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Companies / Consumer Discretionary / TILLY'S, INC.
TLYS

TILLY'S, INC.

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

Tilly's, Inc. (NYSE: TLYS) operates as a leading destination specialty retailer of casual apparel, footwear, accessories, and hardgoods targeting young men, young women, boys, and girls with a lifestyle focus on active, outdoor, and social pursuits. The company maintains its headquarters in Irvine, California and can… From the company’s description.

Fiscal year 2026 · ends 01-28Changes are against fiscal 2025The amber dot is the latest twelve months, to 2026-08-01
Sales & profitability
$553.59M
−2.8% year over year
Last 12 mo $582.94M
-3.49%
+5.3 percentage points
Last 12 mo 0.13%
$-17.45M
+62.2% year over year
Last 12 mo $1.96M
-20.50%
+25.3 percentage points
Last 12 mo 2.26%
Cash & financing
$4.10M
+109.8% year over year
Last 12 mo $16.74M
$-0.59M
+98.8% year over year
Last 12 mo $11.27M
—
30.1M
+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) operates as a leading destination specialty retailer of casual apparel, footwear, accessories, and hardgoods targeting young men, young women, boys, and girls with a lifestyle focus on active, outdoor, and social pursuits. The company maintains its headquarters in Irvine, California and can be found online at www.tillys.com.

As of January 31, 2026, Tilly's operated 223 stores across 33 states, with locations spanning regional malls, lifestyle centers, power centers, community centers, outlet centers, and street-front locations. The company generates approximately 78 percent of its net sales from physical retail locations and approximately 22 percent from e-commerce operations. Stores average approximately 7,145 square feet and generated average net sales of $1.8 million per store during fiscal 2025.

The company's merchandise assortment comprises approximately 63 percent third-party branded products and 37 percent proprietary branded merchandise. Tilly's carries an extensive selection of global, emerging, and specialty brands including Nike, Vans, The North Face, Adidas, and Crocs, among numerous others. The company's proprietary brands, including RSQ and Full Tilt, represent significant portions of total sales and provide flexibility in addressing emerging fashion trends and price points.

Tilly's employs approximately 1,314 full-time employees and 3,809 part-time employees, with total headcount fluctuating seasonally between approximately 5,200 and 7,100 employees. The company operates a 126,000 square-foot distribution facility and an 81,000 square-foot e-commerce fulfillment center, both located in Irvine, California. Merchandise ships to stores multiple times weekly in floor-ready condition.

The company was founded in 1982 and has operated under the Tilly's name since 1984 through World of Jeans & Tops, a California corporation. Tilly's, Inc., a Delaware corporation, was formed in 2011 to reorganize the corporate structure in preparation for the company's initial public offering in May 2012. The business model emphasizes omni-channel integration, dynamic merchandise management, and authentic brand connection with its target demographic through distinctive in-store experiences, community engagement, and multi-pronged marketing strategies.

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

Financial performance, year by year

Fiscal 2014–2026 · USD
$-128.42M$118.16M$364.73M$611.31M$857.89M2014201520162017201820192020202120222023202420252026Last 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
0.17%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
0.00%of fund net assets
U.S. SMALL CAP VALUE PORTFOLIO
DFSVX · DFA INVESTMENT DIMENSIONS GROUP INC
0.00%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.

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  • “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?”
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