Tilly’s Eyes Flat Q4 Revenue Forecast After $139.6M Q3 Sales

TLYSTLYS

Tilly’s posted $139.6M revenue last quarter, down 2.7% year-on-year, with EPS guidance beating analyst estimates. Investors expect flat year-on-year revenue this quarter versus last year's 14.9% decline, while shares have risen 7.2% over the past month.

1. Q3 Financial Performance

Tilly’s reported revenue of $139.6 million in the third quarter, marking a 2.7% year-on-year decline, while its EPS guidance for the upcoming quarter exceeded analyst forecasts, indicating stronger profitability outlook.

2. Q4 Revenue Expectations

Market consensus forecasts flat year-on-year revenue for the fourth quarter, an improvement from the 14.9% drop recorded in the same period last year, with covering analysts largely maintaining their estimates over the past month.

3. Peer Comparison

Victoria’s Secret delivered 7.8% year-on-year revenue growth and Urban Outfitters saw a 10.1% increase, though Victoria’s Secret shares fell 22.1% and Urban Outfitters shares rose 5%, offering a mixed performance backdrop for the apparel segment.

4. Stock Performance and Price Target

Over the past month, Tilly’s shares have climbed 7.2% and carry an average analyst price target of $2.25, suggesting potential upside as the company prepares to release its quarterly results.

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