Consumer Cyclical
Tilly's, Inc.(TLYS)
Live Price
Offline$4.43
-2.85% today
1Y Change
+328.57%
Window
Jun 23, 2025 β Jun 15, 2026
- Market Cap
- $130.00M
- Revenue Growth
- -2.8%
- EPS Growth
- +62.3%
- Dividend Yield
- 0.0%
Coverage: 247 bars Β· Jun 23, 2025 β Jun 15, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Tilly's, Inc. (TLYS) is a Consumer Cyclical stock with a market cap of $130.00M and listed on NYSE. The stock last traded around $4.43 and up 328.6% across the available one-year price window (Jun 23, 2025 β Jun 15, 2026). Baseline metrics include revenue growth of -2.8%, EPS growth of +62.3%, a dividend yield of 0.0%. What stands out right now is revenue -2.8%, EPS +62.3%, free cash flow +98.8% with operating margin -3.5% and ROIC -7.5%. Valuation is more restrained than many high-expectation growth names at price/sales 0.2. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines TLYS price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
-2.8% vs +7.5% peer median
Operating Margin
Below sector median
-3.5% vs +8.4% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Jun 3, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at -2.8% and EPS is at +62.3%, with operating margin around -3.5%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +47.1% over the next 5 trading days and finished higher after 3 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Jun 3, 2026 | β | +18.7% | +16.7% | β |
2026 Mar 11, 2026 | +166.7% | +47.2% | +119.0% | +208.6% |
2025 Dec 3, 2025 | +83.3% | -1.7% | +5.6% | +12.2% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
TLYS
β
Normalized return
SPY
β
S&P 500
Excess Return
β
Relative to SPY
TLYS Max Drawdown
-43.81%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for TLYS and SPY.
Company Overview
Tilly's, Inc.
New York Stock Exchange
Tilly's, Inc. operates as a specialty retailer of casual apparel, footwear, accessories, and hardgoods for young men and women, and boys and girls in the United States. Its apparel merchandise includes tops, outerwear, bottoms, and dresses; and accessories merchandise comprises backpacks, hydration bottles, hats, sunglasses, small electronics and accessories, handbags, watches, jewelry, and others, as well as hardgoods consists of skateboards, longboards, bikes, roller-skates, and equipment for snowboarding and surfing. The company also provides third-party merchandise assortment across its various product categories. As of March 14, 2022, it operated 241 stores. The company also sells its merchandise through its e-commerce website, tillys.com. Tilly's, Inc. was founded in 1982 and is headquartered in Irvine, California.
- Leadership
- Michael L. Henry
- IPO Date
- May 4, 2012
- Employees
- 1.4k
- Street Address
- 10 Whatney
- Mailing
- Irvine, CA, 92618
- Region
- Irvine, CA, US
- Reporting Currency
- USD
- Investor Line
- 949 609 5599
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- β
- EV/EBITDA
- β
- Price/Sales
- 0.2
- Price/Book
- 1.6
Growth
- Revenue
- -2.8%
- EPS
- +62.3%
- Free Cash Flow
- +98.8%
Profitability
- Gross Margin
- 29.7%
- Operating Margin
- -3.5%
- Net Margin
- -3.2%
- ROE
- -21.3%
- ROIC
- -7.5%
Balance Sheet
- Debt/Equity
- 2.00
- Current Ratio
- 1.25
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.