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Shift4 Payments, Inc. (FOUR) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

Jared Isaacman, 10% Owner, founder, and former CEO, reported the acquisition of 388,500 shares of Shift4 Payments (FOUR +10.72%) in multiple open-market transactions on May 11 and May 12, 2026, according to a SEC Form 4 filing.

Transaction summaryMetricValueShares traded388,500Transaction value~$15.9 millionPost-transaction shares (direct)1,787,455Post-transaction shares (indirect)20,922,737Post-transaction value (direct ownership)~$72.9 millionTransaction value based on SEC Form 4 weighted average purchase price ($41.04).

Key questionsHow does the scale of this purchase compare to Isaacman's historical trading activity?
At 388,500 shares, this is the largest single acquisition by Isaacman in the available historical record, exceeding the previous high for individual transaction volume, and reflects a material redeployment of capital into direct holdings.What is the post-transaction ownership structure and through which entities are indirect shares held?
Following the transaction, Isaacman directly owns 1,787,455 shares and indirectly controls 20,922,737 shares, primarily through Rook, for which he is sole stockholder, as well as trusts established for family members.Was the transaction timed around a material change in the company's share price or relative valuation?
The purchase was executed as shares were priced at around $41.04, near the May 12, 2026 market close of $40.78, following a one-year total return of (54.7)% as of that date, suggesting the buy occurred during a period of substantial price compression.What is the ongoing capacity for future insider transactions given the current holdings?
With direct holdings now at 1,787,455 shares and total beneficial ownership of 22.71 million shares, Isaacman maintains substantial capacity for future activity, especially via indirect holdings, which comprise over 90% of his aggregate position.Company overviewMetricValueRevenue (TTM)$4.45 billionNet income (TTM)$139 millionDividend yield (common shares)0%1-year price change-54.70%* 1-year price change calculated using a calendar year window.

Company snapshotOffers integrated payment processing, omni-channel card acceptance, proprietary gateway solutions, POS hardware/software, eCommerce platforms, and business intelligence tools.Generates revenue primarily from transaction fees, software subscriptions, and value-added services for merchants through a vertically integrated payments ecosystem.Serves merchants across hospitality, retail, eCommerce, food service, stadiums, and entertainment venues in the United States.The company leverages proprietary software and hardware solutions to deliver secure, integrated payment and commerce experiences for a diverse merchant base. Its competitive edge stems from vertical integration, broad omni-channel capabilities, and deep software integrations tailored to high-volume, complex environments.

What this transaction means for investorsShift4 Payments stock has struggled since its founder, Jared Isaacman, stepped down as CEO to become NASA Administrator. As previously mentioned, the stock has lost almost 55% of its value over the previous year.

Hence, it is notable that Isaacman would buy shares in the fintech stock at such a time. In most cases, buying shares of a stock is a sign of confidence. Still, one has to wonder if personal reasons motivate this sale or if Isaacman sees a true opportunity in the company he founded.

Today's Change

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The good news for investors is that indications appear to point to the latter. In the first quarter of 2026, revenue of just over $1.1 billion increased by 32% year over year.

Admittedly, this did not translate into higher profits as interest expenses spiked. Nonetheless, in a time where larger fintech companies have suffered from slower growth, Shift4 continues its rapid expansion. That could bode well for the company as it moves forward under a different leader.

Will Healy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Shift4 Payments. The Motley Fool has a disclosure policy.

On June 03, 2026, Shift4 Payments Inc FOUR shares fell 7.1% today, bringing the current price to $40.22. This move is part of a broader downward trend, with the stock experiencing a 36.1% decline year-to-date and a staggering 57.7% drop over the past year. The stock has traded between $39.61 and $108.50 over the last 52 weeks.

GF Value™ verdict: Current price of $40.22 is 63.7% undervalued compared to GF Value of $110.75.GF Score™ of 74/100 indicates the stock is rated as Above Average.Most notable signal: Insider activity shows that insiders bought $17.9M in the last 3 months, with no selling reported. Is FOUR Overvalued or Undervalued? Shift4 Payments Inc's current price of $40.22 is significantly below the GF Value™ estimate of $110.75, suggesting that the stock is undervalued by 63.7%. This presents a potential opportunity for investors, as the market may not be fully recognizing the company's intrinsic value. However, the GF Valuation label describes it as a Possible Value Trap, urging caution for those considering entry. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.

The large margin of safety indicated by the GF Value™ suggests that there may be favorable potential for appreciation. However, the significant price declines observed in recent months signal underlying challenges that may need to be addressed. Investors should weigh the potential upside against these risks before making any decisions.

How Does FOUR's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 47.3x 44.2x Forward P/E 7.2x N/A The current P/E (TTM) of 47.3x is above the 5-year median P/E of 44.2x, indicating that the stock is trading at a premium compared to its historical valuation. This analysis aligns with the GF Value™ verdict, suggesting that while the stock may be undervalued based on intrinsic value estimates, it is currently trading at a higher multiple than its historical average, which may raise concerns regarding its valuation sustainability.

What Does FOUR's GF Score™ Tell Us? Metric Rating GF Score™ 74 Financial Strength 4/10 Profitability 6/10 Growth 10/10 Valuation 2/10 Momentum 4/10 The GF Score™ of 74/100 indicates that Shift4 Payments Inc is rated as Above Average overall. The strongest area is Growth, with a perfect score of 10/10, suggesting robust growth prospects. However, the Valuation score is notably low at 2/10, which is a critical area of concern. The Financial Strength and Momentum scores are also relatively weak at 4/10, indicating that while the company may have growth potential, its overall financial health and momentum could present challenges.

What Are Insiders Doing with FOUR Stock? Recent insider activity shows a positive trend, with insiders purchasing $17.9 million worth of shares in the last three months and no reported selling. This significant buying could signal confidence in the company's future performance and may suggest that insiders believe the current price level is attractive. Such activity is often viewed favorably by potential investors, as it may indicate alignment between management interests and shareholder value.

What This Means for Investors Based on the GF Value™, Shift4 Payments Inc FOUR stock is currently undervalued. However, the significant premium in its P/E ratio compared to historical averages and the warning of a possible value trap suggest that investors should proceed with caution. The underlying challenges reflected in the stock’s recent performance may need to be addressed before fully capitalizing on the perceived opportunity.

For the complete analysis, visit the Shift4 Payments Inc FOUR stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is FOUR's GF Score™?

FOUR's GF Score™ is 74/100, indicating that the stock is rated as Above Average based on key financial metrics.

Is FOUR overvalued or undervalued?

FOUR is currently undervalued according to GF Value™, which estimates the fair value at $110.75 compared to the current price of $40.22.

What is FOUR's P/E ratio?

FOUR's P/E (TTM) is 47.3x, which is 7% above its 5-year median of 44.2x, indicating that the stock is trading at a higher multiple than its historical averages.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

On May 20, 2026, Ollie's Bargain Outlet Holdings Inc OLLI shares rose 3.2% today, closing at $82.27. Despite today's positive movement, the stock has experienced a significant decline, with a 52-week range between $73.32 and $141.74.

GF Value™ verdict: Current price of $82.27 is 30.8% below the GF Value™ of $118.85. GF Score™: 83/100 indicates a strong overall score. Most notable signal: Insiders sold $1.1M in OLLI stock over the last three months, with no buying activity. Is OLLI Overvalued or Undervalued? The current price of Ollie's Bargain Outlet Holdings Inc OLLI at $82.27 stands significantly below the GF Value™ estimate of $118.85, indicating that the stock is approximately 30.8% undervalued. This opens up an opportunity for investors who align with the belief that the market may be undervaluing the company's future potential. The GF Valuation label categorizes OLLI as "Significantly Undervalued," suggesting that there is a substantial margin of safety for potential investors.

However, while the valuation suggests an opportunity, it's essential to consider that the stock has underperformed in the past year, declining by 29.6%. This historical performance could signal potential risks that may affect the stock's future appreciation. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.

How Does OLLI's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 21.1x 30.5x Forward P/E 18.4x - The current P/E (TTM) of 21.1x is significantly below its 5-year median P/E of 30.5x, suggesting that the stock is trading at a discount compared to its historical valuation. This analysis is consistent with the GF Value™ verdict, reinforcing the view that OLLI is undervalued at its current price point.

