SEP 21·SEC EDGARLow
Henry Michael purchased $20K of TLYS
Henry Michael (CFO) purchased 5,000 shares of TILLY'S, INC. (TLYS) at $4.02 on 2026-09-21.
StockNYSE · US · USDConsumer Cyclical · Apparel Retail
$TLYS
TILLY'S, INC.
AlphAI earnings readFiscal 2026 second quarter · SEP 2Tilly's, Inc. Beats Outlook, Reports Third Consecutive Quarter of Double-Digit Percentage Comp Sales IncreasesVerdict: strongRead →
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Price · $TLYSvia TradingView
AI sentiment · 7d0 articles
No enriched coverage for $TLYS in the last 7 days.
Insider · 30dAll trades →
- Buys
- $20K 1 txs
- Sells
- $751K 2 txs
Fund 1 Investments, LLC2× · $751K
10b5-1 share of filings0%
Top stories · $TLYSMore →
SEP 14·yahoo.com
Winners And Losers Of Q2: Zumiez (NASDAQ:ZUMZ) Vs The Rest Of The Apparel Retailer Stocks
Tilly's (TLYS) reported $163.5M revenue, up 8.1% YoY, beating estimates and raising guidance. Its stock rose 18.1%. Lululemon (LULU) reported $2.42B revenue, down 4.3% YoY, missing estimates and guidance, with its stock falling 18.7%. Gap (GAP) reported $3.65B revenue, down 2% YoY, missing estimates but raising full-year EPS guidance, with its stock up 3.5%. Abercrombie & Fitch (ANF) reported $1.27B revenue, up 4.8% YoY, beating estimates and raising guidance, with its stock up 34.8%.
SEP 14·ocbj.com
Tilly’s Predicts First Profit in 4 Years
Tilly’s Inc. (NYSE: TLYS) reported Q2 sales up 8.1% to $164M, with same-store sales up 12%. CEO Nate Smith expects the first profitable year since 2022, driven by improved merchandise, AI investments, and digital growth. Shares rose 64% post-earnings but retreated to $4.25. The company forecasts Q3 sales of $150M-$155M, up 7%-11%.
TLYS sentiment & insider activity
Recent TLYS coverage spans earnings, insider activity and financial news.
In the last 30 days, TLYS insiders filed 3 SEC Form 4 transactions — 1 purchase ($20K) and 2 sales ($751K). The most active reporter was Fund 1 Investments, LLC with 2 filings.
What's driving TLYS
Small insider purchase likely has minimal immediate price impact.
Strong earnings beat and guidance raise likely support further upside.
Positive earnings beat and profit outlook likely support short‑term upside, but valuation remains high relative to recent lows.
Earnings beat and positive guidance may support short-term upside, while store count reductions and inventory focus suggest longer-term margin improvement.
Large insider sell may signal reduced confidence, potentially pressuring the stock.
AlphAI scores every news story that mentions TLYS with an AI model for sentiment and relevance, and aggregates insider trades from TILLY'S, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $TLYS
Score
Henry Michael purchased $20K of TLYS
Henry Michael (CFO) purchased 5,000 shares of TILLY'S, INC. (TLYS) at $4.02 on 2026-09-21.
1 min read
Winners And Losers Of Q2: Zumiez (NASDAQ:ZUMZ) Vs The Rest Of The Apparel Retailer Stocks
Tilly's (TLYS) reported $163.5M revenue, up 8.1% YoY, beating estimates and raising guidance. Its stock rose 18.1%. Lululemon (LULU) reported $2.42B revenue, down 4.3% YoY, missing estimates and guidance, with its stock falling 18.7%. Gap (GAP) reported $3.65B revenue, down 2% YoY, missing estimates but raising full-year EPS guidance, with its stock up 3.5%. Abercrombie & Fitch (ANF) reported $1.27B revenue, up 4.8% YoY, beating estimates and raising guidance, with its stock up 34.8%.
