View ValuationTilly's 将来の成長Future 基準チェック /06Tilly'sは、131.8%と1.5%でそれぞれ年率131.8%で利益と収益が成長すると予測される一方、EPSはgrowで129.4%年率。主要情報131.8%収益成長率129.39%EPS成長率Specialty Retail 収益成長9.8%収益成長率1.5%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日05 Jun 2026今後の成長に関する最新情報Major Estimate Revision • Jun 11Consensus estimates of losses per share improve by 76%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from US$568.0m to US$578.9m. EPS estimate increased from -US$0.17 per share to -US$0.04 per share. Specialty Retail industry in the US expected to see average net income growth of 22% next year. Consensus price target up from US$3.00 to US$5.50. Share price was steady at US$5.31 over the past week.お知らせ • Jun 04Tilly's, Inc. Provides Earnings Guidance for the Second Quarter Ending August 1, 2026Tilly's, Inc. provided earnings guidance for the second quarter ending August 1, 2026. Based on current and historical trends, the Company currently estimates the following for the second quarter of fiscal 2026 ending August 1, 2026: Net sales in the range of approximately $154 million to $160 million, translating to an estimated comparable net sales increase of 6% to 10%, respectively, relative to last year's second quarter; Product margins to be flat to up slightly compared to last year's company-record rate for a fiscal second quarter; Net income of approximately $3.8 million to $6.0 million, respectively, with a near-zero effective income tax rate due to the continuing impact of a full, non-cash valuation allowance on deferred tax assets; and Net income per diluted share to be in the range of $0.13 to $0.20, respectively, compared to $0.10 for last year's second quarter, with estimated weighted average diluted shares of approximately 30.3 million.Major Estimate Revision • Mar 13Consensus estimates of losses per share improve by 78%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from US$548.9m to US$568.0m. EPS estimate increased from -US$0.78 per share to -US$0.17 per share. Specialty Retail industry in the US expected to see average net income growth of 23% next year. Consensus price target up from US$2.25 to US$3.00. Share price rose 81% to US$2.69 over the past week.お知らせ • Mar 12Illy's, Inc. Provides Earnings Guidance for the First Quarter of Fiscal Year Ending May 2, 2026Tilly's, Inc. provided earnings guidance for the first quarter of fiscal year ending May 2, 2026. For the quarter, the company estimates Net sales in the range of approximately $119 million to $125 million, translating to an estimated comparable net sales increase of 16% to 22%, respectively, relative to last year's first quarter; Net loss of approximately $10.1 million to $8.0 million, respectively, with a near-zero effective income tax rate due to the continuing impact of a full, non-cash valuation allowance on deferred tax assets; and Per share results to be in the range of a net loss of $0.34 to $0.27, respectively, compared to a net loss per share of $0.74 for last year's first quarter, with estimated weighted average shares of approximately 30.1 million.Major Estimate Revision • Dec 11Consensus EPS estimates upgraded to US$0.83 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$1.25 to -US$0.83 per share. Revenue forecast steady at US$547.2m. Specialty Retail industry in the US expected to see average net income growth of 16% next year. Consensus price target of US$2.25 unchanged from last update. Share price rose 7.3% to US$1.90 over the past week.お知らせ • Dec 04Tilly's, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year Ending January 31, 2026Tilly's, Inc. provided earnings guidance for the fourth quarter of fiscal year ending January 31, 2026. For the quarter, the company expects net sales in the range of approximately $146 million to $151 million, translating to an estimated comparable net sales range of an increase of 4% to 8%, respectively, relative to the comparable period last year Net loss of approximately $5.6 million to $3.5 million, respectively, with a near-zero effective income tax rate due to the continuing impact of a full, non-cash valuation allowance on deferred tax assets and Per share results to be in the range of a net loss of $0.19 to $0.12, respectively, compared to a net loss per share of $0.45 for last year's fourth quarter, with an estimated weighted average shares of approximately 30.1 million.すべての更新を表示Recent updatesRecent Insider Transactions • Jun 12Insider recently sold US$59k worth of stockOn the 11th of June, Michael Cingolani sold around 11k shares on-market at roughly US$5.27 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Major Estimate Revision • Jun 11Consensus estimates of losses per share improve by 76%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from US$568.0m to US$578.9m. EPS estimate increased from -US$0.17 per share to -US$0.04 per share. Specialty Retail industry in the US expected to see average net income growth of 22% next year. Consensus price target up from US$3.00 to US$5.50. Share price was steady at US$5.31 over the past week.Seeking Alpha • Jun 11Tilly's Stock Remains Fairly Priced After Its Impressive RecoverySummary Tilly's delivered a strong 1Q26, with revenues up 16% and comps up 23%, marking its third consecutive positive quarter. Margins expanded sharply, with gross margin up 910 bps to 29% and SG&A falling to 35% of sales, driving a 16pp improvement in operating margin. Management guides for a profitable 2Q26 but expects decelerating comps and tougher comparisons in the second half of the year. I retake coverage of TLYS with a Hold rating, as valuation is fair, but sustained growth beyond the turnaround remains uncertain. Read the full article on Seeking AlphaReported Earnings • Jun 04First quarter 2027 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2027 results: US$0.26 loss per share (improved from US$0.74 loss in 1Q 2026). Revenue: US$124.7m (up 16% from 1Q 2026). Net loss: US$7.95m (loss narrowed 64% from 1Q 2026). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to stay flat during the next 2 years compared to a 6.1% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 8% per year.New Risk • Jun 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 19% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Earnings are forecast to decline by an average of 19% per year for the foreseeable future.お知らせ • Jun 04Tilly's, Inc. Provides Earnings Guidance for the Second Quarter Ending August 1, 2026Tilly's, Inc. provided earnings guidance for the second quarter ending August 1, 2026. Based on current and historical trends, the Company currently estimates the following for the second quarter of fiscal 2026 ending August 1, 2026: Net sales in the range of approximately $154 million to $160 million, translating to an estimated comparable net sales increase of 6% to 10%, respectively, relative to last year's second quarter; Product margins to be flat to up slightly compared to last year's company-record rate for a fiscal second quarter; Net income of approximately $3.8 million to $6.0 million, respectively, with a near-zero effective income tax rate due to the continuing impact of a full, non-cash valuation allowance on deferred tax assets; and Net income per diluted share to be in the range of $0.13 to $0.20, respectively, compared to $0.10 for last year's second quarter, with estimated weighted average diluted shares of approximately 30.3 million.お知らせ • May 14Tilly's, Inc. to Report Q1, 2027 Results on Jun 03, 2026Tilly's, Inc. announced that they will report Q1, 2027 results After-Market on Jun 03, 2026お知らせ • Apr 21Tilly's, Inc., Annual General Meeting, Jun 10, 2026Tilly's, Inc., Annual General Meeting, Jun 10, 2026. Location: 12 whatney, irvine, california 92618, United StatesReported Earnings • Mar 17Full year 2026 earnings releasedFull year 2026 results: Net income: (up US$46.2m from FY 2025). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.New Risk • Mar 16New major risk - Revenue and earnings growthEarnings have declined by 67% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 67% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (16% average weekly change). Market cap is less than US$100m (US$82.0m market cap).Major Estimate Revision • Mar 13Consensus estimates of losses per share improve by 78%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from US$548.9m to US$568.0m. EPS estimate increased from -US$0.78 per share to -US$0.17 per share. Specialty Retail industry in the US expected to see average net income growth of 23% next year. Consensus price target up from US$2.25 to US$3.00. Share price rose 81% to US$2.69 over the past week.お知らせ • Mar 12Illy's, Inc. Provides Earnings Guidance for the First Quarter of Fiscal Year Ending May 2, 2026Tilly's, Inc. provided earnings guidance for the first quarter of fiscal year ending May 2, 2026. For the quarter, the company estimates Net sales in the range of approximately $119 million to $125 million, translating to an estimated comparable net sales increase of 16% to 22%, respectively, relative to last year's first quarter; Net loss of approximately $10.1 million to $8.0 million, respectively, with a near-zero effective income tax rate due to the continuing impact of a full, non-cash valuation allowance on deferred tax assets; and Per share results to be in the range of a net loss of $0.34 to $0.27, respectively, compared to a net loss per share of $0.74 for last year's first quarter, with estimated weighted average shares of approximately 30.1 million.