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Nov 01, 2025
Tillys Q3 2025 Earnings Report
Tilly's reported a narrower net loss and its first comparable sales growth since 2021.
Key Takeaways
Tilly’s outperformed expectations in Q3 FY25, achieving positive comparable net sales growth and significantly reducing its net loss versus the prior year.
Net sales reached $139,587,000, down 2.7% YoY.
Comparable net sales grew 2.0%, the first increase since Q4 FY21.
Net loss improved to $1,407,000 from $12,875,000 a year earlier.
Gross profit margin increased to 30.5% from 25.9% YoY.
Revenue by Segment
Forward Guidance
Tilly’s expects continued sales growth and margin expansion in Q4 FY25, despite projecting a modest net loss.
Positive Outlook
- Q4 comparable net sales to grow 4% to 8%
- Net sales projected between $146,000,000 and $151,000,000
- Product margin expected to improve 300–350 basis points YoY
- SG&A expenses forecasted to be $50M to $51M, down from last year
- Net loss per share guidance of $0.12 to $0.19, improved from $0.45
Challenges Ahead
- Net loss expected to be between $3,500,000 and $5,600,000
- Store count projected to decline further with 7 more closures
- E-commerce sales declined 9% YoY in Q3
- Company continues to operate with a full deferred tax valuation allowance
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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