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    Melanie Nunez • Bank of America

    Melanie Nunez's questions to Ollie's Bargain Outlet Holdings Inc (OLLI) leadership

    Melanie Nunez's questions to Ollie's Bargain Outlet Holdings Inc (OLLI) leadership • Q3 2025

    Question

    Melanie Nunez asked about the outlook for merchandise margin in Q4 and how the product mix was expected to change during the holiday season.

    Answer

    CFO Robert Helm stated that the Q4 guidance prudently includes a continued margin drag from a higher mix of consumer staples, as these items are resonating with customers. He noted that while supply chain benefits are moderating, shrink is planned to be stable, and the overall margin outlook is otherwise consistent.

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    Melanie Nunez's questions to Ollie's Bargain Outlet Holdings Inc (OLLI) leadership • Q2 2025

    Question

    Melanie Nunez asked about the initial performance of the recently opened 99 Cents Only stores and for an update on their economics. She also inquired about sales performance trends by geographic region during the quarter.

    Answer

    Executive Vice President and COO Eric van der Valk explained it was too early to judge performance as the stores had only been soft-opened for about a week, with a larger grand opening event planned for September. He expressed excitement about marketing to former 99 Cents Only customers. CEO John Swygert noted that regional performance was strong across the board, with the most significant strength seen in the southern states, including Texas.

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    Melanie Nunez's questions to Five Below Inc (FIVE) leadership

    Melanie Nunez's questions to Five Below Inc (FIVE) leadership • Q2 2024

    Question

    Melanie Nunez from Bank of America asked about the performance during the back-to-school season and how the company feels entering the holidays, noting that spring and summer can sometimes be a lull.

    Answer

    Interim President and CEO Kenneth Bull corrected the premise, stating that spring and summer should be a major season for Five Below, but it underperformed this year. For back-to-school and the upcoming holidays, he reiterated that most merchandise was already procured, so significant improvement from the new strategies is not expected. While they will chase some trend items for the holidays, the real impact of the assortment changes will be seen next year.

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