お知らせ • Feb 18Tilly's, Inc. to Report Q4, 2026 Results on Mar 11, 2026Tilly's, Inc. announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on Mar 11, 2026Major Estimate Revision • Dec 11Consensus EPS estimates upgraded to US$0.83 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$1.25 to -US$0.83 per share. Revenue forecast steady at US$547.2m. Specialty Retail industry in the US expected to see average net income growth of 16% next year. Consensus price target of US$2.25 unchanged from last update. Share price rose 7.3% to US$1.90 over the past week.分析記事 • Dec 07Tilly's, Inc.'s (NYSE:TLYS) 28% Share Price Surge Not Quite Adding UpThose holding Tilly's, Inc. ( NYSE:TLYS ) shares would be relieved that the share price has rebounded 28% in the last...Reported Earnings • Dec 04Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: US$0.047 loss per share (improved from US$0.43 loss in 3Q 2025). Revenue: US$139.6m (down 2.7% from 3Q 2025). Net loss: US$1.41m (loss narrowed 89% from 3Q 2025). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 83%. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 27 percentage points per year, which is a significant difference in performance.分析記事 • Dec 04Is 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...お知らせ • Dec 04Tilly's, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year Ending January 31, 2026Tilly's, Inc. provided earnings guidance for the fourth quarter of fiscal year ending January 31, 2026. For the quarter, the company expects net sales in the range of approximately $146 million to $151 million, translating to an estimated comparable net sales range of an increase of 4% to 8%, respectively, relative to the comparable period last year Net loss of approximately $5.6 million to $3.5 million, respectively, with a near-zero effective income tax rate due to the continuing impact of a full, non-cash valuation allowance on deferred tax assets and Per share results to be in the range of a net loss of $0.19 to $0.12, respectively, compared to a net loss per share of $0.45 for last year's fourth quarter, with an estimated weighted average shares of approximately 30.1 million.お知らせ • Nov 07Tilly's, Inc. to Report Q3, 2026 Results on Dec 03, 2025Tilly's, Inc. announced that they will report Q3, 2026 results After-Market on Dec 03, 2025分析記事 • Sep 16What Tilly's, Inc.'s (NYSE:TLYS) 31% Share Price Gain Is Not Telling YouTilly's, Inc. ( NYSE:TLYS ) shares have continued their recent momentum with a 31% gain in the last month alone. Still...Reported Earnings • Sep 05Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: US$0.10 (up from US$0.002 loss in 2Q 2025). Revenue: US$151.3m (down 7.1% from 2Q 2025). Net income: US$3.17m (up US$3.23m from 2Q 2025). Profit margin: 2.1% (up from 0% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to stay flat during the next 2 years compared to a 5.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.New Risk • Sep 04New major risk - Revenue and earnings growthEarnings have declined by 60% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 60% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$61.2m market cap).お知らせ • Sep 04Tilly's, Inc. Provides Earnings Guidance for the Third Quarter of Fiscal 2025 Ending November 1, 2025Tilly's, Inc. provided earnings guidance for the third quarter of fiscal 2025 ending November 1, 2025. For the period, the company expects Net sales in the range of approximately $134 million to $140 million, translating to an estimated comparable net sales range of a decrease of 2% to an increase of 2%, respectively, relative to the comparable period last year. The company expects Net loss of approximately $10.5 million to $7 million, respectively. The company expects Per share results to be in the range of a net loss of $0.35 to $0.23, respectively, compared to a net loss per share of $0.43 for last year's third quarter.お知らせ • Aug 06Tilly's, Inc. to Report Q2, 2026 Results on Sep 03, 2025Tilly's, Inc. announced that they will report Q2, 2026 results After-Market on Sep 03, 2025分析記事 • Jul 29Revenues 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...お知らせ • Jul 28+ 1 more updateTilly's, Inc. Announces Board and Executive Changes, Effective August 18, 2025Tilly’s, Inc. announced that effective August 18, 2025, Nate Smith has been appointed to the position of President and as a Director of the Company. In conjunction with this appointment, Hezy Shaked, Co-Founder, Executive Chairman, and current President, will transition into the Executive Chairman role effective on that date. Mr. Smith has served Marolina Outdoor, Inc. since September 2024 as its Chief Executive Officer. Previously, he served Boardriders, Inc. from June 2017 to April 2024 as President, Americas. Prior to Boardriders, Mr. Smith served as Vice President/General Manager, North American Wholesale at Oakley, Inc. from September 2015 to June 2017 and as Vice President, Oakley Defense from July 2012 to June 2017. He has also served in executive roles at IPATH Footwear, MV Transportation, Inc. and Patagonia, Inc., following his eight years of service in the United States Navy.お知らせ • Jun 30+ 12 more updatesTilly's, Inc.(NYSE:TLYS) dropped from Russell 3000E IndexTilly's, Inc.(NYSE:TLYS) dropped from Russell 3000E IndexMajor Estimate Revision • Jun 12Consensus EPS estimates fall by 31%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -US$1.01 to -US$1.33 per share. Revenue forecast unchanged at US$551.6m. Specialty Retail industry in the US expected to see average net income growth of 9.0% next year. Consensus price target down from US$2.50 to US$1.65. Share price fell 16% to US$1.22 over the past week.Reported Earnings • Jun 05First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$0.74 loss per share (further deteriorated from US$0.66 loss in 1Q 2025). Revenue: US$107.6m (down 7.1% from 1Q 2025). Net loss: US$22.2m (loss widened 13% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.お知らせ • Jun 05Tilly's, Inc. Provides Earnings Guidance for the Fiscal Second Quarter of 2025Tilly's, Inc. provided earnings guidance for the fiscal second quarter of 2025. For the quarter, the company expects Net sales in the range of approximately $150 millionto $158 million, translating to an estimated comparable net sales range of a decrease of 5% to flat, respectively, relative to the comparable period last year; Net loss of approximately $2.7 million to net income of approximately $2.0 million, respectively, with a near-zero effective income tax rate due to the continuing impact of a full, non-cash valuation allowance on deferred tax assets; and Per share results to be in the range of a net loss of $0.09 to net income of $0.07, respectively.お知らせ • May 06Tilly's, Inc. to Report Q1, 2026 Results on Jun 04, 2025Tilly's, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Jun 04, 2025お知らせ • Apr 22Tilly's, Inc., Annual General Meeting, Jun 11, 2025Tilly's, Inc., Annual General Meeting, Jun 11, 2025. Location: 12 whatney, california 92618, irvine United StatesNew Risk • Apr 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$48.8m market cap).Reported Earnings • Apr 14Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$1.54 loss per share (further deteriorated from US$1.16 loss in FY 2024). Revenue: US$569.5m (down 8.6% from FY 2024). Net loss: US$46.2m (loss widened 34% from FY 2024). Like-for-like sales growth: Down 8.0% vs FY 2024 Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.分析記事 • Apr 10Risks 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...Major Estimate Revision • Mar 19Consensus EPS estimates fall by 90%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$587.8m to US$549.9m. Losses expected to increase from US$0.65 per share to US$1.24. Specialty Retail industry in the US expected to see average net income growth of 11% next year. Consensus price target down from US$5.00 to US$2.50. Share price fell 25% to US$2.46 over the past week.New Risk • Mar 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.5m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 13Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$1.54 loss per share (further deteriorated from US$1.16 loss in FY 2024). Revenue: US$569.5m (down 8.6% from FY 2024). Net loss: US$46.2m (loss widened 34% from FY 2024). Like-for-like sales growth: Down 8.0% vs FY 2024 Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.お知らせ • Mar 13Illy's, Inc. Provides Earnings Guidance for the First Quarter of Fiscal Year 2025Tilly's, Inc. provided earnings guidance for the first quarter of fiscal year 2025. For the quarter, the company estimates net sales to be in the range of approximately $105 million to $111 million, translating to an estimated comparable net sales decrease in the range of approximately 8% to 3%, respectively, relative to the comparable period last year; Pre-tax loss and net loss to be in the range of approximately $20.0 million to $17 million, respectively, with a near-zero effective income tax rate due to the continuing impact of a full, non-cash valuation allowance on deferred tax assets; and Per share results to be in the range of a net loss of $0.68 to $0.58, respectively.Seeking Alpha • Mar 10Tilly's Remains In TroubleSummary 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分析記事 • Feb 26Tilly's (NYSE:TLYS) Will Have To Spend Its Cash WiselyEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...お知らせ • Feb 14Tilly's, Inc. to Report Q4, 2025 Results on Mar 12, 2025Tilly's, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 12, 2025分析記事 • Jan 18Revenues 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...