Ollie's Bargain Outlet Holdings Earnings Call Transcripts
Fiscal Year 2027
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Q1 2026 saw strong earnings growth, 14% sales increase, and margin expansion, despite weather and fuel headwinds. Guidance was raised for EPS and buybacks, with 75 new stores planned and robust loyalty growth. Closeout deal flow and supply chain productivity remain key strengths.
Fiscal Year 2026
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Delivered record sales and earnings growth in 2025, driven by new store openings, strong loyalty program expansion, and robust deal flow. Guidance for 2026 targets continued double-digit unit growth, 2% comp sales, and increased share repurchases.
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Q3 saw record store openings, strong sales and earnings growth, and robust customer acquisition, prompting a raised full-year outlook. Digital marketing and supply chain investments fueled momentum, while stores near closed competitors outperformed.
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Second quarter results exceeded expectations with 18% sales growth, strong new store performance, and record customer engagement. Full-year guidance was raised, supported by robust deal flow, margin expansion, and continued market share gains amid industry disruption.
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Record Q1 growth driven by 25 new store openings and strong comp sales, with Ollie's Army loyalty membership up 9%. Guidance for fiscal 2025 is reaffirmed, targeting 75 new stores and $2.579–$2.599 billion in sales. Gross margin remains strong despite tariff and SG&A pressures.
Fiscal Year 2025
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Q4 results exceeded expectations with 2.8% comp sales growth and strong adjusted earnings. Fiscal 2025 guidance includes 75 new stores, 1%-2% comp growth, and $2.564–$2.586B in sales. Market disruption and Big Lots acquisitions position the company for accelerated growth.
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Q3 saw 8% sales growth and 14% higher adjusted EPS, driven by new stores and strong consumables demand. Guidance for 2024 was narrowed, with 50 new stores planned and a robust pipeline for 2025. Big Lots closures and weather disruptions were headwinds, but outlook remains positive.
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Q2 net sales rose 12% to $578M with comps up 5.8%, driven by strong category and loyalty growth. Guidance for FY2024 was raised, with 50 new stores planned and a 40% gross margin target maintained despite short-term headwinds from competitor liquidations.
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Q1 results exceeded expectations with double-digit sales growth, margin expansion, and a 49% increase in adjusted EPS. Full-year guidance was raised, supported by strong deal flow, new store acquisitions, and continued investments in operations and leadership.