TLYS on NYSE

Tillys

American retail clothing company

Tillys (originally known as World of Jeans and Tops and Tilly's) is an American retail clothing company that sells an assortment of branded apparel, accessories, shoes, and more. Tillys is headquartered and operated from Irvine, California.3 From Wikipedia, CC BY-SA 4.0

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Last updated Oct 19, 2026.

Overview

$553.6MRevenue, fiscal 20265
-$17.5MNet income, fiscal 20265
1982Founded1

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  • TickerTLYS on NYSE1
  • Industryretail1
  • HeadquartersIrvine1
  • Websitewww.tillys.com
  • Incorporated inDE6
  • Business address10 Whatney, Irvine, Ca 926186
  • Filer categoryNon-accelerated filer, Smaller reporting company6
  • Legal formCorporation4
  • LEI5299000V5SUHRBPEUA934
  • StatusActive4
  • LEI statusIssued and current4
  • Registered addressc/o CORPORATION SERVICE COMPANY, 251 LITTLE FALLS DRIVE, 19808 Wilmington, United States4
  • Registered withDivision of Corporations, Department of State, 47820134

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Tillys in King of Prussia Mall
Photo: Dough4872, CC BY-SA 4.0, via Wikimedia Commons8

Tillys (originally known as World of Jeans and Tops and Tilly's) is an American retail clothing company that sells an assortment of branded apparel, accessories, shoes, and more. Tillys is headquartered and operated from Irvine, California.3

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2026

29.7%Gross margin5
-3.5%Operating margin5
-3.2%Net margin5
-2.8%Revenue growth, 20265
-20.5%Return on equity5
-$589.0KFree cash flow5

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Products and services

Retail Store brought in 77% of the revenue Tillys broke down this way in fiscal 2026.

  1. Retail Store$431.1M577%down 3% from 2025
  2. E-commerce - Company websites$122.5M522%down 2% from 2025
  3. Shipping and Handling$4.8M51%down 4% from 2025
Products and services by year
Products and services202420252026
Retail Store$485.6M$444.7M$431.1M
E-commerce - Company websites$137.5M$124.7M$122.5M
Shipping and Handling$5.6M$5.0M$4.8M

Where the money goes

Where each dollar of revenue went, fiscal 2026

  • Cost of revenue68¢$389.1M
  • Selling, general and admin32¢$183.8M
  • Income tax0¢$137.0K

Out of $553.6M in revenue.5 The company lost money this year.

Where each dollar of operating cash went, fiscal 2026

  • Capital spending100¢$4.7M

Out of $4.1M of cash from operations. Spending exceeded cash from operations; the rest came from savings or borrowing.5

Financial statements

Revenue9101112135$553.6M in 2026−8% since 2019
0$200.0M$400.0M$600.0M$800.0M2019: $598.5M$598.5M20192020: $619.3M$619.3M2020+3%2021: $531.3M$531.3M2021−14%2022: $775.7M$775.7M2022+46%2023: $672.3M$672.3M2023−13%2024: $623.1M$623.1M2024−7%2025: $569.5M$569.5M2025−9%2026: $553.6M$553.6M2026−3%
Gross profit14101112135$164.5M in 2026−9% since 2019
0$100.0M$200.0M$300.0M2019: $180.9M$180.9M20192020: $186.7M$186.7M2020+3%2021: $142.2M$142.2M2021−24%2022: $276.7M$276.7M2022+95%2023: $202.7M$202.7M2023−27%2024: $165.7M$165.7M2024−18%2025: $149.7M$149.7M2025−10%2026: $164.5M$164.5M2026+10%
Operating income14101112135-$19.3M in 2026
-$50.0M0$50.0M$100.0M2019: $31.5M$31.5M20192020: $28.5M$28.5M2020−10%2021: -$3.0M-$3.0M20212022: $87.6M$87.6M20222023: $11.2M$11.2M2023−87%2024: -$31.0M-$31.0M20242025: -$49.8M-$49.8M2025+61%2026: -$19.3M-$19.3M2026−61%
Net income14101112135-$17.5M in 2026
-$50.0M0$50.0M$100.0M2019: $24.9M$24.9M20192020: $22.6M$22.6M2020−9%2021: -$1.1M-$1.1M20212022: $64.2M$64.2M20222023: $9.7M$9.7M2023−85%2024: -$34.5M-$34.5M20242025: -$46.2M-$46.2M2025+34%2026: -$17.5M-$17.5M2026−62%

Every line of the income statement as filed: the last 3 fiscal years, latest first.5

