Tilly's, Inc.

NYSE:TLYS Lagerbericht

Marktkapitalisierung: US$132.3m

Tilly's Management

Management Kriterienprüfungen 1/4

Wir verfügen derzeit nicht über ausreichende Informationen über den CEO.

Wichtige Informationen

Nate Smith

Geschäftsführender

US$3.3m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts14.19%
Amtszeit als Geschäftsführerless than a year
Eigentum des Geschäftsführersn/a
Durchschnittliche Amtszeit des Managements1.5yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder14.7yrs

Jüngste Management Updates

Recent updates

Seeking Alpha • Apr 10

The Storm Has Passed For Tilly's

Summary Tilly's is upgraded to a speculative 'hold' as operational improvements and a strong cash position reduce downside risk. TLYS has stabilized comparable sales and improved cost structure, with Q1 2026 revenue guidance 16–22% above the prior year. Despite a 53% share price decline since April 2023, TLYS’s $46.3M cash and zero debt provide a significant financial runway. Valuation remains stretched at 16.3x EV/EBITDA, but ongoing digital and merchandising initiatives could drive further profitability gains. Read the full article on Seeking Alpha
Analyseartikel • Dec 07

Tilly's, Inc.'s (NYSE:TLYS) 28% Share Price Surge Not Quite Adding Up

Those holding Tilly's, Inc. ( NYSE:TLYS ) shares would be relieved that the share price has rebounded 28% in the last...
Analyseartikel • Dec 04

Is Tilly's (NYSE:TLYS) In A Good Position To Deliver On Growth Plans?

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Analyseartikel • Sep 16

What Tilly's, Inc.'s (NYSE:TLYS) 31% Share Price Gain Is Not Telling You

Tilly's, Inc. ( NYSE:TLYS ) shares have continued their recent momentum with a 31% gain in the last month alone. Still...
Analyseartikel • Jul 29

Revenues Not Telling The Story For Tilly's, Inc. (NYSE:TLYS) After Shares Rise 58%

Tilly's, Inc. ( NYSE:TLYS ) shares have had a really impressive month, gaining 58% after a shaky period beforehand. But...
Analyseartikel • Apr 10

Risks Still Elevated At These Prices As Tilly's, Inc. (NYSE:TLYS) Shares Dive 49%

The Tilly's, Inc. ( NYSE:TLYS ) share price has fared very poorly over the last month, falling by a substantial 49...
Seeking Alpha • Mar 10

Tilly's Remains In Trouble

Summary Tilly's faces significant challenges, despite a strong balance sheet with $51.7 million in net cash. Revenue and profitability metrics have deteriorated, with a 7.3% revenue drop from 2022 to 2023 and a net loss of $34.5 million. Comparable store sales and e-commerce revenue are declining, and store count is decreasing, further impacting financial performance. Analysts expect continued revenue decline and losses, making it unlikely that Tilly's will be appealing moving forward absent a significant change in fundamentals. Read the full article on Seeking Alpha
Analyseartikel • Feb 26

Tilly's (NYSE:TLYS) Will Have To Spend Its Cash Wisely

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Analyseartikel • Jan 18

Revenues Not Telling The Story For Tilly's, Inc. (NYSE:TLYS) After Shares Rise 28%

Tilly's, Inc. ( NYSE:TLYS ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last...
Seeking Alpha • Sep 07

Tilly's Recognizes Model Problems, But The Stock Is Still Not Opportunistic

Summary Tilly's 2Q24 results were in line with guidance, showing 8% negative comparable sales but breaking even due to an extra back-to-school week. Persistent sales declines highlight both macroeconomic and model-specific challenges, with management acknowledging merchandising issues and launching a new brand campaign. Despite a 40% stock price drop, I maintain a Hold rating due to unresolved model viability concerns and challenging macroeconomic conditions. Valuation appears cheap, but the company's inability to meet customer demands and generate consistent profitability makes it a speculative and unattractive investment. Read the full article on Seeking Alpha
Analyseartikel • Aug 24

Is Tilly's (NYSE:TLYS) In A Good Position To Invest In Growth?

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Analyseartikel • Jul 18

Tilly's, Inc.'s (NYSE:TLYS) Business Is Yet to Catch Up With Its Share Price

There wouldn't be many who think Tilly's, Inc.'s ( NYSE:TLYS ) price-to-sales (or "P/S") ratio of 0.3x is worth a...
Seeking Alpha • Jun 20

Tilly's Valuation Keeps Decreasing, But The Stock Is Not An Opportunity Without Signs Of A Turnaround

Summary Tilly's 1Q24 results show negative revenue comparables and large operating losses. Despite small signs of change in management and operations, the company's valuation remains uncertain due to ongoing losses and cash reserve consumption. Tilly's stock may be attractive for aggressive investors speculating on a turnaround, but the lack of evidence for improvement suggests caution. Read the full article on Seeking Alpha
Analyseartikel • Apr 16

Tilly's, Inc.'s (NYSE:TLYS) Shares May Have Run Too Fast Too Soon

There wouldn't be many who think Tilly's, Inc.'s ( NYSE:TLYS ) price-to-sales (or "P/S") ratio of 0.3x is worth a...
Seeking Alpha • Feb 28

