Welcome to our dedicated page for TILLY'S SEC filings (Ticker: TLYS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Tilly's, Inc. filings document the public-company record for a specialty retailer of casual apparel, footwear, and accessories. Recent 8-K reports furnish earnings releases under Item 2.02, covering quarterly and annual operating results, financial condition, and related exhibits.
The company's proxy and current reports also disclose governance and compensation matters, including director and executive compensation, appointments of senior officers, compensatory arrangements, and amendments to the Third Amended and Restated Tilly's 2012 Equity and Incentive Award Plan. These records include equity award terms tied to the company's Class A common stock and board-level compensation approvals.
TILLY'S, INC. (TLYS) reported that Fund 1 Investments, LLC, a ten percent owner, executed a series of open-market sales totaling 2,256,335 shares of Class A common stock from September 3 to September 8, 2026, at prices between approximately $4.14 and $4.67 per share, all reported as indirectly owned.
The shares are held by private investment vehicles for which Pleasant Lake Partners LLC is investment adviser; Fund 1 Investments, LLC is managing member of Pleasant Lake Partners LLC, and Jonathan Lennon is managing member of Fund 1 Investments, LLC. Fund 1 Investments, LLC disclaims beneficial ownership of the securities except to the extent of its pecuniary interest. No Rule 10b5-1 trading plan is reported.
TILLY'S, INC. (TLYS) is the subject of an amended Schedule 13D filing by Fund 1 Investments, LLC updating its ownership and derivative exposure. Fund 1 now beneficially owns 5,801,933 shares of Class A common stock, representing 24.9% of the 23,281,157 shares outstanding as of September 1, 2026. These shares were acquired for an aggregate purchase price of approximately $47,074,010, including commissions, using the working capital of its funds, which may include margin loans. In addition, Fund 1 has entered into cash-settled total return swaps referencing 2,261,027 notional shares, providing economic exposure to about 9.7% of the outstanding shares without voting or dispositive power over those referenced shares.
Tilly’s, Inc. (TLYS) reported a strong turnaround for the quarter ended August 1, 2026, with net sales of $163.5 million, up 8.1% year over year, driven by a 12.1% increase in comparable store net sales and 20.9% e‑commerce growth.
Gross margin improved to 35.5% from 32.5%, and operating income rose to $8.2 million from $2.7 million, lifting quarterly net income to $8.4 million or $0.27 per diluted share. For the first half, sales grew 11.3% to $288.2 million, moving from a prior-year net loss of $19.0 million to a modest net profit of $0.4 million. Cash and cash equivalents reached $52.3 million with an additional $9.9 million in marketable securities and no borrowings under a $65 million revolving credit facility, while the company continues to caution about inflation, higher labor costs and macroeconomic pressures on its young consumer base.
Tilly’s, Inc. (TLYS) reported significantly improved results for the second quarter of fiscal 2026, with net sales rising to $163.5 million, up 8.1% year over year, and total comparable net sales increasing 12.1%. Net income grew to $8.4 million ($0.27 per diluted share) from $3.2 million ($0.10 per diluted share).
Gross profit expanded to $58.1 million, or 35.5% of net sales, improving 300 basis points as product margins rose for the seventh consecutive quarter and leverage on fixed costs improved. Operating income increased to $8.2 million, or 5.0% of net sales, compared to $2.7 million, or 1.8%, last year.
For the first half of fiscal 2026, Tilly’s swung to a modest profit of $0.4 million from a $19.0 million loss, with net sales up 11.3% and comparable net sales up 16.5%. The company ended the quarter with $125.5 million of available liquidity and guided to third-quarter net sales of $150–$155 million and net income of $2.2–$3.7 million, which would mark a sixth consecutive quarter of year-over-year profit improvement.
Renaissance Technologies LLC and Renaissance Technologies Holdings Corporation report beneficial ownership of 1,312,712 shares of Tilly's, Inc. Class A common stock. This position represents 5.66 % of the class. The Renaissance entities have sole voting and sole dispositive power over all reported shares, with no shared power. Certain funds managed by Renaissance Technologies LLC have the right to receive dividends and sale proceeds from these securities.
Tilly’s, Inc., through its wholly owned subsidiary World of Jeans & Tops, entered into a Second Amendment to its Credit Agreement with Wells Fargo Bank, National Association on June 10, 2026.
The amendment extends the agreement’s maturity date from June 25, 2027 to September 10, 2028, with Tilly’s remaining as guarantor under the facility.
TILLY'S, INC. Chief Merchandising Officer Michael Joseph Cingolani reported an open-market sale of Class A Common Stock. He sold 11,250 shares at a weighted average price of $5.2697 per share, in multiple trades between $5.25 and $5.32.
After this transaction, he directly holds 113,750 shares of Class A Common Stock. The sale reflects a reduction in his direct ownership while maintaining a substantial remaining position in the company.
Tilly’s, Inc. reported the results of its 2026 annual stockholder meeting and the approval of an updated equity incentive plan. Stockholders approved the Tilly’s, Inc. Fourth Amendment and Restated 2012 Equity and Incentive Award Plan, which had been adopted by the board on April 1, 2026.
Seven directors were re-elected for terms expiring at the 2027 annual meeting, stockholders ratified BDO USA, P.C. as independent auditor for the fiscal year ending January 30, 2027, and approved on a non-binding, advisory basis the compensation of named executive officers for the fiscal year ended January 31, 2026.
Collier Douglas P reported acquisition or exercise transactions in this Form 4 filing.
Tilly's, Inc. director Douglas P. Collier reported an equity award and updated share holdings. He received 15,444 shares of Class A Common Stock as a restricted stock grant at $0.00 per share. These restricted shares vest in two equal annual installments on each of the next two anniversaries of the grant date. Following this grant, he holds 152,511 Class A shares directly and 44,793 Class A shares indirectly through The Collier Family Trust, reflecting a primarily compensation-related, non‑market transaction.