お知らせ • Jan 08Tilly’s, Inc. Appoints Michael Relich to Its Board of DirectorsTilly’s, Inc. announced the appointment of Michael Relich to its Board of Directors. Mr. Relich has over 40 years of experience in retail, with an emphasis on systems and information technology. He most recently served as the co-Chief Executive Officer of PacSun. He also recently served as a member of the board of directors of PSEB LLC, a privately held company that owns PacSun and Eddie Bauer, where he also held positions as its Interim Chief Executive Officer and Chief Operating Officer. Mr. Relich has served in C-level roles at Lucky Brand, Crate & Barrel, Guess, Inc. and Wet Seal. Mr. Relich currently serves on the advisory board of several technology companies.New Risk • Dec 19New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$97.4m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Reported Earnings • Dec 06Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.43 loss per share (further deteriorated from US$0.028 loss in 3Q 2024). Revenue: US$143.4m (down 14% from 3Q 2024). Net loss: US$12.9m (loss widened US$12.0m from 3Q 2024). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.お知らせ • Dec 06Tilly's, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2024Tilly's, Inc. provided earnings guidance for the fourth quarter of fiscal year 2024. For the period, the company estimates net sales to be in the range of approximately $149 million to $156 million, translating to an estimated comparable net sales decrease in the range of approximately 9% to 5%, respectively, relative to the comparable 13-week period last year; Pre-tax loss and net loss to be in the range of approximately $13.0 million to $9.5 million, respectively, with a near-zero effective income tax rate due to the continuing impact of a full, non-cash valuation allowance on deferred tax assets; and Per share results to be in the range of a net loss of $0.43 to $0.32, respectively.Major Estimate Revision • Dec 04Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$1.06 to -US$1.17 per share. Revenue forecast unchanged at US$588.1m. Specialty Retail industry in the US expected to see average net income growth of 15% next year. Consensus price target down from US$6.00 to US$5.50. Share price rose 7.1% to US$4.51 over the past week.お知らせ • Nov 16Tilly's, Inc. Announces Executive ChangesOn November 8, 2024 (the “Effective Date”), Laura Janney resigned from her position as the Chief Merchandising Officer of Tilly’s, Inc. (the “Company”) to pursue other interests. On the Effective Date, Michael Cingolani, age 47, was promoted to Senior Vice President, General Merchandise Manager of the Company. Mr. Cingolani has served as the Company’s Senior Director, Divisional Merchandise Manager, Men’s and Boys Apparel, since August 26, 2024. Mr. Cingolani served at rue21 from May 2019 to May 2024, including as its Chief Merchandising Officer, from July 2022 to May 2024. Prior to joining rue21, Mr. Cingolani served as Divisional Merchandise Manager, Men’s and Boys Branded Apparel and Fashion Tops, for five years at the Company. Prior to this, Mr. Cingolani served as Director/Sr. Buyer at Foot Locker, Inc. from June 2011 to September 2014. Prior to Foot Locker, Mr. Cingolani served Lands’ End, Inc. as a Global Merchandise Manager in the Men’s Division from June 2009 to June 2011. Prior to Lands’ End, Mr. Cingolani served at Pacific Sunwear as a Buyer in various divisions from November 2005 to February 2009. Prior to Pacific Sunwear, Mr. Cingolani held various buying positions at both Kohl’s Corp. and American Eagle Outfitters, Inc. from June 2001 to November 2005. Mr. Cingolani holds a Bachelor of Science in Business Administration from Duquesne University.お知らせ • Nov 05Tilly's, Inc. to Report Q3, 2025 Results on Dec 05, 2024Tilly's, Inc. announced that they will report Q3, 2025 results After-Market on Dec 05, 2024Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Director Tesa Aragones was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 13+ 1 more updateTilly’s, Inc. Appoints Hezy Shaked as its Chief Executive OfficerTilly’s, Inc. announced that on September 11, 2024, its Board of Directors appointed Hezy Shaked, the Company’s co-founder and Executive Chairman of the Board, as its Chief Executive Officer. Mr. Shaked had been serving as the Company’s Interim President and Chief Executive Officer since January 21, 2024, and served as the Company’s President and Chief Executive Officer previously in its history. Mr. Shaked has spent his tenure as the Company’s Interim President and Chief Executive Officer reviewing all aspects of the business, lending his perspective as the Company’s co-founder, and utilizing his extensive experience in the retail industry to work towards improving the Company’s operating performance.Seeking Alpha • Sep 07Tilly's Recognizes Model Problems, But The Stock Is Still Not OpportunisticSummary 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 AlphaReported Earnings • Sep 06Second quarter 2025 earnings released: US$0.002 loss per share (vs US$0.038 loss in 2Q 2024)Second quarter 2025 results: US$0.002 loss per share (improved from US$0.038 loss in 2Q 2024). Revenue: US$162.9m (up 1.8% from 2Q 2024). Net loss: US$69.0k (loss narrowed 94% from 2Q 2024). Profit margin: 0% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.分析記事 • Aug 24Is 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...New Risk • Aug 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (US$54k sold).お知らせ • Aug 06Tilly's, Inc. to Report Q2, 2025 Results on Sep 05, 2024Tilly's, Inc. announced that they will report Q2, 2025 results After-Market on Sep 05, 2024分析記事 • Jul 18Tilly's, Inc.'s (NYSE:TLYS) Business Is Yet to Catch Up With Its Share PriceThere 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...Recent Insider Transactions Derivative • Jul 08Independent Director notifies of intention to sell stockJanet Kerr intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of July. If the sale is conducted around the recent share price of US$5.28, it would amount to US$106k. Since September 2023, Janet's direct individual holding has decreased from 33.70k shares to 29.00k. Company insiders have collectively sold US$78k more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Jun 20Tilly's Valuation Keeps Decreasing, But The Stock Is Not An Opportunity Without Signs Of A TurnaroundSummary 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お知らせ • Jun 08Tilly's, Inc. Provides Financial Guidance for the Second Quarter of Fiscal 2024Tilly's, Inc. provided financial guidance for the second quarter of fiscal 2024. Net sales to be in the range of approximately $160 million to $165 million, translating to an estimated comparable net sales decrease in the range of approximately 10% to 7%, respectively, relative to the comparable 13-week period last year. Per share results to be in the range of a net loss of $0.13 to $0.03, respectively.Reported Earnings • Jun 07First quarter 2025 earnings released: US$0.66 loss per share (vs US$0.40 loss in 1Q 2024)First quarter 2025 results: US$0.66 loss per share (further deteriorated from US$0.40 loss in 1Q 2024). Revenue: US$115.9m (down 6.3% from 1Q 2024). Net loss: US$19.6m (loss widened 64% from 1Q 2024). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.お知らせ • May 08Tilly's, Inc. to Report Q1, 2025 Results on Jun 06, 2024Tilly's, Inc. announced that they will report Q1, 2025 results After-Market on Jun 06, 2024お知らせ • Apr 23Tilly's, Inc., Annual General Meeting, Jun 13, 2024Tilly's, Inc., Annual General Meeting, Jun 13, 2024, at 09:30 Pacific Daylight. Location: 12 Whatney, Irvine california United States Agenda: To consider the re-election of each of Hezy Shaked, Teresa Aragones, Erin Chin, Doug Collier, Seth Johnson, and Janet Kerr to board of directors for a term of office expiring at the 2025 annual meeting of stockholders and until their successors are duly elected and qualified; to consider the ratification of the appointment of BDO USA, P.C. as independent registered public accounting firm for the fiscal year ending February 1, 2025; to consider a non-binding advisory proposal to approve the compensation of named executive officers as described in the Proxy Statement accompanying this notice; to consider a non-binding advisory vote to approve the frequency of future non-binding advisory votes by stockholders on the compensation of named executive officers; and to consider such other business as may properly come before the annual meeting.分析記事 • Apr 16Tilly's, Inc.'s (NYSE:TLYS) Shares May Have Run Too Fast Too SoonThere 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...Major Estimate Revision • Mar 21Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$629.9m to US$610.6m. Losses expected to increase from US$0.50 per share to US$0.61. Specialty Retail industry in the US expected to see average net income growth of 11% next year. Consensus price target down from US$8.63 to US$7.88. Share price fell 5.4% to US$6.81 over the past week.Reported Earnings • Mar 15Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$1.16 loss per share (down from US$0.32 profit in FY 2023). Revenue: US$623.1m (down 7.3% from FY 2023). Net loss: US$34.5m (down 456% from profit in FY 2023). Like-for-like sales growth: Down 10.6% vs FY 2023 Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 69%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.Seeking Alpha • Feb 28Tilly's Suffers From Strategic Problems And Is Not Cheap Despite The Low MultiplesSummary 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 AlphaPrice Target Changed • Jan 24Price target decreased by 14% to US$8.63Down from US$10.00, the current price target is an average from 2 analysts. New target price is 14% above last closing price of US$7.58. Stock is down 11% over the past year. The company posted earnings per share of US$0.32 last year.Major Estimate Revision • Jan 10Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$0.635 to -US$0.71 per share. Revenue forecast unchanged at US$621.4m. Specialty Retail industry in the US expected to see average net income growth of 3.3% next year. Consensus price target of US$9.50 unchanged from last update. Share price was steady at US$7.24 over the past week.