What Does OLLI's GF Score™ Tell Us? Metric Rating GF Score™ 83/100 Financial Strength 6/10 Profitability 9/10 Growth 10/10 Valuation 4/10 Momentum 2/10 The GF Score™ of 83/100 indicates that Ollie's Bargain Outlet Holdings Inc OLLI has strong potential for long-term returns, particularly in the areas of profitability (ranked 9/10) and growth (ranked 10/10), which are its strongest attributes. However, the valuation rank of 4/10 and momentum rank of 2/10 suggest that the stock may be facing short-term challenges and indicates caution for investors considering market timing.

What Are Insiders Doing with OLLI Stock? Recent insider activity has shown that insiders sold $1.1 million worth of shares in the past three months without any reported purchases. This selling could suggest a lack of confidence in the stock's near-term performance or could be a strategic decision unrelated to the company's fundamentals. Lack of insider buying may also indicate that those closest to the company do not see immediate upside potential, which could lead to caution among potential investors.

What This Means for Investors Based on the GF Value™ analysis, Ollie's Bargain Outlet Holdings Inc OLLI is currently undervalued. While the stock presents a potential opportunity for long-term growth, investors should remain mindful of the recent insider selling and the company's historical performance. Carefully weighing these factors will be essential for making informed decisions moving forward.

For the complete analysis, visit the Ollie's Bargain Outlet Holdings Inc OLLI stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is OLLI's GF Score™?

OLLI's GF Score™ is 83/100, indicating a strong overall rating based on key factors that can contribute to long-term performance.

Is OLLI overvalued or undervalued?

According to the GF Value™, OLLI is currently undervalued by 30.8%, suggesting a favorable opportunity for long-term investors.

What is OLLI's P/E ratio?

OLLI's P/E (TTM) is 21.1x, which is significantly lower than its 5-year median P/E of 30.5x, indicating that the stock is trading at a discount compared to historical valuations.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

The market expects Ollie's Bargain Outlet (OLLI - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended April 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence 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 3, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis retailer is expected to post quarterly earnings of $0.87 per share in its upcoming report, which represents a year-over-year change of +16%.

Revenues are expected to be $665.76 million, up 15.4% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Ollie's Bargain Outlet?For Ollie's Bargain Outlet, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -2.49%.

On the other hand, the stock currently carries a Zacks Rank of #4.

So, this combination makes it difficult to conclusively predict that Ollie's Bargain Outlet will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Ollie's Bargain Outlet would post earnings of $1.38 per share when it actually produced earnings of $1.39, delivering a surprise of +0.72%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Ollie's Bargain Outlet doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

The upcoming report from Ollie's Bargain Outlet (OLLI - Free Report) is expected to reveal quarterly earnings of $0.87 per share, indicating an increase of 16% compared to the year-ago period. Analysts forecast revenues of $665.76 million, representing an increase of 15.4% year over year.

Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.

Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock.

While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.

In light of this perspective, let's dive into the average estimates of certain Ollie's Bargain Outlet metrics that are commonly tracked and forecasted by Wall Street analysts.

Analysts' assessment points toward 'Number of new stores' reaching 26 . The estimate compares to the year-ago value of 25 .

The average prediction of analysts places 'Number of stores open at the beginning of period' at 645 . Compared to the present estimate, the company reported 559 in the same quarter last year.

The combined assessment of analysts suggests that 'Number of stores - End of period' will likely reach 671 . Compared to the present estimate, the company reported 584 in the same quarter last year.

View all Key Company Metrics for Ollie's Bargain Outlet here>>>

Over the past month, shares of Ollie's Bargain Outlet have returned -4.6% versus the Zacks S&P 500 composite's +6% change. Currently, OLLI carries a Zacks Rank #4 (Sell), suggesting that it may underperform the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Earnings Ahead of Expectations

Net Sales Increased 14%, Earnings Per Share Increased 19%, and Adjusted Earnings Per Share Increased 21%

Raising Fiscal 2026 Earnings Per Share Outlook

HARRISBURG, Pa., June 03, 2026 (GLOBE NEWSWIRE) -- Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ: OLLI) (the “Company”) today announced financial results for the first quarter ended May 2, 2026.

“We are very pleased with our first quarter results and the outstanding performance of our team,” said Eric van der Valk, President and Chief Executive Officer. “We delivered strong earnings growth driven by solid top line results and unit growth, robust margins, and disciplined expense control. These results underscore the durability of our business model, the strength of our value proposition, and our ability to execute through a challenging consumer backdrop.”

Mr. van der Valk continued, “On top of delivering strong earnings growth in the quarter, we continue to execute well against our strategic initiatives. We opened 27 new stores, grew our Ollie’s Army membership base by 13%, made progress on our category productivity initiatives, reinvested in our supply chain, and returned $53 million to shareholders through share repurchases in the first quarter. Based on our solid start to the year, we are raising our earnings per share outlook for fiscal 2026.”

 Thirteen weeks ended May 2, May 3,Dollars in thousands, except per share data 2026   2025 Net sales$658,928  $576,767 Yr/yr change 14.2%  13.4%Comparable store sales change(1) 1.7%  2.6%Net income$56,400  $47,560 Net income per diluted share$0.92  $0.77 Adjusted net income per diluted share$0.91  $0.75 Yr/yr change 21.3%  2.7%Adjusted EBITDA$87,892  $72,159 % of net sales 13.3%  12.5%Store openings 27   25 Store growth, yr/yr change 15.1%  13.2%    (1)Calculated based on the comparable number of weeks from the prior year.        First Quarter 2026 Highlights and Year-Over-Year Comparisons

Opened 27 new stores and ended the quarter with 672 stores in 35 states, an increase of 15.1%.Ollie’s Army loyalty members increased 12.6% to 17.5 million members.Net sales increased 14.2% to $658.9 million, driven by new store unit growth and an increase in comparable store sales.Comparable store sales increased 1.7%, driven primarily by an increase in basket.Gross margin increased 80 basis points to 41.9%. This was above our expectation and driven by lower supply chain costs and a modest increase in merchandise margin.Selling, general, and administrative (“SG&A”) expenses as a percentage of net sales was flat at 28.6%.Pre-opening expenses decreased 3.2% to $6.4 million, primarily driven by lower dark rent expense associated with the bankruptcy acquired stores, partially offset by an increase in store openings.Adjusted net income increased 21.3% to $55.9 million and adjusted net income per diluted share increased 21.3% to $0.91.Total cash and investments increased 26.7%, or $110.7 million, to $525.6 million. This included cash and cash equivalents of $197.7 million, short-term investments of $51.9 million, and long-term investments of $276.0 million.The Company invested $53.4 million of cash to repurchase 542,486 shares of its common stock. At the end of the first quarter, $205.4 million remained available for future share repurchases under the current share repurchase authorization. Outlook

The Company is raising its earnings per share outlook for the 2026 fiscal year ending January 30, 2027. A table comparing the current outlook metrics to the previous outlook metrics is below. These metrics do not assume any impact from IEEPA tariff refunds.

 Current Previous New store openings75 75 Net sales$2.980 to $3.000 billion $2.985 to $3.013 billion Comparable store sales growth~2% ~2% Gross margin~40.7% ~40.5% Operating income$340 to $348 million $339 to $348 million Adjusted net income (1)(2)$271 to $277 million $270 to $277 million Adjusted net income per diluted share(1)(2)$4.45 to $4.55 $4.40 to $4.50 Annual effective tax rate(2)~25% ~25% Diluted weighted average shares outstanding~60.9 million ~61.4 million Capital expenditures$103 to $113 million $103 to $113 million Share repurchases~$125 million ~$100 million      (1) Includes interest income of approximately $21 million.    (2) Excludes the excess tax benefits related to stock-based compensation, as the Company cannot predict such estimates without      unreasonable effort.          Conference Call Information

A conference call to discuss first quarter 2026 financial results is scheduled for today, June 3, 2026, at 8:30 a.m. Eastern Time. To access the live conference call, please preregister here. Registrants will receive a confirmation with dial-in instructions. Interested parties can also listen to a live webcast or replay of the conference call by logging on to the Investor Relations section on the Company’s website at https://investors.ollies.com/. A replay of the conference call webcast will be available on the investor relations website for one year.

