OLLI Ollie's Bargain Outlet Holdings (OLLI) Q4 FY26 earnings call
Ollie's concluded an exceptional FY25 with robust Q4 results, marked by record store openings, strong loyalty program growth, and solid comparable store sales. The company is at an inflection point, introducing a new long-term growth algorithm targeting 10% unit growth, 2% comp growth, and mid-teens EPS growth, supported by increased share repurchases. While navigating minor headwinds from new store productivity and weather, Ollie's is focused on strategic merchandise adjustments and marketing optimization to sustain profitable growth.
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OLLI operating KPIs by quarter
| KPI | This call Jan 2026 Q4 FY26 | Apr 2026 Q1 FY27 | Jul 2026 Q2 FY27 | Change vs prior quarter |
|---|---|---|---|---|
| Stores | 658With a total of 658 stores in 35 states, we are only at the halfway mark of our long-term goal of more than 1,300 stores.Source: earnings call transcript | 672We opened 27 new stores in the first quarter, an increase of more than 15% and ended the period with 672 stores in 35 states.Source: earnings call transcript | — | +2.1% |
| Loyalty program members | 17MWe opened a record 86 stores last year, an increase of more than 15% and membership growth in Ollie's Army remained strong, up more than 12% for the year to 17 million members.Source: earnings call transcript | 17.5MGrowth in our loyalty program was again strong in the quarter, increasing 13% to 17.5 million members.Source: earnings call transcript | 18M+Ollie's Army members increased 13% versus last year, and we ended the period with over 18 million bargain ops.Source: earnings call transcript | — |
| New stores opened | — | 27We opened 27 new stores in the first quarter, an increase of more than 15% and ended the period with 672 stores in 35 states.Source: earnings call transcript | 50We opened 50 new stores during the second quarter and 42 during the first half of the year, more than halfway to our full year target of 75.Source: earnings call transcript | +85.2% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.