お知らせ • Jan 10Tilly's, Inc. to Report Q4, 2024 Results on Mar 14, 2024Tilly's, Inc. announced that they will report Q4, 2024 results on Mar 14, 2024お知らせ • Jan 08Tilly's, Inc. Provides Earnings Guidance for the Fourth Quarter of 2023Tilly's, Inc. provided earnings guidance for the fourth quarter of 2023. For the quarter, company expects net sales to be in the range of approximately $169 million to $172 million and its loss per share to be in the range of $(0.20) to $(0.24).Reported Earnings • Dec 02Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: US$0.028 loss per share (down from US$0.17 profit in 3Q 2023). Revenue: US$166.5m (down 6.4% from 3Q 2023). Net loss: US$847.0k (down 116% from profit in 3Q 2023). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 65%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Dec 01Tilly's, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal 2023Tilly's, Inc. provided earnings guidance for the fourth quarter of fiscal 2023. For the period, the company estimates that net sales will be in the range of approximately $172 million to $178 million, translating to an estimated comparable net sales decrease in the range of approximately (6)% to (9)% compared to last year. The Company currently expects its loss per to be in the range of $0.12 to $0.20 based on estimated weighted average shares of approximately 29.9 million.お知らせ • Nov 02Tilly's, Inc. to Report Q3, 2024 Results on Nov 30, 2023Tilly's, Inc. announced that they will report Q3, 2024 results After-Market on Nov 30, 2023お知らせ • Oct 07Tilly's, Inc. Announces the Retirement of Bernard Zeichner from Member of the Board of DirectorsOn October 2, 2023, Bernard Zeichner retired from his position as a member of the Board of Directors of Tilly’s, Inc. Mr. Zeichner served as a member of the Board since 2011 and was serving as Chairperson of the Compensation Committee of the Board and a member of the Audit Committee of the Board. Mr. Zeichner’s resignation is not due to any disagreements with the Company on any of the Company’s operations, policies or practices. The Company is grateful to Mr. Zeichner for his tremendous contributions throughout his service on the Board. As a result of Mr. Zeichner’s resignation, the Board (i) reduced the authorized number of directors of the Board from eight (8) to seven (7) directors, (ii) appointed Douglas Collier to serve as the Chairperson of the Compensation Committee of the Board, (iii) appointed Erin Chin to serve as a third member of the Audit Committee of the Board, and (iv) appointed Teresa Aragones to serve as a third member of the Compensation Committee of the Board.Recent Insider Transactions Derivative • Oct 02Independent Director notifies of intention to sell stockJanet Kerr intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of September. If the sale is conducted around the recent share price of US$7.96, it would amount to US$62k. Since December 2022, Janet's direct individual holding has increased from 39.49k shares to 41.49k. Company insiders have collectively sold US$64k more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Sep 03Price target increased by 25% to US$10.00Up from US$8.00, the current price target is an average from 2 analysts. New target price is 15% above last closing price of US$8.71. Stock is up 28% over the past year. The company is forecast to post a net loss per share of US$0.65 compared to earnings per share of US$0.32 last year.Reported Earnings • Sep 01Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: US$0.038 loss per share (down from US$0.13 profit in 2Q 2023). Revenue: US$160.0m (down 5.0% from 2Q 2023). Net loss: US$1.13m (down 130% from profit in 2Q 2023). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 82%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Sep 01Tilly's, Inc. Provides Earnings Guidance for the Third Quarter of Fiscal 2023Tilly's, Inc. provided earnings guidance for the third quarter of fiscal 2023. The Company currently estimates that its fiscal 2023 third quarter net sales will be in the range of approximately $166 million to $171 million, translating to an estimated comparable net sales decrease in the range of approximately 5% to 8% for the third quarter of fiscal 2023 compared to last year. The Company anticipates that its comparable net sales results may decelerate following the need-based purchasing period during the month of August amid the peak of the back-to-school season. The Company currently expects its loss per share for the third quarter of fiscal 2023 to be in the range of $(0.05) to $(0.11) based on estimated weighted average shares of approximately 29.8 million.Seeking Alpha • Aug 19Tilly's Q2 2023 Preview: The Picture Is Growing WorseSummary 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お知らせ • Aug 03Tilly's, Inc. to Report Q2, 2024 Results on Aug 31, 2023Tilly's, Inc. announced that they will report Q2, 2024 results After-Market on Aug 31, 2023Recent Insider Transactions Derivative • Jul 07Independent Director notifies of intention to sell stockJanet Kerr intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of July. If the sale is conducted around the recent share price of US$6.92, it would amount to US$71k. Since December 2022, Janet's direct individual holding has increased from 39.49k shares to 51.70k. Company insiders have collectively bought US$257k more than they sold, via options and on-market transactions, in the last 12 months.Reported Earnings • Jun 03First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: US$0.40 loss per share (down from US$0.026 profit in 1Q 2023). Revenue: US$123.6m (down 15% from 1Q 2023). Net loss: US$12.0m (down US$12.8m from profit in 1Q 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Jun 02Tilly's, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2023Tilly's, Inc. provided earnings guidance for the second quarter of fiscal 2023. For the period, the company estimates net sales will be in the range of approximately $148 million to $158 million, translating to an estimated comparable net sales decrease of approximately 10% to 15% compared to last year. The Company currently expects its loss per share to be in the range of $(0.13) to $(0.27) based on estimated weighted average shares of approximately 29.9 million.Major Estimate Revision • Jun 01Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$649.2m to US$642.0m. Losses expected to increase from US$0.17 per share to US$0.21. Specialty Retail industry in the US expected to see average net income decline 9.9% next year. Consensus price target of US$9.00 unchanged from last update. Share price rose 2.1% to US$7.80 over the past week.業績と収益の成長予測NYSE:TLYS - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数1/31/20285861N/A1211/31/2027579-1N/A1915/2/2026571-348N/A1/31/2026554-17-14N/A11/1/2025546-34-13-8N/A8/2/2025550-46-27-21N/A5/3/2025561-49-32-24N/A2/1/2025569-46-50-42N/A11/2/2024595-53-45-34N/A8/3/2024618-41-30-18N/A5/4/2024615-42-28-16N/A2/3/2024623-34-21-7N/A10/28/2023630-14-15-1N/A7/29/2023642-8-132N/A4/29/2023650-3-170N/A1/28/202367210-17-1N/A10/29/202269622-95N/A7/30/202272538719N/A4/30/2022758541627N/A1/29/2022776645063N/A10/30/2021749615265N/A7/31/2021683424557N/A5/1/2021617276778N/A1/30/2021531-13039N/A10/31/2020526-42333N/A8/1/202054012741N/A5/2/20205665419N/A2/1/202061923N/A36N/A11/2/201961725N/A52N/A8/3/201960924N/A39N/A5/4/201960524N/A44N/A2/2/201959825N/A47N/A11/3/201859223N/A34N/A8/4/201859826N/A52N/A5/5/201858016N/A38N/A2/3/201857715N/A33N/A10/28/201757314N/A47N/A7/29/201757212N/A45N/A4/29/201757014N/A51N/A1/28/201756911N/A49N/A10/29/20165688N/A50N/A7/30/20165574N/A42N/A4/30/20165514N/A32N/A1/30/20165518N/A37N/A10/31/201554512N/A34N/A8/1/201553414N/A37N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: TLYS今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: TLYS今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: TLYS今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: TLYSの収益 ( 1.5% ) US市場 ( 12.7% ) よりも低い成長が予測されています。高い収益成長: TLYSの収益 ( 1.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: TLYSの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/25 11:33終値2026/06/25 00:00収益2026/05/02年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Tilly's, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関David BuckleyBofA Global ResearchJeffrey Van SinderenB. Riley Securities, Inc.Lindsay Drucker MannGoldman Sachs10 その他のアナリストを表示
Major Estimate Revision • Jun 11Consensus estimates of losses per share improve by 76%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from US$568.0m to US$578.9m. EPS estimate increased from -US$0.17 per share to -US$0.04 per share. Specialty Retail industry in the US expected to see average net income growth of 22% next year. Consensus price target up from US$3.00 to US$5.50. Share price was steady at US$5.31 over the past week.
