Ollie's Bargain Outlet (OLLI)

• Market cap: $6.86B
• 1 day: 1.80%
• 5 days: -0.79%
• 1 month: 8.35%
• 3 months: 4.76%
• 6 months: 18.62%
• Year to date: 3.40%
• 1 year: 57.34%
• 5 years: 92.95%
• 10 years: 429.31%
• Sector: Consumer Staples
• Industry: Discount Stores

About: Ollie's Bargain Outlet Holdings Inc is a retailer of closeout merchandise and excess inventory. The company sells name brand household related items that consumers use in their everyday lives at prices that are heavily discounted below traditional retailers. It offers customers a broad selection of brand name products, including housewares, bed and bath, food, floor coverings, health and beauty aids, books and stationery, toys, and electronics. It operates stores across the Eastern half of the United States. Its differentiated go-to-market plan is characterized by a fun and engaging treasure hunt shopping experience, compelling customer value proposition, and witty, humorous in-store signage and advertising campaigns.

Employees: 12,800

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

151% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 43

33% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 128

20% more funds holding in top 10

Funds holding in top 10: 5 [Q3] → 6 (+1) [Q4]

19% more capital invested

Capital invested by funds: $6.19B [Q3] → $7.35B (+$1.15B) [Q4]

14% more funds holding

Funds holding: 410 [Q3] → 467 (+57) [Q4]

5.25% more ownership

Funds ownership: 103.99% [Q3] → 109.24% (+5.25%) [Q4]

26% less call options, than puts

Call options by funds: $106M | Put options by funds: $144M

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $111 1% downside
• Avg. target: $122 9% upside
• High target: $133 19% upside

5 analyst ratings

• positive: 2 40%
• neutral: 3 60%
• negative: 0 0%

Piper Sandler Peter Keith 38% 1-year accuracy 18 / 48 met price target	11% upside $124	Overweight Maintained	20 Mar 2025
UBS Mark Carden 40% 1-year accuracy 4 / 10 met price target	10% upside $123	Neutral Maintained	20 Mar 2025
Morgan Stanley Simeon Gutman 58% 1-year accuracy 21 / 36 met price target	5% upside $118	Equal-Weight Maintained	20 Mar 2025
RBC Capital Steven Shemesh 53% 1-year accuracy 25 / 47 met price target	19% upside $133	Outperform Maintained	7 Mar 2025
Jefferies Randal Konik 22% 1-year accuracy 2 / 9 met price target	1% downside $111	Hold Downgraded	4 Feb 2025