Tilly’s shares surge 18% as Q2 revenue guidance tops estimates

Published 04/06/2025, 21:30
Tilly’s shares surge 18% as Q2 revenue guidance tops estimates

IRVINE, Calif. - Tilly’s, Inc. (NYSE:TLYS) shares soared 18.5% in after-hours trading after the specialty retailer provided better-than-expected revenue guidance for the second quarter, despite reporting a wider-than-expected loss for Q1.

The company reported a first quarter net loss of $22.2 million, or -$0.74 per share, compared to a loss of $19.6 million, or -$0.65 per share, in the same period last year. The loss was larger than analysts’ expectations of -$0.68 per share. Revenue fell 7.1% YoY to $107.6 million, in line with estimates.

However, investors focused on Tilly’s upbeat outlook for Q2. The company expects revenue between $150 million and $158 million, surpassing the consensus estimate of $147 million. Tilly’s projects Q2 EPS in the range of -$0.09 to -$0.07, compared to analysts’ forecast of -$0.05.

"Fiscal May, to start the second quarter, produced further sequential trend improvement relative to the first quarter," said Hezy Shaked, President and CEO. "We believe our merchandise assortment is on trend, and we are encouraged by these signs that our business may be starting to stabilize."

Comparable store sales decreased 7.1% in Q1, but this represented an improvement from the 11.2% decline seen in Q4 2024. E-commerce sales fell 5.8% to $21.7 million, accounting for 20.2% of total sales.

The company ended the quarter with $37.2 million in cash and marketable securities. Tilly’s plans to close 7 stores and open 1 new location in Q2, ending the period with 232 stores compared to 247 a year ago.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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