Ollie’s Bargain Outlet shares fall as Q4 revenue misses expectations

Published 19/03/2025, 12:44
© Reuters

Investing.com -- Ollie’s Bargain Outlet Holdings, Inc. reported fourth-quarter earnings that met expectations but fell short on revenue, sending shares down 4.7% in after-hours trading.

The retailer posted adjusted earnings per share of $1.19, in line with analyst estimates. However, total net sales of $667.1 million missed the consensus forecast of $674.64 million, despite increasing 2.8% year-over-year.

Comparable store sales rose 2.8% in the quarter, driven by increases in both transactions and basket size. The company opened 13 new stores, ending the period with 559 locations across 31 states, up 9.2% from the previous year.

"We were very pleased with our financial results and the underlying trends in our business," said Eric van der Valk, President and CEO. "At a time when consumers need it most, we are delivering unprecedented value through an ever-changing assortment that combines quality, national brands, and pricing in a way that can only be found at Ollie’s."

For fiscal 2025, Ollie’s expects net sales between $2.564 billion and $2.586 billion, with comparable store sales growth of 1% to 2%. It sees 2025 adjusted net income per diluted share between $3.65 and $3.75.

The company plans to accelerate new store openings to 75 locations, up from 50 in fiscal 2024.

Gross margin improved 20 basis points to 40.7% in Q4, primarily due to lower supply chain costs. However, selling, general and administrative expenses as a percentage of sales increased to 25.5% from 24.1% a year ago.

The company ended the quarter with $428.7 million in cash and short-term investments, up from $353.2 million at the end of fiscal 2023. Ollie’s also announced a new $300 million share repurchase authorization.

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