TLYS News & Events

Geopolitical risk premium remained a headwind to investor sentiment on Wednesday as traders took stock of potential threats to the West Coast utility infrastructure from Iranian drones and also comments from Iranian military warning that the world should "get ready for $200 a barrel".  Energy was by far the best performing sector in the S&P 500, and that remains so in the evening session, with WTI Crude Oil contract up over 6% above $92.50 per barrel.  Oil price remains the key barometer with a strengthened inverse correlation to equity indices - in the opening hour, S&P 500 and Nasdaq 100 contracts are both down by 0.7%.Earnings season is over, though the markets are still reacting to Q4 reports trickling in among some notable tech names.  Strong results from Oracle helped the stock to lead the S&P 500 today with a 9% jump, though this evening's quarterly updates from select software stocks with AI exposure saw more muted reactions - UiPath was down 5% while cybersecurity provider Netscope was down nearly 20% despite above-consensus numbers.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Tilly'sup 74.2%Bumbleup 18.7%Petco Health and Wellnessup 6.3%Fossil Groupup 5.8%Viant Technologyup 4.2%Digimarcup 2.3%DOWN AFTER EARNINGS -Netskopedown 17.2%Flotek Industriesdown 8.6%HighPeak Energydown 7.7%Culpdown 5.9%UiPathdown 4.6%ALSO LOWER -GlobalFoundriesdown 4.7% after equity offering

On March 10, 2026, the Company promoted Michael J. Cingolani to the position of Chief Merchandising Officer in recognition of his efforts and positive contributions to the Company's business performance since his appointment as Senior Vice President, General Merchandising Manager in November 2024.

Reports Q4 revenue $155.1M, one estimate $148.7M. The Company ended the fourth quarter with 223 total stores, a decrease of 17 stores or 7.1%, compared to 240 total stores at the end of the fourth quarter last year. Comparable net sales from physical stores increased by 10.3% relative to the comparable 13-week period ended February 1, 2025. Net sales from physical stores represented 72.3% of total net sales this year compared to 73.5% of total net sales last year. "Our positive comparable store net sales momentum accelerated in the fourth quarter of fiscal 2025 and produced our first profitable fourth quarter and full-year positive comp sales since fiscal 2021," commented Nate Smith, President and Chief Executive Officer. "Since turning positive in August, we have now produced seven consecutive months of comparable net sales growth, including February 2026 increasing by 20 percent. We are off to a strong start to fiscal 2026 and we feel optimistic about our prospects for the year."