Tilly's Turns A Profit Again: Retailer Delivers First Strong Q4 Since 2021
Tilly’s Inc. (NASDAQ:TLYS) shares are up during Friday’s premarket session following a strong earnings report that highlighted the company’s first profitable fourth quarter since fiscal 2021.
The specialty retailer on Thursday reported a fourth-quarter net income of $2.9 million, or 10 cents per diluted share, marking a significant turnaround from a $13.7 million loss a year earlier. The earnings surpassed the consensus loss of 15 cents.
Sales jumped 5.3% to $155.13 million, beating the consensus of $148.7 million.
The company also noted a 10.1% increase in total comparable net sales, with physical store comps rising 10.3% and e-commerce comps up 9.8%, showcasing strong performance across its retail channels.
Since turning positive in August, Tilly’s has now produced seven consecutive months of comparable net sales growth, including February 2026, which increased by 20 percent, according to CEO Nate Smith.
“We are off to a strong start to fiscal 2026, and we feel optimistic about our prospects for the year,” he added.
Mixed 2026 Forecast
In addition to its positive earnings, Tilly’s projects first-quarter 2026 net sales between $119 million and $125 million, versus the consensus of $108 million, suggesting a comparable net sales growth of 16% to 22%. However, the company anticipates a net loss of $10.1 million to $8.0 million, or 34 to 27 cents per share, indicating some caution moving forward despite the recent successes.
TLYS RSI 87.93 Flags Overbought
The stock is currently trading 65.3% above its 20-day simple moving average (SMA) and 55.4% above its 100-day SMA, demonstrating significant short-term strength.
Shares have decreased 9.09% over the past 12 months and are currently positioned closer to their 52-week lows than highs, reflecting a longer-term downtrend despite recent gains.
The RSI is at 87.93, indicating that the stock is in overbought territory, which could suggest a potential pullback. Meanwhile, MACD is at 0.0814, above its signal line at -0.0022, indicating bullish momentum in the short term.
The combination of overbought RSI and bullish MACD suggests mixed momentum, indicating that while the stock has seen strong recent performance, traders should be cautious of potential corrections.
- Key Resistance: $3.00
- Key Support: $1.50
Analyst Consensus & Recent Actions: The stock carries a N/A Rating. No recent analyst actions available.
TLYS Stock Price Activity: Tilly’s shares were trading 2.92% at $2.47 during premarket trading on Friday, according to Benzinga Pro data.
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