Tilly's (TLYS)
Sells branded and proprietary apparel, footwear, accessories, and action-sports hardgoods through US stores and e-commerce.
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Generates retail sales from casual apparel, footwear, accessories, and hardgoods for young customers. Its US-only network combines stores and e-commerce, carrying a mix of third-party labels and proprietary brands.
Operates a single retail segment serving young men, young women, boys, and girls with casual apparel, footwear, accessories, and hardgoods. The assortment spans branded, fashion, and core apparel styles, plus action-sports items such as skateboards, longboards, and surfing or snowboarding equipment.
Merchandise blends third-party and proprietary labels; RSQ and Full Tilt are the largest proprietary brands by sales. Physical stores and the online shop carry the general assortment, with online-only styles adding to the digital offering.
The operating footprint is concentrated in the United States, where stores range across malls, lifestyle centers, outlet centers, and street-front locations. Merchandising and distribution are managed as one consolidated business rather than separate store and digital segments.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jun 8, 2026 | Roth Capital | Target | Target: — | Target: $5.50 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 1, 2026Cash & short-term investments $62.2M · Total debt $169.4M · Total assets $347.1M · Shareholders' equity $86.9M
- Revenue
- $163.5M
- Operating income
- −$17.6M
- Net income
- $8.4M
| Institutions | 71.35% | 21.82M shares | |
|---|---|---|---|
| 64 holders · as of Jun 30, 2026 | |||
| Insiders | 2.55% | 780.3K shares | |
| 7 holders · as of Sep 21, 2026 | |||
| Strategic holders | 4.14% | 1.27M shares | |
| 1 holder · as of Feb 14, 2025 | |||
| Other | 21.96% | 6.72M shares | |
| remainder | |||
30.59M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Fund 1 Investments, LLCInstitution | 26.35% | 8.06M A | as of Jun 30, 2026 |
BML Capital Management, LLCInstitution | 7.03% | 2.15M A | as of Jun 30, 2026 |
BML Investment Partners, L.P.Institution | 6.83% | 2.09M | filed Mar 19, 2026 |
Paradigm Capital Management, Inc.Institution | 4.94% | 1.51M | filed Feb 3, 2020 |
Shay Capital LLCInstitution | 4.60% | 1.41M A | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 21, 2026 | Michael Henry | officer: CFO | +5,000 | $4.02 |
| Sep 8, 2026 | Fund 1 Investments, LLC | 10 percent owner | −179,970 | $4.17 |
| Sep 4, 2026 | Fund 1 Investments, LLC | 10 percent owner | −432,110 | $4.49 |
| Sep 3, 2026 | Fund 1 Investments, LLC | 10 percent owner | −1,644,255 | $4.49 |
| Jun 11, 2026 | Michael Joseph Cingolani | officer: Chief Merchandising Officer | −11,250 | $5.27 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Tilly's | $4.35 | +10.69% | $118.3M | 65.0 | 24.9 | 0.2 | +8.1% |
| Zumiez | $14.46 | +4.36% | $233.8M | 19.2 | 45.2 | 0.3 | −2.5% |
| American Eagle Outfitters | $15.96 | +3.23% | $2.59B | 7.9 | 8.9 | 0.5 | +7.5% |
| Abercrombie & Fitch | $136.12 | −0.47% | $6.08B | 11.7 | 11.0 | 1.1 | +4.8% |
| Urban Outfitters | $75.85 | +2.22% | $6.35B | 11.6 | 11.6 | 1.0 | +10.4% |
| Buckle | $41.98 | +2.92% | $2.10B | 9.4 | 10.3 | 1.6 | +4.6% |
| Median | 11.6 | 11.0 | 1.0 | +4.8% |