Tilly's, Inc.

NYSE:TLYS Rapport sur les actions

Capitalisation boursière : US$123.8m

Tilly's Gestion

Gestion contrôle des critères 1/4

Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.

Informations clés

Nate Smith

Directeur général

US$3.3m

Rémunération totale

Pourcentage du salaire du PDG14.19%
Durée du mandat du directeur généralless than a year
Propriété du PDGn/a
Durée moyenne d'occupation des postes de direction1.5yrs
Durée moyenne du mandat des membres du conseil d'administration14.7yrs

Mises à jour récentes de la gestion

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
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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
Article d’analyse • 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...
Article d’analyse • 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
Article d’analyse • 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...
Article d’analyse • 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
Article d’analyse • 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
Article d’analyse • 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 de la rémunération des PDG

Comment la rémunération de Nate Smith a-t-elle évolué par rapport aux bénéfices de Tilly's?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jan 31 2026US$3mUS$462k

-US$17m

Rémunération vs marché: La rémunération totale de Nate ($USD 3.25M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 649.34K ).

Rémunération et revenus: Données insuffisantes pour comparer la rémunération de Nate avec les performances de l'entreprise.

PDG

Nate Smith (55 yo)

less than a year
Titularisation
US$3,253,328
Compensation

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...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Hezy Shaked
Co-Founder42.3yrsUS$614.75k20.71%
$ 25.6m
Nathan Smith
Presidentless than a yearUS$3.25mpas de données
Michael Henry
Executive VP11yrsUS$524.60k0.15%
$ 182.7k
Michael Cingolani
Executive VP & Chief Merchandising Officer1.5yrsUS$419.02kpas de données
Tilly Levine
Co-Founder19.3yrspas de données3.59%
$ 4.4m
Erik Quade
Chief Information Officerno datapas de donnéespas de données
Bobby Gascon
Vice President of Marketing & Innovationless than a yearpas de donnéespas de données
Jaheida Sanchez
Vice President of Human Resourcesno datapas de donnéespas de données
Shelly Bueno-Johnson
Senior Vice President of Storesless than a yearpas de donnéespas de données
Robert Kim
Senior Vice President of Merchandise Planning & Allocationless than a yearpas de donnéespas de données
Christina Campbell
VP & Controller11.2yrspas de donnéespas de données
1.5yrs
Durée moyenne de l'emploi
55yo
Âge moyen

Gestion expérimentée: L'équipe de direction de TLYS n'est pas considérée comme expérimentée (ancienneté moyenne 1.5 ans), ce qui suggère une nouvelle équipe.

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Hezy Shaked
Co-Founder42.3yrsUS$614.75k20.71%
$ 25.6m
Nathan Smith
Presidentless than a yearUS$3.25mpas de données
Seth Johnson
Independent Director15.1yrsUS$148.00k0.52%
$ 645.2k
Janet Kerr
Independent Director14.8yrsUS$142.00k0.31%
$ 384.0k
Douglas Collier
Independent Director14.7yrsUS$150.00k0.60%
$ 738.4k
Michael Relich
Independent Director1.3yrsUS$130.17k0.22%
$ 266.2k
Teresa Aragones
Independent Director4.6yrsUS$125.00k0.34%
$ 420.9k
14.7yrs
Durée moyenne de l'emploi
64yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la TLYS est chevronné et expérimenté ( 14.7 années d'ancienneté moyenne).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 00:01
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2026/01/31
Revenus annuels2026/01/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Tilly's, Inc. est couverte par 13 analystes. 1 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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