Ollie's Bargain Outlet Holdings, Inc. operates as a retailer of closeout merchandise and excess inventory in the United States. The company offers health and beauty aids, food, candy, beverages, pet food and treats, laundry related products, and cleaning supplies; housewares and kitchen items, home decor products, furniture, household essential items, and home maintenance and utility items; patio furniture, air conditioners, fans, space heaters, toys, lawn and garden related products, outdoor items, holiday decor, gifts, and decorations products; books, stationery items, small electronic devices and accessories, clothing, sporting goods, pet products, automotive products, luggage and other general merchandise. It sells its products under the Ollie's, Ollie's Bargain Outlet, Good Stuff Cheap, Ollie's Army, Real Brands! Real Bargains, Sarasota Breeze, American Way brands. The company was formerly known as Bargain Holdings, Inc. and changed its name to Ollie's Bargain Outlet Holdings, Inc. in March 2015. Ollie's Bargain Outlet Holdings, Inc. was founded in 1982 and is headquartered in Harrisburg, Pennsylvania.
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General Merchandise Retail Stocks Post Strong Q1, Kohl's Revenue Declines While Five Below Leads Growth
The eight general merchandise retail stocks tracked by this publication reported a very strong first quarter, with revenues beating analysts' consensus estimates by 2.5% and next quarter's revenue guidance coming in 2.2% above expectations. Kohl's reported revenues of $3.17 billion, down 2% year on year and in line with expectations, making it the slowest grower in the group, though its stock has risen 33.4% since the report. Five Below led the group with revenues of $1.29 billion, up 32.5% year on year and beating estimates by 5.7%, while also delivering the highest guidance raise among peers, yet its stock fell 9.1%. Ollie's Bargain Outlet posted revenues of $658.9 million, up 14.2% but missing estimates by 0.7%, and its stock dropped 16.4%. Burlington Stores reported revenues of $2.86 billion, up 14.1% and beating estimates by 2.7%, with its stock up 5.9%. Ross Stores achieved the biggest analyst estimate beat with revenues of $6.01 billion, up 20.6% and surpassing expectations by 6.6%, and its stock gained 7.6%.
StockStory flags Ollie's, Northrop Grumman, and NVR as profitable but risky
StockStory highlights three profitable companies that it approaches with caution: Ollie's Bargain Outlet, Northrop Grumman, and NVR. Ollie's, with a trailing 12-month GAAP operating margin of 11.4%, shows subscale operations at $2.73 billion in revenue, flat operating margin, and a 9.2% return on capital. Northrop Grumman, at an 11.6% margin, has seen annual sales growth of just 2.6% over five years, with projected 12-month growth of 5.4% and EPS rising only 3.1% annually. NVR, despite a 15.5% margin, faces stagnating sales, a 7.5% annual EPS decline over two years, and waning returns on capital. The firm suggests investors consider alternatives.
Ollie's Bargain Outlet reported first-quarter fiscal 2026 adjusted earnings of 91 cents per share, beating the Zacks Consensus Estimate of 87 cents and rising 21.3% from a year ago. Net sales grew 14.2% to $658.9 million, missing the $666 million consensus, while comparable-store sales increased 1.7% driven by higher basket size. Gross margin expanded 80 basis points to 41.9%, and operating income climbed 23.8% to $69.6 million. Management raised its full-year adjusted earnings outlook to a range of $4.45 to $4.55 per share from the prior $4.40 to $4.50, and now expects gross margin of approximately 40.7%. The company opened 27 new stores during the quarter, ending with 672 locations, and plans to open 75 new stores in fiscal 2026.
Ollie's Bargain Outlet: 3 Reasons Growth Investors Should Take Notice
Ollie's Bargain Outlet is being highlighted as a strong growth pick by Zacks Investment Research, citing three key factors. The company's earnings per share are projected to grow 17.1% this year, far outpacing the industry average of 3.5%. Year-over-year cash flow growth stands at 19.2%, compared to the industry average of 2.3%, while its historical annualized cash flow growth rate over the past three to five years is 4.9% versus the industry's 3.3%. Additionally, upward revisions in current-year earnings estimates have pushed the Zacks Consensus Estimate up 0.9% over the past month. The stock carries a Zacks Rank of 2, or Buy, and a Growth Score of B, signaling potential outperformance.
