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Market underappreciates this retailer's unit growth opportunity – GS

Sun, 06 Sep 2026 16:00:00 -0400

Goldman Sachs is out with a note highlighting the shares of a retailer the firm remains Buy-rated on despite its Q2 earnings miss, saying that at current levels, the market does not appreciate its unit growth opportunity.

Ollie’s Bargain Outlet Inc. (NASDAQ: OLLI), rated Buy at Goldman, with a price target of $100 (lowered from $112), saw its -1.8% Q2 comp impacted by weather, a more promotional environment and softer consumer trends.

Softer performance in weather-sensitive categories led to a 100bps drag YoY, though sales improved sequentially month on month as weather improved, the firm noted. Meanwhile, industry-wide price investments funded by

Market underappreciates this retailer's unit growth opportunity – GS

Sun, 06 Sep 2026 16:00:00 -0400

Ollie's Bargain Outlet (OLLI) PT Raised to $85 at Truist Securities

Thu, 03 Sep 2026 09:36:33 -0400

(Updated - September 3, 2026 9:36 AM EDT)

Truist Securities analyst Scot Ciccarelli raised the price target on Ollie's Bargain Outlet (NASDAQ: OLLI) to $85.00 (from $80.00) while maintaining a Buy rating.

The analyst commented: "2Q results/CY26 outlook were very similar to our revised expectations, including a 2Q comp decline of (1.8%) vs. our (3.0%)E and tariff-adj EPS of $1.07 vs. our $1.04E (reported EPS of $1.42, included $0.35 of tariff refunds). We think this qtr’s neg comps were likely driven by very difficult multi-yr comparisons (last yr’s 2Q 3-yr stack was 9 points higher than the rest of the yr), sizable

Ollie's Bargain Outlet (OLLI) PT Raised to $85 at Truist Securities

Thu, 03 Sep 2026 09:36:33 -0400

(Updated - September 3, 2026 9:36 AM EDT)

Truist Securities analyst Scot Ciccarelli raised the price target on Ollie's Bargain Outlet (NASDAQ: OLLI) to $85.00 (from $80.00) while maintaining a Buy rating.

Ollie's Bargain Outlet (OLLI) PT Lowered to $100 at Piper Sandler

Thu, 03 Sep 2026 09:30:39 -0400

(Updated - September 3, 2026 9:30 AM EDT)

Piper Sandler analyst Peter J. Keith lowered the price target on Ollie's Bargain Outlet (NASDAQ: OLLI) to $100.00 (from $113.00) while maintaining a Overweight rating.

The analyst commented: "Improved Set-up for 2H on Reduced Outlook; We reiterate our OW rating but lower our PT to $100 following Q2 results which saw a full year comp/sales guide-down. The 2H comp outlook was taken down to 0% to +1%. For Q3 specifically, OLLI is guiding for flat comp. While it sounds like the company is currently comping negative QTD, OLLI is running ahead of internal expectations

Ollie's Bargain Outlet (OLLI) PT Lowered to $100 at Piper Sandler

Thu, 03 Sep 2026 09:30:39 -0400

(Updated - September 3, 2026 9:30 AM EDT)

Piper Sandler analyst Peter J. Keith lowered the price target on Ollie's Bargain Outlet (NASDAQ: OLLI) to $100.00 (from $113.00) while maintaining a Overweight rating.

KeyBanc Reiterates Overweight Rating on Ollie's Bargain Outlet (OLLI)

Thu, 03 Sep 2026 09:25:16 -0400

KeyBanc analyst Bradley B. Thomas reiterated an Overweight rating and $98.00 price target on Ollie's Bargain Outlet (NASDAQ: OLLI).

The analyst commented: "2Q Transitory Headwinds, Trough Multiple; OLLI 2Q comps were soft (as expected), but we continue to view near-term challenges as transitory. We expect comps to improve, and 3QTD comps are ahead of plan. While 2H still faces an overhang from competing retailers making price investments, and we slightly refine our estimates, we see this as priced into shares. Overall, we remain positive on OLLI’s resilient model, store growth potential, strong balance sheet, and FCF generation. We reiterate our OW

Ollie's Bargain Outlet (OLLI) PT Raised to $124 at RBC Capital

Thu, 03 Sep 2026 09:18:40 -0400

(Updated - September 3, 2026 9:18 AM EDT)

RBC Capital analyst Steven Shemesh raised the price target on Ollie's Bargain Outlet (NASDAQ: OLLI) to $124.00 (from $121.00) while maintaining an Outperform rating.

