Tilly's Reports 2% Comparable Net Sales Growth in Q3, Signaling Recovery
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 03 2025
0mins
Source: Newsfilter
- Sales Growth Recovery: Tilly's reported total net sales of $139.6 million in Q3, reflecting a 2.7% decline overall, yet a 2% increase in comparable net sales indicates the first growth since Q4 of fiscal 2021, suggesting a strengthening recovery momentum for the company.
- Store Performance Improvement: Comparable store sales increased by 5.3% despite a reduction in total store count to 230, down 16 from last year, demonstrating positive progress in optimizing store layouts and enhancing sales efficiency.
- Gross Margin Enhancement: The gross profit for Q3 reached $42.6 million, or 30.5% of net sales, up from 25.9% last year, with a 390 basis point improvement primarily driven by higher initial markups and lower markdowns, showcasing successful cost control and inventory management.
- Significant Net Loss Reduction: The net loss for Q3 narrowed to $1.4 million, or $0.05 per share, compared to a loss of $12.9 million and $0.43 per share last year, reflecting a $11.5 million improvement, indicative of ongoing efforts in operational efficiency and cost management.
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Analyst Views on TLYS
Wall Street analysts forecast TLYS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TLYS is 2.25 USD with a low forecast of 2.25 USD and a high forecast of 2.25 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
0 Buy
1 Hold
0 Sell
Hold
Current: 1.520
Low
2.25
Averages
2.25
High
2.25
Current: 1.520
Low
2.25
Averages
2.25
High
2.25
About TLYS
Tilly's, Inc. is a specialty retailer of casual apparel, footwear, accessories, and hardgoods for young men, young women, boys and girls. The Company’s stores are located in a variety of retail centers, including malls, lifestyle centers, power centers, community centers, outlet centers, and street-front locations. Customers may also shop online, where it features the same assortment of products as is carried in its stores, supplemented by additional online-only styles. The Company operates over 240 stores in 33 states. The Company's third-party brands include adidas, Affliction, Asics, BDG, Billabong, Birkenstock, Brixton, Converse, CVLA, Crocs, Dickies, Dr. Martens, Ed Hardy, edikted, Ethika, Free People, Herschel Supply Co., HHUF, Jansport, Katin, and others. It supplements its third-party merchandise assortment with its own proprietary brands across many of its product categories. It sells merchandise over the Internet through its e-commerce Website, www.tillys.com.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Purcell & Lefkowitz Investigates Tilly's Board Actions for Shareholder Rights
- Investigation Launched: Purcell & Lefkowitz LLP has announced an investigation into Tilly's, Inc. (NYSE:TLYS) to determine whether the company's directors breached their fiduciary duties in recent corporate actions, potentially impacting shareholder rights.
- Shareholder Rights Protection: The investigation focuses on safeguarding Tilly's shareholders' interests, with the law firm offering free consultations to help shareholders understand their rights and options, demonstrating a commitment to investor advocacy.
- Legal Service Commitment: Purcell & Lefkowitz LLP specializes in representing shareholders nationwide against securities fraud and other corporate misconduct, highlighting its expertise and dedication in the legal field.
- Transparent Contact Information: The law firm provides detailed contact information, including email and phone numbers, ensuring shareholders can easily access information and legal advice, thereby enhancing customer service accessibility.
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Tilly's, Inc. Under Investigation for Potential Breach of Fiduciary Duties
- Shareholder Investigation Initiated: Purcell & Lefkowitz LLP is investigating Tilly's, Inc. to determine whether the board of directors breached their fiduciary duties in recent corporate actions, which could impact shareholder rights and corporate governance.
- Legal Support Offered: The firm provides free consultations for Tilly's shareholders, emphasizing its commitment to protecting investor rights, which may attract more shareholder attention and participation in the investigation, potentially affecting the company's reputation.
- Potential Consequences Analysis: Should the investigation confirm any misconduct by the board, it could lead to legal actions and liability, thereby impacting Tilly's financial condition and market confidence.
- Corporate Governance Risks: This investigation highlights potential risks in Tilly's corporate governance, possibly prompting shareholders to demand greater transparency and accountability from the board's decision-making processes.
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