Ollie's Bargain Outlet (OLLI)

• Market cap: $5.93B
• 1 day: -5.59%
• 5 days: -9.63%
• 1 month: -14.85%
• 3 months: 6.64%
• 6 months: -2.35%
• Year to date: -10.61%
• 1 year: 21.46%
• 5 years: 69.49%
• 10 years: 357.59%
• Sector: Consumer Staples
• Industry: Variety Stores

About: Ollie's Bargain Outlet Holdings Inc is a retailer of brand-name merchandise at drastically reduced prices. It offers customers a selection of brand-name products, including housewares, food, books and stationery, bed and bath, floor coverings, toys, and hardware. 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. These attributes have driven rapid growth and consistent store performance for the company.

Employees: 11,500

Fund manager confidence

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

143% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 42

30% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 128

22% more capital invested

Capital invested by funds: $6.22B [Q3] → $7.56B (+$1.35B) [Q4]

20% more funds holding in top 10

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

10% more funds holding

Funds holding: 411 [Q3] → 453 (+42) [Q4]

4.65% more ownership

Funds ownership: 104.38% [Q3] → 109.03% (+4.65%) [Q4]

26% less call options, than puts

Call options by funds: $104M | Put options by funds: $142M

Research analyst outlook

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

• Low target: $105 8% upside
• Avg. target: $125 29% upside
• High target: $135 39% upside

10 analyst ratings

• positive: 8 80%
• neutral: 2 20%
• negative: 0 0%

Jefferies Randal Konik 40% 1-year accuracy 4 / 10 met price target	15% upside $111	Hold Downgraded	4 Feb 2025
RBC Capital Steven Shemesh 69% 1-year accuracy 35 / 51 met price target	34% upside $130	Outperform Reiterated	23 Dec 2024
Loop Capital Anthony Chukumba 48% 1-year accuracy 10 / 21 met price target	34% upside $130	Buy Maintained	23 Dec 2024
Citigroup Steven Zaccone 75% 1-year accuracy 12 / 16 met price target	37% upside $133	Buy Upgraded	18 Dec 2024
Wells Fargo Edward Kelly 65% 1-year accuracy 22 / 34 met price target	8% upside $105	Equal-Weight Maintained	11 Dec 2024