お知らせ • Jun 04Tilly's, Inc. Provides Earnings Guidance for the Second Quarter Ending August 1, 2026Tilly's, Inc. provided earnings guidance for the second quarter ending August 1, 2026. Based on current and historical trends, the Company currently estimates the following for the second quarter of fiscal 2026 ending August 1, 2026: Net sales in the range of approximately $154 million to $160 million, translating to an estimated comparable net sales increase of 6% to 10%, respectively, relative to last year's second quarter; Product margins to be flat to up slightly compared to last year's company-record rate for a fiscal second quarter; Net income of approximately $3.8 million to $6.0 million, respectively, with a near-zero effective income tax rate due to the continuing impact of a full, non-cash valuation allowance on deferred tax assets; and Net income per diluted share to be in the range of $0.13 to $0.20, respectively, compared to $0.10 for last year's second quarter, with estimated weighted average diluted shares of approximately 30.3 million.
Major Estimate Revision • Mar 13Consensus estimates of losses per share improve by 78%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from US$548.9m to US$568.0m. EPS estimate increased from -US$0.78 per share to -US$0.17 per share. Specialty Retail industry in the US expected to see average net income growth of 23% next year. Consensus price target up from US$2.25 to US$3.00. Share price rose 81% to US$2.69 over the past week.
お知らせ • Mar 12Illy's, Inc. Provides Earnings Guidance for the First Quarter of Fiscal Year Ending May 2, 2026Tilly's, Inc. provided earnings guidance for the first quarter of fiscal year ending May 2, 2026. For the quarter, the company estimates Net sales in the range of approximately $119 million to $125 million, translating to an estimated comparable net sales increase of 16% to 22%, respectively, relative to last year's first quarter; Net loss of approximately $10.1 million to $8.0 million, respectively, with a near-zero effective income tax rate due to the continuing impact of a full, non-cash valuation allowance on deferred tax assets; and Per share results to be in the range of a net loss of $0.34 to $0.27, respectively, compared to a net loss per share of $0.74 for last year's first quarter, with estimated weighted average shares of approximately 30.1 million.
Major Estimate Revision • Dec 11Consensus EPS estimates upgraded to US$0.83 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$1.25 to -US$0.83 per share. Revenue forecast steady at US$547.2m. Specialty Retail industry in the US expected to see average net income growth of 16% next year. Consensus price target of US$2.25 unchanged from last update. Share price rose 7.3% to US$1.90 over the past week.
お知らせ • Dec 04Tilly's, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year Ending January 31, 2026Tilly's, Inc. provided earnings guidance for the fourth quarter of fiscal year ending January 31, 2026. For the quarter, the company expects net sales in the range of approximately $146 million to $151 million, translating to an estimated comparable net sales range of an increase of 4% to 8%, respectively, relative to the comparable period last year Net loss of approximately $5.6 million to $3.5 million, respectively, with a near-zero effective income tax rate due to the continuing impact of a full, non-cash valuation allowance on deferred tax assets and Per share results to be in the range of a net loss of $0.19 to $0.12, respectively, compared to a net loss per share of $0.45 for last year's fourth quarter, with an estimated weighted average shares of approximately 30.1 million.
Recent Insider Transactions • Jun 12Insider recently sold US$59k worth of stockOn the 11th of June, Michael Cingolani sold around 11k shares on-market at roughly US$5.27 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Major Estimate Revision • Jun 11Consensus estimates of losses per share improve by 76%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from US$568.0m to US$578.9m. EPS estimate increased from -US$0.17 per share to -US$0.04 per share. Specialty Retail industry in the US expected to see average net income growth of 22% next year. Consensus price target up from US$3.00 to US$5.50. Share price was steady at US$5.31 over the past week.
Seeking Alpha • Jun 11Tilly's Stock Remains Fairly Priced After Its Impressive RecoverySummary Tilly's delivered a strong 1Q26, with revenues up 16% and comps up 23%, marking its third consecutive positive quarter. Margins expanded sharply, with gross margin up 910 bps to 29% and SG&A falling to 35% of sales, driving a 16pp improvement in operating margin. Management guides for a profitable 2Q26 but expects decelerating comps and tougher comparisons in the second half of the year. I retake coverage of TLYS with a Hold rating, as valuation is fair, but sustained growth beyond the turnaround remains uncertain. Read the full article on Seeking Alpha
Reported Earnings • Jun 04First quarter 2027 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2027 results: US$0.26 loss per share (improved from US$0.74 loss in 1Q 2026). Revenue: US$124.7m (up 16% from 1Q 2026). Net loss: US$7.95m (loss narrowed 64% from 1Q 2026). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to stay flat during the next 2 years compared to a 6.1% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 8% per year.
New Risk • Jun 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 19% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Earnings are forecast to decline by an average of 19% per year for the foreseeable future.
お知らせ • Jun 04Tilly's, Inc. Provides Earnings Guidance for the Second Quarter Ending August 1, 2026Tilly's, Inc. provided earnings guidance for the second quarter ending August 1, 2026. Based on current and historical trends, the Company currently estimates the following for the second quarter of fiscal 2026 ending August 1, 2026: Net sales in the range of approximately $154 million to $160 million, translating to an estimated comparable net sales increase of 6% to 10%, respectively, relative to last year's second quarter; Product margins to be flat to up slightly compared to last year's company-record rate for a fiscal second quarter; Net income of approximately $3.8 million to $6.0 million, respectively, with a near-zero effective income tax rate due to the continuing impact of a full, non-cash valuation allowance on deferred tax assets; and Net income per diluted share to be in the range of $0.13 to $0.20, respectively, compared to $0.10 for last year's second quarter, with estimated weighted average diluted shares of approximately 30.3 million.
お知らせ • May 14Tilly's, Inc. to Report Q1, 2027 Results on Jun 03, 2026Tilly's, Inc. announced that they will report Q1, 2027 results After-Market on Jun 03, 2026
お知らせ • Apr 21Tilly's, Inc., Annual General Meeting, Jun 10, 2026Tilly's, Inc., Annual General Meeting, Jun 10, 2026. Location: 12 whatney, irvine, california 92618, United States
Reported Earnings • Mar 17Full year 2026 earnings releasedFull year 2026 results: Net income: (up US$46.2m from FY 2025). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.
New Risk • Mar 16New major risk - Revenue and earnings growthEarnings have declined by 67% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 67% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (16% average weekly change). Market cap is less than US$100m (US$82.0m market cap).
