Ollie's Bargain Outlet Holdings Inc at Jefferies Consumer Conference (Virtual) Transcript

Jun 23, 2021 / 06:40PM GMT
Randal J. Konik - Jefferies LLC, Research Division - Equity Analyst

Good afternoon, everybody. It's Randy Konik, lifestyle and growth platforms analyst at Jefferies, here again towards the end of day 2 for our Nantucket conference. I hope everyone is having a great time, learning a lot, getting a lot of insight. And again, we look forward to seeing everybody in person in 2022.

One of the themes we keep pitching with our investors is the idea of very simplistically value in. And in times of economic disruption, we see consumers gravitate towards businesses that provide a lot of value. And one of those businesses that we think very highly of and have a lot of runway of growth ahead of it is Ollie's.

So we're pleased to have Ollie's management with us this afternoon: John Swygert, the company's CEO; as well as Jay Stasz, the company's CFO. And we're going to go through a discussion on some points and questions that we have for the company, and then we'll see if anybody has any questions as well.

So with that, I want to welcome John and Jay to the conversation. How are you guys

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