Planet Fitness vs Ollie's Bargain Outlet

This page compares Planet Fitness, Inc. and Ollie's Bargain Outlet Holdings, Inc., examining business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

This page compares Planet Fitness, Inc. and Ollie's Bargain Outlet Holdings, Inc., examining business models, financial performance, and market context in a neutral, accessible way. Educational conten...

About The Companies

Planet Fitness (PLNT)

Planet Fitness, Inc. (PLNT) operates one of the largest budget gym chains in the United States, offering low-cost memberships focused on casual exercisers rather than hardcore gym-goers. Its asset-light, franchise-heavy model provides recurring revenue from membership fees and franchise royalties, while corporate stores contribute directly to revenue and cash flow. Investors should note the company’s emphasis on scale, value pricing and brand awareness, which can support steady membership growth but also invite intense competition. Growth drivers include continued U.S. market penetration, inbound international expansion, and ancillary services such as personal training and retail. Key risks are sensitivity to consumer spending, competitive pressure from boutique and low-cost rivals, concentration in the U.S. market, and potential membership churn during economic stress. With a market capitalisation around $8.1bn, Planet Fitness may suit investors seeking exposure to consumer discretionary leisure trends, but it’s important to weigh growth prospects against operational and macro risks—this is educational information, not personalised advice.

Ollie's Bargain Outlet (OLLI)

Ollie’s Bargain Outlet Holdings Inc (OLLI) is a U.S.-based discount retailer that sells closeout, surplus and overstock merchandise at reduced prices. The company’s model centres on a treasure‑hunt experience and low-cost stores, sourcing a wide range of household goods, toys, seasonal items and food from manufacturers, wholesalers and other retailers. Investors typically watch store expansion, inventory purchasing strategy and gross margin trends as key drivers of revenue and profitability. Ollie’s benefits when it can acquire inventory cheaply and convert it to sales quickly, but it faces competition from dollar stores, off‑price chains and online retailers. Sensitivity to consumer discretionary spending, supply variability and regional demand means results can be cyclical. With a market cap around $7.44bn, Ollie’s is often considered a growth-through-expansion, value-oriented retailer; this is general education and not personalised advice — consider your risk tolerance, diversification and time horizon before acting.

Comparison Snapshot

Key Financial Metrics

PLNT

Metric

OLLI

$9.05B

Market Cap

$6.99B

17.47%

Potential Profit

24.25%

Buy

Analyst Rating

Buy

Which Baskets Do They Appear In?

Active Lifestyle Portfolio

Tap into the powerful consumer shift toward personal health and fitness with this carefully selected group of companies. Our team of analysts has chosen brands that are leading the wellness economy as it becomes an essential part of modern life.

Published: June 18, 2025

Explore Basket

Body & Fitness

Invest in the companies powering the global wellness movement. This collection features carefully selected market leaders in athletic apparel, fitness equipment, gym chains, and wellness technology, chosen by our investment professionals for their growth potential.

Published: June 17, 2025

Explore Basket

Which Baskets Do They Appear In?

Active Lifestyle Portfolio

Tap into the powerful consumer shift toward personal health and fitness with this carefully selected group of companies. Our team of analysts has chosen brands that are leading the wellness economy as it becomes an essential part of modern life.

Published: June 18, 2025

Explore Basket

Body & Fitness

Invest in the companies powering the global wellness movement. This collection features carefully selected market leaders in athletic apparel, fitness equipment, gym chains, and wellness technology, chosen by our investment professionals for their growth potential.

Published: June 17, 2025

Explore Basket

Investment Analysis

Planet Fitness

PLNT

Pros

Planet Fitness delivered a double beat on both earnings per share and revenue in Q3 2025, reflecting robust operational execution and healthy membership growth.
Management raised full-year guidance, signalling increased confidence in ongoing sales momentum and margin improvement despite recent macroeconomic challenges.
The company benefits from a relatively asset-light franchise model, enabling scalable expansion with lower capital intensity than many peers in the leisure industry.

Considerations

Persistent inflationary pressures could squeeze discretionary consumer spending, directly impacting gym membership volumes and franchisee economics.
Intensifying competition from both traditional and digital fitness providers may pressure pricing and member retention over time.
The firm's exposure to US consumer cyclicality and regional economic disparities could make quarterly results more volatile than those of global peers.

Ollie's Bargain Outlet

OLLI

Pros

Ollie’s Bargain Outlet’s value-oriented business model is well-aligned with current consumer trends favouring discount shopping amid elevated inflation and economic uncertainty.
The company’s store expansion strategy targets underserved regional markets, offering clear runway for domestic growth without heavy reliance on international penetration.
A flexible, opportunistic supply chain allows for discounted acquisition of overstock and closeout merchandise, creating unique value differentiation versus broader retail competitors.

Considerations

Gross margins remain under pressure due to rising freight and logistics costs, not fully offset by pricing adjustments or operating leverage.
Revenue growth is heavily dependent on new store openings, which face increasing execution risk as the real estate market tightens and land costs escalate.
Ollie’s lacks meaningful e-commerce integration, potentially missing out on shifting shopping preferences towards digital-first, omnichannel retail experiences.

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About The Companies

Comparison Snapshot

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Investment Analysis

Planet Fitness

Pros

Considerations

Ollie's Bargain Outlet

Pros

Considerations

Why invest with Nemo?

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Frequently asked questions

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Comparison Snapshot

Planet Fitness vs Ollie's Bargain Outlet

About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Active Lifestyle Portfolio

Body & Fitness

Which Baskets Do They Appear In?

Active Lifestyle Portfolio

Body & Fitness

Investment Analysis

Planet Fitness

Pros

Considerations

Ollie's Bargain Outlet

Pros

Considerations

Why invest with Nemo?

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Frequently asked questions

What is the main business model difference between Planet Fitness and Ollie's Bargain Outlet, and how could that impact their financial performance?

How do seasonal cycles and consumer spending patterns appear in these firms’ earnings?

What role do management guidance and profitability trends play in assessing the stocks?

Which factors should beginners consider when evaluating growth potential for these stocks?

How important are margins and costs in assessing the two companies?

What should readers know about the revenue drivers for each company?

How might macroeconomic factors influence these stocks differently?

What regional or competitive dynamics should be considered when comparing the two?

How should an investor interpret the provided Pros and Cons for each stock?

What is the value of a side-by-side stock comparison page for beginners? (Educational disclaimer)

About The Companies

Comparison Snapshot