Major Estimate Revision • Mar 13Consensus estimates of losses per share improve by 78%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from US$548.9m to US$568.0m. EPS estimate increased from -US$0.78 per share to -US$0.17 per share. Specialty Retail industry in the US expected to see average net income growth of 23% next year. Consensus price target up from US$2.25 to US$3.00. Share price rose 81% to US$2.69 over the past week.
お知らせ • Mar 12Illy's, Inc. Provides Earnings Guidance for the First Quarter of Fiscal Year Ending May 2, 2026Tilly's, Inc. provided earnings guidance for the first quarter of fiscal year ending May 2, 2026. For the quarter, the company estimates Net sales in the range of approximately $119 million to $125 million, translating to an estimated comparable net sales increase of 16% to 22%, respectively, relative to last year's first quarter; Net loss of approximately $10.1 million to $8.0 million, respectively, with a near-zero effective income tax rate due to the continuing impact of a full, non-cash valuation allowance on deferred tax assets; and Per share results to be in the range of a net loss of $0.34 to $0.27, respectively, compared to a net loss per share of $0.74 for last year's first quarter, with estimated weighted average shares of approximately 30.1 million.
お知らせ • Feb 18Tilly's, Inc. to Report Q4, 2026 Results on Mar 11, 2026Tilly's, Inc. announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on Mar 11, 2026
Major Estimate Revision • Dec 11Consensus EPS estimates upgraded to US$0.83 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$1.25 to -US$0.83 per share. Revenue forecast steady at US$547.2m. Specialty Retail industry in the US expected to see average net income growth of 16% next year. Consensus price target of US$2.25 unchanged from last update. Share price rose 7.3% to US$1.90 over the past week.
分析記事 • Dec 07Tilly's, Inc.'s (NYSE:TLYS) 28% Share Price Surge Not Quite Adding UpThose holding Tilly's, Inc. ( NYSE:TLYS ) shares would be relieved that the share price has rebounded 28% in the last...
Reported Earnings • Dec 04Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: US$0.047 loss per share (improved from US$0.43 loss in 3Q 2025). Revenue: US$139.6m (down 2.7% from 3Q 2025). Net loss: US$1.41m (loss narrowed 89% from 3Q 2025). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 83%. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 27 percentage points per year, which is a significant difference in performance.
分析記事 • Dec 04Is 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...
お知らせ • Dec 04Tilly's, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year Ending January 31, 2026Tilly's, Inc. provided earnings guidance for the fourth quarter of fiscal year ending January 31, 2026. For the quarter, the company expects net sales in the range of approximately $146 million to $151 million, translating to an estimated comparable net sales range of an increase of 4% to 8%, respectively, relative to the comparable period last year Net loss of approximately $5.6 million to $3.5 million, respectively, with a near-zero effective income tax rate due to the continuing impact of a full, non-cash valuation allowance on deferred tax assets and Per share results to be in the range of a net loss of $0.19 to $0.12, respectively, compared to a net loss per share of $0.45 for last year's fourth quarter, with an estimated weighted average shares of approximately 30.1 million.
お知らせ • Nov 07Tilly's, Inc. to Report Q3, 2026 Results on Dec 03, 2025Tilly's, Inc. announced that they will report Q3, 2026 results After-Market on Dec 03, 2025
分析記事 • Sep 16What Tilly's, Inc.'s (NYSE:TLYS) 31% Share Price Gain Is Not Telling YouTilly's, Inc. ( NYSE:TLYS ) shares have continued their recent momentum with a 31% gain in the last month alone. Still...
Reported Earnings • Sep 05Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: US$0.10 (up from US$0.002 loss in 2Q 2025). Revenue: US$151.3m (down 7.1% from 2Q 2025). Net income: US$3.17m (up US$3.23m from 2Q 2025). Profit margin: 2.1% (up from 0% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to stay flat during the next 2 years compared to a 5.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
New Risk • Sep 04New major risk - Revenue and earnings growthEarnings have declined by 60% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 60% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$61.2m market cap).
お知らせ • Sep 04Tilly's, Inc. Provides Earnings Guidance for the Third Quarter of Fiscal 2025 Ending November 1, 2025Tilly's, Inc. provided earnings guidance for the third quarter of fiscal 2025 ending November 1, 2025. For the period, the company expects Net sales in the range of approximately $134 million to $140 million, translating to an estimated comparable net sales range of a decrease of 2% to an increase of 2%, respectively, relative to the comparable period last year. The company expects Net loss of approximately $10.5 million to $7 million, respectively. The company expects Per share results to be in the range of a net loss of $0.35 to $0.23, respectively, compared to a net loss per share of $0.43 for last year's third quarter.
お知らせ • Aug 06Tilly's, Inc. to Report Q2, 2026 Results on Sep 03, 2025Tilly's, Inc. announced that they will report Q2, 2026 results After-Market on Sep 03, 2025
分析記事 • Jul 29Revenues 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...
お知らせ • Jul 28+ 1 more updateTilly's, Inc. Announces Board and Executive Changes, Effective August 18, 2025Tilly’s, Inc. announced that effective August 18, 2025, Nate Smith has been appointed to the position of President and as a Director of the Company. In conjunction with this appointment, Hezy Shaked, Co-Founder, Executive Chairman, and current President, will transition into the Executive Chairman role effective on that date. Mr. Smith has served Marolina Outdoor, Inc. since September 2024 as its Chief Executive Officer. Previously, he served Boardriders, Inc. from June 2017 to April 2024 as President, Americas. Prior to Boardriders, Mr. Smith served as Vice President/General Manager, North American Wholesale at Oakley, Inc. from September 2015 to June 2017 and as Vice President, Oakley Defense from July 2012 to June 2017. He has also served in executive roles at IPATH Footwear, MV Transportation, Inc. and Patagonia, Inc., following his eight years of service in the United States Navy.
お知らせ • Jun 30+ 12 more updatesTilly's, Inc.(NYSE:TLYS) dropped from Russell 3000E IndexTilly's, Inc.(NYSE:TLYS) dropped from Russell 3000E Index
Major Estimate Revision • Jun 12Consensus EPS estimates fall by 31%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -US$1.01 to -US$1.33 per share. Revenue forecast unchanged at US$551.6m. Specialty Retail industry in the US expected to see average net income growth of 9.0% next year. Consensus price target down from US$2.50 to US$1.65. Share price fell 16% to US$1.22 over the past week.
Reported Earnings • Jun 05First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$0.74 loss per share (further deteriorated from US$0.66 loss in 1Q 2025). Revenue: US$107.6m (down 7.1% from 1Q 2025). Net loss: US$22.2m (loss widened 13% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 05Tilly's, Inc. Provides Earnings Guidance for the Fiscal Second Quarter of 2025Tilly's, Inc. provided earnings guidance for the fiscal second quarter of 2025. For the quarter, the company expects Net sales in the range of approximately $150 millionto $158 million, translating to an estimated comparable net sales range of a decrease of 5% to flat, respectively, relative to the comparable period last year; Net loss of approximately $2.7 million to net income of approximately $2.0 million, respectively, with a near-zero effective income tax rate due to the continuing impact of a full, non-cash valuation allowance on deferred tax assets; and Per share results to be in the range of a net loss of $0.09 to net income of $0.07, respectively.
お知らせ • May 06Tilly's, Inc. to Report Q1, 2026 Results on Jun 04, 2025Tilly's, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Jun 04, 2025
お知らせ • Apr 22Tilly's, Inc., Annual General Meeting, Jun 11, 2025Tilly's, Inc., Annual General Meeting, Jun 11, 2025. Location: 12 whatney, california 92618, irvine United States
New Risk • Apr 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$48.8m market cap).
Reported Earnings • Apr 14Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$1.54 loss per share (further deteriorated from US$1.16 loss in FY 2024). Revenue: US$569.5m (down 8.6% from FY 2024). Net loss: US$46.2m (loss widened 34% from FY 2024). Like-for-like sales growth: Down 8.0% vs FY 2024 Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
分析記事 • Apr 10Risks 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...
Major Estimate Revision • Mar 19Consensus EPS estimates fall by 90%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$587.8m to US$549.9m. Losses expected to increase from US$0.65 per share to US$1.24. Specialty Retail industry in the US expected to see average net income growth of 11% next year. Consensus price target down from US$5.00 to US$2.50. Share price fell 25% to US$2.46 over the past week.
