EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

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Company Research

Ollie’s Bargain Outlet (OLLI)

Consumer Staples

Hedgeye

Brian McGough’s deep-dive store analysis suggests new unit productivity is deteriorating across OLLI’s 650-store base, signalling market saturation and making aggressive expansion value-destructive. While he doesn't doubt the group can get to 1,000 stores as it expands to the West Coast, it will likely have to pay egregious rents inherent to the region which destroys the company’s value proposition if it intends to maintain four-wall economics and will have to build expensive DC capacity to help it scale. At a minimum, OLLI can't add many more stores without materially eroding its margin and return structure. A 10x EBITDA multiple can't handle that - never mind 21x. Brian’s estimates are materially below consensus over a TAIL duration, leading to what could/should be ~50% downside in the stock.

Edition: 220

- 19 September, 2025


Ollie’s Bargain Outlet (OLLI)

Consumer Staples

Quo Vadis Capital

How NOT to run a discount retailer - management squanders its pandemic opportunity to capture incremental customers. John Zolidis sees three problems: 1) Chronic underinvestment in infrastructure. This explains the difficulty of dealing with supply chain challenges. 2) Must stop raising prices to protect “merchandise margins”. The value is not there, and that’s why traffic and loyalty members per store are falling. 3) Should staff its stores, rather than using labour as a lever to offset negative comps. Reflecting the reduced labour and service, S,G&A per avg. square foot has not increased in four years, in contrast to industry and competitor trends.

Edition: 132

- 01 April, 2022