OLLI Ollie's Bargain Outlet Holdings, Inc.
Price Chart
Executive Summary
Ollie's Bargain Outlet reported Q1 2026 EPS of $0.92, beating the $0.87 consensus by 5.7%, while revenue of $658.9M slightly missed the $662.3M estimate. The company raised its full-year EPS guidance to $4.45-$4.55, but narrowed net sales guidance to $2.980-$3.000B. Strong gross margin expansion and share repurchases support the bullish case, but the revenue miss and cautious sales outlook temper sentiment.
Key Financial Metrics
Actionable Insight
The mixed quarter and raised EPS guidance suggest near-term support, but the revenue miss and unchanged comparable store sales growth (~2%) warrant caution. Watch for tariff impacts and consumer spending trends in subsequent quarters.
Key Facts
- EPS beat by 5.7% ($0.92 actual vs $0.87 consensus)
- Revenue miss of 0.5% ($658.9M actual vs $662.3M consensus)
- Full-year EPS guidance raised to $4.45-$4.55 from $4.40-$4.50
- Net sales guidance narrowed to $2.980-$3.000B from $2.985-$3.013B
- Gross margin expanded 80 bps to 41.9%
- Opened 27 new stores, ending quarter with 672 stores (15.1% YoY growth)
- Repurchased $53.4M in stock; $205.4M remaining under authorization
- Total cash and investments of $525.6M (up 26.7% YoY)
Financial Impact
EPS beat of $0.05 per share, revenue miss of $3.4M, guidance adjustments within narrow ranges
Risk Factors
- Slight revenue miss vs consensus despite strong store growth
- Comparable store sales slowed to 1.7% from 2.6% YoY
- Potential tariff headwinds not factored in guidance
- Consumer discretionary spending may weaken
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3305910 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 11, 2026
3d ago
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Institutional Cluster
| $80.39 awaiting T+1 | awaiting T+1 | — | $83.25 (−3.56%) |
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Jun 3, 2026
11d ago
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8-K
| $79.61 $74.09 | ▼ −6.92% | ▼ −7.32% | $83.25 (+4.58%) |
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Jun 3, 2026
11d ago
|
Press Release
| $79.61 $74.09 | ▼ −6.92% | ▼ −7.32% | $83.25 (+4.58%) |
|
Apr 30, 2026
6w ago
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DEFA14A
| $85.13 $82.06 | ▼ −3.61% | ▼ −3.26% | $83.25 (−2.21%) |
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Apr 7, 2026
9w ago
|
144
| $97.31 $91.86 | ▼ −5.60% | ▼ −6.17% | $83.25 (−14.45%) |
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Mar 27, 2026
11w ago
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144
| $89.83 $91.62 | ▲ +1.99% | ▼ −0.90% | $83.25 (−7.33%) |
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Mar 12, 2026
13w ago
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8-K
| $104.19 $108.62 | ▲ +4.25% | ▲ +4.85% | $83.25 (−20.10%) |
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Mar 12, 2026
13w ago
|
Press Release
| $104.19 $108.62 | ▲ +4.25% | ▲ +4.85% | $83.25 (−20.10%) |
US Market Status
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