We recently compiled a list of the 13 Best Bear Market Stocks to Buy Right Now. Ollie’s Bargain Outlet Holdings, Inc. is one of them. Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) is a discount retail chain specializing in brand-name closeout merchandise, operating 613 stores across 34 Eastern U.S. states. The company’s “treasure hunt” retail model and loyalty program, Ollie’s Army, continue to attract bargain-seeking shoppers, supporting both store growth and customer engagement. In Q2 fiscal 2025 ...

Dollar Tree, Inc. (NASDAQ:DLTR) is one of the relatively cheap S&P 500 stocks Jim Cramer talked about. Cramer said that it is the only consumer staples stock he likes. He stated: “After that, there’s Dollar Tree. Now that’s the only member of the consumer staples that I like from this list. I think Dollar Tree can win in this environment as a destination for lower-income consumers who are searching for value. I like that they finally spun off that weaker Family Dollar business. And with the stock selling ...

The discount shoe company Shoe Carnival (NASDAQ: SCVL ) might look like a value trap at first glance. Its flagship Shoe Carnival brand provides an entertaining shoe shopping experience for low-income customers. And because of economic weakness, it appears that many of its customersI am a freelance business writer. I formerly wrote articles for the Motley Fool Blogging Network, where I won several editor's choice awards. After that, I wrote articles for the main Motley Fool site. I typically focus on restaur ...

In the most recent quarter, Lee Ainslie of Maverick Capital made a series of significant reductions across his equity portfolio. Known for running a concentrated, high-conviction strategy with a strong emphasis on fundamental research, Ainslie appears to be exiting or dramatically trimming several positions where conviction may have waned or valuations no longer justified the exposure.Below are the top five reductions by percentage change in common stock holdings:1. Lam Research Corp (LRCX) – ↓97.64% (Semic ...

Dollar General Corporation (NYSE:DG) is one of the best FMCG stocks to invest in. On September 18, Wolfe Research analyst Spencer Hanus reiterated an ‘Outperform’ rating on the stock and set a $139 price target. Wolfe Research Affirms ‘Outperform’ Rating on Dollar General Corporation (DG) on Improving Fundamentals The bullish stance is based on the stock’s underperformance relative to the overall sector over the past few years. The Wolfe Research analyst believes the tide is slowly shifting in favor of t ...

We came across a bullish thesis on Ollie’s Bargain Outlet Holdings, Inc.  on TQI capital (Typical quality investor)’s Substack by TQI capital. In this article, we will summarize the bulls’ thesis on OLLI. Ollie’s Bargain Outlet Holdings, Inc. 's share was trading at $133.40 as of September 5th. OLLI’s trailing and forward P/E were 38.67 and 34.72 respectively according to Yahoo Finance. Kohl's (NYSE:KSS) Ollie’s delivered a blowout second quarter marked by accelerated growth and flawless execution in a d ...

市场表现与预期 - 纳斯达克和标普500指数再次创下历史新高 美国股票期货预示更高开盘[1] - 8月零售销售增长0.6% 超出预期 主要由返校购物驱动[1][8] - 道指期货显示小幅低开 与其他两大指数走势相反[1] 美联储政策动向 - 美联储开启为期两天的政策会议 新确认的理事Steven Myron参与投票[1] - 市场普遍预期美联储将降息25个基点 全年降息次数取决于劳动力市场与通胀表现[1][2] - 联邦上诉法院驳回特朗普解雇理事Lisa Cook的请求 白宫计划上诉至最高法院[1] 资金情绪与市场矛盾 - 美国银行基金经理调查显示自2月以来最乐观情绪 股票配置达七个月高点[3][4] - 现金余额降至3.9% 低于4%阈值 历史上被视为逆向卖出信号[4] - 58%受访者认为股票估值过高 77%预期下半年出现滞胀风险[5][6] 消费者支出结构 - 高收入群体（收入前10%）贡献第二季度总支出的49.2% 消费集中度持续上升[12] - 折扣零售商Dollar General和Dollar Tree称高收入客户成为新客户主体[13] - 沃尔玛持续吸引高收入购物者 但存在该群体支出回撤的风险[13] 企业动态与交易 - 甲骨文股价因参与TikTok交易谈判持续上涨[1] - 纽约时报股价下跌 特朗普对其提起15亿美元诽谤诉讼 超过公司96亿美元市值[15][17] - 华纳兄弟探索被TD Cowan从买入下调至持有 分析师认为风险回报比过高[18] - Webtune获迪士尼收购2%股权 合作提供3.5万部漫画 股价大涨32%[18][19] 人工智能投资机遇 - 知识工作者年创造经济价值约50万亿美元 AI可使生产率提升10% 相当于释放5万亿美元价值[25] - 科技公司30-40%代码由AI生成 软件开发者效率提升20-40%[24] - 金融服务和医疗保健为AI应用重点领域 因具备大量知识工作者、数据及可训练奖励机制[36][37] 财报披露制度争议 - 季度财报制度有利于投资论点验证 但可能导致企业管理短期化[40][41] - 75%企业每季度超预期 被质疑为华尔街设计的游戏规则[41][42] - 改为半年度披露可能减少博弈行为 使管理层更聚焦长期资本配置[42]

基金业绩表现 - TimesSquare Capital Management美国小盘成长策略基金2025年第二季度总回报率为11.28%（毛）和11.02%（净）[1] - 同期Russell 2000成长指数回报率为11.97% 基金表现略低于基准指数0.69个百分点[1] - 全球经济活动指标改善推动股票在第二季度实现两位数回报[1] Ollie's Bargain Outlet基本面 - 公司是美国清仓商品和过剩库存零售商 2025年9月10日股价报收129.73美元 市值达79.54亿美元[2] - 单月股价回报率为-1.65% 但过去52周累计涨幅达32.16%[2] - 季度业绩超预期 同店销售表现优异 收购多家原Big Lots门店并提前完成开业计划[3] 市场关注度 - 32只对冲基金在2025年第二季度持有该公司股票 较前一季度的25只增加7只[4] - 知名财经评论员Jim Cramer公开表示支持该公司 自称"Ollie's Army骄傲成员"[4] - 该公司未入选对冲基金最受欢迎的30只股票名单[4]

Let's bring in Consumer Edge head of insights, Michael Gunther. Michael, it's great to have you. So, you guys pour through all the all the data and the information.What what are you seeing with regard to high-end shoppers. So, companies like Walmart, Dollar General, Dollar Tree, are seeing an outsized share of their new shoppers, we're talking in the latest uh fiscal quarter and then continuing into August coming from highincome shoppers. So, this is this is trade down.It's relative to their overall custome ...

A Swedish discount retail chain owned by the Finnish Tokmanni Group has announced agreements for four new store openings in Sweden and Denmark by the end of 2025 The expansion will include three new Dollarstore outlets in Sweden and one Big Dollar store in Denmark. Tokmanni Group currently operates 134 Dollarstore outlets in Sweden and nine Big Dollar stores in Denmark. In Sweden, the new Dollarstore outlets will open at Erikslund in Västerås, Gamlestaden in Gothenburg, and Lycksele. In Denmark, the Bi ...