About Ollie’s

Ollie’s is a leading off-price retailer of brand name household products. Since our founding in 1982, our mission has been to sell Good Stuff Cheap®. We do this through a flexible buying model that focuses on closeout merchandise and excess inventory from suppliers and manufacturers around the world. Our stores offer Real Brands! Real Bargains! ® in a treasure hunt environment at prices up to 70% below traditional retailers. As of May 2, 2026, we operated 672 stores in 35 states and growing! For more information, visit www.ollies.com.

Non-GAAP Reconciliation

The Company’s results are reported in this press release on a GAAP and as adjusted, non-GAAP basis. Adjusted net income (loss), Adjusted net income (loss) per diluted share, EBITDA, and Adjusted EBITDA are non-GAAP measures, and are not intended to replace GAAP financial information, and may be different from non-GAAP measures reported by other companies. The Company believes the income and expense items excluded as non-GAAP adjustments are not reflective of the performance of its core business, and that providing this supplemental disclosure to investors will facilitate comparisons of the past and present performance of its core business.

Please refer to the “Reconciliation of GAAP to Non-GAAP Financial Measures” table included in this press release, which sets forth the non-GAAP operating adjustments for the 13-week periods ended May 2, 2026 and May 3, 2025.

Forward-Looking Statements

This press release contains certain forward-looking statements, which includes but is not limited to statements regarding industry trends, value creation, customer trends, new stores, distribution centers, and various financial outlook figures, including new store openings, net sales, comparable store sales, gross margin, SG&A, operating income, net income, adjusted net income, adjusted net income per diluted share, effective tax rate, diluted weighted average shares outstanding and capital expenditures. All forward-looking statements are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, are subject to the finalization of the Company’s quarterly financial and accounting procedures, and may be affected by certain risks and uncertainties, any one, or a combination, of which could materially affect the results of the Company’s operations. Forward-looking statements are usually identified by or are associated with such words as “could”, “may”, “might”, “will,” “likely”, “anticipates”, “intends”, “plans”, “believes”, “estimates”, “expects”, “continues”, “projects”, “forecasts”, and similar terminology. Actual results could vary materially from the expectations reflected in these statements. As with any business, all phases of our operations are subject to factors outside of our control. These factors include, without limitation, the impact of the recent tariff announcements and the corresponding macroeconomic pressures and those factors discussed in the “Risk Factors” section of the Company’s Annual Reports or Form 10-K and other filings with the Securities and Exchange Commission. Forward-looking statements made by or on behalf of the Company are based on knowledge of its business and the environment in which it operates, but because of the factors listed above, actual results could differ materially from those reflected by any forward-looking statements. Consequently, all of the forward-looking statements made are qualified by these cautionary statements and those contained in the Company’s Annual Report on Form 10-K, quarterly reports on Form 10-Q, and other filings with the Securities and Exchange Commission. There can be no assurance that the results or developments anticipated by the Company will be realized or, even if substantially realized, that they will have the expected consequences to or effects on the Company or its business and operations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof. The Company does not undertake any obligation to release publicly any revisions to these forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events, except as required by law.

Investor Contact

John Rouleau
Managing Director of Corporate Communication & Business Development
[email protected]

Media Contact

Tom Kuypers
Senior Vice President, Marketing
[email protected]

Ollie’s Bargain Outlet Holdings, Inc.
Condensed Consolidated Statements of Income (unaudited)
(In thousands except for per share amounts)

     Thirteen weeks ended May 2, May 3,  2026   2025     Net sales$658,928  $576,767 Cost of sales 382,964   339,736 Gross profit 275,964   237,031 Selling, general and administrative expenses 188,682   164,832 Depreciation and amortization expenses 11,283   9,357 Pre-opening expenses 6,442   6,656 Operating income 69,557   56,186 Interest income, net (4,966)  (4,788)Income before income taxes 74,523   60,974 Income tax expense 18,123   13,414 Net income$56,400  $47,560 Earnings per common share:   Basic$0.93  $0.78 Diluted$0.92  $0.77 Weighted average common shares outstanding:   Basic 60,884   61,343 Diluted 61,191   61,816     Percentage of net sales:   Net sales 100.0%  100.0%Cost of sales 58.1   58.9 Gross profit 41.9   41.1 Selling, general and administrative expenses 28.6   28.6 Depreciation and amortization expenses 1.7   1.6 Pre-opening expenses 1.0   1.2 Operating income 10.6   9.7 Interest income, net (0.8)  (0.8)Income before income taxes 11.3   10.6 Income tax expense 2.8   2.3 Net income 8.6%  8.2%    Components may not add to totals due to rounding.    Ollie’s Bargain Outlet Holdings, Inc.
Condensed Consolidated Balance Sheets (unaudited)
(In thousands)

 May 2, May 3,Assets 2026   2025 Current assets:   Cash and cash equivalents$197,673  $199,018 Short-term investments 51,886   170,490 Inventories 686,922   611,852 Accounts receivable 4,887   2,348 Prepaid expenses and other current assets 19,621   14,313 Total current assets 960,989   998,021 Property and equipment, net 398,308   346,151 Operating lease right-of-use assets 680,820   639,664 Goodwill 444,850   444,850 Trade name 230,559   230,559 Long-term investments 276,038   45,355 Other assets 2,335   2,379 Total assets$2,993,899  $2,706,979 Liabilities and Stockholders’ Equity   Current liabilities:   Current portion of long-term debt$844  $566 Accounts payable 154,751   137,869 Income taxes payable 25,952   14,364 Current portion of operating lease liabilities 111,764   99,767 Accrued expenses and other current liabilities 120,909   95,238 Total current liabilities 414,220   347,804 Long-term debt 1,513   925 Deferred income taxes 91,905   81,006 Long-term portion of operating lease liabilities 596,175   547,431 Total liabilities 1,103,813   977,166 Stockholders’ equity:   Common stock 68   68 Additional paid-in capital 760,276   739,333 Retained earnings 1,664,709   1,415,273 Treasury - common stock (534,967)  (424,861)Total stockholders’ equity 1,890,086   1,729,813 Total liabilities and stockholders’ equity$2,993,899  $2,706,979  Ollie’s Bargain Outlet Holdings, Inc.
Condensed Consolidated Statements of Cash Flows (unaudited)
(In thousands)

     Thirteen weeks ended May 2, May 3,  2026   2025 Net cash provided by operating activities$45,501  $28,702 Net cash used in investing activities (49,561)  (18,266)Net cash used in financing activities (57,947)  (16,541)Net decrease in cash and cash equivalents (62,007)  (6,105)Cash and cash equivalents, beginning of the period 259,680   205,123 Cash and cash equivalents, end of the period$197,673  $199,018  Ollie’s Bargain Outlet Holdings, Inc.
Reconciliation of GAAP to Non-GAAP Financial Measures (unaudited)
(In thousands except for per share amounts)

 Thirteen weeks ended May 2, May 3,  2026   2025     Net income$56,400  $47,560 Excess tax benefits related to stock-based compensation(1) (494)  (1,487)Adjusted net income$55,906  $46,073     Net income per diluted share$0.92  $0.77 Adjustments as noted above, per dilutive share:   Excess tax benefits related to stock-based compensation(1) (0.01)  (0.02)Adjusted net income per diluted share$0.91  $0.75     Diluted weighted-average common shares outstanding 61,191   61,816     Net income$56,400  $47,560 Interest income, net (4,966)  (4,788)Depreciation and amortization expenses 14,934   12,809 Income tax expense 18,123   13,414 EBITDA 84,491   68,995 Non-cash stock-based compensation expense 3,401   3,164 Adjusted EBITDA$87,892  $72,159         Components may not add to totals due to rounding.   (1)Amount represents the impact from the recognition of excess tax benefits pursuant to Accounting Standards Update 2016-09, Stock Compensation     Ollie’s Bargain Outlet Holdings, Inc.
Key Statistics (unaudited)
(Dollars in thousands)

     Thirteen weeks ended May 2, May 3,  2026   2025 Number of stores - beginning of period 645   559 Store openings 27   25 Store closings -   - Number of stores - end of period 672   584 Yr/yr store growth 15.1%  13.2%Comparable stores sales change 1.7%  2.6%Comparable store count – end of period 557   508 Total cash and investments(1)$525,597  $414,863 Capital expenditures$25,474  $26,740 Share repurchases$53,366  $17,107     (1)Includes cash and cash equivalents, short-term investments, and long-term investments.       

