Tilly's, Inc. (TLYS) Stock

Tilly's, Inc. (TLYS) is a Consumer Discretionary stock trading at $3.81 (as of 2026-08-20), with a market capitalization of $114.90M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Tilly’s, Inc. is a specialty retailer selling casual apparel, footwear, accessories, and hardgoods for young men and women, and boys and girls, through its store network in the United States and its e-commerce website (tillys.com). It carries items such as tops, outerwear, dresses, backpacks and other accessories, and hardgoods including skateboards, bikes, roller-skates, and snowboarding and surfing equipment, including select third-party merchandise.

Understand Tilly's, Inc.: how it makes money

Tilly's sells casual apparel, footwear, accessories, and related hardgoods for young men and women, and kids, through physical stores and e-commerce, earning money from its net sales of merchandise.

The profit model is to convert merchandise net sales into operating income using a positive gross margin (28.9%) but with enough control of operating expenses to avoid negative operating results, as shown by the latest operating margin of -6.5%.

Revenue by segment (latest quarter)
Physical$0.1B

Business quality (Weak): Specialty retail gross margin is positive, but the latest quarter shows negative operating margin, so expense control and sales efficiency are the key watch items.

Bull case

  • Specialty merchandise breadth: Tilly's carries casual apparel, footwear, accessories, and hardgoods, and also offers third-party merchandise assortment (as described).
  • Gross margin is positive: Gross margin was 28.9% in the latest reported period (2026-05-02).

Bear case

  • Operating losses: Operating margin was -6.5% in the latest reported period, indicating operating expenses exceeded gross profit.
  • Scale and mix uncertainty: Net sales are small at 0.1B in the latest reported period, so unfavorable changes in the physical store versus e-commerce mix (both are discussed in the segment candidates) can have an outsized impact on operating results.
Valuation — source: SEC EDGAR (first-party)
Price$3.81
Market Cap$114.90M
EV / EBITDA15.9
Price / Book1.48
Price / Sales0.20
FCF Yield3.3%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$553.59M
Net Margin-3.2%
Revenue Growth (YoY)15.9%
FCF Growth (YoY)-45.4%
Financial Health — source: SEC EDGAR
Altman Z-Score1.57 (distress)
Valuation vs Sector & Industry
Sector P/E (Consumer Discretionary)20.5
Industry P/E (Retail)19.5
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderFund 1 Investments, LLC ($32.64M)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryRetail
CEONate Smith
Employees1,410
CountryUS
IPO Date2012-05-04

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TLYS earnings history · TLYS institutional & insider holders · TLYS KPIs & operating metrics · TLYS financials · TLYS investor presentations & press releases · TLYS SEC filings · TLYS peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.