Despite tariff uncertainty and global supply chain disruptions, two retail stocks are positioned to thrive: Ollie's Bargain Outlet benefits structurally from tariff-induced disruptions by acquiring excess inventory from affected retailers, while Five Below demonstrated adaptability by pivoting its product mix and offsetting tariff margin pressure through operational efficiency.

Five Below (FIVE) surged over 10% following strong Q4 2025 earnings, with the stock up 200% over 12 months. The company overcame tariff impacts and attracted younger demographics across income levels. Wall Street analysts are raising price targets, with UBS setting the highest at $285. However, the stock's P/E ratio of 42x is elevated, and investors may want to wait for a pullback around $220-$225 before entering positions.

U.S. stock markets declined on March 13, 2026, as crude oil prices surged toward $100 per barrel due to ongoing disruptions in the Strait of Hormuz related to the Iran conflict. The S&P 500 fell 0.61%, Nasdaq dropped 0.93%, and the Dow slipped 0.26%. Energy stocks outperformed while cyclicals lagged. Consumer sentiment hit a three-month low amid concerns about rising energy and gasoline prices. Rate cuts are unlikely at next week's Federal Reserve meeting.

The article recommends three retail stocks positioned for growth: Amazon benefits from its AWS cloud computing division and AI investments despite high capital expenditures; Ollie's Bargain Outlet is expanding nationally through acquisitions with strong revenue growth; Target shows promise under new CEO Michael Fiddelke's turnaround strategy focusing on store improvements and returning to its 'upscale discounter' roots.

Congress Asset Management sold 670,615 shares of Ollie's Bargain Outlet worth approximately $80.86 million during Q4, while maintaining a remaining position of 879,320 shares valued at $96.38 million. The move represents a recalibration rather than a full retreat, as the company continues to execute well with strong Q3 results showing 18.6% sales growth and 29.3% EPS growth, though the fund now allocates only 0.68% of AUM to the position.

The article discusses a shift in American sentiment, showing declining happiness levels and consumer confidence, which is impacting investment behaviors and creating opportunities in undervalued closed-end funds like the Liberty All-Star Growth Fund.

Ollie's Bargain Outlet will report its Q3 fiscal 2025 financial results on December 9, 2025, with a conference call at 8:30 a.m. Eastern Time to discuss performance and answer investor questions.

Ollie's Bargain Outlet reported strong Q2 2025 results with 18% net sales growth, 5% comparable store sales, and raised full-year guidance. The company expanded to 613 stores, launched a successful loyalty program, and demonstrated operational efficiency with margin improvements.

Ollie's Bargain Outlet reported strong Q2 earnings, outperforming consensus estimates with 18.5% revenue growth and improved margins. The company's expansion, driven by Big Lots' bankruptcy, suggests significant long-term potential and potential for analyst upgrades.

Ollie's Bargain Outlet has acquired 40 former Big Lots store leases from Gordon Brothers, expanding its footprint and accelerating its new store openings in 2025.

Ollie's Bargain Outlet has acquired eight additional former Big Lots store leases as part of the bankruptcy sale process. This acquisition aligns with Ollie's strategy of expanding its store footprint in existing trade areas.

Ollie's Bargain Outlet Holdings (OLLI) is acquiring seven former Big Lots store leases, expanding its retail footprint. The acquisition aligns with OLLI's focus on value-oriented customers and growth potential in the Midwest region. OLLI's strong performance and growth initiatives position the company for sustained growth.