Tilly's, Inc.

Tilly's, Inc.

TLYSยทNYSE

$4.53

-2.5%
Consumer CyclicalApparel - Retail

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.

At a Glance

Live Snapshot
Market Cap$136.18M
EPS-0.5800
P/E Ratio-7.80
Earnings Date06/03/2026
tlys

Tilly's, Inc. Street Expectations Map

TLYS ยท NYSE

Wall Street analysts project that TLYS stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 9.50, with estimates ranging from a low of 7.00 to a high of 12.00.

Lowest Target
7.00
54.70%
Consensus Target
9.50
109.94%
Highest Target
12.00
165.19%

The consensus 1-year price target stands at 9.50, with estimates ranging from a low of 7.00 to a high of 12.00.

Analyst Consensus Analysis

Upside Potential

+109.9%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

52.6% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

tlys

Tilly's, Inc. Forward Estimates of Revenue

TLYS ยท NYSE
Latest Revenue
553.59M
FY 2025
Avg Estimate
547.20M
FY 2026
Estimate Range
547.20M - 547.20M
Analyst Spread

Forward Growth Analysis

Projected Growth-1.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

tlys

Tilly's, Inc. Forward Estimates of Net Income

TLYS ยท NYSE
Latest Net Income
-17.45M
FY 2025
Avg Estimate
-24.62M
FY 2026
Estimate Range
-24.62M - -24.62M
Analyst Spread

Forward Growth Analysis

Projected Growth-41.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

tlys

Tilly's, Inc. Forward Estimates of EPS

TLYS ยท NYSE
Latest EPS
-0.58
FY 2025
Avg Estimate
$-0.82
FY 2026
Estimate Range
$-0.82 - $-0.82
Analyst Spread

Forward Growth Analysis

Projected Growth-41.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

tlys

Tilly's, Inc. Forward Estimates of EBIT

TLYS ยท NYSE
Latest EBIT
-19.34M
FY 2025
Avg Estimate
-1.47M
FY 2026
Estimate Range
-1.47M - -1.47M
Analyst Spread

Forward Growth Analysis

Projected Growth+92.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

tlys

Tilly's, Inc. Forward Estimates of EBITDA

TLYS ยท NYSE
Latest EBITDA
-8.76M
FY 2025
Avg Estimate
11.84M
FY 2026
Estimate Range
11.84M - 11.84M
Analyst Spread

Forward Growth Analysis

Projected Growth+235.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

tlys

Tilly's, Inc. Forward Estimates of SG&A Expense

TLYS ยท NYSE
Latest SG&A Expense
183.41M
FY 2025
Avg Estimate
160.66M
FY 2026
Estimate Range
160.66M - 160.66M
Analyst Spread

Forward Growth Analysis

Projected Growth-12.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

tlys

Tilly's, Inc. Insider Positioning

TLYS ยท NYSE

During the last 12 months, insiders have purchased $393K and sold $2.69M worth of TLYS shares, resulting in $2.30M of net selling activity.

3 Months

Bought

0

0.00

Sold

1.0M

2.69M

Net Activity

-2.7M

-$2.69M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

242.9K

393.46K

Sold

0

0.00

Net Activity

+393K

+$393K

Top Buyers

1
SCL

Shay Capital Llc

10 Percent Owner

242.9K sharesโ€ข8 transactions

$393K

Top Sellers

1
SCL

Shay Capital Llc

10 Percent Owner

1.0M sharesโ€ข2 transactions

$2.69M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.30M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.15:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$2.69M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

Balanced

1 insider buyers and 1 sellers. Equal participation suggests mixed or neutral insider views.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.