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Mar 13, 2026 12:00 PM

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 ...