Baozun vs Ollie's Bargain Outlet Holdings
Ollie's Bargain Outlet Holdings is the larger business, with $2.65bn of revenue in fiscal 2026 against $1.38bn for Baozun (1.9 times as much). Ollie's Bargain Outlet Holdings grew faster (16.6% against 5.7%). Ollie's Bargain Outlet Holdings kept more of each dollar of sales as profit: a net margin of 9.1% against -2.4%. Ollie's Bargain Outlet Holdings carries less debt relative to equity (0.1% against 33.2%).
| Latest fiscal year | BaozunBZUN, 2025 | Ollie's Bargain Outlet HoldingsOLLI, 2026 |
|---|---|---|
| Revenue | $1.38bn | $2.65bn |
| Revenue growth | 5.7% | 16.6% |
| Net income | −$33.7m | $241m |
| Operating margin | 0.6% | 11.2% |
| Net margin | -2.4% | 9.1% |
| Return on equity | -6.4% | 13.4% |
| Free cash flow | $43.7m | $195m |
| Cash | $130m | $260m |
| Total debt | $173m | $974,000 |
| Debt to equity | 33.2% | 0.1% |
| Dividend per share | — | — |
| Dividend yield | 1.7% | — |
| Share buybacks | $1.4m | $73.8m |
| Employees | — | 13,000 |
| Market value | $187m | $5.31bn |
| Price vs our value range | — | Within our value range |
| Moat score | — | 66 (Moderate) |
| Insider trades, 12 months | 52 buys, 0 sales | 0 buys, 5 sales |