Tilly's TLYS
Tilly's is a west coast retailer selling teen apparel, footwear and accessories.
- Ticker
- TLYS
- Headquarters
- Irvine, California
- CEO
- Nate Smith
- IPO year
- 2012
- Sector
- Teen Apparel
- Website
- www.tillys.com
- Management
- Team & leadership ↗
Notes & Takes
"Nate Smith is leading a comeback in 2026. Between a stronger TikTok marketing presence and a better product assortment, comparable sales have remained on fire after years of decline.
Sentiment had become so negative that the company’s market cap fell to roughly $20 million in 2025."
Quarterly Headlines
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Tilly's Q2 2026
Aug 1, 2026
- Sales up 8.1% with comp sales of 12.1% including e-com and stores
- Store sales up 5.1% with 220 stores vs. 223 stores same period last year
- Comp sales from stores up 10.3%. Sales from stores made up 79% of total sales
- Sales from e-com increased 20.9%
- Gross profit was 35.5% up 300 basis points
- Operating income of $8.2 mill
- $62 mill in cash with no debt
- Guide for Q3 includes comp sales being up 10% to 14%, product margins to be slightly improved, net income of $2.2 to $3.7 mill
Tillys's Q1 2026
May 2, 2026
- Sales up 15.9%
- Comp sales up 22.9% including e-com and stores
- Comp sales from physical stores of 20.8% and e-com sales up 30.9%
- Gross profit was 28.9% up 910 basis points
- Operating loss of $8.1 mill vs. a loss of $22.7 mill last year
- $41 mill of cash with no debt
- Guide for Q2 includes comp sales up 6% to 10%, product margins up slightly to flat, and net income of $3.8 mill to $6 mill