How Ollie’s Army Loyalty Program’s Growth and Engagement Could Shape OLLI’s Investment Story

• Ollie's Bargain Outlet Holdings recently announced that its Ollie’s Army loyalty program grew 10.6% year over year to 16.1 million members, now accounting for about 80% of total sales and contributing to higher comparable store sales through successful events like Ollie's Days.
• This highlights the loyalty program's expanding influence on driving customer acquisition and boosting sales momentum, even as US consumer confidence reached its lowest level since April 2025.
• We'll explore how Ollie's loyalty program growth and higher engagement from exclusive events could influence the company's investment case.

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Ollie's Bargain Outlet Holdings Investment Narrative Recap

To own shares of Ollie's Bargain Outlet Holdings, you need conviction that its value-focused model and growing loyalty program can drive sustained store traffic, even if consumer confidence weakens further. The latest news of Ollie's Army loyalty program membership climbing 10.6%, despite US consumer sentiment hitting a multi-month low, does not materially change the most important near-term catalyst, ongoing store expansion, and the key risk remains potential inventory sourcing challenges if closeout opportunities tighten.

Among recent announcements, Ollie's celebrated the opening of its 600th store, underlining management's commitment to store growth as a primary sales lever. Alignment between the expanding store base and rising customer engagement through exclusive events like Ollie’s Days strengthens the short-term investment thesis, especially as loyalty-driven sales become a more meaningful contributor.

However, in contrast, investors should be aware that Ollie’s heavy reliance on securing opportunistic inventory deals could face structural headwinds if suppliers...

Read the full narrative on Ollie's Bargain Outlet Holdings (it's free!)

Ollie's Bargain Outlet Holdings' outlook forecasts $3.6 billion in revenue and $341.3 million in earnings by 2028. This is based on an assumed annual revenue growth rate of 13.3% and a $128 million increase in earnings from the current $213.3 million.

Uncover how Ollie's Bargain Outlet Holdings' forecasts yield a $146.60 fair value, a 13% upside to its current price.

Exploring Other Perspectives

Four members of the Simply Wall St Community put fair values on Ollie's between US$78 and US$4,459 per share. While the community's wide range reflects sharply different forecasts, looming inventory sourcing risks remain top of mind for many market watchers and could weigh on the company’s growth if global supply chains evolve. Explore several alternative viewpoints to see how your own outlook stacks up.

Explore 4 other fair value estimates on Ollie's Bargain Outlet Holdings - why the stock might be a potential multi-bagger!

Build Your Own Ollie's Bargain Outlet Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Ollie's Bargain Outlet Holdings research is our analysis highlighting 2 key rewards that could impact your investment decision.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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