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 -

Q2 2025

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)	-0.04 / -	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.