MarketBeat Week in Review – 03/16 - 03/20Ollie's Bargain Outlet NASDAQ: OLLI reported first-quarter fiscal 2026 results that management said reflected solid sales growth, stronger margins and disciplined expense control, even as weather volatility and higher fuel prices weighed on some regions and categories.

President and Chief Executive Officer Eric Vander Veen said the closeout retailer delivered “strong earnings growth” despite a challenging consumer backdrop. He said sales and traffic were strong early in the quarter, but trends diverged as the period progressed, with unseasonable weather and surging fuel prices pressuring categories such as lawn and garden and summer furniture.

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Five Below's Earnings Blowout Has Wall Street Scrambling to Raise Targets“With our stores being located in more rural and suburban areas, we also think the rapid spike in gas prices led to some trip consolidation which impacted traffic,” Vander Veen said.

First-quarter sales rise 14% Executive Vice President and Chief Financial Officer Robert Helm said net sales increased 14% to $659 million, driven by new store openings and comparable-store sales growth. Comparable-store sales rose 1.7%, driven primarily by higher basket size. Traffic was positive but only slightly so, which Helm said reflected the impact of trip consolidation.

Ollie’s Stock Won’t Stay a Bargain Much LongerTop-performing categories included food, general merchandise, hardware, seasonal decor and stationery. Weather-sensitive categories, including lawn and garden and summer furniture, underperformed.

Helm said performance varied meaningfully by region. The East, Midwest and Central markets outperformed their plans by 100 to 200 basis points, while the South lagged by 100 to 300 basis points, with lawn and garden the largest drag. Slower sales of bulky seasonal products also created throughput constraints at the company’s Texas distribution center, affecting the southern region.

Gross margin rose 80 basis points to 41.9%, ahead of company expectations, helped by lower supply chain costs. Helm said higher fuel costs were more than offset by lower tariff expenses, while merchandise margin was slightly higher.

Adjusted net income increased 21% to $56 million, and adjusted earnings per share rose to $0.91. Adjusted EBITDA increased 22% to $88 million, with adjusted EBITDA margin up 80 basis points to 13.3%.

Consumer pressure shifts shopping patterns Management said consumers are increasingly shopping closer to need, particularly lower-income shoppers affected by higher gas prices and longer drives to stores. Vander Veen said Ollie’s saw stronger trade-down activity among higher-income customers, which he defined as households earning more than $100,000, but also an acceleration in lower-income customers trading out.

“Customers bought what they needed, very close to need,” Vander Veen said during the question-and-answer session. He added that consumables remained very strong, while nonessential purchases, including weather-related seasonal items, were deferred.

Vander Veen said the company has seen “green shoots” when weather conditions improve for several days in specific regions, including stronger traffic and recovery in seasonal categories. Helm said second-quarter comparable sales are currently running below the company’s full-year comparable-store sales target, largely due to continued weather volatility and pressure on lower-income consumers, but the company believes second-quarter comps could look similar to the first quarter.

Store growth and loyalty program remain priorities Ollie’s opened 27 new stores in the first quarter and ended the period with 672 stores in 35 states. The company reiterated its plan to open 75 stores this year, including its first store in Minnesota, and said it is expanding rapidly in the Midwest.

Management also highlighted continued growth in the Ollie’s Army loyalty program, which Vander Veen said accounts for more than 80% of company sales. Helm said Ollie’s added nearly 500,000 net new members during the quarter, bringing the program to 17.5 million members, up 13% from a year earlier.

The company plans several loyalty events in the second quarter, including Ollie’s Army Night and Ollie’s Army Days. Vander Veen said the company is working to make those events more compelling and to use digital marketing channels to drive urgency around relevant products.

Merchandising and supply chain investments continue Vander Veen said Ollie’s continues to use data and a test-and-learn process to improve sales productivity across the store. Seasonal decor remained one of the company’s top categories despite the headwind of an early Easter.

The company also reduced its wall-to-wall carpet offering and replaced the space with living room furniture. Vander Veen said the added furniture assortment improved sales productivity by more than 100% in the same floor space. During the Q&A, he said Ollie’s is no longer putting wall-to-wall carpet in new stores, with furniture being added in most new locations.

Ollie’s is also reviewing downtrending categories such as books and flooring. Vander Veen said the company remains committed to both businesses but is evaluating how to rightsize and reposition them.

On supply chain, the company completed a warehouse execution system replacement at its Texas distribution center, the final facility in the network to receive the upgrade. Vander Veen said the Texas distribution center expansion remains on schedule for completion early in the third quarter, and the company plans to begin expanding its Illinois distribution center later this year. Together, those projects are expected to increase network capacity to more than 850 stores.

Guidance updated as earnings outlook rises Ollie’s updated its full-year outlook, lowering its sales range slightly to reflect current trends while raising its earnings outlook following the first-quarter performance. The company now expects:

75 new store openings; Net sales of $2.98 billion to $3.00 billion; Comparable-store sales growth of about 2%; Gross margin of about 40.7%; Operating income of $340 million to $348 million; Adjusted net income of $271 million to $277 million; Adjusted earnings per share of $4.45 to $4.55. The outlook assumes higher fuel costs for the rest of the year and does not include any benefit from potential tariff refunds. Helm said the company benefited from lower tariff levels tied to a SCOTUS decision and assumes those remain in place through July, while the second half of the year reflects higher pre-SCOTUS tariff assumptions.

Ollie’s ended the quarter with $526 million in cash and investments and no meaningful long-term debt. The company repurchased $53 million of its common stock in the quarter and raised its planned buyback level for the year to $125 million, which Helm said is roughly 50% of free cash flow.

Vander Veen said the company’s closeout deal flow remains strong as consumer pressure and retail consolidation create opportunities. “Simply put, we continue to see an increase in both the quantity and the quality of the deals,” he said.

About Ollie's Bargain Outlet NASDAQ: OLLIOllie's Bargain Outlet is an American discount retailer specializing in closeout merchandise and surplus inventory across a broad range of categories. The company operates a no-frills retail format that offers branded and private-label products at significant markdowns. Its merchandise mix typically includes housewares, electronics, health and beauty items, food products, beauty supplies, books, toys, and seasonal goods.

Founded in 1982 by Oliver E. “Ollie” Rosenberg, the company is headquartered in Harrisburg, Pennsylvania.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in Ollie's Bargain Outlet Right Now?Before you consider Ollie's Bargain Outlet, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Ollie's Bargain Outlet wasn't on the list.

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Ollie's Bargain Outlet: Store Openings Drive Growth (Rating Upgrade)

Ollie's Bargain Outlet Holdings, Inc. (OLLI) Q1 2027 Earnings Call Transcript

The market has Ollie’s Bargain Outlet NASDAQ: OLLI completely wrong, pricing it as a dollar store rather than a closeout retailer, which is what it is. Close-out retailers rely on end-of-season, surplus, and excess inventory from major retailers and manufacturers, snagging deep discounts they pass on to their shoppers.

Ollie's Bargain Outlet Today

OLLI

Ollie's Bargain Outlet

$83.65 +5.35 (+6.83%)

As of 06/11/2026 04:00 PM Eastern

52-Week Range$73.32▼

$141.74P/E Ratio20.65

Price Target$125.13

On the other hand, dollar stores offer a low-price variety of everyday items they keep in stock; they are low-price convenience stores. The distinctions are margin, pricing power, and, ultimately, what they carry, and they make all the difference.

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Off-price retailers like Ollie’s are strong in 2026, underpinned by healthy consumers and ample supply, driving robust cash flow and capital returns. Dollar stores are also doing well, but they trade at a deep discount compared to their off-price peers, and that is the opportunity today.

Ollie’s Has Value to Unlock: Catalysts in PlayTrading at approximately 17.5X its current-year earnings forecast, Ollie’s is highly valued relative to dollar stores such as Dollar Tree NASDAQ: DLTR and Dollar General NYSE: DG, which trade at 14X and 16X, respectively. The opportunity is a price-multiple expansion to off-price retail levels, with companies such as TJX Companies NASDAQ: TJX, Ross Stores NASDAQ: ROST, and Burlington Stores (BURL) trading at 27X to 30X earnings.

