earnings
confidence high
sentiment positive
materiality 0.80
Tilly's Q2 FY2026 net sales up 8.1% to $163.5M; EPS $0.27 vs $0.10 prior year
TILLY'S, INC.
- Q2 net sales $163.5M (+8.1% YoY); comp sales +12.1%; e-com sales +20.9% to $34.5M.
- Net income $8.4M ($0.27 diluted EPS) vs $3.2M ($0.10) last year; operating income $8.2M vs $2.7M.
- Gross margin improved 300 bps to 35.5%; seventh consecutive quarter of product margin expansion.
- Q3 guidance: net sales $150-155M, EPS $0.07-$0.12 vs prior-year net loss of $(0.05)/share.
- Company expects first profitable fiscal year since 2022; liquidity $125.5M, 220 stores.