Tilly’s February Comps Surge 20.1%, Q4 Revenue $155.1M and $0.10 EPS
Tilly’s reported a 20.1% comparable-store sales increase in February, its seventh consecutive month of comp growth, and Q4 revenue of $155.1 million, up 5.3%. The company delivered adjusted Q4 EPS of $0.10, raised gross margin to 33.2%, cut inventory 10.8%, and guided Q1 revenue of $119M–$125M.
1. February Sales Surge
Tilly’s comparable-store sales rose 20.1% in February, marking a seventh straight month of positive comps since August 2025. The stock spiked as much as 67% intraday, closed up 50%, and saw volume exceed 44 million shares, boosting market capitalization to $75.6 million.
2. Fourth-Quarter Results
For the quarter ended January 31, revenue climbed 5.3% to $155.1 million, with same-store sales up 10.1%. Adjusted EPS of $0.10 marked the first profitable Q4 since 2021, while gross margin expanded by 470 basis points to 33.2%, inventories fell 10.8%, and SG&A expenses dropped by $3.5 million.
3. First-Quarter Outlook
Tilly’s issued Q1 revenue guidance of $119 million to $125 million, implying 16%–22% comp growth, and expects a net loss of $0.27–$0.34 per share. Management plans include closing underperforming stores, refreshing the brand mix, and supporting the merchandising team under newly promoted Chief Merchandising Officer Michael Cingolani.