Beyond steady organic growth, strong cash flow, and rising capital returns, the key driver here is Ollie's converting empty, cost-only store space into stores that actually generate sales. The backstory: when Ollie's acquired former Big Lots locations out of bankruptcy, it took on the leases before it could open the stores—meaning it was paying rent on dark, unused space (known as "dark rent"). As management remodels and opens those locations, that dead rent expense turns into revenue-producing retail. The takeaway is that Ollie’s has a path to accelerated revenue growth and margin expansion, as reflected in the Q1 release and guidance update, which will be a trigger for bullish market activity.

Ollie’s Bargain Outlet Has Strong Quarter, Widens MarginOllie’s Bargain Outlet had a strong, if mixed, quarter in Q1. The mixed part was the comparison to consensus estimates: revenue fell a hair short of the $700.85 million the market expected, but the miss was small and offset by other strengths. The primary offset is the 14.2% revenue growth, an acceleration from the prior year, underpinned by a 1.7% comp store gain and a 15.1% increase in store count. Ollie’s now runs 672 stores in 35 states and has ample room to grow. Another critical detail is the loyalty membership base, which grew by 12.6%.

Margin news was the strongest of the report. The company widened margins across all levels, gaining 80 basis points (bps) in gross margin, 70 bps in adjusted EBITDA margin, and 30 bps in net income margin, driving accelerated earnings growth. Adjusted earnings per share (EPS) grew by 21% to 91 cents, outpacing the consensus by 4 cents.

Guidance is as mixed as the quarterly results but still bullish for investors. The company trimmed its revenue target to about 12.5% year-over-year growth, in line with the consensus estimate, while raising its earnings outlook. It forecasts a wider-than-expected margin and adjusted EPS of $4.50 at the midpoint, a nickel above forecast.

Ollie’s Accelerates Buyback in 2026Perhaps the most important news from the report is the accelerated share buyback. Executives demonstrated extreme confidence in future results by increasing their share-buyback plans by 25%. The new target is $125 million in shares, about 2.6% of the market cap with shares trading at early-June lows, and activity may be accelerated again in upcoming quarters. As it stands, the Q1 activity led to a 1% year over year reduction in average count, providing significant leverage for investors.

Ollie’s balance sheet provides no red flags. The Q1 details reflect both the aggressive buyback and the impact of investments and the conversion of dark rent. Highlights include a 26% increase in cash and investments, higher current and total assets, and higher equity, despite corresponding increases in liabilities and capital returns. Looking ahead, Ollie’s is on track to continue improving margin as it converts the dark space and will likely sustain its fortress balance sheet while reducing the share count.

Analysts Cap Gains in Early 2026, Robust Gains Still PossibleAnalysts responded to Ollie’s Q1 release with downgrades and price target reductions despite the strengths. The concern is slowing comp store sales, but even so, the data reveals optimism and sufficient upside to be interesting. Trading near $80, OLLI is more than 10% below the lowest analyst targets, while the consensus reported by MarketBeat forecasts a 65% upside. The 65% upside may not be unlocked this summer, but it is a viable target, and institutional data suggest the group thinks the same. Institutions own virtually 100% of OLLI stock and have been accumulating on balance for eight consecutive quarters.

Should You Invest $1,000 in Ollie's Bargain Outlet Right Now?Before you consider Ollie's Bargain Outlet, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Ollie's Bargain Outlet wasn't on the list.

While Ollie's Bargain Outlet currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

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Investors interested in Consumer Products - Staples stocks are likely familiar with Ollie's Bargain Outlet (OLLI) and Colgate-Palmolive (CL). But which of these two stocks offers value investors a better bang for their buck right now?

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Stock to Watch: Ollie's Bargain Outlet (OLLI - Free Report) Headquartered in Harrisburg, PA, Ollie's Bargain Outlet Holdings is a value retailer of brand-name merchandise at drastically reduced prices. The company offers products principally under Ollie’s, Ollie’s Bargain Outlet, Good Stuff Cheap, Ollie’s Army, Real Brands Real Cheap!, Real Brands! Real Bargains!, Sarasota Breeze, Steelton Tools, American Way and Middleton Home. As of Jan. 31, 2026, the company operated 645 outlets in 34 states. It offers products under the categories, Consumables (31.9% of FY25 Sales), Home (28.3%), Seasonal (19.1%) and Other (20.7%).  Product offerings include; Housewares: cooking utensils, dishes, appliances, plastic containers, cutlery, storage and garbage bags, detergents and cleaning supplies, cookware and glassware, fans and space heaters, candles, frames and giftware.

OLLI is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.

Momentum investors should take note of this Consumer Staples stock. OLLI has a Momentum Style Score of A, and shares are up 3.6% over the past four weeks.

Four analysts revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.03 to $4.51 per share. OLLI also boasts an average earnings surprise of +4.9%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, OLLI should be on investors' short list.

Tarang Amin, Chairman/CEO, E.l.f. Beauty speaks onstage during The Business of Beauty Global Forum 2025.

Getty Images for The Business of Fashion

During e.l.f. Beauty’s fiscal 2026 earnings call, in which the company announced results for the three and twelve months ended March 31, 2026, its chairman and CEO Tarang Amin highlighted several strong performance indicators, but one remarkable figure stood out: the group has averaged 20% of net sales growth per quarter for the past seven years. That’s 29 quarters of consecutive double-digit growth. That makes e.l.f. one of just six public consumer goods companies to enjoy such continuous growth.

The company is showing little sign of slowing down. During the call, Amin announced: “All five of our brands grew this year, with Rhode and Naturium delivering particularly strong results and reinforcing the power of our expanding brand portfolio. The whitespace opportunity in front of us across brands, categories, and geographies gives us great confidence in the runway ahead.” So, what is e.l.f Beauty doing so well?

A Strong Portfolio Led By Innovation And Disruptive MarketingThe group now boasts a diversified portfolio of strong-performing brands. E.l.f cosmetics achieved +25% in net sales for fiscal year 2026, reaching $1.6 billion in global retail sales while growing market share. E.l.f skin grew its sales to $200 million and is the 11th-largest mass skincare brand in the U.S. according to Nielsen data shared by the group. Naturium, the biocompatible skincare brand acquired three years ago, reached $250 million in global retail sales and is one of the fastest-growing skincare brands in the U.S.

The group’s latest star acquisition, Rhode, delivered $500 million in the same period, with 80% growth in net sales year-on-year. It has become the number one beauty brand at Sephora, leading to frequent out-of-stocks and purchase limits to avoid empty shelves amid overwhelming demand for the brand since it launched at Sephora. As explained by Amin, Rhode’s playbook is built on highly selective product drops, consumer-demand-driven innovation, strong ingredient-led positioning, and polished, culturally resonant campaigns.

Amin also reiterated the group’s long-standing strategy: delivering prestige-quality products at accessible prices through fast-paced innovation and disciplined pricing. It does so by placing strong emphasis on innovation while always looking at pricing mechanisms to lower prices for consumers.

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In addition to strong operational discipline and focus on innovation, e.l.f Beauty manages to scale while staying relevant with consumers. Its sense of cultural momentum and community-building is unparalleled. According to YPulse, the e.l.f brand is the most purchased brand among Gen Z and Gen Alpha consumers, highlighting how strongly it resonates with younger audiences. Its experiential marketing activations are undoubtedly helping foster brand equity and loyalty, with the brand’s presence at Coachella reinforcing its position within culturally influential moments. Rhode is another community-building and marketing masterclass that needs no more introduction.

A Start-Up Culture Boosting Purposeful And Efficient Execution It seems Tarang Amin’s leadership is without a doubt a key factor behind the group’s success. Employees, investors, and industry peers consistently seem praise Amin’s vision and leadership style, fostering a sense of strong culture and empowerment within the company.