Period ending2026-01-312025-01-312024-01-31
Net sales$553.6M$569.5M$623.1M
Cost of goods sold (includes buying, distribution, and occupancy costs)$385.4M$416.0M$453.7M
Rent expense, related party$3.7M$3.7M$3.7M
Cost of goods sold (includes buying, distribution, and occupancy costs)$389.1M$419.8M$457.4M
Gross profit$164.5M$149.7M$165.7M
Selling, general and administrative expenses$183.3M$199.0M$196.1M
Rent expense, related party$534.0K$532.0K$533.0K
Selling, general and administrative expenses$183.8M$199.5M$196.6M
Operating loss-$19.3M-$49.8M-$31.0M
Other income, net$1.8M$3.8M$5.2M
Loss before income taxes-$17.6M-$46.0M-$25.8M
Income tax (benefit) expense-$137.0K$217.0K$8.7M
Net loss-$17.5M-$46.2M-$34.5M
Diluted loss per share (in dollars per share)-$0.58-$1.54-$1.16
Weighted average basic shares outstanding (in shares)30.1M shares30.0M shares29.8M shares
Weighted average diluted shares outstanding (in shares)30.1M shares30.0M shares29.8M shares

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The story

Hezy Shaked, a former Israel Navy officer, and his wife, Tilly Levine, opened "World of Jeans and Tops" in Los Alamitos, California in 1982. Shaked later renamed the store "Tilly’s" after his wife. The couple divorced in 1989, but Levine continued to work for the company as director of vendor relations. The company went public in May 2012, raising $124 million through its initial public offering of stock.

Tilly's underwent a significant operational turnaround through strategic store optimization, closing 28 underperforming locations gradually over a two-year period spanning from early 2024 through the first half of 2026, to reduce its brick-and-mortar footprint by 11%. Despite operating fewer storefronts, the retailer reported improved financial performance for the first quarter of fiscal 2026, with total net sales rising 15.9% to $124.7 million. This growth was driven by a 12.1% increase in physical store revenue and a 30.9% surge in e-commerce sales, which grew to represent 22.8% of the company's total business.

From Wikipedia’s article on Tillys, shared under CC BY-SA 4.0.7

Leadership

Who has led Tillys, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Dan Griesemer2012–2015
  2. Edmond Thomas2015–2022

President

  1. Dan Griesemer2012–2015
  2. Edmond Thomas2015–2022

Chief financial officer

  1. William Langsdorf2012–2013
  2. Jennifer Ehrhardt2013–2015

Chief operating officer

  1. Craig Demerit2012–2015
1990200020102020
Board members and other officers (19)

Products and brands

Stores

Tillys stores are located in both traditional outdoor shopping centers and in shopping malls. The average store size is 7,900 square feet (734 m2). Due to their size, Tillys locations in malls usually take up two or three store spaces. As of 2021, Tillys operates 240 stores in 33 states.

Brands

Tillys primarily sells clothing, shoes, and accessories for various active lifestyles including surfing, skateboarding, and snowboarding along with sports such as motocross. Among the brands sold are Adidas, Billabong, DC Shoes, Element, Fox, Famous Stars and Straps, Elwood, Hurley, Nike SB, O'Neill, Quiksilver, RVCA, Vans, and Volcom, as well as an extensive selection of Levi's. They also sell store brands such as Blue Crown, RSQ, Micros, and West of Melrose.

From Wikipedia’s article on Tillys, shared under CC BY-SA 4.0.7

Timeline

  1. Oct 19, 2015New chief executive Edmond Thomas becomes CEO19
  2. May 3, 2012New chief executive Dan Griesemer becomes CEO20
  3. 1982Founded Founded1

Filings

306 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 52 major events, 153 insider forms, 57 large holders, 24 other. The latest 20:

  1. Sep 21, 20264 EDGAR
  2. Sep 8, 20264 OWNERSHIP DOCUMENT EDGAR
  3. Sep 8, 2026SCHEDULE 13D/A EDGAR
  4. Sep 3, 202610-Q EDGAR
  5. Sep 2, 20268-K EDGAR
  6. Aug 13, 2026SCHEDULE 13G EDGAR
  7. Jun 26, 2026S-8 EDGAR
  8. Jun 12, 20268-K EDGAR
  9. Jun 11, 20264 EDGAR
  10. Jun 11, 2026144 EDGAR
  11. Jun 11, 20268-K EDGAR
  12. Jun 10, 20264 EDGAR
  13. Jun 10, 20264 EDGAR
  14. Jun 10, 20264 EDGAR
  15. Jun 10, 20264 EDGAR
  16. Jun 10, 20264 EDGAR
  17. Jun 4, 202610-Q EDGAR
  18. Jun 3, 20268-K EDGAR
  19. May 15, 2026SCHEDULE 13G EDGAR
  20. May 13, 2026SD EDGAR

