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How Upcoming Q3 Results and Feeding America Push At Ollie’s (OLLI) Have Changed Its Investment Story

Simply Wall St·12/09/2025 08:14:23
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  • In recent days, Ollie’s Bargain Outlet Holdings announced it would report Q3 2026 results before the market open on December 9, 2025, alongside continuing its long-running holiday round‑up partnership with Feeding America to support local food banks.
  • This combination of an upcoming earnings release, upbeat analyst expectations, and a values-driven Feeding America campaign highlights how Ollie’s is leaning on both operational execution and brand goodwill to deepen customer and investor engagement.
  • With earnings expectations running high and analysts highlighting Ollie’s merchandising efficiency, we’ll now explore how this shapes the company’s broader investment story.

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Ollie's Bargain Outlet Holdings Investment Narrative Recap

To own Ollie’s, you need to believe its closeout model, expanding store base, and customer loyalty can keep translating into solid revenue and earnings, even as traditional retail shifts. The near term catalyst is the upcoming Q3 2026 earnings release, where expectations are already elevated; the main risk is that tighter inventory management across suppliers gradually reduces the quality and quantity of closeout deals. This latest news does not materially change that risk, but it does sharpen focus on execution.

The most relevant recent development here is the Q3 2026 earnings announcement scheduled before the market open on December 9, 2025, with analysts projecting strong year on year growth and potential upside versus consensus. How Ollie’s performs against those expectations, and what it says about store openings and margins, will matter far more to the stock’s near term direction than the Feeding America partnership, even if that program reinforces brand loyalty and customer engagement.

Yet while expectations look high, investors should be aware of how dependent Ollie’s is on a steady flow of closeout inventory...

Read the full narrative on Ollie's Bargain Outlet Holdings (it's free!)

Ollie's Bargain Outlet Holdings' narrative projects $3.6 billion revenue and $341.3 million earnings by 2028. This requires 13.3% yearly revenue growth and a $128.0 million earnings increase from $213.3 million today.

Uncover how Ollie's Bargain Outlet Holdings' forecasts yield a $146.60 fair value, a 23% upside to its current price.

Exploring Other Perspectives

OLLI 1-Year Stock Price Chart
OLLI 1-Year Stock Price Chart

Four members of the Simply Wall St Community currently estimate fair value for Ollie’s anywhere between about US$75 and an extreme outlier above US$4,000, underlining how far opinions can stretch. Against that backdrop, the key question is whether Ollie’s closeout driven model and planned store growth can keep supporting the kind of earnings progress implied by these varied views.

Explore 4 other fair value estimates on Ollie's Bargain Outlet Holdings - why the stock might be worth 37% less than the current price!

Build Your Own Ollie's Bargain Outlet Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Ollie's Bargain Outlet Holdings research is our analysis highlighting 3 key rewards that could impact your investment decision.
  • Our free Ollie's Bargain Outlet Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ollie's Bargain Outlet Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.