Tilly's, Inc.

NYSE:TLYS Voorraadrapport

Marktkapitalisatie: US$136.3m

Tilly's Beheer

Beheer criteriumcontroles 1/4

Momenteel beschikken wij niet over voldoende informatie over de CEO.

Belangrijke informatie

Nate Smith

Algemeen directeur

US$3.3m

Totale compensatie

Percentage CEO-salaris14.19%
Dienstverband CEOless than a year
Eigendom CEOn/a
Management gemiddelde ambtstermijn1.6yrs
Gemiddelde ambtstermijn bestuur14.8yrs

Recente managementupdates

Recent updates

Seeking Alpha • Apr 10

The Storm Has Passed For Tilly's

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

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

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

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

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

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

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

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

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

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

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

Tilly's Remains In Trouble

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Tilly's: Another Struggling Retailer With Little Hope

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

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

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

Analyse CEO-vergoeding

Hoe is Nate Smith's beloning veranderd ten opzichte van Tilly's's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Jan 31 2026US$3mUS$462k

-US$17m

Compensatie versus markt: De totale vergoeding ($USD 3.25M ) Nate } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 631.70K ).

Compensatie versus inkomsten: Er zijn onvoldoende gegevens om de beloning van Nate te vergelijken met de prestaties van het bedrijf.

CEO

Nate Smith (56 yo)

less than a year
Tenure
US$3,253,328
Compensatie

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

Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Hezy Shaked
Co-Founder42.4yrsUS$614.75k20.71%
$ 28.2m
Nathan Smith
Presidentless than a yearUS$3.25mgeen gegevens
Michael Henry
Executive VP11.1yrsUS$524.60k0.15%
$ 201.2k
Michael Cingolani
Executive VP & Chief Merchandising Officer1.6yrsUS$419.02kgeen gegevens
Tilly Levine
Co-Founder19.4yrsgeen gegevens3.59%
$ 4.9m
Erik Quade
Chief Information Officerno datageen gegevensgeen gegevens
Bobby Gascon
Vice President of Marketing & Innovationless than a yeargeen gegevensgeen gegevens
Jaheida Sanchez
Vice President of Human Resourcesno datageen gegevensgeen gegevens
Shelly Bueno-Johnson
Senior Vice President of Storesless than a yeargeen gegevensgeen gegevens
Robert Kim
Senior Vice President of Merchandise Planning & Allocationless than a yeargeen gegevensgeen gegevens
Christina Campbell
VP & Controller11.3yrsgeen gegevensgeen gegevens
1.6yrs
Gemiddelde duur
56yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van TLYS wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.6 jaar), wat duidt op een nieuw team.

Bestuursleden

NaamPositieTenureCompensatieEigendom
Hezy Shaked
Co-Founder42.4yrsUS$614.75k20.71%
$ 28.2m
Nathan Smith
Presidentless than a yearUS$3.25mgeen gegevens
Seth Johnson
Independent Director15.2yrsUS$148.00k0.52%
$ 710.4k
Janet Kerr
Independent Director14.8yrsUS$142.00k0.31%
$ 422.7k
Douglas Collier
Independent Director14.8yrsUS$150.00k0.60%
$ 812.9k
Michael Relich
Independent Director1.4yrsUS$130.17k0.22%
$ 293.1k
Teresa Aragones
Independent Director4.7yrsUS$125.00k0.34%
$ 463.4k
14.8yrs
Gemiddelde duur
65yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van TLYS zijn ervaren en ervaren (gemiddelde ambtstermijn van 14.8 jaar).

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/03 04:17
Aandelenkoers aan het einde van de dag2026/06/03 00:00
Inkomsten2026/01/31
Jaarlijkse inkomsten2026/01/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Tilly's, Inc. wordt gevolgd door 13 analisten. 1 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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