Ollie's Bargain Outlet (OLLI)

• Market cap: $6.55B
• 1 day: 2.28%
• 5 days: 1.29%
• 1 month: -7.03%
• 3 months: 13.22%
• 6 months: 5.33%
• Year to date: -1.30%
• 1 year: 43.61%
• 5 years: 100.34%
• 10 years: 405.25%
• 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 Q3 regulatory filings by fund managers ($100M+ AUM)

11% more call options, than puts

Call options by funds: $87.1M | Put options by funds: $78.4M

11% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 55

0.36% less ownership

Funds ownership: 104.74% [Q2] → 104.38% (-0.36%) [Q3]

0% less funds holding

Funds holding: 412 [Q2] → 410 (-2) [Q3]

1% less capital invested

Capital invested by funds: $6.29B [Q2] → $6.21B (-$78.3M) [Q3]

2% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 144

17% less funds holding in top 10

Funds holding in top 10: 6 [Q2] → 5 (-1) [Q3]

Research analyst outlook

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

• Low target: $105 2% downside
• Avg. target: $127 19% upside
• High target: $135 26% upside

9 analyst ratings

• positive: 8 89%
• neutral: 1 11%
• negative: 0 0%

RBC Capital Steven Shemesh 69% 1-year accuracy 36 / 52 met price target	22% upside $130	Outperform Reiterated	23 Dec 2024
Loop Capital Anthony Chukumba 33% 1-year accuracy 7 / 21 met price target	22% upside $130	Buy Maintained	23 Dec 2024
Citigroup Steven Zaccone 53% 1-year accuracy 9 / 17 met price target	24% upside $133	Buy Upgraded	18 Dec 2024
Wells Fargo Edward Kelly 58% 1-year accuracy 19 / 33 met price target	2% downside $105	Equal-Weight Maintained	11 Dec 2024
JP Morgan Matthew Boss 47% 1-year accuracy 34 / 72 met price target	26% upside $135	Overweight Maintained	11 Dec 2024