Company Analysis

Tilly's Inc. (TLYS)

NYSE: TLYS · Retail-Apparel & Accessory Stores · Irvine, CA · filing with the SEC since 2011
Grade4.4
◀ Past 4.7● Present 4.1▶ Future 4.7
1 est.

The grade of Tilly's Inc.

Nine metrics read from its own filings, by tense
Headline grade
4.4/10
◀ Past4.725% of the headline
● Present4.145% of the headline
▶ Future4.730% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

4.7/1025% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
5.0/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2020-06-12.

weight 45% of this tense · 50th percentile among 9 sector filers · read for itself

From the record

Tilly's Inc.'s filings since 2017 show 1 warning event: a late-report notice (Form NT 10-K or NT 10-Q, the latest 2020-06-12) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
2.5/10

What has it actually done, year after year?

-0.5% a year over 9 filed years; profitable in 5 of 9.

weight 33% of this tense · 25th percentile among 9 sector filers · read for its customers

From the record

Tilly's Inc.'s 9 filed years say what it did: revenue went from $577 million in fiscal 2018 to $554 million in fiscal 2026, down 0.5% a year; it rose in 3 of 8 years; the deepest fall was 29% from fiscal 2022 to fiscal 2026; net income was positive in 5 of 9 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span-0.5%bottom 17% of its family
  • the share of years revenue rosebottom 28% of its family
  • the share of filed years with a profitbottom 28% of its family
  • the deepest fall from a revenue peak28.6%bottom 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
7.2/10

How has it treated the people who own it?

SI estimate 7.2/10, confidence 35 of 100 (one part).

weight 22% of this tense · 72nd percentile among 9 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the share count over the years, which ranks in the top 28% of 9 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
one part: the share count over the years, the one part on file, ranked among 9 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Tilly's Inc.'s shareholder treatment is put at 7.2 of 10 with a confidence of 35 of 100, because read from one part only, the share count over the years, which ranks in the top 28% of 9 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

4.1/1045% of the headline grade · 3 of 3 filed

Financial health

as filed
5.0/10

Is it financially healthy right now?

ROE -20%: lost 20¢ per shareholder dollar. Leverage 73%: owes 73¢ per asset dollar.

weight 45% of this tense · 50th percentile among 9 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-01-31, Tilly's Inc. lost about 20 cents for every dollar of shareholders' money, and gross profitability: its products earned about 53 cents per dollar of everything the company owns. Leverage: it owed about 73 cents per dollar of assets, and net share issuance: its share count grew 0.2% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 50% of its family
  • return on equitybottom 31% of its family
  • gross profit against assetstop 44% of its family
  • the share count against the year beforetop 39% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
3.3/10

How strong is its position in its industry?

bottom 33% of 9 in its family; net margin -3.2%.

weight 33% of this tense · 33rd percentile among 9 sector filers · read for its customers

From the record

Tilly's Inc.'s standing among 9 graded names in its industry family: revenue of $554 million in fiscal 2026 ranks in the bottom 44% by size; a net margin of -3.2% ranks in the bottom 28%; revenue growth of -6.3% a year over the last 3 filed years ranks in the bottom 28% (its annual reports).

What it rests on

  • revenue against the family$554Mbottom 44% of its family
  • net margin-3.2%bottom 28% of its family
  • three-year revenue growth-6.3%bottom 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
3.6/10

What are the people in charge doing?

bottom 36% of 5 in its family for leadership; chief executive since 2025.

weight 22% of this tense · 36th percentile among 5 sector filers · read for its shareholders

From the record

Tilly's Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Smith, Nathan Michael (The Reporting Person is President and Chief Executive Officer., as filed), filing under that title since 2025-09-17, 1.2 years (bottom 10% of its family); the 9 officers and directors filing in the last fifteen months have been on the record a median of 11.4 years (top 12%); 13 officer or director changes were reported on Form 8-K since 2023-11-13, against the 9 people in charge now (bottom 10%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge13 in three years among 9 peoplebottom 10% of its family
  • the median years the people in charge have filed11.4 yearstop 12% of its family
  • the chief executive's years on the record1.2 yearsbottom 10% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.7/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
5.2/10

How much room does it have to grow?

top 48% of 9 in its family for room to expand.

weight 22% of this tense · 52nd percentile among 9 sector filers · read for itself

From the record

Tilly's Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $46 million against no long-term debt tagged leaves 14.9% of its assets as net cash, top 39% of its family; cash from operations less capital spending is -0.1% of revenue (top 50%); a gross margin of 29.7% (bottom 44%) (its annual report).

What it rests on

  • cash less debt against assets14.9%top 39% of its family
  • cash from operations less capital spending against revenue-0.1%top 50% of its family
  • gross margin29.7%bottom 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
3.9/10

What could actually drive growth from here?

bottom 39% of 9 in its family for growth drivers.

weight 45% of this tense · 39th percentile among 9 sector filers · read for its customers

From the record

Tilly's Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew -6.3% a year over the last three filed years against -0.5% over all 9, slowing (top 50% of its family); the newest year grew -2.8% (bottom 39%); capital spending grew -32.2% a year (bottom 28%) (its annual reports). Tilly's Inc. reported 3 product lines in fiscal 2026: Retail Store at $431 million (77%), Ecommerce at $122 million (22%), Shipping and Handling at $5 million (1%); 0 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-5.7 points a yeartop 50% of its family
  • the newest year's revenue growth-2.8%bottom 39% of its family
  • three-year growth of capital spending-32.2%bottom 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
5.6/10

Did its newest year beat what its own record pointed to?

top 44% of 8 in its family for expectations against reality.

weight 33% of this tense · 56th percentile among 8 sector filers · read for its shareholders

From the record

Tilly's Inc.'s newest year against its own record: revenue of $554 million in fiscal 2026 came in 5.6% above the $524 million its prior three years' pace pointed to (bottom 44% of its family); net income of $17 million against a prior three-year average of $24 million (top 44%); a net margin of -3.2% against -4.1% before (top 31%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace5.6%bottom 44% of its family
  • net income against the prior three years' average+26%top 44% of its family
  • net margin against its prior average+0.9 pointstop 31% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton TLYS · research, not advice