3 min read
Tilly’s Predicts First Profit in 4 Years
Tilly’s Inc. (NYSE: TLYS) reported Q2 sales up 8.1% to $164M, with same-store sales up 12%. CEO Nate Smith expects the first profitable year since 2022, driven by improved merchandise, AI investments, and digital growth. Shares rose 64% post-earnings but retreated to $4.25. The company forecasts Q3 sales of $150M-$155M, up 7%-11%.
3 min read
Tilly's (TLYS) Q2 2027 Earnings Call Transcript
Tilly's reported Q2 2027 net sales of $163.5M, up 8.1% YoY, with comparable sales rising 12.1%. E-commerce sales grew 20.9% to $34.5M. Net income was $8.4M, or $0.27 per share, up from $3.2M last year. The company guided Q3 sales to $150M-$155M and net income to $2.2M-$3.7M. Management noted risks of post-back-to-school sales deceleration.
2 min readFund 1 Investments, LLC sold $10.1M of TLYS (indirect holdings)
Fund 1 Investments, LLC sold 2,256,335 indirectly-held shares of TILLY'S, INC. (TLYS) at an average of $4.46 ($4.14–$4.67, $10.07M total) across 10 trades over 2026-09-03 to 2026-09-08.
1 min read
Analysts Offer Insights on Consumer Cyclical Companies: Tilly’s (TLYS), Crown Holdings (CCK) and Kontoor Brands (KTB)
Analysts updated ratings for Tilly’s (TLYS), Crown Holdings (CCK), and Kontoor Brands (KTB). Roth MKM maintained a Hold on TLYS with a $5.50 target. RBC Capital kept a Buy on CCK with a $135 target. J.P. Morgan maintained a Buy on KTB with a $105 target. Consensus ratings and targets vary for each company.
2 min readWhy is Tilly’s stock surging today?
Tilly's stock surged 29.9% in pre-market trading after Q2 2026 earnings beat estimates. Revenue was $163.5M, up 8.1% YoY, with EPS of $0.27 vs. $0.17 expected. Comparable sales rose 12.1% YoY, and margins expanded. Guidance for Q3 revenue was 8.7% above estimates. The broader market had little impact on the move.
2 min readAfter-Hours Movers: AVGO, SNOW, HPE, NTAP, NTSK, CHPT, FIVE, TLYS, PVH, RARE
Broadcom (AVGO) fell 3.5% after issuing soft Q4 revenue guidance, while Snowflake (SNOW) jumped 21% on strong Q2 results and upbeat guidance. Hewlett Packard (HPE) dropped 1% despite a beat-and-raise report. NetApp (NTAP) fell 7% post-earnings, and Netskope (NTSK) rose 16% on strong Q2 results. ChargePoint (CHPT) surged 16%, Five Below (FIVE) rose 3%, and Tilly’s (TLYS) skyrocketed 32% on strong earnings. PVH Corp. (PVH) dropped 3% on slightly lowered guidance, and Ultragenyx (RARE) plummeted 40
3 min readTilly's, Inc. Beats Outlook, Reports Third Consecutive Quarter of Double-Digit Percentage Comp Sales Increases
TILLY'S, INC. (TLYS) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Tilly's, Inc. Beats Outlook, Reports Third Consecutive Quarter of Double-Digit Percentage Comp Sales Increases Irvine, CA –September 2, 2026 – Tilly’s, Inc. (NYSE: TLYS, the "Company") today announced financial results for the second quarter of fiscal 2026 ended Augu
2 min read
Tilly's Earnings: What To Look For From TLYS
Tilly's (TLYS) will report earnings, with revenue expected to grow 3.8% YoY. Last quarter, it beat revenue expectations with $124.7M (up 15.9% YoY) and exceeded EPS and gross margin estimates. Analysts have reconfirmed estimates, but TLYS has missed revenue estimates multiple times in the past two years. Peers like Abercrombie & Fitch and Gap showed mixed results. TLYS stock is up 5.3% over the past month, with an average price target of $5.50.
2 min read