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Nov 01, 2025
Ollie's Q3 2025 Earnings Report
Ollie’s reported strong growth in Q3 2025, with record store openings and higher earnings and revenue driven by new locations and increased traffic.
Key Takeaways
Ollie’s Bargain Outlet beat expectations in Q3 2025, growing net sales and earnings per share through robust store expansion and increased loyalty program membership.
Net sales rose to $613.6M, driven by new store growth and improved same-store sales.
EPS climbed to $0.75, up from $0.58 a year ago.
The company opened a record 32 new stores during the quarter.
Ollie's Army loyalty program grew 11.8% to 16.6 million members.
Revenue by Geographic Location
Forward Guidance
The company raised its full-year 2025 guidance, citing strong Q3 performance and a promising start to Q4.
Positive Outlook
- Raised full-year net sales guidance to $2.648–$2.655 billion.
- Adjusted EPS guidance increased to $3.81–$3.87.
- Comparable store sales now expected to rise 3.2% to 3.5%.
- Continued strength in customer traffic and transaction growth.
- Targeting 75 new store openings in fiscal 2026, front-loaded in H1.
Challenges Ahead
- Gross margin slightly declined due to higher supply chain costs.
- Pre-opening expenses increased due to aggressive store growth.
- Dark rent expense related to acquired Big Lots leases impacted results.
- Ongoing exposure to tariff-related cost pressures.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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