The mixed quarter and raised EPS guidance suggest near-term support, but the revenue miss and unchanged comparable store sales growth (~2%) warrant caution. Watch for tariff impacts and consumer spending trends in subsequent quarters.
Price Chart
Executive Summary
Ollie's Bargain Outlet reported Q1 2026 EPS of $0.92, beating the $0.87 consensus by 5.7%, while revenue of $658.9M slightly missed the $662.3M estimate. The company raised its full-year EPS guidance to $4.45-$4.55, but narrowed net sales guidance to $2.980-$3.000B. Strong gross margin expansion and share repurchases support the bullish case, but the revenue miss and cautious sales outlook temper sentiment.
Key Financial Metrics
Key Facts
- EPS beat by 5.7% ($0.92 actual vs $0.87 consensus)
- Revenue miss of 0.5% ($658.9M actual vs $662.3M consensus)
- Full-year EPS guidance raised to $4.45-$4.55 from $4.40-$4.50
- Net sales guidance narrowed to $2.980-$3.000B from $2.985-$3.013B
- Gross margin expanded 80 bps to 41.9%
- Opened 27 new stores, ending quarter with 672 stores (15.1% YoY growth)
- Repurchased $53.4M in stock; $205.4M remaining under authorization
- Total cash and investments of $525.6M (up 26.7% YoY)
Financial Impact
EPS beat of $0.05 per share, revenue miss of $3.4M, guidance adjustments within narrow ranges
Risk Factors
- Slight revenue miss vs consensus despite strong store growth
- Comparable store sales slowed to 1.7% from 2.6% YoY
- Potential tariff headwinds not factored in guidance
- Consumer discretionary spending may weaken
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3305910 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 2, 2026 4w ago | 8-K | $73.54 $87.91 | ▲ +19.53% | ▲ +19.69% | $87.85 (+19.45%) |
Aug 19, 2026 6w ago | Press Release | $79.39 $76.20 | ▲ +4.02% | ▲ +2.07% | $87.85 (−10.66%) |
Jun 11, 2026 16w ago | Institutional Cluster | $83.65 $63.72 | ▲ +23.83% | ▲ +25.72% | $87.85 (−5.02%) |
Jun 3, 2026 17w ago | 8-K | $79.61 $75.51 | ▼ −5.14% | ▼ −4.02% | $87.85 (+10.36%) |
Jun 3, 2026 17w ago | Press Release | $79.61 $75.51 | ▼ −5.14% | ▼ −4.02% | $87.85 (+10.36%) |
Apr 30, 2026 22w ago | DEFA14A | $85.13 $80.64 | ▼ −5.27% | ▼ −10.54% | $87.85 (+3.19%) |
Apr 7, 2026 25w ago | 144 | $97.31 $81.78 | ▼ −15.96% | ▼ −24.51% | $87.85 (−9.73%) |
Mar 27, 2026 26w ago | 144 | $89.83 $88.76 | ▼ −1.19% | ▼ −13.79% | $87.85 (−2.21%) |
Mar 12, 2026 29w ago | 8-K | $104.19 $89.44 | ▼ −14.16% | ▼ −16.13% | $87.85 (−15.69%) |
Mar 12, 2026 29w ago | Press Release | $104.19 $89.44 | ▼ −14.16% | ▼ −16.13% | $87.85 (−15.69%) |
US Market Status
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