Shares of Tilly’s Inc. jumped 55% after-hours to $2.53 apiece after the Irvine-based retailer reported its first profitable fourth quarter in three years (NYSE: TLYS).
The day after the report, shares surged 49% to $2.43 apiece during midday trading with a market cap of $74 million.
“Our positive comparable store net sales momentum accelerated in the fourth quarter of fiscal 2025 and produced our first profitable fourth quarter and full-year positive comp sales since fiscal 2021,” Chief Executive Nate Smith said in a statement.
Tilly’s reported net sales of $155 million for the fiscal quarter ended Jan. 31, up 5.3% from the year before, beating one analyst’s estimate of $149 million in revenue. Total comparable net sales increased 10% in Q4.
“Since turning positive in August, we have now produced seven consecutive months of comparable net sales growth, including February 2026 increasing by 20 percent,” Smith added.
The youth apparel retailer revealed that total comparable net sales for the first month of fiscal 2026, ended Feb. 28, grew 20%. The results led Tilly’s to forecast its fiscal Q1 net sales in the range of approximately $119 million to $125 million, a possible increase of 16% to 22%.
Tilly’s also promoted Senior Vice President and General Merchandising Manager Michael J. Cingolani to Chief Merchandising Officer on March 10.
Updated March 12
