Ollie's Bargain Outlet (OLLI)

• Market cap: $6.94B
• 1 day: 0.15%
• 5 days: 5.44%
• 1 month: 9.40%
• 3 months: 2.47%
• 6 months: 16.50%
• Year to date: 4.59%
• 1 year: 42.31%
• 5 years: 147.30%
• 10 years: 435.41%
• 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)

149% more first-time investments, than exits

New positions opened: 107 | 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]

18% more capital invested

Capital invested by funds: $6.21B [Q3] → $7.35B (+$1.13B) [Q4]

13% more funds holding

Funds holding: 411 [Q3] → 466 (+55) [Q4]

4.87% more ownership

Funds ownership: 104.37% [Q3] → 109.24% (+4.87%) [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 2% downside
• Avg. target: $122 8% upside
• High target: $133 17% 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	10% upside $124	Overweight Maintained	20 Mar 2025
UBS Mark Carden 30% 1-year accuracy 3 / 10 met price target	9% upside $123	Neutral Maintained	20 Mar 2025
Morgan Stanley Simeon Gutman 53% 1-year accuracy 18 / 34 met price target	4% upside $118	Equal-Weight Maintained	20 Mar 2025
RBC Capital Steven Shemesh 53% 1-year accuracy 24 / 45 met price target	17% upside $133	Outperform Maintained	7 Mar 2025
Jefferies Randal Konik 36% 1-year accuracy 4 / 11 met price target	2% downside $111	Hold Downgraded	4 Feb 2025