Q4 2025 Tillys Inc Earnings Call Transcript
Key Points
- Tilly's Inc (TLYS) surpassed expectations on both top line and bottom line for the fourth quarter of fiscal 2025.
- The company achieved its first profitable fourth quarter and positive comp sales fiscal year since fiscal 2021.
- Comparable net sales increased by 10.1% for the fourth quarter, with both physical stores and e-commerce showing growth.
- Tilly's Inc (TLYS) improved its product margins by 470 basis points due to higher initial markups and lower markdowns.
- The company plans to open four to six new stores in fiscal 2026, indicating confidence in store growth potential.
- Tilly's Inc (TLYS) is not yet profitable on an annualized basis, despite generating profit in two of the last three quarters.
- The company ended fiscal 2025 with 17 fewer stores compared to the previous year, indicating a reduction in physical presence.
- Despite improvements, Tilly's Inc (TLYS) still faces challenges with sales per square foot, which remain below historical levels.
- The company anticipates a pre-tax loss and net loss for the first quarter of fiscal 2026, with a loss per share expected between $0.34 to $0.27.
- Tilly's Inc (TLYS) is cautious about providing annual guidance due to uncertainties in predicting comparable net sales performance.
Good afternoon, everyone, and welcome to the Tilly's fourth-quarter and full-year 2025 earnings conference call. (Operator Instructions)
Please note that today's event is being recorded. At this time, I'd like to turn the floor over to Gar Jackson with Investor Relations. Please go ahead.
Good afternoon, and welcome to the Tilly's Fiscal 2025 Fourth Quarter Earnings Call. Nate Smith, President and Chief Executive Officer; and Michael Henry, Executive Vice President and Chief Financial Officer; will discuss the company's business and operating results and then host a Q&A session. For a copy of Tilly's earnings press release, please visit the Investor Relations section of the company's website at tillys.com. From the same section, shortly after the conclusion of the call, you will also be able to find a recorded replay of the call for the next 30 days.
Certain forward-looking statements will be made during this call that reflect Tilly's judgment and analysis only as of today, March 11, 2026, and
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