Tilly's (TLYS)
NYSE:TLYS
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Earnings Data
Report Date
Aug 27, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.17Last Year’s EPS
0.1Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call portrayed a clear and broad recovery: strong comparable sales (22.9%), robust e‑commerce growth (30.9%), large margin expansion (gross margin +910 bps; product margin +400 bps), meaningful reduction in losses and improved liquidity. Management acknowledged remaining work — continued net loss, store count reductions, some SKU replenishment issues, and the expectation that the exceptional margin step-up may not fully persist — but provided constructive Q2 guidance (net sales ~$154–160M, comps +6% to +10%, expected net income $3.8M–$6.0M) and reiterated confidence in returning to profitability and further store productivity gains.Company Guidance
Strong Top-Line Growth
Total net sales of $125.0M, up $17.1M or 15.9% year-over-year; comparable net sales increased 22.9% (stores and e‑commerce both >20%).
E-commerce and Store Performance
E-commerce net sales grew 30.9% and represented 22.8% of total net sales (vs 20.2% prior year); physical store sales rose 12.1% despite a 7.6% reduction in quarter-end store count.
Margin and Profitability Improvement
Gross margin (including buying, distribution and occupancy) improved 910 basis points to 28.9% (from 19.8%); product margins improved 400 basis points; SG&A as a percent of sales improved ~550 basis points to 35.4% of net sales.
Meaningful Reduction in Losses and EPS Beat
Pretax loss narrowed to $7.8M (6.3% of net sales) vs $22.3M (20.7% of net sales) prior year; net loss improved to $8.0M or $0.26 per share vs $22.2M or $0.74 prior year, an improvement of $14.2M ($0.48 per share) and came in $0.01 ahead of the upper end of EPS outlook.
Improved Liquidity and Balance Sheet Strength
Ended the quarter debt-free with cash and investments of $41.1M (vs $37.2M prior year) and available undrawn borrowing capacity of $50.7M under the asset-backed credit facility; expect to end Q2 with total liquidity >$120M (cash & investments ~$59–63M plus ~$63M undrawn).
Sustained Positive Momentum & Customer Engagement
Delivered 10 consecutive months of comparable net sales growth; fourth consecutive quarter of year-over-year profit improvement; sixth consecutive quarter of product margin improvement; loyalty customers with activity in last year grew 10%; TikTok following doubled since launch last March.
TLYS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TLYS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 03, 2026 | $4.44 | $5.27 | +18.69% |
Mar 11, 2026 | $1.63 | $2.40 | +47.24% |
Dec 03, 2025 | $1.80 | $1.77 | -1.67% |
Sep 03, 2025 | $2.03 | $2.10 | +3.45% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Tilly's (TLYS) report earnings?
Tilly's (TLYS) is schdueled to report earning on Aug 27, 2026, After Close (Confirmed).
What is Tilly's (TLYS) earnings time?
Tilly's (TLYS) earnings time is at Aug 27, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TLYS EPS forecast?
TLYS EPS forecast for the fiscal quarter 2026 (Q2) is 0.17.
