Ollie’s Issues 2026 EPS Guidance of $4.40-$4.50, Sales Near $3B
Ollie’s Bargain Outlet posted fourth-quarter adjusted EPS of $1.39 and revenue of $779.3 million, up 17% year-over-year but slightly below the $783.7 million estimate. The retailer forecasts fiscal 2026 adjusted EPS of $4.40–$4.50 on $2.99–$3.01 billion in sales, topping $3.91 EPS and $2.65 billion estimates.
1. Fourth-Quarter Results
Ollie’s reported adjusted EPS of $1.39 for Q4, compared with analyst assumptions of $1.41, and revenue of $779.25 million, up 17% year-over-year but just below the $783.71 million estimate. Adjusted EBITDA reached $127.13 million and gross margin was 39.9%.
2. Comparable Store Sales and Margins
Comparable store sales rose 3.6% in Q4, up from 2.8% a year earlier, driven by larger basket sizes and higher transaction volumes. Seasonal merchandise, consumables, hardware, stationery and sporting goods led category performance.
3. Fiscal 2026 Outlook
The company forecasts fiscal 2026 adjusted EPS of $4.40 to $4.50, exceeding the $3.91 consensus, and net sales of $2.99–$3.01 billion versus the $2.65 billion estimate. It also anticipates comparable store sales growth of about 2% and a gross margin of 40.5%.