Tilly's, Inc.

NYSE:TLYS Stok Raporu

Piyasa değeri: US$131.1m

Tilly's Yönetim

Yönetim kriter kontrolleri 1/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Nate Smith

İcra Kurulu Başkanı

US$3.3m

Toplam tazminat

CEO maaş yüzdesi14.19%
CEO görev süresiless than a year
CEO sahipliğin/a
Yönetim ortalama görev süresi1.7yrs
Yönetim Kurulu ortalama görev süresi14.8yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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 Alpha
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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

CEO Tazminat Analizi

Nate Smith'un ücretlendirmesi Tilly's'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
May 02 2026n/an/a

-US$3m

Jan 31 2026US$3mUS$462k

-US$17m

Tazminat ve Piyasa: Nate 'nin toplam tazminatı ($USD 3.25M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 657.63K ).

Tazminat ve Kazançlar: Nate şirketinin tazminatını şirket performansıyla karşılaştırmak için yeterli veri yok.


CEO

Nate Smith (56 yo)

less than a year
Görev süresi
US$3,253,328
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Hezy Shaked
Co-Founder42.5yrsUS$614.75k20.71%
$ 27.2m
Nathan Smith
Presidentless than a yearUS$3.25mVeri yok
Michael Henry
Executive VP11.2yrsUS$524.60k0.15%
$ 193.5k
Michael Cingolani
Executive VP & Chief Merchandising Officer1.7yrsUS$419.02k0.37%
$ 489.1k
Tilly Levine
Co-Founder19.5yrsVeri yok3.59%
$ 4.7m
Erik Quade
Chief Information Officerno dataVeri yokVeri yok
Bobby Gascon
Vice President of Marketing & Innovationless than a yearVeri yokVeri yok
Jaheida Sanchez
Vice President of Human Resourcesno dataVeri yokVeri yok
Shelly Bueno-Johnson
Senior Vice President of Storesless than a yearVeri yokVeri yok
Robert Kim
Senior Vice President of Merchandise Planning & Allocationless than a yearVeri yokVeri yok
Christina Campbell
VP & Controller11.3yrsVeri yokVeri yok
1.7yrs
Ortalama Görev Süresi
56yo
Ortalama Yaş

Deneyimli Yönetim: TLYS 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.7 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Hezy Shaked
Co-Founder42.5yrsUS$614.75k20.71%
$ 27.2m
Nathan Smith
Presidentless than a yearUS$3.25mVeri yok
Seth Johnson
Independent Director15.3yrsUS$148.00k0.57%
$ 749.8k
Janet Kerr
Independent Director14.9yrsUS$142.00k0.36%
$ 473.1k
Douglas Collier
Independent Director14.8yrsUS$150.00k0.65%
$ 848.4k
Michael Relich
Independent Director1.5yrsUS$130.17k0.27%
$ 348.4k
Teresa Aragones
Independent Director4.8yrsUS$125.00k0.39%
$ 512.2k
14.8yrs
Ortalama Görev Süresi
65yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: TLYS 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 14.8 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/07 18:13
Gün Sonu Hisse Fiyatı2026/07/07 00:00
Kazançlar2026/05/02
Yıllık Kazançlar2026/01/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Tilly's, Inc. 13 Bu analistlerden 1, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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