Tilly's Suffers From Strategic Problems And Is Not Cheap Despite The Low Multiples

Summary Tilly's had a difficult 2023 with falling same-store sales compared to the pandemic boom period. The company lacks specific competitive advantages, and its CEO recently left after merchandising failures. Tilly's stock is not attractive as a potential recovery seems already priced in and the company's future is not promising. Read the full article on Seeking Alpha
Seeking Alpha • Aug 19

Tilly's Q2 2023 Preview: The Picture Is Growing Worse

Summary Tilly's, a specialty retailer, has experienced a significant decline in its bottom line over the past few quarters. The company's financial performance has been negatively impacted by factors such as inclement weather and inflationary pressures. Tilly's upcoming financial results for the second quarter are expected to show further deterioration, leading to a downgrade in its rating to a soft 'sell'. Read the full article on Seeking Alpha
Seeking Alpha • May 31

Tilly's: Another Struggling Retailer With Little Hope

Summary Tilly's has grown at a CAGR of 4%, with an EBITDA-M of 4%. Competition has increased due to the rise of e-commerce, fast fashion, and social media marketing. We expect Tilly's to continue to struggle. Tilly's valuation is far too high for the ongoing struggles and lack of clear turnaround. Read the full article on Seeking Alpha
Analyseartikel • Apr 26

Is It Too Late To Consider Buying Tilly's, Inc. (NYSE:TLYS)?

While Tilly's, Inc. ( NYSE:TLYS ) might not be the most widely known stock at the moment, it received a lot of...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Nate Smith im Vergleich zu den Einnahmen von Tilly's verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Jan 31 2026US$3mUS$462k

-US$17m

Vergütung im Vergleich zum Markt: NateDie Gesamtvergütung ($USD3.25M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD626.93K).

Entschädigung vs. Einkommen: Unzureichende Daten, um die Vergütung von Nate mit der Unternehmensleistung zu vergleichen.

Geschäftsführer

Nate Smith (55 yo)

less than a year
Amtszeit
US$3,253,328
Vergütung

Mr. Nathan M. Smith,also known as Nate, has been President, CEO & Director of Tilly's, Inc. since August 18, 2025. He had been President of Americas Region at Boardriders, Inc. since June 29, 2017 until Ap...

Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Hezy Shaked
Co-Founder42.3yrsUS$614.75k20.71%
$ 27.4m
Nathan Smith
Presidentless than a yearUS$3.25mkeine Daten
Michael Henry
Executive VP11yrsUS$524.60k0.15%
$ 195.3k
Michael Cingolani
Executive VP & Chief Merchandising Officer1.5yrsUS$419.02kkeine Daten
Tilly Levine
Co-Founder19.3yrskeine Daten3.59%
$ 4.7m
Erik Quade
Chief Information Officerno datakeine Datenkeine Daten
Bobby Gascon
Vice President of Marketing & Innovationless than a yearkeine Datenkeine Daten
Jaheida Sanchez
Vice President of Human Resourcesno datakeine Datenkeine Daten
Shelly Bueno-Johnson
Senior Vice President of Storesless than a yearkeine Datenkeine Daten
Robert Kim
Senior Vice President of Merchandise Planning & Allocationless than a yearkeine Datenkeine Daten
Christina Campbell
VP & Controller11.2yrskeine Datenkeine Daten
1.5yrs
Durchschnittliche Betriebszugehörigkeit
55yo
Durchschnittliches Alter

Erfahrenes Management: TLYSDas Führungsteam des Unternehmens gilt nicht als erfahren ( 1.5 Jahre durchschnittliche Betriebszugehörigkeit), was auf ein neues Team schließen lässt.

Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Hezy Shaked
Co-Founder42.3yrsUS$614.75k20.71%
$ 27.4m
Nathan Smith
Presidentless than a yearUS$3.25mkeine Daten
Seth Johnson
Independent Director15.1yrsUS$148.00k0.52%
$ 689.7k
Janet Kerr
Independent Director14.8yrsUS$142.00k0.31%
$ 410.4k
Douglas Collier
Independent Director14.7yrsUS$150.00k0.60%
$ 789.3k
Michael Relich
Independent Director1.3yrsUS$130.17k0.22%
$ 284.6k
Teresa Aragones
Independent Director4.6yrsUS$125.00k0.34%
$ 449.9k
14.7yrs
Durchschnittliche Betriebszugehörigkeit
64yo
Durchschnittliches Alter

Erfahrener Vorstand: TLYSDie Vorstandsmitglieder sind sehr erfahren ( 14.7 ).

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/26 03:07
Aktienkurs zum Tagesende2026/05/26 00:00
Gewinne2026/01/31
Jährliche Einnahmen2026/01/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Tilly's, Inc. wird von 13 Analysten beobachtet. 1 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
David BuckleyBofA Global Research
Jeffrey Van SinderenB. Riley Securities, Inc.
Lindsay Drucker MannGoldman Sachs