$TLYS

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%.

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%.

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.

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.

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.

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.

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

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

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.

Abercrombie & Fitch (NYSE:ANF) reported Q1 revenues of $1.11 billion, up 1.5% YoY, missing estimates by 0.8%. EPS guidance missed significantly. Stock up 41.1% since reporting. Tilly's (NYSE:TLYS) beat estimates with 15.9% revenue growth, but stock down 10.9%. Lululemon (NASDAQ:LULU) revenues up 4.3%, beat estimates, but guidance missed. Gap (NYSE:GAP) revenues flat, missed estimates, stock down 19.2%. American Eagle (NYSE:AEO) revenues up 9.7%, beat estimates, stock down 7.6%.