Ross Stores Leads Discount Retailers with Strong Q1 Earnings Beat
Ross Stores posted the strongest first-quarter results among discount retailers, with revenue of $6.01 billion, up 20.6% year over year and beating analyst estimates by 6.6%. The company also exceeded expectations for next-quarter EPS guidance and EBITDA. Five Below reported revenue of $1.29 billion, up 32.5% year over year, surpassing estimates by 5.7% and raising its full-year guidance, though its stock fell 15.2%. Ollie's Bargain Outlet had the weakest performance, with revenue of $658.9 million missing estimates by 0.7% and the softest full-year guidance update. TJX posted revenue of $14.32 billion, up 9.2% year over year and beating estimates by 2.4%, while Burlington Stores reported revenue of $2.86 billion, up 14.1% year over year and exceeding estimates by 2.7%. Overall, the five discount retailers tracked beat consensus revenue estimates by 3.3% and provided next-quarter revenue guidance 2.2% above expectations, though their average share price has declined 4.5% since reporting.
MarketBeat Highlights Three Inflation-Resistant Stocks for Higher Oil Prices
MarketBeat identifies TJX Companies, Ollie's Bargain Outlet, and Casey's General Stores as inflation-resistant stocks with pricing power amid elevated oil prices. TJX, the largest off-price retailer, posted fiscal Q2 comps above 6% and targets up to $3 billion in share buybacks for 2026. Ollie's Bargain Outlet operates a debt-free, closeout model and is converting vacant Big Lots locations to drive growth. Casey's General Stores benefits from a rural moat, high-margin prepared foods, and resumed share buybacks after a pause for acquisitions.
Teladoc, Ollie's, and DexCom Could Benefit From GLP-1 Trend
Three non-pharmaceutical companies—Teladoc Health, Ollie's Bargain Outlet, and DexCom—are positioned to benefit from the growing GLP-1 weight-loss drug market. Teladoc's telehealth platform is seeing rapid growth in obesity management and GLP-1 prescription initiation, helping it beat first-quarter 2026 revenue expectations by about $3 million at $614 million. Discount retailer Ollie's could gain from GLP-1 patients needing new wardrobes, reporting 14% year-over-year sales growth and planning 75 new store openings this year. DexCom's continuous glucose monitoring devices are increasingly paired with GLP-1 treatments, and the company has launched over-the-counter products to reach a wider population interested in metabolic health.
Urban Outfitters, OneWater, and Ollie's Shares Fall After Fed Holds Rates and Signals Possible Reversals
Shares of Urban Outfitters, OneWater, and Ollie's fell in afternoon trading after the Federal Reserve held its benchmark rate at 3.5% to 3.75% and revised its dot plot to a median year-end rate estimate of 3.8%, up from 3.4%, signaling that rate cuts delivered in late 2025 may be partially reversed. The FOMC indicated that inflation at 4.2% has not been tamed enough to justify relief, dashing retailers' hopes that lower rates would boost consumer confidence and loosen household budgets. Rising rate expectations also raise debt refinancing costs for leveraged retailers and dampen mortgage activity, which reduces spending on housing-related goods. Urban Outfitters fell 4.1%, OneWater dropped 5.2%, and Ollie's declined 4.9%.
Ollie's Bargain Outlet shares have fallen nearly 26% over the past year, significantly underperforming discount retail peers Ross Stores, Burlington, and TJX Companies, even as the company continues to beat earnings expectations. The company reported first-quarter earnings of 91 cents per share, topping estimates by 4 cents, but revenue of roughly $659 million missed expectations by about $2.7 million. Comparable-store sales rose 1.7% and gross margin expanded 80 basis points to 41.9%, while the company opened 27 new stores and repurchased $53 million in stock. Ollie's tweaked its full-year outlook, lowering net sales guidance to a range of $2.98 billion to $3.0 billion while raising adjusted diluted earnings per share guidance to $4.45 to $4.55. Seventeen analysts hold a consensus Moderate Buy rating with an average 12-month price target of roughly $125, implying more than 40% upside from recent levels around $85.