Ollie’s Shares Rise 5% as Strong 2026 Outlook Offsets Slight Revenue Miss

Core Viewpoint - Ollie's Bargain Outlet reported fourth-quarter results that met profit expectations but slightly missed revenue forecasts, while providing a full-year outlook that exceeded market expectations [1][2][3] Financial Performance - Adjusted earnings per share for the fourth quarter were $1.39, compared to analyst expectations of $1.41 [1] - Revenue increased by 17% year over year to $779.25 million, falling short of the consensus estimate of $783.71 million [1] - Adjusted EBITDA for the quarter reached $127.13 million, with a gross margin reported at 39.9% [2] Comparable Store Sales - Comparable store sales rose by 3.6% in the quarter, up from 2.8% a year earlier, driven by larger basket sizes and higher transaction volumes [2] - Strongest category performance during the period included seasonal products, consumables, hardware, stationery, and sporting goods [2] Future Outlook - For fiscal 2026, adjusted earnings per share are expected to be between $4.40 and $4.50, exceeding the analyst consensus estimate of $3.91 [3] - Net sales are projected to range from $2.99 billion to $3.01 billion, above the $2.65 billion forecast by analysts [3] - Comparable store sales growth is anticipated to be about 2%, with a gross margin of approximately 40.5% for the year [3]