TILLY'S (TLYS) Company Report

Tilly's reported its first positive quarterly comparable net sales result since Q4 2021, with a 2% increase for the 13-week period ended November 1, 2025, driven by a 5.3% increase from physical stores.
The company significantly improved its financial performance in Q3 2025, reducing its net loss to $1.4 million, or $0.05 per share, compared to a net loss of $12.9 million, or $0.43 per share, in the prior year.
Gross margin improved by 460 basis points to 30.5% of net sales, with product margins increasing by 390 basis points due to higher initial markups and lower markdowns.
Tilly's provided an optimistic outlook for Q4 2025, expecting total net sales between $146 million and $151 million and comparable net sales growth of 4% to 8%, with continued product margin improvements of 300 to 350 basis points.
Strategic initiatives include increasing proprietary brand penetration to approximately 40% on an annualized basis and implementing AI-driven tools for price optimization and future merchandise replenishment, alongside planned store closures to optimize the fleet.

Dec 3, 2025, 9:30 PM

Tilly's Reports Q3 Fiscal 2025 Results and Q4 Fiscal 2025 Outlook

TLYS

Earnings

Guidance Update

Revenue Acceleration/Inflection

Tilly's achieved its first positive quarterly comparable net sales result since the fourth quarter of Fiscal 2021 in Q3 Fiscal 2025, with comparable net sales increasing by 2%, including a 5.3% increase from physical stores.
For Q3 Fiscal 2025, the company reported a gross margin of 30.5% of net sales, an improvement of 460 basis points, and a net loss of $1.4 million, or $0.05 per share, significantly better than the $12.9 million loss, or $0.43 per share, in the prior year.
Tilly's anticipates Q4 Fiscal 2025 total net sales to be in the range of $146 million to $151 million, representing a comparable net sales increase of 4%-8%, and expects a loss per share between $0.19 and $0.12.
The company is focusing on strategic initiatives such as increasing proprietary brand penetration to approximately 40% and implementing AI-driven tools for price optimization, merchandise replenishment, and inventory management to drive future performance.

Dec 3, 2025, 9:30 PM

Tilly's Reports First Positive Comparable Sales Quarter Since Q4 2021 in Q3 Fiscal 2025

TLYS

Earnings

Guidance Update

Revenue Acceleration/Inflection

Tilly's reported its first positive quarterly comparable net sales result since the fourth quarter of Fiscal 2021 in Q3 Fiscal 2025, with an increase of 2%. This positive sales trend continued into the fourth quarter, with quarter-to-date comparable net sales increasing by 6.7% through December 2, 2025.
For Q3 Fiscal 2025, total net sales were $139.6 million, a 2.7% decrease, while net loss improved to $1.4 million, or $0.05 per share, compared to a net loss of $12.9 million, or $0.43 per share, in the prior year. Gross margin improved by 460 basis points to 30.5% of net sales.
The company provided Q4 Fiscal 2025 guidance, expecting total net sales between $146 million and $151 million, a comparable net sales increase of 4% to 8%, and a loss per share in the range of $0.19 to $0.12.
Strategic initiatives include increasing proprietary brand penetration to approximately 40% on an annualized basis and implementing technological upgrades such as an AI-driven price optimization tool launched in September.
Tilly's plans to close seven stores near the end of Q4 Fiscal 2025, bringing the total store count to 223, a net decrease of 17 stores or 7.1% from the end of Fiscal 2024.

Dec 3, 2025, 9:30 PM

Tilly's, Inc. Exceeds Q3 2025 Earnings Outlook and Provides Q4 2025 Guidance

TLYS

Earnings

Guidance Update

Revenue Acceleration/Inflection

Tilly's, Inc. exceeded its Fiscal 2025 third-quarter earnings outlook, reporting a net loss of $1.4 million, or $0.05 per share, a significant improvement from the prior year's net loss of $12.9 million, or $0.43 per share.
The company achieved its first quarter of comparable net sales growth since Q4 2021, with total comparable net sales increasing by 2.0% for Q3 2025, and this positive momentum has continued into the early stages of Q4 2025 with a 6.7% increase through December 2, 2025.
For Q3 2025, total net sales were $139.6 million, and gross profit improved to $42.6 million, or 30.5% of net sales, up from 25.9% last year, driven by higher initial markups and lower markdowns.
Tilly's, Inc. provided a Q4 2025 outlook, projecting net sales between $146 million and $151 million and an estimated net loss per share in the range of $0.19 to $0.12.
As of November 1, 2025, the company maintained $100.7 million in total available liquidity, with total inventories decreasing by 12.8% year-over-year.