For context, Amin became CEO in 2014 and took the company public in 2016. Since then, its market capitalization has grown from $1.27 billion to around $3 billion, with a high of $12 billion in 2024 when the company was experiencing hyper-growth momentum. With 30 years of experience at consumer goods companies like P&G, he is known for his clear strategic vision, clarity and sense of purpose when it comes to building and scaling brands. Moreover, he has taken a vocal stance on inclusivity, defending it as a core business value rather than a matter of public perception. This has helped e.l.f Beauty solidify its reputation around diversity and inclusion, an area where many large brands struggle to maintain credibility.

New Growth Avenues: Geographies, Innovation And PricingSo far, Rhode is in less than 20% of Sephora’s global store footprint. Its expansion into Europe through Sephora is expected to generate substantial growth for the brand in the next year. In addition, the elf brand still has much room to grow across international markets, with the U.K., Canada and Germany being key growth markets.

The group also announced it is accelerating its innovation pipeling, aiming to launch new products in the fall and drive demand. In addition, it is exploring different pricing mechanisms, including price cut opportunities to boost sales, as it experienced when lowering the price of the Halo Glow Skin Tint from $18 to 14$. The price reduction drew a +36% sales lift across all retailers.

Kory Marchisotto, President of e.l.f. Brands, emphasized the company’s commitment to expanding its brand across categories and geographies. “Our strategic investments in innovation and digital transformation are pivotal to our sustained growth,” she stated during the earnings call.

Given the incredibly competitive beauty landscape, e.l.f’s results are encouraging. Its core brands might be growing at a lower pace, but they are still performing very well compared to many popular beauty players. Overall, e.l.f. Beauty has managed to combine accessible pricing with prestige-level product offerings while fueling a powerful marketing engine and operating with startup-speed execution—an equation many consumer brand groups can only envy.

Key Takeaways ELF delivers 35.1% Q4 sales growth as Rhode contributes $113 million in net sales.e.l.f. Beauty records its 29th straight quarter of net sales growth across channels.ELF projects fiscal 2027 sales growth of 12-14% with continued marketing investment. e.l.f. Beauty, Inc. (ELF - Free Report) posted fourth-quarter fiscal 2026 results, wherein both the top and bottom lines beat estimates. The top line increased year over year, while the adjusted EPS declined compared to the prior-year period.

ELF Q4 Results: Key Metrics & InsightsELF posted adjusted earnings of 32 cents per share, down 59% from 78 cents a year ago. The figure beat the Zacks Consensus Estimate of 29 cents.

Net sales of $449.3 million rose 35.1% year over year from $332.7 million and surpassed the Zacks Consensus mark of $426 million. The quarter’s sales increase was driven by growth in both retail and e-commerce channels, spanning the United States and international markets.

The company highlighted that Rhode contributed $113 million in net sales during the fiscal fourth quarter, while organic net sales growth for the quarter was 1%.

e.l.f. Beauty’s Margin & Cost PerformanceGross profit increased to $326.5 million, up 37.7% year over year from $237 million. Gross margin improved about 140 basis points year over year to 73% in the fiscal fourth quarter. The company cited pricing benefits as the primary tailwind, while also flagging higher tariffs as a partial offset.

Adjusted selling, general and administrative expenses increased significantly by 73.1% year over year to $300 million from $173.3 million. The increase is primarily due to higher marketing, merchandising and distribution costs, compensation and benefits, depreciation and amortization, professional fees and regulatory fees.

The company reported adjusted EBITDA of $58.8 million, down 27.7% year over year from $81.4 million in the prior-year period. Adjusted EBITDA margin declined to 13% of net sales, indicating pressure on overall profitability during the period.

ELF’s Balance Sheet & Financial PositionCash and cash equivalents were $289.7 million as of March 31, 2026, while total debt was $841.7 million compared with $148.7 million of cash and $256.7 million of debt a year earlier. The balance sheet expansion reflects the financing and balance-sheet mechanics associated with the Rhode acquisition. Cash generation from operations was $212.5 million for fiscal 2026.

e.l.f. Beauty’s Fiscal 2027 OutlookThe Zacks Rank #3 (Hold) company guided fiscal 2027 net sales in the range of $1,835-$1,865 million, implying expected growth of 12-14% year over year, with expected organic sales growth of 4-5% year over year. The company also projected adjusted EBITDA of $379-$385 million and adjusted net income of $198-$201 million.

The earnings presentation further outlined an expected gross margin level of 71% and a tariff outlook of roughly 35% for fiscal 2027, along with marketing and digital investment targeted at 23-25% of net sales, keeping the focus on balancing growth with margin management.

The company’s shares have lost 43.7% in the past three months compared with the industry’s decline of 32.3%.

Image Source: Zacks Investment Research

Stocks to ConsiderSome better-ranked stocks have been discussed below:

The Estée Lauder Companies Inc. (EL - Free Report) manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide.  At present, EL sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for EL’s current fiscal-year sales and earnings indicates growth of 4.5% and 59.6%, respectively, from the year-ago figures. EL delivered a trailing four-quarter earnings surprise of 39.1%, on average.

Nu Skin Enterprises, Inc. (NUS - Free Report) engages in the development and distribution of various beauty and wellness products worldwide. At present, NUS carries a Zacks Rank of 2 (Buy).

The Zacks Consensus Estimate for NUS’ current fiscal-year sales and earnings implies a decline of 4% and 21.3%, respectively, from the year-ago figures. NUS delivered a trailing four-quarter earnings surprise of 1.1%, on average.

Interparfums, Inc. (IPAR - Free Report) manufactures, markets, and distributes a range of fragrances and fragrance-related products in the United States and internationally. At present, the company holds a Zacks Rank of 2.

The consensus estimate for Interparfums’ current fiscal-year sales and earnings implies a decline of 0.1% and 8%, respectively, from the year-ago figures. IPAR delivered a trailing four-quarter earnings surprise of 8%, on average.

U.S. consumers will shell out more for everything from fuel to hot dogs and hamburgers heading into Memorial Day weekend as the Iran War reignites inflation.

Total inflation for shoppers rose 3.8% in April from the same month a year ago, the highest annual rate since 2023, according to federal government data released this month. Prices for travel, recreation and food saw especially sharp increases, draining Americans' wallets as they ring in the unofficial start of summer.

"They're not going to be happy about what they see," said Stephen Juneau, senior U.S. economist at Bank of America. "There will be a lot of grumbling this weekend when people are driving and in the airports, or are going to the store to stock up."

Consumer sentiment officially came in at its lowest level on record in May, according to survey data from the University of Michigan released Friday. The outlook was battered in part by spiking oil prices amid the Middle East war, which is almost three months old.

E.l.f. Beauty announced Wednesday that it was rolling back some price increases, saying its consumers were "suffering" from elevated fuel costs. McDonald's CEO Chris Kempczinski warned earlier this month that the fast food chain faced a "challenging environment" as inflationary pressures mount.

Here's some of the areas where Americans will pay more over the holiday weekend:

FoodSummer barbecues will be more costly this year as cattle herds shrink and fertilizer costs jump.

Ground beef and steaks are up as much as 16% compared with 2025. Frankfurters cost nearly 11% more than a year ago.

Tomatoes run shoppers close to 40% more, while lettuce is up about 8% over the same period. Toppings such as spices, seasonings, condiments and sauces have climbed almost 4%.

Shoppers picking up desserts like cakes, cupcakes or cookies will pay just over 5% extra compared with a year ago.

Carbonated drinks are 3.7% more expensive than last year, while coffee prices have soared more than 18%. Prices for beer — which have seen a recent demand slowdown — rose 2.2%.

TravelA record number of travelers are expected to leave home this weekend, but will face rising transportation costs after the war drove up oil prices.

AAA anticipates 45 million Americans will travel at least 50 miles from home over the holiday period, up 0.4% from the peak set last year. More than 39 million will travel by car, the organization found.

Gasoline prices soared more than 28% year over year, federal data shows. Heading into the weekend, the average price for a gallon of unleaded gas nationally was its highest in four years, according to AAA.

"The holiday weekend poses extra financial challenges this year," said Kimberly Palmer, a personal finance expert at NerdWallet. "Memorial Day weekend is traditionally a time for a lot of driving, which means consumers are searching for ways to save at the pump or cut back other areas of their budget to compensate for the higher gas prices."

Airline fares surged 20.7% from April 2025 to 2026, reaching their highest level since 2022. Carriers said they would need to hike ticket prices with jet fuel costs surging in the wake of Iran's closure of the Strait of Hormuz, a key passageway for global crude.

