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OLLI 
Ollie\'s Bargain Outlet Hldg (OLLI)
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Upturn Advisory Summary
02/27/2026: OLLI (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
16 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $141.33
1 Year Target Price $141.33
| 7 | Strong Buy |
| 4 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.62B USD | Price to earnings Ratio 29.88 | 1Y Target Price 141.33 |
Price to earnings Ratio 29.88 | 1Y Target Price 141.33 | ||
Volume (30-day avg) 16 | Beta 0.53 | 52 Weeks Range 97.04 - 141.74 | Updated Date 02/27/2026 |
52 Weeks Range 97.04 - 141.74 | Updated Date 02/27/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 3.61 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.81% | Operating Margin (TTM) 9.03% |
Management Effectiveness
Return on Assets (TTM) 6.61% | Return on Equity (TTM) 12.96% |
Valuation
Trailing PE 29.88 | Forward PE 28.49 | Enterprise Value 8270404739 | Price to Sales(TTM) 2.61 |
Enterprise Value 8270404739 | Price to Sales(TTM) 2.61 | ||
Enterprise Value to Revenue 3.39 | Enterprise Value to EBITDA 26.18 | Shares Outstanding 61332549 | Shares Floating 61093352 |
Shares Outstanding 61332549 | Shares Floating 61093352 | ||
Percent Insiders 1.02 | Percent Institutions 109.52 |
Upturn AI SWOT
Ollie's Bargain Outlet Hldg
Company Overview
History and Background
Ollie's Bargain Outlet Holdings, Inc. (OLLI) was founded in 1982 by Mark L. Butler. The company started with a single store in Mechanicsburg, Pennsylvania, and has since grown into a major discount retail chain. A significant milestone was its initial public offering (IPO) in 2015, which provided capital for further expansion. Ollie's operates on a "treasure hunt" model, offering a wide variety of branded merchandise at significant discounts.
Core Business Areas
- Discount Retail: Ollie's operates a chain of discount retail stores selling a broad range of products across various categories. The company sources overstocked, closeout, and liquidations from thousands of vendors, passing the savings on to consumers. Their model is built on offering deep discounts on brand-name merchandise.
Leadership and Structure
Ollie's Bargain Outlet Holdings, Inc. is led by a management team that includes a CEO, CFO, and other senior executives. The company operates under a corporate structure typical of publicly traded retail companies, with a board of directors overseeing strategic decisions.
Top Products and Market Share
Key Offerings
- Description: This category includes a wide array of items for home improvement and decoration, such as kitchenware, bedding, bath accessories, and decorative items. Competitors include Walmart (WMT), Target (TGT), HomeGoods (part of TJX Companies - TJX), and Amazon (AMZN).
- Product Name 1: Home Goods & Decor
- Description: Ollie's offers a selection of branded clothing for men, women, and children, as well as accessories like handbags and jewelry. Key competitors include TJ Maxx (TJX), Marshalls (TJX), Burlington Stores (BURL), and Amazon (AMZN).
- Product Name 2: Apparel & Accessories
- Description: This segment includes a variety of health and personal care products, cosmetics, and toiletries. Competitors include CVS Health (CVS), Walgreens Boots Alliance (WBA), Walmart (WMT), and Target (TGT).
- Product Name 3: Health & Beauty
- Description: A rotating selection of toys and games for children of various ages. Competitors include Walmart (WMT), Target (TGT), Amazon (AMZN), and dedicated toy retailers like Toys 'R' Us (though largely defunct in the US, its online presence exists).
- Product Name 4: Toys & Games
- Description: Includes a range of non-perishable food items, snacks, beverages, and some household consumables. Competitors include Walmart (WMT), Target (TGT), Dollar General (DG), and various grocery chains.
- Product Name 5: Food & Consumables
Market Dynamics
Industry Overview
Ollie's operates in the discount retail sector, which is highly competitive and sensitive to economic conditions. The industry is characterized by a focus on value, a wide range of merchandise, and often a "treasure hunt" shopping experience. Key trends include the increasing influence of e-commerce, the demand for branded goods at lower prices, and the impact of supply chain disruptions.
Positioning
Ollie's Bargain Outlet is positioned as a "real bargain" retailer, distinguishing itself from traditional discount stores and dollar stores through its emphasis on branded merchandise and a unique buying model. Its competitive advantages lie in its ability to source deeply discounted goods, its lean operating model, and its strong customer loyalty built on the 'treasure hunt' appeal.
