Schaeffer's Top Stock Picks for '25

This Retail Stock Could Be an Unexpected Growth Play

OLLI is flying under the radar while other retail stocks continue to thrive

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Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) is an American value retailer of brand-name merchandise. They currently operate 401 stores in 26 states throughout part of the United States, and will report earnings on Thursday, May 27, after the market closes. Ollie’s Bargain Outlet stock outperformed earnings expectations across the board on all four of earnings reports released in 2020.

Only two of OLLI's post-earnings reactions were to the positive in the last 12 months; 4.2% pops in March and May 2020, respectively. In the last eight quarters, the stock averages a post-earnings move of 9.3%, regardless of direction. This time around for Thursday, the options market is pricing in a larger-than-usual post-earnings move of 11.7%.

On the charts, OLLI is facing off with its year-to-date breakeven level. Longer-term, the shares are down 9.5% year-over-year, despite seven of 11 analysts maintaining "buy" or better ratings.

From a fundamental point of view, Ollie’s Bargain Outlet stock is looking a like a promising growth play for interested investors, despite its bearish form over the past year. The stock is currently trading at a price-earnings ratio of 21.55, which isn’t the best value but also makes sense when looking at the company revenue and net income growth rates. Over the past three years, OLLI's revenues have increased about 68%, and net income is up 90% during the same time period. In addition, Ollie’s Bargain Outlet's revenues grew by a 28.4% in fiscal 2020, with net income also growing a massive 72%.

 

 
 

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