{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-060088","form_type":"8-K","ticker":"TLYS","cik":"0001524025","company_name":"TILLY'S, INC.","filed_at":"2026-09-02T20:07:03+00:00","discovered_at":"2026-09-02T20:08:26.219658+00:00","generated_at":"2026-09-02T20:08:29.864355+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Tilly's Q2 FY2026 net sales up 8.1% to $163.5M; EPS $0.27 vs $0.10 prior year","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-060088","json":"https://secwatch.observer/filing/0001628280-26-060088.json","markdown":"https://secwatch.observer/filing/0001628280-26-060088.md","text":"https://secwatch.observer/filing/0001628280-26-060088.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1524025/000162828026060088/0001628280-26-060088-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1524025/000162828026060088/tlys-20260902.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-09-02T20:08:29.864355+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}