Every 8-K that Tilly's Inc. (TLYS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow TLYS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TLYS filings page.
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.
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. 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.
Tilly’s, Inc. reported a sharp improvement in results for the first quarter of fiscal 2026, with total net sales of $124.7 million, up 15.9% year over year, and comparable net sales rising 22.9%. Store sales grew 12.1% to $96.3 million, while e-commerce sales increased 30.9% to $28.4 million.
Gross profit rose to $36.1 million, or 28.9% of net sales, compared to 19.8% last year, driven by better product margins and lower occupancy costs. The operating loss narrowed to $8.1 million from $22.7 million, and net loss improved to $8.0 million, or $(0.26) per share, versus $(0.74) per share a year ago.
The company ended the quarter with total available liquidity of $91.8 million, including $41.1 million in cash, cash equivalents, and marketable securities, and expects second-quarter net sales of $154 million to $160 million and net income of $3.8 million to $6.0 million, or $0.13 to $0.20 per diluted share.
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.
Tilly’s, Inc. reported changes to its long‑term incentive program and chief executive compensation structure. The board approved an amendment to the Third Amended and Restated 2012 Equity and Incentive Award Plan, raising the maximum number of Class A common shares that any one person can receive in awards in a calendar year to 2,500,000 shares.
On the same date, the company and President and CEO Nathan Smith agreed to cancel his previously granted time‑based option for 900,000 shares and performance‑based option for 900,000 shares. Immediately afterward, the compensation committee granted him new options in the same amounts, on the same terms, under the amended 2012 plan.
Tilly's, Inc. reported that it has released its earnings press release for the third quarter ended November 1, 2025. The company furnished this press release as Exhibit 99.1 to this report, making detailed quarterly financial and operating results available to the market. The information in the press release and this item is treated as furnished rather than filed under securities laws, which limits how it can be used for certain legal purposes.
Tilly’s, Inc. furnished an earnings press release covering its second quarter ended August 2, 2025. The company submitted the release as Exhibit 99.1 to this current report. The information in Item 2.02 and Exhibit 99.1 is being furnished, not filed, which means it is not subject to Section 18 liability under the Exchange Act and is not automatically incorporated into other Securities Act or Exchange Act filings. The report is signed on behalf of the company by Executive Vice President and Chief Financial Officer Michael L. Henry.