文章核心观点 - 奥利的百货(Ollie's Bargain Outlet)公司在第一季度业绩表现出色,利润大幅增长[1][2][3][4] - 公司凭借提供优惠价格的商品,吸引了消费者的青睐,同店销售增长3%[2] - 公司在需求旺盛时能够提高价格,同时仍能为消费者提供优惠,这大幅提升了利润率[3] - 公司第一季度营业利润增长近47%,全年预计可实现至少2.5亿美元的利润,这对于市值55亿美元的公司来说是非常可观的[4] 公司概况 - 奥利的百货是一家提供清仓商品的零售商,以低价格吸引消费者[2] - 公司需要耐心寻找并获得优质商品,因此库存和利润率会有一定波动[5] - 公司财务状况良好,拥有3.5亿美元现金且无债务,有能力抓住机会进行扩张[6] - 公司最近以1500万美元的价格收购了11家破产连锁店99 Cents Only Stores的门店,这是一笔不错的交易[6] - 尽管公司股价已经接近3年高点,但长期来看仍有较大上涨空间[7]

Ollie's Bargain Outlet Holdings, Inc. (OLLI) reported first-quarter fiscal 2024 results, wherein both the top and bottom lines not only beat the Zacks Consensus Estimate but also increased year over year. This Harrisburg, PA-based company also witnessed an uptick in comparable store sales. The company’s focus on value-driven merchandise assortments positioned it well to capitalize on opportunities in the marketplace and effectively meet consumer demand. The better-than-expected performance prompted manageme ...

财务数据和关键指标变化 - 第一季度净销售额增长11%至5.09亿美元,同店销售增长3% [26] - 毛利率增加220个基点至41.1%,主要由于供应链成本有利和商品毛利率提高 [28] - 营业利润增长47%至5600万美元,营业利润率增加270个基点至11.1% [29] - 调整后净收入增长47%至4500万美元,调整后每股收益增长49%至0.73美元 [29] - 调整后EBITDA增长40%至6900万美元,调整后EBITDA利润率增加280个基点至13.6% [29] 各条业务线数据和关键指标变化 - 超过50%的产品类别同店销售为正,最佳表现类别包括园艺、家居用品、食品、运动用品和糖果 [27] - Ollie's Army会员人数增长7%至1420万人,会员销售占总销售80%以上 [27] 各个市场数据和关键指标变化 - 公司在德克萨斯州有很大的增长机会,收购的99美分商店有利于增强在该州的市场地位 [10][21] 公司战略和发展方向及行业竞争 - 公司是最大的清仓商品买家,在清仓市场上的规模和影响力不断增强 [7][8] - 公司正在进行大量投资,包括提升供应链、门店运营、营销等,提高执行力和生产效率 [9][17] - 公司正在进行高管层的继任计划,Eric van der Valk将于2025年初接任CEO [11][12] - 公司收购了11家99美分商店,这些门店位于德克萨斯州的关键市场,有利于公司在该州的扩张 [10][21] 管理层对经营环境和未来前景的评论 - 公司认为在当前消费者受压的环境下,价值将成为关键,公司的定位和产品组合能够满足不同收入水平消费者的需求 [50][51] - 公司对2024财年的销售和盈利前景保持乐观,并上调了全年指引 [33][34] 其他重要信息 - 公司将通过股票回购向投资者回报资本 [32] - 公司计划在2024年新开50家门店,并将在2025年初加快开店步伐 [36][37][38] 问答环节重要的提问和回答 问题1 **Brad Thomas 提问** 询问公司对消费者健康状况和未来几个季度的展望 [49] **Eric van der Valk 回答** 公司在第一季度看到的消费者行为与第四季度类似,高收入消费者继续下沉,公司的核心客户群收入在100,000-150,000美元区间 [50] 问题2 **Peter Keith 提问** 询问公司收购99美分商店的具体情况,包括门店规模和开店计划 [60][62] **Eric van der Valk 和 John Swygert 回答** 公司有能力确保99美分商店的顺利开业,不会影响现有门店的经营。公司将把部分原计划在2024年开设的新店推迟到2025年,以确保开店过程的顺利 [61][62][63][65] 问题3 **Matthew Boss 提问** 询问公司在新客户获取和消费者行为方面的情况 [95][97][100] **Eric van der Valk 和 Robert Helm 回答** 公司正在通过数字营销等方式吸引18-45岁年轻消费者,同时客户流失率也有所下降。第二季度初期消费者行为与第一季度保持一致 [97][98][100]

Ollie's Bargain Outlet (OLLI) came out with quarterly earnings of $0.73 per share, beating the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.49 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 12.31%. A quarter ago, it was expected that this retailer would post earnings of $1.16 per share when it actually produced earnings of $1.23, delivering a surprise of 6.03%. Over the last four quarters, the ...

Exhibit 99.1 Ollie’s Bargain Outlet Reports First Quarter Fiscal 2024 Financial Results ~ Comparable Store S ales increased 3.0% ~ ~ Earnings per Share increased 50.0% to $0.75 ~ ~ Adjusted Earnings per Share increased 49.0% to $0.73 ~ ~ Raising Fiscal Year Sales and Earnings Outlook ~ HARRISBURG, PA – June 5, 2024 – Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ: OLLI) (the “Company”) today reported financial results for the first quarter ended May 4, 2024. First Quarter Summary: • Total net sales increased ...

~ Comparable Store Sales increased 3.0% ~ ~ Earnings per Share increased 50.0% to $0.75 ~ ~ Adjusted Earnings per Share increased 49.0% to $0.73 ~ ~ Raising Fiscal Year Sales and Earnings Outlook ~ HARRISBURG, Pa., June 05, 2024 (GLOBE NEWSWIRE) -- Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) (the "Company") today reported financial results for the first quarter ended May 4, 2024. First Quarter Summary: Total net sales increased 10.8% to $508.8 million. Comparable store sales increased 3.0% from the ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Ollie's Bargain Outlet (OLLI) reports results for the quarter ended April 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on June 5, 2024, might help the stock move higher if these key numbers are better ...

HARRISBURG, Pa., May 24, 2024 (GLOBE NEWSWIRE) -- Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) (the "Company") today announced that at the conclusion of a final sale hearing, the United States Bankruptcy Court for the District of Delaware approved the Company's stalking horse bid to acquire eleven former 99 Cents Only Stores locations. The Company and debtor entered into an asset purchase agreement to acquire eleven former 99 Cents Only Stores locations for $14.6 million in cash. The locations were a ...

HARRISBURG, Pa., May 24, 2024 (GLOBE NEWSWIRE) -- Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ: OLLI) (the “Company”) today announced that at the conclusion of a final sale hearing, the United States Bankruptcy Court for the District of Delaware approved the Company’s stalking horse bid to acquire eleven former 99 Cents Only Stores locations. The Company and debtor entered into an asset purchase agreement to acquire eleven former 99 Cents Only Stores locations for $14.6 million in cash. The locations were ...

HARRISBURG, Pa., May 22, 2024 (GLOBE NEWSWIRE) -- Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) (the "Company") announced today that it will release its financial results for the first quarter of fiscal year 2024 on Wednesday, June 5, 2024, before the market opens. Following the release, at 8:30 a.m. Eastern Time, the Company's management team will host a conference call to discuss its results. To access the live conference call, please pre-register here. Registrants will receive a confirmation with d ...