TLYS (Tilly's) Tariff Resilience Score: 4/10 (As of Jul. 27, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

TLYS Tilly's Inc TLYS
52 GF Score
Price $3.77
GF Value $4.23
Valuation Modestly Undervalued
! 4 Warning Signs
View Full Analysis

What is Tilly's Tariff Resilience Score?

Tilly's TLYS -0.79% 52 Tariff Resilience Score is 4 as of Jul. 27, 2026. GuruFocus rates TLYS with a GF Score™ of 52/100 and a GF Value™ of $4.23 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 1,117 Retail - Cyclical companies, Tilly's ranks better than 84.06% on this metric.

Tilly's has the Tariff Resilience Score of 4, which implies that the company might have Average Resilient.

Tilly's has Tilly's, a retail company, is vulnerable to tariffs on imported apparel and accessories. The company relies on international suppliers, and past tariff changes have impacted costs. Mitigation strategies include diversifying suppliers and adjusting pricing.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Tilly's might have Average Resilient.

Tilly's  (NYSE:TLYS) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Tilly's Tariff Resilience Score Related Terms

TLYS vs AKA, RENT, DLTH: Tariff Resilience Score Comparison

For the Apparel Retail subindustry, Tilly's's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Tilly's Tariff Resilience Score vs Retail - Cyclical Industry

For the Retail - Cyclical industry and Consumer Cyclical sector, Tilly's's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Tilly's's Tariff Resilience Score falls into.


TLYS
52GF Score
Tilly's Inc TLYS
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis
What does a Tariff Resilience Score of 4 mean?
Tilly's (TLYS) has a Tariff Resilience Score of 4 as of Jul. 27, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Tilly's ranks #178 out of 1117 companies in the Retail - Cyclical industry, placing it in the top 15.9%.
Is Tilly's' Tariff Resilience Score too high?
Tilly's' current Tariff Resilience Score is 4. Based on the distribution chart, Tilly's ranks #178 out of 1117 companies in the Retail - Cyclical industry, which is in the top quartile — a strong position relative to peers. Overall, Tilly's has a GF Score™ of 52/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Tilly's' Tariff Resilience Score compare to AKA and RENT?
According to the Retail - Cyclical industry distribution chart, Tilly's ranks #178 out of 1117 companies for Tariff Resilience Score. This places Tilly's in the top 16% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Retail - Cyclical company?
A good Tariff Resilience Score depends on the Retail - Cyclical industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Tilly's's current Tariff Resilience Score is 4. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Tilly's stock overvalued right now?
Based on GuruFocus' analysis, Tilly's (TLYS) is currently considered Modestly Undervalued. The stock's GF Value™ is $4.23, compared to a current price of $3.77 — trading 10.9% below its estimated fair value. The current Tariff Resilience Score is 4. Tilly's' overall GF Score™ is 52/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Tilly's (TLYS), the current Tariff Resilience Score is 4 as of Jul. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Tilly's (TLYS) Overvalued in 2026?

Based on GuruFocus' analysis, Tilly's stock appears to be undervalued. The current stock price of $3.77 is trading 10.9% below its estimated GF Value™ of $4.23. GuruFocus considers Tilly's to be Modestly Undervalued.

Key valuation signals for TLYS:

  • Tariff Resilience Score: 4
  • GF Value™: $4.23 vs. price of $3.77 (10.9% below fair value)
  • GF Score™: 52/100 with 4 warning signs

No single metric tells the full story. See the TLYS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Tilly's Business Description

Address 10 Whatney, Irvine, CA, USA, 92618
Tilly's Inc works as a specialty retailer of casual apparel, footwear, and accessories for young men, young women, boys, and girls. It offers an unparalleled selection of relevant brands, styles, colors, sizes, and price points. It delivers branded fashion and core styles for tops, outerwear, bottoms, and dresses. It also provides backpacks, hats, sunglasses, headphones, handbags, watches, and jewelry. It markets its products under the brand names of Vans, RVCA, Adidas, Nike SB, and Hurley, among others. It operates its stores in malls, lifestyle centers, power centers, community centers, outlet centers, street-front locations, and also through e-commerce.
52GF Score

Get the complete analysis for TLYS

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$3.77
Price
$4.23
GF Value