeks): $1,400,233 thousand, up 11.4% from $1,256,323
2026-09-02
Results announced · Q3 FY2027
OLLIE'S BARGAIN OUTLET Q2 FY2026 RESULTS SUMMARY HEADLINE NUMBERS • Net Sales: $741.3 million, up 9.1% year-over-year (vs. 17.5% prior year) • Net I
2026-09-02
Shareholder vote results · Q2 FY2027
OLLIE'S BARGAIN OUTLET HOLDINGS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held June 11, 2026 • Total votes cast across
2026-06-15
Quarterly report · Q2 FY2027
OLLIE'S BARGAIN OUTLET HOLDINGS, INC. – Q1 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales for 13 weeks ended May 2, 2026: $658.9 million (up 14.2%
2026-06-03
Results announced · Q2 FY2027
OLLIE'S BARGAIN OUTLET HOLDINGS, INC. – Q1 FY2026 SUMMARY --- HEADLINE NUMBERS • Net sales: $658.9 million, up 14.2% year-over-year • Net income pe
2026-06-03
Proxy statement · Q2 FY2027
OLLIE'S BARGAIN OUTLET HOLDINGS, INC. — PROXY SUMMARY ANNUAL MEETING: June 11, 2026 --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect 10 dir
2026-04-30
Annual report FY2026
OLLIE'S BARGAIN OUTLET HOLDINGS, INC. - 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market Value (as of August 2, 2025): $8.4 billion aggre
2026-03-19
Board / officer change · Q1 FY2027
OLLIE'S BARGAIN OUTLET HOLDINGS, INC. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Kevin McLain, Senior Vice President and General Merchandise
2026-03-16

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Data updated 2026-09-18.