The earnings call presented a mixed picture with notable improvements in sales trends and successful marketing efforts contributing to customer engagement. However, the company faced significant challenges with declining net sales, an increased net loss, and reduced store performance, balancing the overall sentiment.

Company Guidance -

Q2 2025

During Tilly's First Quarter 2025 Earnings Conference Call, the company reported a 7% decrease in comparable net sales, marking an improvement from the prior quarter's 11.2% decline. Total net sales for the quarter were $107.6 million, a 7.1% decrease from the previous year. E-commerce sales fell by 5.8%, while physical store sales decreased by 7.4%, with the latter making up 79.8% of total sales. The company's gross margin was 19.8%, down from 21% last year. SG&A expenses were $44 million, with a 190-basis-point deleverage. Tilly's ended the quarter with $92.6 million in liquidity and no debt. Looking ahead, the company projects second-quarter net sales between $150 and $158 million, with comparable sales ranging from a 5% decrease to flat. Tilly's expects to close seven stores and open one new store during the quarter, aiming to end with 232 stores in operation. The company remains optimistic about its product assortment and back-to-school season performance, aiming for further business stabilization and improved results.

Sequential Improvement in Comparable Net Sales

The company's first-quarter comparable net sales decreased by 7%, which was an improvement from the 11.2% decrease in the previous quarter. In May, the decrease was just 2.2%, indicating potential stabilization.

Successful Marketing Initiatives

Tilly's launched a TikTok shop and hosted various in-person events featuring influencers and celebrities, contributing to increased customer engagement and improved sales trends.

Strong Liquidity Position

The company ended the first quarter with total liquidity of $92.6 million, including $37.2 million in cash and marketable securities and no borrowings, with a credit facility extended through June 2027.

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
Sep 03, 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.