Tilly's (TLYS) Net Sales by Type

Breaks down sales by type—such as product category or pricing type (full‑price vs. markdown)—showing which merchandise or pricing strategies drive revenue, margins, and inventory turnover.

Tilly’s sales mix is shifting decisively toward proprietary merchandise, reversing the earlier stability of its assortment. This suggests greater emphasis on owned-label products, which can improve differentiation and gross-margin potential, but the simultaneous erosion in third-party sales raises questions about brand breadth and customer appeal. The key investor test is whether proprietary growth reflects genuine demand expansion rather than substitution from established national brands.