What Happened?
Shares of discount retail company Ollie’s Bargain Outlet (NASDAQ: OLLI) jumped 4.7% in the afternoon session after the company reported strong fourth-quarter and full-year results and provided an upbeat outlook for fiscal 2026 that surpassed analyst expectations.
The bargain retailer announced that for the full fiscal year 2025, net sales grew 16.6% to $2.649 billion. Ollie's also opened a record 86 new stores and expanded its "Ollie's Army" loyalty program to 17.0 million members. While fourth-quarter revenue was slightly below some forecasts, the company's optimistic guidance for fiscal 2026 captured investor attention. Ollie's projected adjusted earnings per share between $4.40 and $4.50, which was higher than the analyst consensus of $3.91. The sales forecast of about $3.0 billion also exceeded expectations. Following the report, several analysts reacted positively. Wells Fargo upgraded the stock to Overweight, and RBC Capital raised its price target to $155 from $147.
After the initial pop the shares cooled down to $109.38, up 4.3% from previous close.
Is now the time to buy Ollie's? Access our full analysis report here, it’s free.
What Is The Market Telling Us
Ollie’s shares are somewhat volatile and have had 12 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The biggest move we wrote about over the last year was 12 months ago when the stock gained 11.7% on the news that the company reported strong fourth-quarter 2024 results: What grabbed our attention was the full year 2025 sales forecast, which came in line with analysts' expectations but actually represented an acceleration in growth at 13.4%(vs 8.5% in FY2024). Backing the growth guidance were plans to open 75 new store openings in 2025, an increase from 50 in 2024. On the other hand, its full-year EPS guidance missed and its revenue fell slightly short of Wall Street's estimates. But with markets more focused on the future, the stock was rewarded given the improved growth forecast. Separately, the company announced its focus on returning value to shareholders by increasing its share repurchase plan by an additional $300 million. As a reminder, a stock buyback reduces the amount of outstanding shares, ensuring that more profits accrue to existing shareholders.
Ollie's is down 1.7% since the beginning of the year, and at $109.38 per share, it is trading 22.3% below its 52-week high of $140.80 from August 2025. Investors who bought $1,000 worth of Ollie’s shares 5 years ago would now be looking at an investment worth $1,160.
ONE MORE THING: 3 Hidden Platforms Growing 3X Faster than Amazon, Google, and PayPal. Amazon, Google, and Meta all followed the same playbook: Dominate an ignored market. Build an unbeatable moat. Scale until you’re unstoppable.
These three platforms are running that exact playbook right now. The early investors in Amazon made fortunes. The early investors in these could do the same. Get All 3 Stocks Here for FREE.
