Tilly's delivered a strong 1Q26, with revenues up 16% and comps up 23%, marking its third consecutive positive quarter. Margins expanded sharply, with gross margin up 910 bps to 29% and SG&A falling to 35% of sales, driving a 16pp improvement in operating margin. Management guides for a profitable 2Q26 but expects decelerating comps and tougher comparisons in the second half of the year.
Does Tilly's (TLYS) have what it takes to be a top stock pick for momentum investors? Let's find out.
TLYS says its turnaround is broad: Q1 comps +22.9%, fresher inventory and a higher full-price mix as Q2 guide targets profit.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BK Brian Kenney Afg Fiduciary Services Limited Partnership | 40,000 | $81,000 | $218,000 | $137,000 | 169.14% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 316 | $1,280 | $1,722.2 | $442.2 | 34.55% |
Ashley Meredith Abel Hall, LLC | 13,764 | $18,994.42 | $75,013.8 | $56,019.38 | 294.93% |
| BN Benjamin Natter Kent Lake PR LLC | 67,833 | $139,736 | $369,689.85 | $229,953.85 | 164.56% |
| Textiles, Apparel & Luxury Goods Industry | Consumer Discretionary Sector | Michael L. Henry CEO | NYSE Exchange | 886885102 CUSIP |
| US Country | 1,410 Employees | 15 Dec 2021 Last Dividend | - Last Split | 4 May 2012 IPO Date |
Tilly's, Inc. is a prominent specialty retailer that caters to the apparel, footwear, accessories, and hardgoods needs of young men and women, as well as boys and girls across the United States. Established in 1982, the company has crafted a niche for itself by offering a wide range of casual wear that resonates with the youthful and vibrant lifestyle of its customers. Headquartered in Irvine, California, Tilly's extends its retail reach through both physical stores and its e-commerce platform, tillys.com, efficiently blending traditional shopping experiences with the convenience of online shopping. Its commitment to providing a diversified range of high-quality merchandise has positioned Tilly's as a go-to destination for contemporary fashion essentials.
Includes a variety of clothing options such as tops, outerwear, bottoms, swimwear, and dresses designed for young men and women, and also for boys and girls. Tilly's offers fashionable and casual pieces that cater to every occasion, whether it's a day at the beach or a casual outing.
Comprises an extensive selection of backpacks, hydration bottles, hats, sunglasses, small electronics and accessories, handbags, watches, and jewelry. These accessories are meant to complement the lifestyles of Tilly's customers, providing both functionality and style.
Features skateboards, longboards, and related equipment essential for skateboarding, snowboarding, and surfing enthusiasts. This category caters to the adventurous spirit of Tilly's clientele, offering quality gear for their sporting and outdoor activities.
Tilly's also offers a selection of third-party merchandise across various product categories, providing its customers with a wide range of options and brands to choose from. This assortment ensures that Tilly's meets the diverse needs and preferences of its customers.
Apart from its physical retail presence, Tilly's leverages its e-commerce website, tillys.com, to cater to the shopping needs of its customers online, offering the same wide range of products and services. This online platform ensures that customers can enjoy Tilly's shopping experience from anywhere and at any time.