Tilly's (TLYS) Stock Overview
Operates as a specialty retailer of casual apparel, footwear, accessories, and hardgoods for young men and women, boys, and girls in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 0/6 |
| Past Performance | 0/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
TLYS Community Fair Values
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Analyst Price Targets
Tilly's, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$3.94 |
| 52 Week High | US$5.90 |
| 52 Week Low | US$1.14 |
| Beta | 0.098 |
| 1 Month Change | -25.24% |
| 3 Month Change | -6.19% |
| 1 Year Change | 127.75% |
| 3 Year Change | -46.83% |
| 5 Year Change | -74.81% |
| Change since IPO | -76.56% |
Recent News & Updates
Narrative Update • Jun 26
TLYS: Strong Q1 Comps And Traffic Will Support Earnings Upside
Analysts have raised their price target on Tilly's stock to $5.50 from $3.00, citing a strong Q1 performance supported by a 23% comp gain, healthy in-store traffic, higher ticket items, and steady e-commerce demand. What's in the News for Tilly's Tilly's expects to operate 221 stores at the end of the second quarter of fiscal 2026, compared with 232 stores at the end of the prior year period.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 AlphaRecent updates
Narrative Update • Jun 26
TLYS: Strong Q1 Comps And Traffic Will Support Earnings Upside
Analysts have raised their price target on Tilly's stock to $5.50 from $3.00, citing a strong Q1 performance supported by a 23% comp gain, healthy in-store traffic, higher ticket items, and steady e-commerce demand. What's in the News for Tilly's Tilly's expects to operate 221 stores at the end of the second quarter of fiscal 2026, compared with 232 stores at the end of the prior year period.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 AlphaAnalysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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 AlphaSeeking 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 AlphaShareholder Returns
| TLYS | US Specialty Retail | US Market | |
|---|---|---|---|
| 7D | -3.9% | 1.3% | 1.4% |
| 1Y | 127.7% | 3.4% | 19.1% |
Return vs Industry: TLYS exceeded the US Specialty Retail industry which returned 3.4% over the past year.
Return vs Market: TLYS exceeded the US Market which returned 19.1% over the past year.
Price Volatility
| TLYS volatility | |
|---|---|
| TLYS Average Weekly Movement | 12.3% |
| Specialty Retail Industry Average Movement | 7.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: TLYS's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: TLYS's weekly volatility (12%) has been stable over the past year, but is still higher than 75% of US stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1982 | 3,219 | Nate Smith | 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.
Tilly's, Inc. Fundamentals Summary
| TLYS fundamental statistics | |
|---|---|
| Market cap | US$120.12m |
| Earnings (TTM) | -US$3.25m |
| Revenue (TTM) | US$570.69m |
0.2x
P/S Ratio-36.9x
P/E RatioIs TLYS overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| TLYS income statement (TTM) | |
|---|---|
| Revenue | US$570.69m |
| Cost of Revenue | US$311.62m |
| Gross Profit | US$259.08m |
| Other Expenses | US$262.33m |
| Earnings | -US$3.25m |
Last Reported Earnings
May 02, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.11 |
| Gross Margin | 45.40% |
| Net Profit Margin | -0.57% |
| Debt/Equity Ratio | 0% |
How did TLYS perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/04 00:49 |
| End of Day Share Price | 2026/07/02 00:00 |
| Earnings | 2026/05/02 |
| Annual Earnings | 2026/01/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Tilly's, Inc. is covered by 13 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| David Buckley | BofA Global Research |
| Jeffrey Van Sinderen | B. Riley Securities, Inc. |
| Lindsay Drucker Mann | Goldman Sachs |