The earnings call highlighted some positive trends in customer engagement and a stabilization in sales decline. However, there were significant concerns due to a decrease in total net sales, increased net loss, and ongoing store closures. The company is cautiously optimistic about future improvements in sales trends.

Company Guidance

During Tilly's fiscal 2025 first quarter earnings call, the company reported a 7% decrease in comparable net sales, which was an improvement from the 11.2% decrease in the fourth quarter of fiscal 2024. Total net sales were $107.6 million, a 7.1% decrease from last year, with physical stores and e-commerce sales decreasing by 7.4% and 5.8%, respectively. The gross margin was 19.8%, down from 21% the previous year, with product margins improving by 40 basis points. SG&A expenses decreased by $1.1 million to $44 million, including $1.2 million in non-cash asset impairment charges, resulting in a pretax loss of $22.3 million. For the second quarter, Tilly's projects net sales of $150 to $158 million and a potential net loss of $2.7 million to net income of $2 million, with a focus on continuing to improve product assortment and customer engagement.

E-commerce Growth

The Tilly's TikTok shop has begun outperforming daily order volume through Amazon in mid-April and continues to grow.

Improvement in Comparable Net Sales

First quarter comparable net sales decreased by 7%, an improvement from the 11.2% decrease in the fourth quarter of fiscal 2024. Fiscal May saw a decrease of just 2.2%.

Positive Customer Engagement

In-person events such as the Mike Tyson and Travis Barker store appearances have been successful in increasing customer engagement.

Tilly's (TLYS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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TLYS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 28, 2025	2025 (Q2)	-0.03 / -	0	―	―	―
Jun 04, 2025	2025 (Q1)	-0.57 / -0.74	-0.48	-54.17% (-0.26)	―
Mar 12, 2025	2024 (Q4)	-0.28 / -0.45	-0.17	-164.71% (-0.28)	―
Dec 05, 2024	2024 (Q3)	-0.32 / -0.43	-0.03	-1333.33% (-0.40)	―
Sep 05, 2024	2024 (Q2)	-0.06 / 0.00	-0.04	―	―
Jun 06, 2024	2024 (Q1)	-0.46 / -0.48	-0.4	-20.00% (-0.08)	―
Mar 14, 2024	2023 (Q4)	-0.22 / -0.17	0.01	-1800.00% (-0.18)	―
Nov 30, 2023	2023 (Q3)	-0.07 / -0.03	0.17	-117.65% (-0.20)	―
Aug 31, 2023	2023 (Q2)	-0.20 / -0.04	0.13	-130.77% (-0.17)	―
Jun 01, 2023	2023 (Q1)	-0.34 / -0.40	0.03	-1433.33% (-0.43)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TLYS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 04, 2025	$1.30	$1.46	+12.31%
Mar 12, 2025	$3.30	$2.64	-20.00%
Dec 05, 2024	$4.38	$4.22	-3.65%
Sep 05, 2024	$4.75	$4.54	-4.42%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.