Spirit Airlines cited costlier jet fuel when shuttering operations earlier this month. Industry analysts said ticket prices could rise further without the budget airline in the market.

Hotels and motels and other forms of lodging away from home will cost consumers 4.3% more than 12 months earlier.

About 30% of respondents in a Bank of America survey said they wouldn't change their summer travel plans in light of higher gas prices. But around one in five said they planned to curb vacations or choose destinations closer to home.

RecreationAmericans opting for a staycation will also feel inflationary pressures on summer past times.

Movie, theater or concert tickets jumped 5.5% from a year ago. Unusually, sporting event tickets have dropped 10% in the same timeframe.

Price tags on bikes and other sporting vehicles are 4.3% higher than a year ago.

People looking to get a little gardening done will find supplies such as tools and hardware up 5%. Indoor plants or flowers are up 6% in the past year.

e.l.f. Beauty (ELF - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Over the past month, shares of this cosmetics company have returned -20.2%, compared to the Zacks S&P 500 composite's +4.8% change. During this period, the Zacks Cosmetics industry, which e.l.f. Beauty falls in, has gained 9.6%. The key question now is: What could be the stock's future direction?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, e.l.f. Beauty is expected to post earnings of $0.97 per share, indicating a change of +9% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.5% over the last 30 days.

The consensus earnings estimate of $3.57 for the current fiscal year indicates a year-over-year change of +14.1%. This estimate has changed -1.4% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $3.84 indicates a change of +7.6% from what e.l.f. Beauty is expected to report a year ago. Over the past month, the estimate has changed -3.9%.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, e.l.f. Beauty is rated Zacks Rank #3 (Hold).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

For e.l.f. Beauty, the consensus sales estimate for the current quarter of $439.11 million indicates a year-over-year change of +24.1%. For the current and next fiscal years, $1.86 billion and $2.01 billion estimates indicate +13.5% and +8.4% changes, respectively.

Last Reported Results and Surprise Historye.l.f. Beauty reported revenues of $449.29 million in the last reported quarter, representing a year-over-year change of +35.1%. EPS of $0.32 for the same period compares with $0.78 a year ago.

Compared to the Zacks Consensus Estimate of $425.82 million, the reported revenues represent a surprise of +5.51%. The EPS surprise was +10.34%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

e.l.f. Beauty is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about e.l.f. Beauty. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

OAKLAND, Calif.--(BUSINESS WIRE)--e.l.f. Beauty (NYSE: ELF) today announced that the company will participate in the following investor conferences and events: Virtual Fireside Chat with BofA Date: Friday May 29, 2026 Location: Virtual Fireside Chat Webcast: 1:00 PM ET Baird Global Consumer, Technology & Services Conference Date: Tuesday June 2, 2026 Location: New York, NY dbAccess Global Consumer Conference Date: Thursday June 4, 2026 Location: Paris, France Fireside Chat Webcast: 10:00 AM.

e.l.f. Beauty, Inc. (ELF) Discusses Guidance and Drivers of Organic Sales Trends Transcript

E.l.f. Beauty (ELF +4.41%) stock fell 13% in May, according to data provided by S&P Global Market Intelligence. The stock began to fall as it got closer to earnings, and although it did get a lift from earnings that beat expectations, it wasn't enough to recover what it had already lost.

More than mass cosmetics E.l.f. has made a name for itself by offering mass beauty products customers love at some of the lowest prices on the market. It started with $1 products, and although that's no longer its model, it still aims to offer high value on its makeup while speaking to the values of its users.

It's a winning model, and the company continues to grab market share in cosmetics and skin care. Fiscal 2026 (ended March 31) was the seventh consecutive year of market share growth, and the fourth quarter was the 29th in a row with sales growth.

For all intents and purposes, the fourth quarter was fantastic. Revenue inreased 35% year over year, and gross margin expanded 1.4 percentage points to 73%. Earnings per share (EPS) of $0.32 beat Wall Street expectations for $0.29.

The standout recently has been the company's Rhode brand, which it acquired from celebrity model Hailey Bieber. This is e.l.f.'s first foray into luxury brands, and it's been an incredible hit. It was the biggest launch in Sephora history in North America and the U.K., and it's launching at Sephora online and most of Europe in September.

Managing through pressure Profitability has been down since the new tariff system went into effect, and management is expecting some relief in 2027. The average tariff rate for fiscal 2026 was 55%, and it's expected to be 35% for 2027. Now that there are tariff refunds on the table, the company is aiming to get $58.5 million back from tariffs. That has not been factored into guidance, so any refund will be on top of management's outlook.

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The changing tariff situation is affecting many decisions. E.l.f. increased all products by $1 to offset the impact of higher tariffs, but unit sales have declined. After management lowered the price of e.l.f. Halo Glow Skin Tint to $14 from $18, and there was a dramatic increase in unit sales: 38% on Amazon, 36% across retailers, and a triple-digit increase in the TikTok shop. E.l.f is going to experiment to see how it could replicate similar success with other products, dancing the delicate dance between boosting sales and keeping costs down.

While the report was predominantly positive, the situation remains in flux, which is why the stock didn't go even higher. E.l.f. stock remains down 32% this year, but it trades at only 14 times foward, 1-year sales. It could be a great entry point for investors who can hold for a long time and handle short-term volatility.

Not every growth story in consumer goods is about a trillion-dollar retailer or a legacy brand defending market share. Some of the most durable compounders are quieter companies with dominant category positions, expanding international footprints, and a brand identity that is genuinely becoming generational.

These tickers are worth owning through whatever the market throws at them.

Image source: Getty Images.

E.l.f. Beauty: The company that keeps outgrowing the cosmetics industry E.l.f. Beauty (ELF +4.41%) has done something most consumer or cosmetic companies only manage for a quarter or two: It has delivered double-digit net sales growth for 29 consecutive quarters. That is proof that its business model actually works at scale.

What makes e.l.f. Beauty a true growth stock rather than just a popular brand is how it thinks about building a portfolio, despite a rough market. The core e.l.f. Cosmetics line -- affordable, cruelty-free, on-trend -- is the foundation.

Layered on top is Naturium, a high-performance skincare brand acquired in 2023, and rhode, Hailey Bieber's skin-focused lifestyle brand, acquired in 2025 for $1 billion. The rhode deal is not just about adding revenue. It gives e.l.f. Beauty access to a different consumer entirely, one willing to pay premium prices and who has a different relationship with beauty than the Target shopper who discovered e.l.f. a decade ago. Buying culturally resonant brands at the right moment is something very few consumer companies execute well. So far, e.l.f. Beauty is doing it.

For fiscal year 2026, ended March 31, the company reported net sales of $1.64 billion, up 25% year over year, with all five of its brands growing. That 25% top-line growth is what separates e.l.f. Beauty from the legacy beauty companies it competes against. L'Oréal and Estée Lauder are fighting to hold single-digit growth in the same category. E.l.f. Beauty is lapping them.

International revenue is becoming a real engine -- the company has been expanding shelf presence in Europe, Canada, and emerging markets, and rhode gives it a prestige-tier brand to push into channels the core e.l.f. line couldn't fully access.

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2. The Vita Coco Company The Vita Coco Company (COCO 0.11%) is not a name that often appears on growth-stock watch lists. It sells coconut water. That's not the kind of business that generates buzz. But the numbers coming out of this company in 2026 are the kind that draw a second look, especially when you consider that consumer spending numbers are cracking.

In Q1 2026, Vita Coco reported net sales of $180 million -- up 37% year over year -- beating Wall Street's expectations by more than 22%. Volume in actual case equivalents grew 30.2%, which means the growth is not a pricing illusion. The company then raised its full-year 2026 net sales guidance to between $720 million and $735 million. Operating margin expanded from 14.7% to 18.7% in the quarter. What makes this worth holding for a lifetime is not just the quarter -- it's the structural position the company occupies.

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Vita Coco holds approximately 51% to 52% of the U.S. branded coconut water market -- nearly triple its nearest rival. That kind of category dominance in a market projected to grow from $5 billion today to $19 billion by 2033 is a compounding machine. The global coconut water opportunity is still early, and Vita Coco has the brand recognition, distribution infrastructure, and production scale to capture a disproportionate share of it. European retail sales grew 57% in Q1 2026 alone -- a market where natural hydration is an earlier-stage trend than it is in the U.S.

