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Companies / Consumer Discretionary / Tilly’s, Inc.
TLYS

Tilly’s, Inc.

Ticker TLYSIRVINE, CAFiscal year ends JanuaryBook value per share $2.82Diluted shares 30.8M

Tilly’s, Inc. (NYSE: TLYS) is a specialty retailer of casual apparel, footwear, accessories and hardgoods for young men, young women, boys and girls, selling through stores and its e-commerce platform. Its assortment combines global, specialty and emerging third-party brands with proprietary labels, including RSQ,… From the company’s description.

Over the twelve months to Aug 1, 2026, Tilly’s, Inc. reported revenue of $582.94M, up 6.1% from a year earlier, and net income of $1.96M. Its operating margin was 0.1%, and operations generated $16.74M in cash. In fiscal 2025, it reported revenue of $553.59M, down 2.8% from fiscal 2024, and a net loss of $17.45M.

Fiscal year 2025 · ends 01-28Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-08-01
Sales & profitability
$553.59MFY2025
−2.8% year over year
Last 12 mo $582.94M
-3.49%FY2025
+5.3 percentage points
Last 12 mo 0.13%
$-17.45MFY2025
+62.2% year over year
Last 12 mo $1.96M
-20.50%FY2025
+25.3 percentage points
Last 12 mo 2.26%
Cash & financing
$4.10MFY2025
+109.8% year over year
Last 12 mo $16.74M
$-0.59MFY2025
+98.8% year over year
Last 12 mo $11.27M
—
30.1MFY2025
+0.2% year over year
Last 12 mo 30.8M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Tilly’s, Inc. does

In the company’s own words

Tilly’s, Inc. (NYSE: TLYS) is a specialty retailer of casual apparel, footwear, accessories and hardgoods for young men, young women, boys and girls, selling through stores and its e-commerce platform. Its assortment combines global, specialty and emerging third-party brands with proprietary labels, including RSQ, Full Tilt, and West of Melrose; customers can shop online and in stores across a range of mall, off-mall and outlet locations. Tillys operates as one retail business, with physical stores and e-commerce as its sales channels; online sales represented 22.1% of total net sales in fiscal 2025. Third-party brands generated approximately 63% of fiscal 2025 net sales, while proprietary brands accounted for about 37%. The company operated 223 stores in 33 states and employed approximately 5,123 full- and part-time workers as of January 31, 2026. Its concept began in Orange County, California, in 1982, and the company completed its initial public offering in 2012. Its website is www.tillys.com.

Company details
Sector
Consumer Discretionary
Industry (SIC)
Retail
Headquarters
IRVINE, CA
Fiscal year end
January
CIK
1524025
SIC
5600

Financial performance, year by year

Fiscal 2012–2025 · USD
$-128.42M$118.16M$364.73M$611.31M$857.89M20122013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Tilly’s, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

31
funds hold it
0 of 35
superinvestors hold it
$8.16M
held by funds, at market
8.2%
of shares held by funds

Largest fund holders · Tilly’s, Inc.’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
—of fund net assets
VANGUARD EXTENDED MARKET INDEX FUND
VXF · VANGUARD INDEX FUNDS
0.00%of fund net assets
Fidelity Extended Market Index Fund
FSMAX · Fidelity Concord Street Trust
—of fund net assets
U.S. SMALL CAP VALUE PORTFOLIO
DFSVX · DFA INVESTMENT DIMENSIONS GROUP INC
—of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Could not be determined for this company: bond issues.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Tilly’s, Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Tilly’s, Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Tilly’s, Inc.'s last four quarterly filings that the numbers alone won't show?”
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