View ValuationTilly's 향후 성장Future 기준 점검 0/6Tilly's은 연간 수입과 매출이 각각 131.8%와 1.5% 증가할 것으로 예상되고 EPS는 연간 129.4%만큼 증가할 것으로 예상됩니다.핵심 정보131.8%이익 성장률129.39%EPS 성장률Specialty Retail 이익 성장9.8%매출 성장률1.5%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트05 Jun 2026최근 향후 성장 업데이트Major 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.공시 • 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.공시 • 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.공시 • 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.모든 업데이트 보기Recent 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.공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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.공시 • 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.분석 기사 • 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.분석 기사 • 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...공시 • 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.공시 • 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, 2025분석 기사 • 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).공시 • 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.공시 • 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, 2025분석 기사 • 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...공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.분석 기사 • 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.공시 • 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 Alpha분석 기사 • 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...공시 • 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, 2025분석 기사 • 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...공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.분석 기사 • 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).공시 • 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, 2024분석 기사 • 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 Alpha공시 • 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.공시 • 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, 2024공시 • 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.분석 기사 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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, 2023공시 • 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.공시 • 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 Alpha공시 • 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.공시 • 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.이익 및 매출 성장 예측NYSE:TLYS - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수1/31/20285861N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TLYS 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: TLYS 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: TLYS 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: TLYS 의 수익(연간 1.5%)이 US 시장(연간 12.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: TLYS 의 수익(연간 1.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TLYS의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/25 14:02종가2026/06/25 00:00수익2026/05/02연간 수익2026/01/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Tilly's, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관David BuckleyBofA Global ResearchJeffrey Van SinderenB. Riley Securities, Inc.Lindsay Drucker MannGoldman Sachs10명의 분석가 더 보기
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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
분석 기사 • 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.
분석 기사 • 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...
공시 • 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.
공시 • 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
분석 기사 • 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).
공시 • 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.
공시 • 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
분석 기사 • 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...
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
분석 기사 • 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.
공시 • 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
분석 기사 • 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...
공시 • 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
분석 기사 • 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...
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
분석 기사 • 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).
공시 • 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
분석 기사 • 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
공시 • 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.
공시 • 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
공시 • 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.
분석 기사 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.