The analyst commented: "Better Than Feared; Established a Fundamental Bottom; OLLI 2Q results were better than feared, which should give investors confidence that the name has found a fundamental bottom. Comp sales accelerated throughout the qtr (and QTD adjusting for flyer/ Labor Day timing), gross margin (ex tariff refunds) held strong, and mgmt has been aggressively buying back shares. Momentum should continue throughout September as OLLI benefits from Labor Day

Ollie's Bargain Outlet (OLLI) PT Raised to $124 at RBC Capital

Thu, 03 Sep 2026 09:18:40 -0400

(Updated - September 3, 2026 9:18 AM EDT)

RBC Capital analyst Steven Shemesh raised the price target on Ollie's Bargain Outlet (NASDAQ: OLLI) to $124.00 (from $121.00) while maintaining an Outperform rating.

Ollie's Bargain Outlet (OLLI) PT Lowered to $98 at Morgan Stanley

Thu, 03 Sep 2026 08:08:46 -0400

Morgan Stanley analyst Simeon Gutman lowered the price target on Ollie's Bargain Outlet (NASDAQ: OLLI) to $98.00 (from $108.00) while maintaining a Equalweight rating.

Ollie's Bargain Outlet (OLLI) PT Lowered to $100 at Goldman Sachs

Thu, 03 Sep 2026 06:35:32 -0400

Goldman Sachs analyst Kate McShane lowered the price target on Ollie's Bargain Outlet (NASDAQ: OLLI) to $100.00 (from $112.00) while maintaining a Buy rating.

Ollie's Bargain Outlet (OLLI) PT Lowered to $90 at Wells Fargo

Thu, 03 Sep 2026 06:32:32 -0400

Wells Fargo analyst Edward Kelly lowered the price target on Ollie's Bargain Outlet (NASDAQ: OLLI) to $90.00 (from $100.00) while maintaining a Overweight rating.

UBS on Ollie's Bargain Outlet (OLLI): 'Sharpening Its Prices To Draw In Shoppers'

Thu, 03 Sep 2026 06:10:07 -0400

UBS analyst Mark Carden reiterated a Neutral rating and $85.00 price target on Ollie's Bargain Outlet (NASDAQ: OLLI).

The analyst comments "We think Ollie’s 2Q results contained some points for bulls & bears. Its -1.8% comp came in above the -2% to -3% buyside bar (per our convos), which likely supported its shares after the print. Plus, its tariff refunds are allowing it to invest in price and raise its EPS guidance at the same time. While this latter development may be viewed as table stakes, given similar approaches being taken by competitors, we think it should allow Ollie's to remain

Citi lowers Ollie's Bargain Outlet price target to $98

Thu, 03 Sep 2026 05:46:54 -0400

Citi analyst Steven Zaccone lowered his price target on Ollie's Bargain Outlet (NASDAQ: OLLI) to $98 from $100, while maintaining a Buy rating on the stock.

Zaccone cited mixed second-quarter results, noting that the company's earnings power remains largely intact, with fiscal year 2026 EPS excluding a roughly $0.17 net tariff refund and price investment impact estimated at approximately $4.44, only slightly below the prior guidance midpoint of $4.50.

The analyst noted that same-store sales trends remain weak, with macro and competitive pressure having a greater-than-anticipated impact on the business. He added that improved execution in the second half of the fiscal

Ollie's Bargain Outlet (OLLI) Tops Q2 EPS by 28c, Offers Guidance

Wed, 02 Sep 2026 07:13:41 -0400

Ollie's Bargain Outlet (NASDAQ: OLLI) reported Q2 EPS of $1.42, $0.28 better than the analyst estimate of $1.14. Revenue for the quarter came in at $741.3 million versus the consensus estimate of $756.4 million.

GUIDANCE:

Ollie's Bargain Outlet sees FY2027 EPS of $4.57-$4.65, versus the consensus of $4.46. Ollie's Bargain Outlet sees FY2027 revenue of $2.93-2.94 million, versus the consensus of $2.96 million.

For earnings history and earnings-related data on Ollie's Bargain Outlet (OLLI) click here.

Ollie's Bargain Outlet (OLLI) Tops Q2 EPS by 28c, Offers Guidance

Wed, 02 Sep 2026 07:13:41 -0400

GUIDANCE:

Ollie's Bargain Outlet sees FY2027 EPS of $4.57-$4.65, versus the consensus of $4.46. Ollie's Bargain Outlet sees FY2027 revenue of $2.93-2.94 million, versus the consensus of $2.96 million.

For earnings history and earnings-related data on Ollie's Bargain Outlet (OLLI) click here.

