Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ: OLLI) Q1 2025 Earnings Call | 5/29/2025

About this video

Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ: OLLI) delivered robust Q1 2025 results, with net sales up 13.4% year-over-year to $576.8 million and comparable store sales rising 2.6%—both ahead of expectations. Adjusted net income per diluted share came in at $0.75, beating analyst forecasts, and net income reached $47.6 million. The company opened a record 25 new stores in the quarter, including 18 locations acquired from Big Lots, bringing its total store count to 584 across 32 states. Ollie’s Army loyalty program also grew 9.2% to 15.5 million members, underscoring strong customer engagement. Despite the strong quarter, adjusted EBITDA margin declined to 12.5% from 13.6% last year, reflecting higher SG&A and pre-opening expenses tied to rapid store expansion. Inventory increased 16% year-over-year, supporting future growth. The company ended the quarter with a healthy cash position of $414.9 million, up 21.5% from last year, and continued its active share repurchase program with $315.5 million remaining authorization. Management raised its full-year sales outlook to $2.58–$2.60 billion (from $2.56–$2.59 billion previously) and reaffirmed its adjusted EPS guidance of $3.65–$3.75, citing confidence in ongoing expansion and consumer demand for value. CEO Eric van der Valk emphasized Ollie’s flexibility and strong positioning as consumers increasingly seek out bargains in a challenging retail environment. About Inside Ticker: For more expert analysis and real-time updates on Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ: OLLI) and other market movers, follow Inside Ticker and visit InsideTicker.com for in-depth reports, financial insights, and the latest news on leading companies. #Ollies #OLLI #EarningsCall #Q12025 #DiscountRetail #StoreExpansion #StockMarket #Investing #InsideTicker