Tilly'sTLYS
TLYS
About: Tilly's Inc works as a specialty retailer of casual apparel, footwear, and accessories for young men, young women, boys, and girls. It offers an unparalleled selection of relevant brands, styles, colors, sizes, and price points. It delivers branded fashion, and core styles for tops, outerwear, bottoms, and dresses. It also provides backpacks, hats, sunglasses, headphones, handbags, watches, and jewelry. It markets its products under the brand names of Vans, RVCA, Adidas, Nike SB, and Hurley among others. It operates its stores in malls, lifestyle centers, power centers, community centers, outlet centers, street-front locations, and also through e-commerce.
Employees: 5,619
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1.41% more ownership
Funds ownership: 96.39% [Q4 2024] → 97.8% (+1.41%) [Q1 2025]
7% less funds holding
Funds holding: 61 [Q4 2024] → 57 (-4) [Q1 2025]
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
47% less capital invested
Capital invested by funds: $93.6M [Q4 2024] → $49.2M (-$44.4M) [Q1 2025]
50% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 24
100% less funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 0 (-2) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$2
9%
upside
Avg. target
$2
9%
upside
High target
$2
9%
upside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
B. Riley Securities Jeff Van Sinderen | 9%upside $2 | Neutral Maintained | 5 Jun 2025 |
Financial journalist opinion
Neutral
Business Wire
2 days ago
Tilly's, Inc. Announces Appointment of Nate Smith as President and Chief Executive Officer Beginning August 18, 2025.
IRVINE, Calif.--(BUSINESS WIRE)--Tilly's announces effective August 18, 2025, Nate Smith has been appointed to the position of President, CEO and Director of the Company.
Neutral
GlobeNewsWire
1 week ago
Tilly's, Inc. Selects Impact Analytics as Strategic AI Partner for Inventory Optimization and Business Intelligence
NEW YORK, July 22, 2025 (GLOBE NEWSWIRE) -- Impact AnalyticsⓇ, the leader in AI-native innovation and the only provider of an end-to-end platform for pricing, merchandising, and supply chain, has announced its partnership with Tilly's, Inc. (NYSE: TLYS, “Tillys”), a leading specialty retailer of casual apparel, footwear, and accessories, to drive inventory optimization and business intelligence across its store fleet and distribution center operations. Tillys will implement InventorySmartⓇ and MondaySmartⓇ, two of the flagship AI-native solutions from Impact Analytics that were purpose-built to optimize allocation, replenishment, and enterprise reporting.
Neutral
Seeking Alpha
1 month ago
Tilly's, Inc. (TLYS) Q1 2025 Earnings Call Transcript
Tilly's, Inc. (NYSE:TLYS ) Q1 2025 Earnings Conference Call June 4, 2025 4:30 PM ET Company Participants Hezy Shaked - Co-Founder, President, CEO & Executive Chairman Michael L. Henry - Executive VP, CFO & Corporate Secretary Conference Call Participants Marni Shapiro - Unidentified Company The Retail Tracker - Unidentified Company Matthew Butler Koranda - ROTH Capital Partners, LLC, Research Division Richard Frederick Magnusen - B.
Negative
Zacks Investment Research
1 month ago
Tilly's (TLYS) Reports Q1 Loss, Lags Revenue Estimates
Tilly's (TLYS) came out with a quarterly loss of $0.74 per share versus the Zacks Consensus Estimate of a loss of $0.66. This compares to loss of $0.48 per share a year ago.
Neutral
Business Wire
1 month ago
Tilly's, Inc. Reports Fiscal 2025 First Quarter Operating Results
IRVINE, Calif.--(BUSINESS WIRE)--Tilly's, Inc. (NYSE: TLYS, the "Company") today announced financial results for the first quarter of fiscal 2025 ended May 3, 2025. "Our fiscal 2025 first quarter comparable net sales, while a decrease compared to last year's first quarter, were a sequential improvement in trend compared to the fourth quarter of fiscal 2024. Fiscal May, to start the second quarter, produced further sequential trend improvement relative to the first quarter," commented Hezy Shake.
Neutral
PRNewsWire
2 months ago
Tilly's Partners with Nedap to Elevate Omnichannel Strategy
Tilly's is revolutionizing all stores with Nedap's iD Cloud, unlocking the power of RFID for seamless operations nationwide. GROENLO, The Netherlands , May 13, 2025 /PRNewswire/ -- Nedap (AMS:NEDAP), the global leader in RFID solutions, is pleased to announce a new partnership with Tilly's, a leading specialty retailer of casual apparel, footwear, and accessories.
Neutral
Business Wire
2 months ago
Tilly's, Inc. to Report Fiscal 2025 First Quarter Operating Results on June 4, 2025
IRVINE, Calif.--(BUSINESS WIRE)--Tilly's, Inc. (NYSE: TLYS) today announced that the company will release its financial results for the first quarter of fiscal 2025 ended May 3, 2025, after the market close on Wednesday, June 4, 2025. Hezy Shaked, President and Chief Executive Officer, and Michael Henry, Executive Vice President and Chief Financial Officer, will host a conference call that afternoon (June 4, 2025) at 4:30 p.m. ET (1:30 p.m. PT) to discuss the financial results. Investors and an.
Neutral
Seeking Alpha
4 months ago
Tilly's, Inc. (TLYS) Q4 2024 Earnings Call Transcript
Tilly's, Inc. (NYSE:TLYS ) Q4 2024 Earnings Conference Call March 12, 2025 4:30 PM ET Company Participants Gar Jackson - Investor Relations Michael Henry - Executive Vice President, Chief Financial Officer Hezy Shaked - Co-Founder, Executive Chairman, President and Chief Executive Officer Conference Call Participants Jeff Sinderen - B. Riley Matt Koranda - Roth Capital Operator Good day, and welcome to the Tilly's Fourth Quarter and Full Year 2024 Earnings Conference Call.
Neutral
Business Wire
4 months ago
Tilly's, Inc. Reports Fiscal 2024 Fourth Quarter Operating Results
IRVINE, Calif.--(BUSINESS WIRE)--Tilly's, Inc. (NYSE: TLYS, the "Company") today announced financial results for the fourth quarter of fiscal 2024 ended February 1, 2025. "Our fourth quarter results were a disappointment. We made a number of changes in our merchandising organization during the fourth quarter to attempt to change our sales trajectory going forward," commented Hezy Shaked, President and Chief Executive Officer. "For fiscal 2025, we aim to stabilize and then grow sales with improv.
Neutral
Seeking Alpha
4 months ago
Tilly's Remains In Trouble
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.
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