New Risk • Mar 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.5m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 13Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$1.54 loss per share (further deteriorated from US$1.16 loss in FY 2024). Revenue: US$569.5m (down 8.6% from FY 2024). Net loss: US$46.2m (loss widened 34% from FY 2024). Like-for-like sales growth: Down 8.0% vs FY 2024 Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 13Illy's, Inc. Provides Earnings Guidance for the First Quarter of Fiscal Year 2025Tilly's, Inc. provided earnings guidance for the first quarter of fiscal year 2025. For the quarter, the company estimates net sales to be in the range of approximately $105 million to $111 million, translating to an estimated comparable net sales decrease in the range of approximately 8% to 3%, respectively, relative to the comparable period last year; Pre-tax loss and net loss to be in the range of approximately $20.0 million to $17 million, respectively, with a near-zero effective income tax rate due to the continuing impact of a full, non-cash valuation allowance on deferred tax assets; and Per share results to be in the range of a net loss of $0.68 to $0.58, respectively.
Seeking Alpha • Mar 10Tilly's Remains In TroubleSummary 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
分析記事 • Feb 26Tilly's (NYSE:TLYS) Will Have To Spend Its Cash WiselyEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
お知らせ • Feb 14Tilly's, Inc. to Report Q4, 2025 Results on Mar 12, 2025Tilly's, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 12, 2025
分析記事 • Jan 18Revenues 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...
お知らせ • Jan 08Tilly’s, Inc. Appoints Michael Relich to Its Board of DirectorsTilly’s, Inc. announced the appointment of Michael Relich to its Board of Directors. Mr. Relich has over 40 years of experience in retail, with an emphasis on systems and information technology. He most recently served as the co-Chief Executive Officer of PacSun. He also recently served as a member of the board of directors of PSEB LLC, a privately held company that owns PacSun and Eddie Bauer, where he also held positions as its Interim Chief Executive Officer and Chief Operating Officer. Mr. Relich has served in C-level roles at Lucky Brand, Crate & Barrel, Guess, Inc. and Wet Seal. Mr. Relich currently serves on the advisory board of several technology companies.
New Risk • Dec 19New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$97.4m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Reported Earnings • Dec 06Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.43 loss per share (further deteriorated from US$0.028 loss in 3Q 2024). Revenue: US$143.4m (down 14% from 3Q 2024). Net loss: US$12.9m (loss widened US$12.0m from 3Q 2024). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 06Tilly's, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2024Tilly's, Inc. provided earnings guidance for the fourth quarter of fiscal year 2024. For the period, the company estimates net sales to be in the range of approximately $149 million to $156 million, translating to an estimated comparable net sales decrease in the range of approximately 9% to 5%, respectively, relative to the comparable 13-week period last year; Pre-tax loss and net loss to be in the range of approximately $13.0 million to $9.5 million, respectively, with a near-zero effective income tax rate due to the continuing impact of a full, non-cash valuation allowance on deferred tax assets; and Per share results to be in the range of a net loss of $0.43 to $0.32, respectively.
Major Estimate Revision • Dec 04Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$1.06 to -US$1.17 per share. Revenue forecast unchanged at US$588.1m. Specialty Retail industry in the US expected to see average net income growth of 15% next year. Consensus price target down from US$6.00 to US$5.50. Share price rose 7.1% to US$4.51 over the past week.
お知らせ • Nov 16Tilly's, Inc. Announces Executive ChangesOn November 8, 2024 (the “Effective Date”), Laura Janney resigned from her position as the Chief Merchandising Officer of Tilly’s, Inc. (the “Company”) to pursue other interests. On the Effective Date, Michael Cingolani, age 47, was promoted to Senior Vice President, General Merchandise Manager of the Company. Mr. Cingolani has served as the Company’s Senior Director, Divisional Merchandise Manager, Men’s and Boys Apparel, since August 26, 2024. Mr. Cingolani served at rue21 from May 2019 to May 2024, including as its Chief Merchandising Officer, from July 2022 to May 2024. Prior to joining rue21, Mr. Cingolani served as Divisional Merchandise Manager, Men’s and Boys Branded Apparel and Fashion Tops, for five years at the Company. Prior to this, Mr. Cingolani served as Director/Sr. Buyer at Foot Locker, Inc. from June 2011 to September 2014. Prior to Foot Locker, Mr. Cingolani served Lands’ End, Inc. as a Global Merchandise Manager in the Men’s Division from June 2009 to June 2011. Prior to Lands’ End, Mr. Cingolani served at Pacific Sunwear as a Buyer in various divisions from November 2005 to February 2009. Prior to Pacific Sunwear, Mr. Cingolani held various buying positions at both Kohl’s Corp. and American Eagle Outfitters, Inc. from June 2001 to November 2005. Mr. Cingolani holds a Bachelor of Science in Business Administration from Duquesne University.
お知らせ • Nov 05Tilly's, Inc. to Report Q3, 2025 Results on Dec 05, 2024Tilly's, Inc. announced that they will report Q3, 2025 results After-Market on Dec 05, 2024
Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Director Tesa Aragones was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 13+ 1 more updateTilly’s, Inc. Appoints Hezy Shaked as its Chief Executive OfficerTilly’s, Inc. announced that on September 11, 2024, its Board of Directors appointed Hezy Shaked, the Company’s co-founder and Executive Chairman of the Board, as its Chief Executive Officer. Mr. Shaked had been serving as the Company’s Interim President and Chief Executive Officer since January 21, 2024, and served as the Company’s President and Chief Executive Officer previously in its history. Mr. Shaked has spent his tenure as the Company’s Interim President and Chief Executive Officer reviewing all aspects of the business, lending his perspective as the Company’s co-founder, and utilizing his extensive experience in the retail industry to work towards improving the Company’s operating performance.
Seeking Alpha • Sep 07Tilly's Recognizes Model Problems, But The Stock Is Still Not OpportunisticSummary 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
Reported Earnings • Sep 06Second quarter 2025 earnings released: US$0.002 loss per share (vs US$0.038 loss in 2Q 2024)Second quarter 2025 results: US$0.002 loss per share (improved from US$0.038 loss in 2Q 2024). Revenue: US$162.9m (up 1.8% from 2Q 2024). Net loss: US$69.0k (loss narrowed 94% from 2Q 2024). Profit margin: 0% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.
分析記事 • Aug 24Is 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...
New Risk • Aug 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (US$54k sold).
お知らせ • Aug 06Tilly's, Inc. to Report Q2, 2025 Results on Sep 05, 2024Tilly's, Inc. announced that they will report Q2, 2025 results After-Market on Sep 05, 2024
分析記事 • Jul 18Tilly's, Inc.'s (NYSE:TLYS) Business Is Yet to Catch Up With Its Share PriceThere 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...
Recent Insider Transactions Derivative • Jul 08Independent Director notifies of intention to sell stockJanet Kerr intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of July. If the sale is conducted around the recent share price of US$5.28, it would amount to US$106k. Since September 2023, Janet's direct individual holding has decreased from 33.70k shares to 29.00k. Company insiders have collectively sold US$78k more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Jun 20Tilly's Valuation Keeps Decreasing, But The Stock Is Not An Opportunity Without Signs Of A TurnaroundSummary 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
お知らせ • Jun 08Tilly's, Inc. Provides Financial Guidance for the Second Quarter of Fiscal 2024Tilly's, Inc. provided financial guidance for the second quarter of fiscal 2024. Net sales to be in the range of approximately $160 million to $165 million, translating to an estimated comparable net sales decrease in the range of approximately 10% to 7%, respectively, relative to the comparable 13-week period last year. Per share results to be in the range of a net loss of $0.13 to $0.03, respectively.