The company also manufactures coconut water for major retailers' private-label store brands. Most investors don't realize the same company behind the branded product is also supplying the cheaper shelf alternative.

That dual presence is hard to replicate, provides scale advantages branded-only competitors don't have, and creates a floor on volume even when branded competition intensifies. With virtually no debt, nearly $200 million in cash, and full-year guidance raised at least once already this year, this is a profitable, growing business in a category with a long runway.

LOS ANGELES--(BUSINESS WIRE)--rhode, the beauty brand founded by Hailey Rhode Bieber and part of e.l.f. Beauty (NYSE: ELF), today announced a major global expansion. Starting Tuesday, June 9, 2026, rhode will be available direct to consumers in Mexico for the first time, marking the brand's official entry into Latin America, alongside seven additional European markets: Belgium, Bulgaria, Croatia, Czech Republic, Portugal, Romania, and Switzerland. The expansion significantly increases internati.

Jennifer Catherine Hartnett, Chief Commercial Officer at e.l.f. Beauty (ELF +4.41%), reported the direct sale of 10,318 shares for a transaction value of approximately $536,000 according to the SEC Form 4 filing.

Transaction summaryMetricValueShares sold (direct)10,318Transaction value$536,000Post-transaction shares (direct)58,408Post-transaction value (direct ownership)$3.0 millionTransaction value based on SEC Form 4 reported price ($51.94); post-transaction value based on June 4, 2026 market close ($51.44).

Key questionsHow did this transaction affect Hartnett's direct ownership stake in e.l.f. Beauty?
After selling 10,318 shares, Hartnett's direct holdings decreased by 15.01%, leaving her with 58,408 shares, which equates to a direct ownership value of ~$3.0 million as of June 4, 2026.Was this activity concentrated in any indirect entities or derivative securities?
No shares were attributed to indirect entities or derivative instruments in this filing; all shares disposed were held directly by Hartnett.How does this sale compare to Hartnett's historical trade cadence and available capacity?
Since May of last year, Hartnett has made seven open-market sales totaling 54,142 shares, with the most recent sale size and frequency reflecting a systematic reduction as her available direct holdings declined from over 128,000 to below 60,000 shares.What is the context for the remaining share class holdings?
Hartnett continues to hold 58,408 shares of Common Stock directly, representing both her remaining economic interest and her capacity for future transactions in this security class.Company overviewMetricValueRevenue (TTM)$1.64 billionNet income (TTM)$26.32 millionEmployees6331-year price change-56.10%* 1-year price change calculated as of June 4, 2026.

Company snapshotOffers a diversified portfolio of cosmetics and skin care products under the e.l.f. Cosmetics, e.l.f. Skin, Well People, and Keys Soulcare brands are distributed through retail partners and direct-to-consumer e-commerce channels.Generates revenue primarily through the sale of branded beauty and personal care products, leveraging both wholesale and direct-to-consumer models for global reach.Serves a broad customer base in the beauty and personal care market, with a focus on product accessibility and digital engagement.e.l.f. Beauty operates in the household and personal products industry, providing a range of cosmetics and skincare offerings. The company’s multi-brand strategy and omni-channel distribution support its presence in both domestic and international markets.

What this transaction means for investorsJennifer Catherine Hartnett, Chief Commercial Officer at e.l.f. Beauty (ELF) recently sold about 10,000 shares of ELF stock for approximately $536,000. Here are some key takeaways for investors.

First, ELF stock has struggled recently. After an incredible run from around $25/share in June 2022 to nearly $220/share in early 2024, shares of ELF have slumped by more than 77% over the last two years. Shares now trade at around $50/share.

One of the biggest factors in the stock’s decline has been the impact of tariffs. The company imports about 75% of its products from China. As a result, ELF’s operating margins have decreased significantly over the last two years as tariffs against China have taken effect. ELF’s operating margin in its most recent quarter was a meager 3%, down from an all-time high of 28% three years ago.

All that said, ELF stock still looks attractive on a valuation basis. Shares are trading at a price-to-sales (P/S) ratio of 1.9x. That’s close to its five-year low of 1.8x from just a few weeks ago. What’s more, its current P/S ratio is well below its five-year average of 6.0x. The company is still growing revenue at a very impressive 35% year-over-year, suggesting that growth-oriented investors may be rewarded if the company can improve profitability.

Jake Lerch has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends e.l.f. Beauty. The Motley Fool has a disclosure policy.

ROSWELL, Ga.--(BUSINESS WIRE)--SiteOne® Landscape Supply, Inc. (the “Company”) (NYSE: SITE), the largest and only national full product line wholesale distributor of landscape supplies in the United States, today announced that the Company will release its first quarter 2026 results before the market opens on Wednesday, April 29, 2026. The Company will hold a conference call to discuss the results at 8:00 a.m. (ET) that same day. Interested investors and other parties can listen to a webcast of.

On April 17, 2026, SiteOne Landscape Supply Inc SITE shares rose 7.4% to a current price of $144.35. The stock has experienced significant price movement over the past year, with a 52-week range of $106.74 to $168.56.

GF Value™ verdict: Current price is $144.35, which is 7.7% below the GF Value™ of $156.36.GF Score™: 87/100 (Strong), indicating strong performance across key metrics.Most notable signal: Financial Strength rated at 7/10, suggesting a solid balance sheet. Is SITE Overvalued or Undervalued? Based on the GF Value™, SiteOne Landscape Supply Inc is currently trading at $144.35, which is 7.7% below its estimated fair value of $156.36. This indicates that the stock may be undervalued, presenting a potential opportunity for investors. The GF Valuation label suggests that the stock is fairly valued, implying a balanced assessment when considering both current price and intrinsic value.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. With a margin of safety of 7.7%, this valuation suggests that while the stock is currently undervalued, investors should consider the market conditions and company performance closely before making any decisions.

How Does SITE's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 43.0x 41.5x Forward P/E 32.9x N/A Currently, SITE’s P/E ratio stands at 43.0x, which is 4% above its 5-year median P/E of 41.5x. The forward P/E is more favorable at 32.9x, indicating expected earnings growth in the future. This analysis aligns with the GF Value™ verdict, suggesting that while the stock is somewhat above its historical average in terms of P/E, the forward P/E indicates potential for future growth.

What Does SITE's GF Score™ Tell Us? Metric Rating GF Score™ 87 Financial Strength 7/10 Profitability 8/10 Growth 6/10 Valuation 10/10 Momentum 8/10 SiteOne Landscape Supply Inc's GF Score™ of 87/100 indicates that it has strong potential for long-term returns, as higher scores have historically correlated with better performance. The strongest area is its Valuation score of 10/10, suggesting that the stock is currently well-valued in relation to its earnings potential. However, the Growth rank of 6/10 reflects room for improvement in expanding revenue and profit opportunities.

What Are Insiders Doing with SITE Stock? Over the past three months, insiders have sold $0.3 million of SITE stock, with no buying activity reported. This pattern of selling may suggest that insiders are taking profits or reallocating their investments, which could be interpreted as a cautious signal about the stock's current price level. The lack of insider buying could indicate that insiders do not believe the stock is undervalued at current levels.

What This Means for Investors Based on the GF Value™ assessment, SiteOne Landscape Supply Inc is currently undervalued, with a fair value estimate that is 7.7% higher than the current market price. However, investors should consider the recent insider selling and the stock's performance history when evaluating potential investments.

For the complete analysis, visit the SiteOne Landscape Supply Inc SITE stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is SITE's GF Score™?

SiteOne Landscape Supply Inc has a GF Score™ of 87/100, indicating strong potential for long-term returns based on a comprehensive analysis of key metrics.

Is SITE overvalued or undervalued?

According to the GF Value™, SITE is currently undervalued by 7.7%, suggesting a potential opportunity for investors.

What is SITE's P/E ratio?

SiteOne Landscape Supply Inc has a P/E ratio of 43.0x, which is slightly above its 5-year median P/E of 41.5x, indicating that the stock is trading at a premium compared to its historical valuation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].