Tillys Inc Stock Price, News & Analysis

Tilly's Inc. (NYSE:TLYS) has announced the appointment of Nate Smith as its new President and Chief Executive Officer, effective August 18, 2025. Smith, who currently serves as CEO of Marolina Outdoor, Inc., brings extensive industry experience from leadership roles at Boardriders, Oakley, IPATH Footwear, and Patagonia.

Co-Founder Hezy Shaked will transition from his current role as President and CEO to Executive Chairman. Smith's appointment aims to revitalize the brand and improve business performance, leveraging his strategic vision and industry expertise developed through various executive positions and eight years of service in the U.S. Navy.

Tilly's (TLYS) reported fiscal 2025 Q1 results with total net sales of $107.6 million, down 7.1% year-over-year. Comparable net sales decreased by 7.0%, though showing improvement from Q4 2024's 11.2% decline. Physical store sales fell 7.4% to $85.9 million, while e-commerce sales dropped 5.8% to $21.7 million. The company reported a net loss of $22.2 million ($0.74 per share), compared to a $19.6 million loss last year. Gross profit margin declined to 19.8% from 21.0%. For Q2 2025, Tilly's projects net sales between $150-158 million, with results ranging from a $2.7 million loss to $2.0 million profit. The company plans to reduce its store count to 232 locations, with potential for 15 additional closures by year-end. Despite challenges, Tilly's maintains strong liquidity with $37.2 million in cash and $55.4 million in available credit.

Tilly's (TLYS) has partnered with Nedap to implement RFID technology across all its stores nationwide starting Q2 2025. The partnership centers on deploying Nedap's iD Cloud solution, aimed at enhancing inventory accuracy and optimizing product availability. The implementation will streamline item tracking from distribution centers to store shelves, supporting Tilly's omnichannel strategy including same-day delivery and in-store pickup services.

The initiative focuses on integrating inventory data across Tilly's three primary revenue streams: physical stores, e-commerce platform, and mobile app. The technology will provide real-time tracking of items, reduce stockouts, and enable data-driven decisions for loss prevention. Tilly's CIO Erik Quade highlighted this partnership as a crucial component of their 2025 strategy to increase market share and drive sustainable growth.

Tilly's (NYSE: TLYS) has scheduled the release of its fiscal 2025 first quarter financial results for June 4, 2025, after market close. The results will cover the period ended May 3, 2025. Following the release, the company will host a conference call at 4:30 p.m. ET featuring President and CEO Hezy Shaked and EVP/CFO Michael Henry.

Investors and analysts can participate by dialing (877) 300-8521 (domestic) or (412) 317-6026 (international). A live webcast will be available at www.tillys.com through the Investor Relations section. A replay will be accessible until June 11, 2025, via phone using conference ID 10199579.

Tilly's (NYSE: TLYS) reported disappointing fourth quarter fiscal 2024 results with total net sales of $147.3 million, marking a 14.9% decrease from the previous year. The company experienced an 11.2% decline in comparable net sales across both physical stores and e-commerce.

Key financial metrics include:

• Physical store sales decreased 13.7% to $108.3 million
• E-commerce sales fell 17.8% to $39.0 million
• Gross profit margin declined to 26.0% from 27.0%
• Operating loss increased to $14.1 million (9.6% of net sales)
• Net loss of $13.7 million, or $0.45 per share

For fiscal 2024 full year, total net sales were $569.5 million, down 8.6%. The company ended the period with $46.7 million in cash and equivalents, and projects first quarter fiscal 2025 net sales between $105-111 million with an expected net loss of $0.68-$0.58 per share.

Tilly's (NYSE: TLYS) has scheduled its fiscal 2024 fourth quarter financial results announcement for March 12, 2025, after market close. The company will host a conference call at 4:30 p.m. ET (1:30 p.m. PT) on the same day, featuring Co-Founder, Executive Chairman, President and CEO Hezy Shaked, and CFO Michael Henry.

Investors and analysts can participate by dialing (877) 300-8521 (domestic) or (412) 317-6026 (international). A live webcast will be available at www.tillys.com under the Investor Relations section. A replay will be accessible until March 19, 2025, via phone at (844) 512-2921 (domestic) or (412) 317-6671 (international) using conference ID: 10197060.

Tilly's (NYSE: TLYS) has announced the appointment of Michael Relich to its Board of Directors. Relich brings over 40 years of retail experience, specializing in systems and information technology. His most recent position was co-CEO of PacSun, and he previously served on the board of PSEB , where he held roles as Interim CEO and COO. The new board member has extensive experience in C-level positions at major retailers including Lucky Brand, Crate & Barrel, Guess (NYSE: GES), and Wet Seal. He currently serves on the advisory board of several technology companies. Executive Chairman Hezy Shaked expressed confidence that Relich's expertise in teen and young adult retail, combined with his IT knowledge, will be valuable additions to the board.

Tilly's announced its fiscal 2024 third-quarter results, highlighting a 13.8% decline in total net sales to $143.4 million, affected by a calendar shift. Comparable net sales dropped by 3.4%. Physical store sales decreased by 16%, while e-commerce sales fell by 5.4%. Gross profit was $37.2 million, or 25.9% of net sales, down from 29.3% last year. SG&A expenses were $51.3 million, or 35.7% of net sales, up from 30.8%. The company reported an operating loss of $14.1 million and a net loss of $12.9 million, or $0.43 per share.

Year-to-date, total net sales decreased by 6.2% to $422.2 million. Comparable net sales dropped by 6.8%. The company reported a net loss of $32.6 million, or $1.08 per share. Tilly's ended the quarter with $51.7 million in cash and no debt.

For Q4, the company expects net sales between $149 million and $156 million, a comparable net sales decrease of 9% to 5%, and a net loss between $13.0 million and $9.5 million, or $0.43 to $0.32 per share.

Tilly's (NYSE: TLYS) has scheduled its fiscal 2024 third quarter financial results announcement for December 5, 2024, after market close. Co-Founder and CEO Hezy Shaked and CFO Michael Henry will host a conference call at 4:30 p.m. ET to discuss the results. Investors can join via phone at (877) 300-8521 (domestic) or (412) 317-6026 (international), or through a webcast at www.tillys.com. A replay will be available until December 12, 2024, using conference ID: 10193481.