earnings
confidence high
sentiment positive
materiality 0.80
Ollie's Q1 EPS beats; net sales up 14.2%; raises FY2026 adjusted EPS outlook to $4.45-$4.55
Ollie's Bargain Outlet Holdings, Inc.
- Net sales $658.9M (+14.2% YoY); comparable store sales +1.7%; net income $56.4M vs $47.6M.
- GAAP EPS $0.92 (+19% YoY); adjusted EPS $0.91 (+21% YoY), ahead of expectations.
- Gross margin expanded 80 bps to 41.9%; SG&A flat at 28.6%.
- Opened 27 new stores; total 672 stores (+15.1% YoY); Ollie's Army members up 12.6% to 17.5M.
- Raised FY2026 adjusted EPS guidance to $4.45-$4.55 (from $4.40-$4.50); reaffirms ~2% comp and 75 new stores.