
Young adult apparel retailer Tilly’s (NYSE: TLYS) will be reporting earnings this Wednesday afternoon. Here’s what investors should know.
Tilly's beat analysts’ revenue expectations last quarter, reporting revenues of $139.6 million, down 2.7% year on year. It was an exceptional quarter for the company, with EPS guidance for next quarter exceeding analysts’ expectations and a beat of analysts’ EPS estimates.
Is Tilly's a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Tilly’s revenue to be flat year on year, improving from the 14.9% decrease it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Tilly's has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at Tilly’s peers in the apparel retailer segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Victoria's Secret delivered year-on-year revenue growth of 7.8%, beating analysts’ expectations by 2%, and Urban Outfitters reported revenues up 10.1%, topping estimates by 0.6%. Victoria's Secret traded down 22.1% following the results while Urban Outfitters was up 5%.
Read our full analysis of Victoria's Secret’s results here and Urban Outfitters’s results here.
The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the apparel retailer stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 9.7% on average over the last month. Tilly's is up 7.2% during the same time and is heading into earnings with an average analyst price target of $2.25 (compared to the current share price of $1.57).
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