
Tilly's, Inc. (TLYS) Q1 2026 Earnings Call Transcript
Tilly's, Inc. is a specialty retailer of casual clothing, footwear, accessories and consumer goods for young men and women and boys and girls in the United States. The company is headquartered in Irvine, California.
| Revenue (TTM) | $570.69M |
| Gross Profit (TTM) | $259.08M |
| EBITDA | $5.41M |
| Operating Margin | -6.49% |
| Return on Equity | -4.15% |
| Return on Assets | -0.88% |
| Revenue/Share (TTM) | $18.95 |
| Book Value | $2.87 |
| Price-to-Book | 1.54 |
| Price-to-Sales (TTM) | 0.24 |
| EV/Revenue | 0.414 |
| EV/EBITDA | 23.77 |
| Quarterly Earnings Growth (YoY) | -97.40% |
| Quarterly Revenue Growth (YoY) | 15.90% |
| Shares Outstanding | $23.28M |
| Float | $11.93M |
| % Insiders | 4.01% |
| % Institutions | 97.36% |
Volatility is currently expanding

Tilly's, Inc. (TLYS) Q1 2026 Earnings Call Transcript

Tilly's, Inc. (TLYS) Q2 2027 Earnings Call Transcript

Tilly's has seen revenue surge 15.9% and narrowed losses, yet it remains unprofitable with ongoing cash outflows. TLYS's comparable sales rose 22.9%, driven by retail and e-commerce strength, loyalty program expansion, and digital marketing initiatives. Despite store count contraction, TLYS maintains a fortress balance sheet with $41.1 million in cash and no debt versus a $112.2 million market cap.

TLYS, FMX, and RDDT made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on June 30, 2026.

FMX, AVT, TLYS, RDDT and HG have been added to the Zacks Rank #1 (Strong Buy) List on June 30, 2026.

Here is how Tilly's (TLYS) and Tapestry (TPR) have performed compared to their sector so far this year.

Small-cap retail apparel and shoes stocks are rallying in 2026. Five stocks, GCO, DBI, SFIX, TLYS and FOSL, stand out for a stable portfolio.

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.

Does Tilly's (TLYS) have what it takes to be a top stock pick for momentum investors? Let's find out.

TLYS says its turnaround is broad: Q1 comps +22.9%, fresher inventory and a higher full-price mix as Q2 guide targets profit.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on TLYS and any ticker you trade — then tracks every position and per-strategy win rate.