Welcome to our dedicated page for Tillys 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.
The Tilly’s, Inc. (NYSE: TLYS) SEC filings page on Stock Titan brings together the company’s key regulatory disclosures, with AI-powered tools to help interpret them. Tillys is a specialty retailer of casual apparel, footwear, accessories, and hardgoods for young men, young women, boys, and girls, and its filings provide detailed insight into how this youth-focused retail business operates.
Tillys regularly files Current Reports on Form 8-K to furnish earnings press releases under Item 2.02, "Results of Operations and Financial Condition." These filings attach the full text of the company’s quarterly and annual earnings releases, which include net sales, comparable net sales, gross profit, SG&A expenses, operating income or loss, income tax expense or benefit, and net income or loss. They also break out the performance of physical stores and e-commerce, discuss inventory levels and liquidity, and present management’s outlook for upcoming periods.
The company also uses Form 8-K under Item 5.02 to report leadership and governance changes. For example, an 8-K describes the appointment of Nathan (Nate) Smith as President and Chief Executive Officer and as a director, effective August 18, 2025, and outlines the key terms of his employment offer letter, including base salary, bonus opportunities, equity awards, relocation support, and severance provisions. These disclosures provide transparency into executive compensation and board-level decisions.
On Stock Titan, AI-generated summaries highlight the most important points from Tillys’ filings, helping users quickly understand the implications of lengthy documents. Real-time updates from EDGAR ensure that new 8-Ks and other filings are available as soon as they are posted. Users can review earnings-related disclosures, leadership changes, and other material events without reading every line of the underlying documents.
For investors and researchers following TLYS, this filings page offers a structured view of how Tillys reports its financial condition, operational performance, and corporate governance actions through the SEC reporting framework, supported by AI tools that clarify complex sections and surface key themes.
Tilly’s, Inc. is asking stockholders to vote at the June 10, 2026 annual meeting on board elections, an expanded equity incentive plan, auditor ratification, and executive pay.
The proxy seeks approval to add 2,500,000 shares to the 2012 Equity and Incentive Award Plan, raising the total share reserve to 11,113,900 shares and extending grant authority through April 1, 2036. The company reports a three-year adjusted average equity burn rate of 5.1% of basic weighted-average shares and an overhang rate of 16.3% as of January 31, 2026, which it estimates would rise to about 24.6% if the new share request is approved.
Stockholders will also vote on re-electing seven directors, ratifying BDO USA, P.C. as independent auditor for the year ending January 30, 2027, and giving a non-binding advisory approval of fiscal 2025 executive compensation.
Tillys, Inc. files its annual report describing a specialty retail business focused on casual apparel, footwear and accessories for young customers. The company operated 223 stores in 33 states as of January 31, 2026, plus a national e‑commerce platform.
E‑commerce net sales were $122 million in fiscal 2025, representing 22.1% of total net sales. Stores averaged $1.8 million in net sales, or $255 per square foot, and are supported by distribution and fulfillment centers in Irvine, California. The report highlights merchandising breadth, omni‑channel investments, and loyalty and digital marketing programs as key strengths.
Tillys also discloses recent operating losses, intense competition, reliance on leased real estate, geographic concentration in California, Texas, Arizona, Nevada, Florida and the Northeast, and various macro, fashion, supply chain, IT, climate and regulatory risks that could pressure sales, margins and liquidity.
TILLY'S, INC. reported that CFO Henry Michael received a grant of stock options covering 40,000 shares of Class A Common Stock. The options have an exercise price of $4.20 per share and expire on April 1, 2036. They vest in four equal annual installments on each anniversary of the April 1, 2026 grant date, contingent on his continued employment or service.
TILLY'S, INC. officer Michael Joseph Cingolani received a grant of stock options covering 40,000 shares of Class A Common Stock. The options have an exercise price of $4.20 per share and expire on April 1, 2036.
The options were awarded as compensation and are not an open-market purchase. According to the terms, they vest in four equal annual installments on each anniversary of the April 1, 2026 grant date, as long as he continues employment or service with the company through each vesting date. Following this grant, he holds 40,000 stock options directly.
TILLY'S, INC. director and officer Hezy Shaked received a grant of stock options covering 40,000 shares of Class A Common Stock. The options have an exercise price of $4.20 per share and expire on April 1, 2036.
The award vests in four equal annual installments on each of the next four anniversaries of the April 1, 2026 grant date, conditioned on his continued employment or service with the company. Following this grant, Shaked holds 40,000 stock options directly.
Shay Capital LLC, a 10% owner of TILLY'S, INC., reported an open-market sale of 20,000 shares of Common Stock on March 20, 2026 at a price of $3.7037 per share.
After this transaction, Shay Capital LLC directly holds 2,315,000 Tilly's shares, indicating a small reduction in its overall position.
Tilly's, Inc. Schedule 13G shows that BML Investment Partners, L.P. and Braden M. Leonard report beneficial ownership of 2,189,186 shares of Class A common stock, representing 9.4% of the class.
The filing states 100,000 shares are held with sole voting and dispositive power and 2,089,186 shares are held with shared voting and dispositive power. The filing is signed by Braden M. Leonard with a signature date of 03/19/2026.
Shay Capital LLC, a 10% owner of TILLY'S, INC., sold 1,025,000 shares of Common Stock in an open-market transaction. The sale occurred at an average price of $2.5522 per share. After this transaction, Shay Capital LLC directly holds 2,335,000 shares, indicating it remains a significant shareholder despite the sizable sale.
Tillys, Inc. returned to profitability in the fiscal 2025 fourth quarter, with net sales of $155.1 million, up 5.3%, and comparable net sales up 10.1%. Gross margin expanded to 33.2% of sales from 26.0%, driving net income of $2.9 million, or $0.10 per diluted share, versus a loss last year.
For fiscal 2025, net sales were $553.6 million, down 2.8%, but the net loss improved to $17.5 million from $46.2 million. Liquidity totaled $87.8 million, including $46.3 million of cash. First-quarter fiscal 2026 guidance calls for $119–$125 million of net sales, 16%–22% higher comparable net sales, and a narrower net loss of $10.1–$8.0 million.
The company highlighted a strong start to fiscal 2026, including February comparable net sales growth of 20.1%, and promoted Michael J. Cingolani to Executive Vice President, Chief Merchandising Officer with a $500,000 base salary and performance-based bonus opportunity.