Tilly's, Inc. Class A (TLYS)

Tilly's stock price has been influenced by earnings reports and efforts to navigate a challenging retail environment. The stock price decreased from $3.99 on December 30, 2024, to $1.83 on December 26, 2025, and further to $1.74 on January 12, 2026. In Q1 fiscal year 2025, net sales decreased by 7.1% year-over-year to $107.6 million. The annual stockholders meeting on June 11, 2025, approved the election of six directors and other proposals. For Q3 fiscal 2025, Tilly's reported a better-than-expected EPS, with the stock surging by 22.45% in aftermarket trading. The company anticipates total net sales between $146 million and $151 million for Q4, with a projected comparable net sales increase of 4-8%.

Tilly's experiences demand seasonality, with higher gross profit and gross profit as a percentage of sales in the third and fourth quarters, driven by the back-to-school period and the winter holidays. The back-to-school shopping period, particularly the final weeks of July, is the company's strongest sales period.

Tilly's, Inc. (TLYS) is a specialty retailer focused on the youth apparel market, operating in the Retail sector, specifically the Apparel Retail and Accessories industry. The company offers a multi-brand selection of clothing, footwear, and accessories through physical stores and online. Approximately 65% of its product portfolio consists of third-party brands, while 35% are proprietary labels. In addition to fashion, Tilly's provides lifestyle products. Founded in 1982, Tilly's targets the 13-25 age demographic, focusing on surf, skate, and contemporary lifestyle brands.

As of November 1, 2025, Tilly's operated around 230 stores across 33 U.S. states, utilizing a flexible real estate strategy in various retail centers. The company also has an e-commerce platform, www.tillys.com, serving customers in all 50 states.

In the past year, Tilly's has focused on revitalizing its brand through strategic marketing efforts, including launching a TikTok shop and implementing in-store events. These initiatives aim to strengthen its competitive positioning and improve customer engagement. There is no information detailing negative events that have significantly impacted Tilly's brand reputation in the past year.

Tilly's, Inc. has a mixed ownership structure, including institutional and insider holdings. Major institutional owners include Fund 1 Investments, LLC, Shay Capital LLC, Long Focus Capital Management, Llc, Vanguard Group Inc, Healthcare Of Ontario Pension Plan Trust Fund, Dimensional Fund Advisors Lp, Renaissance Technologies Llc, Nomura Holdings Inc, and MUFG Securities EMEA plc. Fund 1 Investments LLC is a major individual shareholder, owning 26.44% of the company. Insiders hold a majority of the voting power via Class B stock.