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Tilly's, Inc. Stock Price

NYSE:TLYS Community·US$143.3m Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 3 Fair Values set on narratives written by author

TLYS Share Price Performance

US$4.45
3.28 (280.34%)
US$2.25
Fair Value
US$4.45
3.28 (280.34%)
97.8% overvalued intrinsic discount
US$2.25
Fair Value
Price US$4.45
AnalystConsensusTarget US$2.25

TLYS Community Narratives

·
Fair Value US$2.25 97.8% overvalued intrinsic discount

Private Brands And AI Adoption Will Drive Long-Term Margin Improvement

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US$2.25
97.8% overvalued intrinsic discount
Profit Margin
0.049%
Future PE
3.5x
Price in 2028
US$0.03

Trending Discussion

Updated Narratives

TLYS logo

Private Brands And AI Adoption Will Drive Long-Term Margin Improvement

Fair Value: US$2.25 97.8% overvalued intrinsic discount
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Snowflake Analysis

Excellent balance sheet and slightly overvalued.

2 Risks
0 Rewards

Tilly's, Inc. Key Details

US$570.7m

Revenue

US$311.6m

Cost of Revenue

US$259.1m

Gross Profit

US$262.3m

Other Expenses

-US$3.3m

Earnings

Last Reported Earnings
May 02, 2026
Next Reporting Earnings
n/a
-0.11
45.40%
-0.57%
0%
View Full Analysis

About TLYS

Founded
1982
Employees
3219
CEO
Nathan Smith
WebsiteView website
www.tillys.com

Tilly's, Inc. operates as a specialty retailer of casual apparel, footwear, accessories, and hardgoods for young men and women, boys, and girls in the United States. Its apparel merchandise comprising branded, fashion, and styles for tops, outerwear, bottoms, swim and dresses; and accessories merchandise consist of backpacks, hydration bottles, hats, sunglasses, handbags, watches, jewelry, and others. The company also provides third-party merchandise assortment across its various product categories. It sells its merchandise through its stores and e-commerce website, www.tillys.com. Tilly's, Inc. was founded in 1982 and is headquartered in Irvine, California.

Recent TLYS News & Updates

Seeking Alpha Jun 11

Tilly's Stock Remains Fairly Priced After Its Impressive Recovery

Summary 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

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