The 306 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

270 open-market trades by officers, directors and large owners since October 2021: 243 buys and 27 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Sep 21, 2026Henry MichaelCFOBuy5,000$4.02$20.1KForm 4
Sep 8, 2026Fund 1 Investments, LLC10% ownerSale179,970$4.17$750.8KForm 4
Sep 4, 2026Fund 1 Investments, LLC10% ownerSale432,110$4.50$1.9MForm 4
Sep 3, 2026Fund 1 Investments, LLC10% ownerSale1,644,255$4.49$7.4MForm 4
Jun 11, 2026Cingolani Michael JosephChief Merchandising OfficerSale11,250$5.27$59.3KForm 4
Mar 20, 2026Shay Capital LLC10% ownerSale20,000$3.70$74.0KForm 4
Mar 12, 2026Shay Capital LLC10% ownerSale1,025,000$2.55$2.6MForm 4
Aug 11, 2025Shay Capital LLC10% ownerBuy25,000$1.29$32.2KForm 4
Aug 8, 2025Shay Capital LLC10% ownerBuy35,000$1.42$49.7KForm 4
Jul 30, 2025Shay Capital LLC10% ownerBuy25,000$1.90$47.5KForm 4
Jul 29, 2025Shay Capital LLC10% ownerBuy25,000$1.85$46.2KForm 4
Jul 28, 2025Shay Capital LLC10% ownerBuy50,000$2.03$101.5KForm 4
Jun 30, 2025Shay Capital LLC10% ownerBuy59,935$1.45$86.9KForm 4
Jun 27, 2025Shay Capital LLC10% ownerBuy72,643$1.40$101.8KForm 4
Jun 26, 2025Shay Capital LLC10% ownerBuy100,000$1.30$130.0KForm 4
Jun 5, 2025Shay Capital LLC10% ownerBuy100,000$1.54$154.0KForm 4
May 30, 2025Shay Capital LLC10% ownerBuy90,678$1.22$110.9KForm 4
May 28, 2025Shay Capital LLC10% ownerBuy50,000$0.94$47.0KForm 4
May 27, 2025Shay Capital LLC10% ownerBuy50,000$0.86$43.0KForm 4
May 23, 2025Shay Capital LLC10% ownerBuy44,607$0.85$37.9KForm 4

All 270 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 60. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Fund 1 Investments, LLC8,058,268$33.8M5.9%No change
BML Capital Management, LLC2,150,000$9.0M5.2%No change
Shay Capital LLC1,407,555$5.9M0.7%−378,886
Renaissance Technologies LLC1,312,712$5.5M0.0%+463,398
Healthcare Of Ontario Pension Plan Trust Fund900,000$3.8M0.0%No change
Two Sigma Investments, LP877,537$3.7M0.0%+67,028
Simcoe Capital LLC873,110$3.7M2.2%+253,674
Pacific Ridge Capital Partners, LLC803,638$3.4M0.6%+110,318
Vanguard Capital Management LLC782,082$3.3M0.0%−203,723
Nomura Holdings Inc566,027$2.4M0.0%+20,000
MUFG Securities EMEA plc500,000$2.1M0.0%No change
BlackRock, Inc.409,747$1.7M0.0%+12,647
Dimensional Fund Advisors LP391,965$1.6M0.0%−73,405
Geode Capital Management, LLC244,794$1.0M0.0%−9,119
Arrowstreet Capital, Limited Partnership213,834$898.1K0.0%+162,789
Aristides Capital LLC155,878$654.7K0.2%−45,995
Marshall Wace, Llp141,823$595.7K0.0%+126,923
Squarepoint Ops LLC134,956$566.8K0.0%+82,143
Vanguard Fiduciary Trust Co133,834$562.1K0.0%−13,539
State Street Corp109,138$458.4K0.0%+2,030
Militia Capital Management LLC95,493$401.1K0.1%New
American Century Companies Inc92,910$390.2K0.0%New
Citadel Advisors LLC88,019$369.7K0.0%+74,919
Bailard, Inc.80,941$340.0K0.0%New
Bridgeway Capital Management, LLC77,931$327.3K0.0%+12,000

13F reports cover disclosed long positions in U.S. stocks only.

Sources

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