revenue $163.5M, net income $8.4M. Tilly's swings to profit as comparable sales jump 12.1% and margins expand

Filed September 3, 2026 · Period ending August 1, 2026 · Compared to 10-Q Sep 4, 2025 · ~1 min read

Key Changes

• high

  Comparable store sales rose 12.1% in Q2 and 16.5% in the first half, reversing prior-year declines of 4.5% and 5.5%.

  MD&A: Comparable Sales verify on EDGAR →
• high

  Gross margin expanded 300 basis points in Q2 to 35.5%, driven by improved full-price selling and inventory management.

  MD&A: Gross Margin verify on EDGAR →
• high

  Operating income improved to $8.2 million in Q2 from $2.7 million, and the first half swung to a $75 thousand profit from a $20.0 million loss.

  MD&A: Operating Income verify on EDGAR →