We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
2 Consumer-Centric Stocks to Consider as Earnings Approach: OLLI, ULTA
Read MoreHide Full Article
While Q2 results from Nvidia (NVDA - Free Report) will highlight this week’s earnings lineup, a pair of consumer-centric stocks are also worthy of attention in Ollie’s Bargain Outlet (OLLI - Free Report) and Ulta Beauty (ULTA - Free Report) .
Set to release their Q2 reports on Thursday, August 28, Ollie’s and Ulta stock have drifted toward 52-week highs and are sporting a Zacks Rank #2 (Buy), respectively.
Driving their pleasant stock performances over the last year has been Ollie’s steady expansion as a brick-and-mortar value retailer of brand-name merchandise, with Ulta reaping the benefits of a revamped product line that has boosted consumer interest for the cosmetics and fragrance leader.
Image Source: Zacks Investment Research
Ollie’s & Ulta Q2 Expectations
Based on Zacks' estimates, Ollie’s Q2 sales are thought to have increased 14% to $662.68 million compared to $578.38 million a year ago. Even better, Ollie’s Q2 earnings are expected to spike over 16% to $0.91 per share from EPS of $0.78 in the comparative quarter.
Notably, Ollie’s has reached or exceeded EPS estimates in three of its last four quarterly reports with an average earnings surprise of 2.02%. It’s also noteworthy that the Zacks ESP (Expected Surprise Prediction) indicates Ollie’s should meet its Q2 EPS expectations with the Most Accurate and recent estimate among Wall Street analysts being on par with the underlying Zacks Consensus of $0.91.
Image Source: Zacks Investment Research
As for Ulta, its Q2 sales are projected to be up 4% to $2.65 billion from $2.55 billion in the prior period. Although Ulta’s Q2 EPS is expected to dip 5% to $5.03, the Zacks ESP suggests the beauty retailer could comfortably exceed these expectations with the Most Accurate and recent estimate at $5.13 (Current Qtr below). Plus, Ulta has exceeded EPS estimates in three of its last four quarterly reports with an impressive average earnings surprise of 11.88%.
Image Source: Zacks Investment Research
Positive EPS Revisions
Attributing to the buy ratings for Ollie’s and Ulta stock is that full-year earnings estimate revisions have remained higher over the last 60 days for their current fiscal 2026 and FY27.
With its EPS revisions slightly up in the last two months, Ollie’s annual earnings are currently slated to spike 14% in FY26 and are projected to pop another 14% in FY27 to $4.28 per share.
Image Source: Zacks Investment Research
Pivoting to Ulta, annual earnings are now expected to dip 7% in its FY26 to $23.63 per share, but these estimates are up over 1% in the last 60 days. Magnifying Ulta’s robust bottom line is that FY27 EPS is projected to rebound and rise 9% to $25.84, with these estimates up nearly 1% in the last two months as well.
Image Source: Zacks Investment Research
Bottom Line
As two of the top momentum stocks of late, Ollie’s and Ulta stock could be poised for higher highs, especially if they can reach or exceed their Q2 expectations. In the last three months, Ulta stock has now surged more than +25% and checks an “A” Zacks Style Scores grade for Momentum, with Ollie’s having a “B” score in this regard and up over +15% in the last three months.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
2 Consumer-Centric Stocks to Consider as Earnings Approach: OLLI, ULTA
While Q2 results from Nvidia (NVDA - Free Report) will highlight this week’s earnings lineup, a pair of consumer-centric stocks are also worthy of attention in Ollie’s Bargain Outlet (OLLI - Free Report) and Ulta Beauty (ULTA - Free Report) .
Set to release their Q2 reports on Thursday, August 28, Ollie’s and Ulta stock have drifted toward 52-week highs and are sporting a Zacks Rank #2 (Buy), respectively.
Driving their pleasant stock performances over the last year has been Ollie’s steady expansion as a brick-and-mortar value retailer of brand-name merchandise, with Ulta reaping the benefits of a revamped product line that has boosted consumer interest for the cosmetics and fragrance leader.
Image Source: Zacks Investment Research
Ollie’s & Ulta Q2 Expectations
Based on Zacks' estimates, Ollie’s Q2 sales are thought to have increased 14% to $662.68 million compared to $578.38 million a year ago. Even better, Ollie’s Q2 earnings are expected to spike over 16% to $0.91 per share from EPS of $0.78 in the comparative quarter.
Notably, Ollie’s has reached or exceeded EPS estimates in three of its last four quarterly reports with an average earnings surprise of 2.02%. It’s also noteworthy that the Zacks ESP (Expected Surprise Prediction) indicates Ollie’s should meet its Q2 EPS expectations with the Most Accurate and recent estimate among Wall Street analysts being on par with the underlying Zacks Consensus of $0.91.
Image Source: Zacks Investment Research
As for Ulta, its Q2 sales are projected to be up 4% to $2.65 billion from $2.55 billion in the prior period. Although Ulta’s Q2 EPS is expected to dip 5% to $5.03, the Zacks ESP suggests the beauty retailer could comfortably exceed these expectations with the Most Accurate and recent estimate at $5.13 (Current Qtr below). Plus, Ulta has exceeded EPS estimates in three of its last four quarterly reports with an impressive average earnings surprise of 11.88%.
Image Source: Zacks Investment Research
Positive EPS Revisions
Attributing to the buy ratings for Ollie’s and Ulta stock is that full-year earnings estimate revisions have remained higher over the last 60 days for their current fiscal 2026 and FY27.
With its EPS revisions slightly up in the last two months, Ollie’s annual earnings are currently slated to spike 14% in FY26 and are projected to pop another 14% in FY27 to $4.28 per share.
Image Source: Zacks Investment Research
Pivoting to Ulta, annual earnings are now expected to dip 7% in its FY26 to $23.63 per share, but these estimates are up over 1% in the last 60 days. Magnifying Ulta’s robust bottom line is that FY27 EPS is projected to rebound and rise 9% to $25.84, with these estimates up nearly 1% in the last two months as well.
Image Source: Zacks Investment Research
Bottom Line
As two of the top momentum stocks of late, Ollie’s and Ulta stock could be poised for higher highs, especially if they can reach or exceed their Q2 expectations. In the last three months, Ulta stock has now surged more than +25% and checks an “A” Zacks Style Scores grade for Momentum, with Ollie’s having a “B” score in this regard and up over +15% in the last three months.