Total Addressable Market (TAM)
The total addressable market for discount retail in the U.S. is substantial, encompassing a significant portion of consumer spending on various product categories. While specific TAM figures for the niche of "off-price branded merchandise" are hard to isolate, the broader discount and off-price retail market is in the hundreds of billions of dollars annually. Ollie's, with its focused strategy, aims to capture a significant share of consumers seeking branded goods at value prices.
Upturn SWOT Analysis
Strengths
- Strong brand recognition in the discount retail sector.
- Effective sourcing strategy for acquiring branded merchandise at low costs.
- Loyal customer base drawn to the "treasure hunt" shopping experience.
- Lean operational model leading to cost efficiencies.
- Proven ability to expand store footprint.
Weaknesses
- Reliance on opportunistic buying, which can lead to inconsistent inventory.
- Limited online presence and e-commerce capabilities compared to major competitors.
- Vulnerability to fluctuations in the supply of discounted goods.
- Perception of lower quality due to the nature of discount retail.
Opportunities
- Continued expansion into new geographic markets.
- Enhancing online and omnichannel presence to reach a broader customer base.
- Leveraging data analytics to better understand customer preferences and optimize inventory.
- Expanding private label offerings to complement branded merchandise.
- Capitalizing on economic downturns that increase demand for value.
Threats
- Intensifying competition from other discount retailers, online marketplaces, and traditional retailers offering value options.
- Economic recessions impacting consumer spending power.
- Supply chain disruptions affecting the availability and cost of merchandise.
- Rising operating costs, including labor and rent.
- Changes in consumer preferences towards higher-end or sustainable products.
Competitors and Market Share
Key Competitors
- TJX Companies (TJX)
- Burlington Stores (BURL)
- Dollar General (DG)
- Dollar Tree (DLTR)
- Walmart (WMT)
- Target (TGT)
Competitive Landscape
Ollie's competes in a crowded discount and off-price retail landscape. Its key advantage lies in its 'treasure hunt' model and focus on branded closeouts, differentiating it from the broader merchandise of Walmart and Target, and the more limited assortments of dollar stores. However, TJX Companies and Burlington also operate strong off-price models, making them direct competitors for brand-conscious, value-seeking shoppers.
Growth Trajectory and Initiatives
Historical Growth: Ollie's has experienced significant historical growth, primarily through a disciplined store opening strategy and increasing comparable store sales. The company has successfully scaled its operations from a regional player to a national presence.
Future Projections: Analyst projections for Ollie's future growth typically focus on continued store expansion, with an eye on increasing same-store sales and maintaining healthy margins. Projections often consider the company's ability to navigate competitive pressures and leverage its unique business model.
Recent Initiatives: Recent initiatives likely include optimizing supply chain management, investing in technology for better inventory and customer insights, and potentially exploring new store formats or merchandise categories to enhance customer appeal and drive traffic.
Summary
Ollie's Bargain Outlet Hldg is a strong player in the discount retail segment, leveraging a successful 'treasure hunt' model and effective sourcing of branded goods. Its historical growth, loyal customer base, and lean operations are key strengths. However, the company faces significant threats from intense competition and supply chain volatility. Expanding its digital presence and diversifying its merchandise mix could further bolster its future prospects.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations Filings (e.g., 10-K, 10-Q)
- Financial Data Providers (e.g., Yahoo Finance, Bloomberg)
- Industry Analysis Reports
Disclaimers:
This analysis is based on publicly available information and market research. It is not intended as investment advice. Financial data and market share figures are subject to change and may not be entirely up-to-date. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Ollie's Bargain Outlet Hldg
Exchange NASDAQ | Headquaters Harrisburg, PA, United States | ||
IPO Launch date 2015-07-16 | President, CEO & Director Mr. Eric van der Valk | ||
Sector Consumer Defensive | Industry Discount Stores | Full time employees 5900 | Website https://www.ollies.com |
Full time employees 5900 | Website https://www.ollies.com | ||
Ollie's Bargain Outlet Holdings, Inc. operates as a retailer of closeout merchandise and excess inventory in the United States. The company offers housewares, bed and bath, food, floor coverings, health and beauty aids, books and stationery, toys, and electronics; and other products, including hardware, candy, clothing, sporting goods, pet and lawn, and garden products. It sells its products under the Ollie's, Ollie's Bargain Outlet, Good Stuff Cheap, Ollie's Army, Real Brands Real Cheap!, Real Brands! Real Bargains, Sarasota Breeze, Steelton Tools, American Way, and Middleton Home 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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