Ollie's Bargain Outlet Holdings Inc OLLI

This firm runs a chain of discount retail stores offering brand names at discount prices.

This is an interesting one. Instinctively I’d expect discount stores to be closer to their peak than their trough given cost of living pressures (which the US also faces), but what with supply chain issues, plus the general dip that global events caused that doesn’t seem to be the case here. And what’s more complex is they essentially buy what others have swung and missed with at a discount, so it’s not “them” sorting their supply chain out but rather “when will the overall supply chain improve”.