Tilly's, Inc.

NYSE:TLYS 株式レポート

時価総額：US$123.8m

Tilly's マネジメント

マネジメント 基準チェック /14

現在、CEO に関する十分な情報がありません。

主要情報

Nate Smith

最高経営責任者

US$3.3m

報酬総額

CEO給与比率14.19%
CEO在任期間less than a year
CEOの所有権n/a
経営陣の平均在職期間1.5yrs
取締役会の平均在任期間14.7yrs

経営陣の近況

Recent updates

Seeking Alpha • Apr 10

The Storm Has Passed For Tilly's

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

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

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

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

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

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

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

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

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

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

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

Tilly's Remains In Trouble

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Tilly's: Another Struggling Retailer With Little Hope

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

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

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

CEO報酬分析

Tilly's の収益と比較して、Nate Smith の報酬はどのように変化したか？
日付総報酬給与会社業績
Jan 31 2026US$3mUS$462k

-US$17m

報酬と市場: Nateの 総報酬 ($USD 3.25M ) は、 US市場 ($USD 638.05K ) の同規模の企業の平均を上回っています。

報酬と収益: Nateの報酬と会社の業績を比較するにはデータが不十分です。

CEO

Nate Smith (55 yo)

less than a year
在職期間
US$3,253,328
報酬

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

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Hezy Shaked
Co-Founder42.3yrsUS$614.75k20.71%
$ 25.6m
Nathan Smith
Presidentless than a yearUS$3.25mデータなし
Michael Henry
Executive VP11yrsUS$524.60k0.15%
$ 182.7k
Michael Cingolani
Executive VP & Chief Merchandising Officer1.5yrsUS$419.02kデータなし
Tilly Levine
Co-Founder19.3yrsデータなし3.59%
$ 4.4m
Erik Quade
Chief Information Officerno dataデータなしデータなし
Bobby Gascon
Vice President of Marketing & Innovationless than a yearデータなしデータなし
Jaheida Sanchez
Vice President of Human Resourcesno dataデータなしデータなし
Shelly Bueno-Johnson
Senior Vice President of Storesless than a yearデータなしデータなし
Robert Kim
Senior Vice President of Merchandise Planning & Allocationless than a yearデータなしデータなし
Christina Campbell
VP & Controller11.2yrsデータなしデータなし
1.5yrs
平均在職期間
55yo
平均年齢

経験豊富な経営陣: TLYSの経営陣は 経験豊富 とはみなされません ( 1.5年の平均在職年数)。これは新しいチームを示唆しています。

取締役

名称ポジション在職期間報酬所有権
Hezy Shaked
Co-Founder42.3yrsUS$614.75k20.71%
$ 25.6m
Nathan Smith
Presidentless than a yearUS$3.25mデータなし
Seth Johnson
Independent Director15.1yrsUS$148.00k0.52%
$ 645.2k
Janet Kerr
Independent Director14.8yrsUS$142.00k0.31%
$ 384.0k
Douglas Collier
Independent Director14.7yrsUS$150.00k0.60%
$ 738.4k
Michael Relich
Independent Director1.3yrsUS$130.17k0.22%
$ 266.2k
Teresa Aragones
Independent Director4.6yrsUS$125.00k0.34%
$ 420.9k
14.7yrs
平均在職期間
64yo
平均年齢

経験豊富なボード: TLYSの 取締役会 は経験豊富で 経験豊富 です ( 14.7年の平均在任期間)。

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2026/05/21 04:44
終値2026/05/21 00:00
収益2026/01/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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 Research
Jeffrey Van SinderenB. Riley Securities, Inc.
Lindsay Drucker MannGoldman Sachs