Reported Earnings • Jun 07First quarter 2025 earnings released: US$0.66 loss per share (vs US$0.40 loss in 1Q 2024)First quarter 2025 results: US$0.66 loss per share (further deteriorated from US$0.40 loss in 1Q 2024). Revenue: US$115.9m (down 6.3% from 1Q 2024). Net loss: US$19.6m (loss widened 64% from 1Q 2024). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
お知らせ • May 08Tilly's, Inc. to Report Q1, 2025 Results on Jun 06, 2024Tilly's, Inc. announced that they will report Q1, 2025 results After-Market on Jun 06, 2024
お知らせ • Apr 23Tilly's, Inc., Annual General Meeting, Jun 13, 2024Tilly's, Inc., Annual General Meeting, Jun 13, 2024, at 09:30 Pacific Daylight. Location: 12 Whatney, Irvine california United States Agenda: To consider the re-election of each of Hezy Shaked, Teresa Aragones, Erin Chin, Doug Collier, Seth Johnson, and Janet Kerr to board of directors for a term of office expiring at the 2025 annual meeting of stockholders and until their successors are duly elected and qualified; to consider the ratification of the appointment of BDO USA, P.C. as independent registered public accounting firm for the fiscal year ending February 1, 2025; to consider a non-binding advisory proposal to approve the compensation of named executive officers as described in the Proxy Statement accompanying this notice; to consider a non-binding advisory vote to approve the frequency of future non-binding advisory votes by stockholders on the compensation of named executive officers; and to consider such other business as may properly come before the annual meeting.
分析記事 • Apr 16Tilly's, Inc.'s (NYSE:TLYS) Shares May Have Run Too Fast Too SoonThere 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...
Major Estimate Revision • Mar 21Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$629.9m to US$610.6m. Losses expected to increase from US$0.50 per share to US$0.61. Specialty Retail industry in the US expected to see average net income growth of 11% next year. Consensus price target down from US$8.63 to US$7.88. Share price fell 5.4% to US$6.81 over the past week.
Reported Earnings • Mar 15Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$1.16 loss per share (down from US$0.32 profit in FY 2023). Revenue: US$623.1m (down 7.3% from FY 2023). Net loss: US$34.5m (down 456% from profit in FY 2023). Like-for-like sales growth: Down 10.6% vs FY 2023 Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 69%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
Seeking Alpha • Feb 28Tilly's Suffers From Strategic Problems And Is Not Cheap Despite The Low MultiplesSummary 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
Price Target Changed • Jan 24Price target decreased by 14% to US$8.63Down from US$10.00, the current price target is an average from 2 analysts. New target price is 14% above last closing price of US$7.58. Stock is down 11% over the past year. The company posted earnings per share of US$0.32 last year.
Major Estimate Revision • Jan 10Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$0.635 to -US$0.71 per share. Revenue forecast unchanged at US$621.4m. Specialty Retail industry in the US expected to see average net income growth of 3.3% next year. Consensus price target of US$9.50 unchanged from last update. Share price was steady at US$7.24 over the past week.
お知らせ • Jan 10Tilly's, Inc. to Report Q4, 2024 Results on Mar 14, 2024Tilly's, Inc. announced that they will report Q4, 2024 results on Mar 14, 2024
お知らせ • Jan 08Tilly's, Inc. Provides Earnings Guidance for the Fourth Quarter of 2023Tilly's, Inc. provided earnings guidance for the fourth quarter of 2023. For the quarter, company expects net sales to be in the range of approximately $169 million to $172 million and its loss per share to be in the range of $(0.20) to $(0.24).
Reported Earnings • Dec 02Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: US$0.028 loss per share (down from US$0.17 profit in 3Q 2023). Revenue: US$166.5m (down 6.4% from 3Q 2023). Net loss: US$847.0k (down 116% from profit in 3Q 2023). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 65%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 01Tilly's, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal 2023Tilly's, Inc. provided earnings guidance for the fourth quarter of fiscal 2023. For the period, the company estimates that net sales will be in the range of approximately $172 million to $178 million, translating to an estimated comparable net sales decrease in the range of approximately (6)% to (9)% compared to last year. The Company currently expects its loss per to be in the range of $0.12 to $0.20 based on estimated weighted average shares of approximately 29.9 million.
お知らせ • Nov 02Tilly's, Inc. to Report Q3, 2024 Results on Nov 30, 2023Tilly's, Inc. announced that they will report Q3, 2024 results After-Market on Nov 30, 2023
お知らせ • Oct 07Tilly's, Inc. Announces the Retirement of Bernard Zeichner from Member of the Board of DirectorsOn October 2, 2023, Bernard Zeichner retired from his position as a member of the Board of Directors of Tilly’s, Inc. Mr. Zeichner served as a member of the Board since 2011 and was serving as Chairperson of the Compensation Committee of the Board and a member of the Audit Committee of the Board. Mr. Zeichner’s resignation is not due to any disagreements with the Company on any of the Company’s operations, policies or practices. The Company is grateful to Mr. Zeichner for his tremendous contributions throughout his service on the Board. As a result of Mr. Zeichner’s resignation, the Board (i) reduced the authorized number of directors of the Board from eight (8) to seven (7) directors, (ii) appointed Douglas Collier to serve as the Chairperson of the Compensation Committee of the Board, (iii) appointed Erin Chin to serve as a third member of the Audit Committee of the Board, and (iv) appointed Teresa Aragones to serve as a third member of the Compensation Committee of the Board.
Recent Insider Transactions Derivative • Oct 02Independent Director notifies of intention to sell stockJanet Kerr intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of September. If the sale is conducted around the recent share price of US$7.96, it would amount to US$62k. Since December 2022, Janet's direct individual holding has increased from 39.49k shares to 41.49k. Company insiders have collectively sold US$64k more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Sep 03Price target increased by 25% to US$10.00Up from US$8.00, the current price target is an average from 2 analysts. New target price is 15% above last closing price of US$8.71. Stock is up 28% over the past year. The company is forecast to post a net loss per share of US$0.65 compared to earnings per share of US$0.32 last year.
Reported Earnings • Sep 01Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: US$0.038 loss per share (down from US$0.13 profit in 2Q 2023). Revenue: US$160.0m (down 5.0% from 2Q 2023). Net loss: US$1.13m (down 130% from profit in 2Q 2023). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 82%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Sep 01Tilly's, Inc. Provides Earnings Guidance for the Third Quarter of Fiscal 2023Tilly's, Inc. provided earnings guidance for the third quarter of fiscal 2023. The Company currently estimates that its fiscal 2023 third quarter net sales will be in the range of approximately $166 million to $171 million, translating to an estimated comparable net sales decrease in the range of approximately 5% to 8% for the third quarter of fiscal 2023 compared to last year. The Company anticipates that its comparable net sales results may decelerate following the need-based purchasing period during the month of August amid the peak of the back-to-school season. The Company currently expects its loss per share for the third quarter of fiscal 2023 to be in the range of $(0.05) to $(0.11) based on estimated weighted average shares of approximately 29.8 million.
Seeking Alpha • Aug 19Tilly's Q2 2023 Preview: The Picture Is Growing WorseSummary 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
お知らせ • Aug 03Tilly's, Inc. to Report Q2, 2024 Results on Aug 31, 2023Tilly's, Inc. announced that they will report Q2, 2024 results After-Market on Aug 31, 2023
Recent Insider Transactions Derivative • Jul 07Independent Director notifies of intention to sell stockJanet Kerr intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of July. If the sale is conducted around the recent share price of US$6.92, it would amount to US$71k. Since December 2022, Janet's direct individual holding has increased from 39.49k shares to 51.70k. Company insiders have collectively bought US$257k more than they sold, via options and on-market transactions, in the last 12 months.
Reported Earnings • Jun 03First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: US$0.40 loss per share (down from US$0.026 profit in 1Q 2023). Revenue: US$123.6m (down 15% from 1Q 2023). Net loss: US$12.0m (down US$12.8m from profit in 1Q 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Jun 02Tilly's, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2023Tilly's, Inc. provided earnings guidance for the second quarter of fiscal 2023. For the period, the company estimates net sales will be in the range of approximately $148 million to $158 million, translating to an estimated comparable net sales decrease of approximately 10% to 15% compared to last year. The Company currently expects its loss per share to be in the range of $(0.13) to $(0.27) based on estimated weighted average shares of approximately 29.9 million.
Major Estimate Revision • Jun 01Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$649.2m to US$642.0m. Losses expected to increase from US$0.17 per share to US$0.21. Specialty Retail industry in the US expected to see average net income decline 9.9% next year. Consensus price target of US$9.00 unchanged from last update. Share price rose 2.1% to US$7.80 over the past week.