Tilly’s (TLYS, Financial) has entered into a collaboration with Impact Analytics to enhance inventory management and business insights across its store and distribution networks. The retailer will integrate InventorySmart and MondaySmart, two AI-driven tools from Impact Analytics, aimed at refining allocation, replenishment, and comprehensive reporting. According to Erik Quade, the Chief Information Officer at Tilly’s, the decision followed a thorough evaluation of market offerings, with Impact Analytics standing out due to their significant experience in the fashion retail sector and their pioneering solutions that tackle current retail complexities.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 2 analysts, the average target price for Tilly's Inc (TLYS, Financial) is $1.65 with a high estimate of $2.00 and a low estimate of $1.30. The average target implies an upside of 17.86% from the current price of $1.40. More detailed estimate data can be found on the Tilly's Inc (TLYS) Forecast page.
Based on the consensus recommendation from 2 brokerage firms, Tilly's Inc's (TLYS, Financial) average brokerage recommendation is currently 3.0, indicating "Hold" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Tilly's Inc (TLYS, Financial) in one year is $5.96, suggesting a upside of 325.71% from the current price of $1.4. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Tilly's Inc (TLYS) Summary page.
TLYS Key Business Developments
Release Date: June 04, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points
- Tilly's Inc (TLYS, Financial) reported a sequential improvement in comparable net sales, with a decrease of only 2.2% in May compared to a 7% decrease in the first quarter.
- The company launched a Tilly's TikTok shop, which has outperformed daily order volumes through Amazon since mid-April.
- Tilly's Inc (TLYS) has been actively engaging with customers through successful in-person events, such as collaborations with influencers and celebrities like Mike Tyson and Travis Barker.
- Product margins improved by 40 basis points due to higher initial markups, indicating better pricing strategies.
- The company maintains a debt-free balance sheet with total liquidity of $92.6 million, providing financial stability and flexibility.
Negative Points
- Total net sales decreased by 7.1% in the first quarter, with both physical stores and e-commerce experiencing declines.
- Gross margin decreased to 19.8% from 21% last year, impacted by higher inventory evaluation reserves.
- Tilly's Inc (TLYS) reported a net loss of $22.2 million or $0.74 per share, compared to a net loss of $19.6 million or $0.65 per share last year.
- The company closed 8 stores over the past year and plans to close additional stores, which may impact future sales and market presence.
- SG&A expenses de-leveraged by 190 basis points due to carrying costs against lower total net sales, indicating inefficiencies in cost management.
