Tilly's, INC

Market Movers (8-K)

NYSE
Tillys, Inc. announced a 15.9% increase in total net sales to $124.7 million for the first quarter of fiscal 2026, with comparable net sales rising 22.9%, marking the third consecutive quarter of comparable net sales growth.
Better than expected
NYSE
Tillys, Inc. announced financial results for the third quarter of fiscal 2025, exceeding earnings outlook with comparable net sales growth and continued positive momentum into the fourth quarter.
Better than expected
NYSE
Tillys, Inc. reported a return to net income in the second quarter of fiscal 2025, with improved product margins and a positive comparable net sales trend beginning the third quarter.
Better than expected
NYSE
Tillys, Inc. announced the appointment of Nathan M. Smith as its new President and Chief Executive Officer, effective August 18, 2025, with co-founder Hezy Shaked transitioning to Executive Chairman.
NYSE
Tillys, Inc. announced that its stockholders approved all four proposals at the 2025 annual meeting, including the re-election of six directors, the Third Amended and Restated Tillys Equity and Incentive Award Plan, the ratification of BDO USA, P.C. as auditors, and the advisory approval of executive officer compensation.
NYSE
Tilly's, Inc. announced a net loss of $22.2 million for the first quarter of fiscal 2025 on decreased net sales, but noted sequential improvement in sales trends and provided an optimistic outlook for the second quarter.
Worse than expected

Quarterly Earnings (10-Q)

NYSE
Tillys, Inc. announced a significant increase in net sales and comparable store sales for the first quarter ended May 2, 2026, alongside a narrowed net loss.
Better than expected
NYSE
Tillys, Inc. reported a significant reduction in net loss for the third quarter and first nine months of fiscal 2025, driven by improved gross margins and reduced operating expenses, despite a slight dip in net sales.
Better than expected
NYSE
Tillys, Inc. reported a net income of $3.2 million for the second quarter of fiscal 2025, a significant improvement from a net loss in the prior year, despite a 7.1% decrease in net sales.
Better than expected
NYSE
Tillys, Inc. announced a significant decrease in net sales and a widening net loss for the first quarter ended May 3, 2025, reflecting ongoing challenges in the retail sector.
Worse than expected
NYSE
Tillys Inc. reported a net loss for the third quarter of 2024, with a decrease in net sales attributed to a calendar shift and broader economic pressures.
Worse than expected
NYSE
Tillys Inc. experienced a slight increase in net sales but a decrease in comparable store sales for the second quarter of 2024, amidst a challenging economic environment.
Worse than expected

Annual Reports (10-K)

NYSE
Tillys, Inc. reports a decrease in net sales and a widened operating loss for fiscal year 2024, citing persistent inflation and decreased consumer confidence.
Worse than expected
NYSE
Tillys Inc. reported its fiscal year 2023 results, showing a decrease in net sales and a net loss, impacted by economic challenges and changing consumer behavior.
Delay expected
Worse than expected

Insider Trading (Form 4)

NYSE
Chief Merchandising Officer Michael Joseph Cingolani sold 11,250 shares of Tilly's, Inc. common stock at an average price of $5.2697.
NYSE
Director Douglas P. Collier acquired 15,444 shares of Tilly's, Inc. Class A Common Stock via a restricted stock grant.
NYSE
Director Teresa Luna Aragones acquired 15,444 shares of Tilly's, Inc. Class A Common Stock via a restricted stock grant.
NYSE
Director Michael Relich acquired 15,444 shares of Tilly's, Inc. Class A Common Stock via a restricted stock grant.
NYSE
Director Seth R. Johnson acquired 15,444 shares of Tilly's, Inc. Class A Common Stock via a restricted stock grant.
NYSE
Tilly's, Inc. director Janet Kerr was granted 15,444 shares of restricted Class A Common Stock as part of an equity compensation plan.

Proxy Statements (Def-14A)

NYSE
Tillys, Inc. is soliciting proxies for its 2025 annual meeting, featuring proposals including director re-election, approval of an amended equity plan, and ratification of the company's independent auditor.
Worse than expected
NYSE
Tillys, Inc. will hold its 2024 annual meeting of stockholders on June 13, 2024, to vote on director elections, auditor ratification, executive compensation, and the frequency of future advisory votes on executive pay.
Worse than expected

Schedule 13D - Activist Investments

NYSE
Fund 1 Investments, LLC reported an updated beneficial ownership of 34.8% in Tilly's, Inc. Class A Common Stock, following a pro rata distribution of shares.
NYSE
Fund 1 Investments, LLC has filed an Amendment No. 16 to its Schedule 13D, disclosing increased economic exposure to Tilly's, Inc. Class A Common Stock through new cash-settled swap agreements, bringing its total notional exposure to approximately 9.09%.
NYSE
Fund 1 Investments, LLC, a significant shareholder in Tilly's, Inc., has filed an Amendment No. 15 to its Schedule 13D, disclosing new cash-settled swap agreements that increase its total economic exposure to approximately 7.70% of the Class A Common Stock.
NYSE
Fund 1 Investments, LLC has filed an amendment to its Schedule 13D, disclosing an increase in its economic exposure to Tilly's, Inc. Class A Common Stock through new cash-settled swap agreements, while maintaining a significant beneficial ownership stake.
NYSE
Fund 1 Investments, LLC has filed an Amendment No. 13 to its Schedule 13D, disclosing continued significant beneficial ownership in Tilly's, Inc. and an increase in its economic exposure through new cash-settled swap agreements.
NYSE
Fund 1 Investments, LLC, a significant shareholder in Tilly's, Inc., has filed an Amendment No. 12 to its Schedule 13D, disclosing increased economic exposure to the company's Class A Common Stock through new cash-settled swap agreements.

Schedule 13G - Passive Investments

NYSE
Long Focus Capital Management LLC and John Helmers have filed a Schedule 13G, reporting no beneficial ownership of Tilly's, Inc. Class A Common Stock as of March 31, 2026.
NYSE
BML Investment Partners, L.P. and Braden M. Leonard have reported beneficial ownership of 9.4% of Tilly's, Inc. Class A Common Stock.
NYSE
Long Focus Capital Management and John Helmers have reported a passive 7.4% beneficial ownership stake in Tilly's Class A Common Stock.
NYSE
Nomura Holdings Inc. and its subsidiary Nomura Global Financial Products Inc. have amended their beneficial ownership in Tilly's, Inc., reporting a 3.7% stake.
NYSE
Shay Capital LLC and Shay Capital Holdings LLC have reported a combined beneficial ownership of 14.84% of Tilly's, Inc. Class A Common Stock.
NYSE
The Vanguard Group reported a 4.72% beneficial ownership stake in Tilly's Inc., holding 1,078,859 shares of common stock as of June 30, 2025.