Ollie’s Bargain Outlet Holdings, Inc. Announces Second Quarter Fiscal 2026 Results

Wed, 02 Sep 2026 07:00:00 -0400

Net Sales Increased 9.1%

Opened 15 New Stores and Grew Ollie’s Army 12.7%

Updating Outlook for Fiscal 2026

HARRISBURG, Pa., Sept. 02, 2026 (GLOBE NEWSWIRE) -- Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ: OLLI) (the “Company”) today announced financial results for the second quarter ended August 1, 2026.

“We delivered strong earnings growth in the second quarter and continued to execute against our key strategic initiatives,” said Eric van der Valk, President and Chief Executive Officer. “Comparable store sales declined 1.8% against a challenging multi-year stack. We believe our sales

Ollie’s Bargain Outlet Holdings, Inc. Announces Second Quarter Fiscal 2026 Results

Wed, 02 Sep 2026 07:00:00 -0400

Net Sales Increased 9.1%

Opened 15 New Stores and Grew Ollie’s Army 12.7%

Updating Outlook for Fiscal 2026

Shares of this retailer look “inexpensive” heading into earnings, Citi says

Fri, 28 Aug 2026 18:00:00 -0400

Citi reiterated a Buy rating on one retailer ahead of its second-quarter results on Sept. 2, arguing the recent pullback has created a favorable setup even as it expects a same-store sales miss.

Ollie's Bargain Outlet (NASDAQ: OLLI) is the company in question. For OLLI, the bank models comparable sales down 1.7%, against the Street's 0.2% growth estimate, and earnings of $1.06 per share versus consensus of $1.14. Citi said the shortfall is already well understood by the market based on high-frequency data.

Field work is said to point to seasonal and macro factors rather than anything structural.

"The weakness should be

Shares of this retailer look “inexpensive” heading into earnings, Citi says

Fri, 28 Aug 2026 18:00:00 -0400

Citi reiterated a Buy rating on one retailer ahead of its second-quarter results on Sept. 2, arguing the recent pullback has created a favorable setup even as it expects a same-store sales miss.

Field work is said to point to seasonal and macro factors rather than anything structural.

"The weakness should be

Ollie's Bargain Outlet (OLLI) PT Lowered to $85 at UBS

Thu, 27 Aug 2026 08:47:24 -0400

UBS analyst Mark Carden lowered the price target on Ollie's Bargain Outlet (NASDAQ: OLLI) to $85.00 (from $87.00) while maintaining a Neutral rating.

Ollie's Bargain Outlet (OLLI) PT Lowered to $100 at Citi

Wed, 26 Aug 2026 04:58:15 -0400

Citi analyst Steven Zaccone lowered the price target on Ollie's Bargain Outlet (NASDAQ: OLLI) to $100.00 (from $111.00) while maintaining a Buy rating.

RBC Capital Reiterates Outperform Rating on Ollie's Bargain Outlet (OLLI), Q2 preview

Tue, 25 Aug 2026 06:33:29 -0400

RBC Capital analyst Steven Shemesh reiterated an Outperform rating and $121.00 price target on Ollie's Bargain Outlet (NASDAQ: OLLI).

The analyst commented: "Following us lowering #s on 7/30 (link to note), we model comp sales -1.0% (cons. -0.7% / guidance +1.7% / buyside around -2.0%) and adj. EPS +19% y/y to $1.17 or +7% y/y to $1.05 excluding tariff refunds (cons. $1.13). We expect mgmt to cut FY'26 comp guidance to ~flat (currently +2% / RBCe ~flat / cons. +0.8%) though we estimate $25-35M in tariff refunds should help dull the impact to profitability. Importantly, 3Q to date seems to be

RBC Capital Reiterates Outperform Rating on Ollie's Bargain Outlet (OLLI), Q2 preview

Tue, 25 Aug 2026 06:33:29 -0400

RBC Capital analyst Steven Shemesh reiterated an Outperform rating and $121.00 price target on Ollie's Bargain Outlet (NASDAQ: OLLI).

Dollar stores see mixed outlook ahead of earnings next week, Gordon Haskett comments

Fri, 21 Aug 2026 06:30:33 -0400

Investing.com -- Gordon Haskett has updated its estimates for dollar store retailers ahead of second quarter fiscal 2026 earnings reports starting next week.

Dollar Tree (NASDAQ:DLTR) and Dollar General (NYSE:DG) are scheduled to report on August 27, followed by Ollie's Bargain Outlet (NASDAQ:OLLI) and Five Below (NASDAQ:FIVE) on September 2.

The firm raised its same-store sales estimates for Dollar General to 3.0%, Dollar Tree to 4.0%, and Five Below to 13.0%. It lowered its projection for Ollie's to 0.0%.

Gordon Haskett expects a negative adjustment to Ollie's fiscal 2026 same-store sales guidance, from 2.0% to a range of 0.0% to 1.0%. The firm