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Ollie's Bargain Outlet

Ollie's Bargain Outlet (OLLI) Q4 2026 Earnings

Reported Mar 12, 2026 at 7:06 AM ET · SEC Source

Q4 26 EPS

$1.39

MISS 1.12%

Est. $1.41

Q4 26 Revenue

$779.3M

MISS 0.57%

Est. $783.7M

vs S&P Since Q4 26

-43.2%

TRAILING MARKET

OLLI -31.4% vs S&P +11.8%

Full Year 2026 Results

FY 26 EPS

$3.86

MISS 1.38%

Est. $3.91

FY 26 Revenue

$2.65B

MISS 0.16%

Est. $2.65B

Market Reaction

Did OLLI Beat Earnings? Q4 2026 Results

Ollie's Bargain Outlet closed out fiscal 2025 on a solid note, posting Q4 revenue of $779.26 million, up 16.8% year-over-year, though it fell just 0.54% short of the $783.51 million consensus estimate. Earnings per diluted share came in at $1.39, bea… Read more Ollie's Bargain Outlet closed out fiscal 2025 on a solid note, posting Q4 revenue of $779.26 million, up 16.8% year-over-year, though it fell just 0.54% short of the $783.51 million consensus estimate. Earnings per diluted share came in at $1.39, beating Wall Street's bottom-line expectations, as GAAP net income climbed 24.8% to $85.55 million. The primary engine behind the quarter's growth was a combination of record new store expansion and a 3.6% comparable store sales gain, with both basket size and transaction counts moving higher across seasonal, consumables, and hardware categories. SG&A as a percentage of sales improved 130 basis points to 24.2%, helping offset an 80-basis-point decline in gross margin tied to planned price investments. For the full fiscal year, net sales reached $2.65 billion and adjusted EPS hit $3.86. Looking ahead, management guided fiscal 2026 net sales of $2.99 billion to $3.01 billion and adjusted EPS of $4.40 to $4.50, even as broader retail sector headwinds from tariffs and macroeconomic uncertainty loom over the consumer landscape.

Key Takeaways

  • • Comparable store sales increased 3.6%, driven by increases in both basket size and transactions
  • • Top performing categories: seasonal, consumables, hardware, stationery, and sporting goods
  • • New store unit growth with a record 86 stores opened during fiscal year
  • • SG&A leverage from comparable store sales increases and marketing optimization
  • • Ollie's Army loyalty program grew 12.1% to 17 million members
24/7 Wall St

OLLI YoY Financials

Q4 2026 vs Q4 2025, source: SEC Filings

“We had a strong fourth quarter to cap off an exceptional year. In the fourth quarter, we delivered better than expected sales and earnings, driven by solid comp growth, healthy margins, and disciplined expense control. For the full year, we opened a record 86 stores and grew our Ollie's Army loyalty program by more than 12% to 17 million members.”

— Eric van der Valk, Q4 2026 Earnings Press Release

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