Latest news with #Tilly's
Yahoo
16-06-2025
- Business
- Yahoo
Designer Brands, Tilly's, Gray Television, G-III, and Soho House Shares Are Soaring, What You Need To Know
A number of stocks jumped in the afternoon session after the major indices rebounded (Nasdaq +1.5%, S&P 500 +1.0%) as reports pointed to easing tensions between Israel and Iran. The Wall Street Journal said senior Iranian officials had signaled a willingness to restart stalled nuclear talks, on the condition that Washington refrain from joining Israel's ongoing strikes. This development triggered a significant decline in oil prices, easing inflation concerns. Also, it is possible some investors were buying the dip following the sell-off at the end of the previous week. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Footwear Retailer company Designer Brands (NYSE:DBI) jumped 7.2%. Is now the time to buy Designer Brands? Access our full analysis report here, it's free. Apparel Retailer company Tilly's (NYSE:TLYS) jumped 5.2%. Is now the time to buy Tilly's? Access our full analysis report here, it's free. Broadcasting company Gray Television (NYSE:GTN) jumped 6.4%. Is now the time to buy Gray Television? Access our full analysis report here, it's free. Apparel and Accessories company G-III (NASDAQ:GIII) jumped 5.5%. Is now the time to buy G-III? Access our full analysis report here, it's free. Travel and Vacation Providers company Soho House (NYSE:SHCO) jumped 6.1%. Is now the time to buy Soho House? Access our full analysis report here, it's free. Designer Brands's shares are extremely volatile and have had 58 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 3 days ago when the stock dropped 7.3% after the major indices pulled back (Nasdaq -1.3%, S&P 500 -1.1%) as Israel carried out significant strikes on Iranian nuclear and military sites, dramatically escalating fears of a broader conflict in the Middle East. This development sent crude oil prices surging, as investors feared potential disruptions to global oil supply and a wider regional conflict. Designer Brands is down 54.3% since the beginning of the year, and at $2.42 per share, it is trading 70.3% below its 52-week high of $8.16 from July 2024. Investors who bought $1,000 worth of Designer Brands's shares 5 years ago would now be looking at an investment worth $301.73. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.
Yahoo
05-06-2025
- Business
- Yahoo
Why Are Tilly's (TLYS) Shares Soaring Today
Shares of young adult apparel retailer Tilly's (NYSE:TLYS) jumped 10.9% in the afternoon session after the company reported impressive first quarter 2025 results and provided optimistic revenue and EPS guidance for the next quarter, which blew past analysts' expectations. Sales weakness improved as the company observed consistent traffic gains. The company was also betting on the seasonally strong Back-to-School Season to drive volume growth, further reinforcing the upbeat guidance despite ongoing store closures. On the other hand, the quarter's revenue, EPS, and EBITDA fell short of Wall Street's estimates. Zooming out, we think this was a mixed yet decent quarter. Is now the time to buy Tilly's? Access our full analysis report here, it's free. Tilly's shares are extremely volatile and have had 68 moves greater than 5% over the last year. But moves this big are rare even for Tilly's and indicate this news significantly impacted the market's perception of the business. The biggest move we wrote about over the last year was 12 months ago when the stock dropped 10.6% on the news that the company reported first quarter earnings. EPS fell below analyst's expectations. While revenue came in narrowly ahead of Wall Street's estimates, top line growth continued to decline in absolute terms. Guidance was also weak as the earnings forecast for the next quarter missed analysts' expectations, disappointing investors. Management struck a not-so-confident tone, adding that it might be "difficult to improve our sales results in the near term." This is partly a result of the macroeconomic challenges experienced during the quarter. Overall, the results could have been better. Tilly's is down 67.2% since the beginning of the year, and at $1.49 per share, it is trading 76.2% below its 52-week high of $6.28 from July 2024. Investors who bought $1,000 worth of Tilly's shares 5 years ago would now be looking at an investment worth $233.52. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
05-06-2025
- Business
- Yahoo
Why Are Tilly's (TLYS) Shares Soaring Today
Shares of young adult apparel retailer Tilly's (NYSE:TLYS) jumped 10.9% in the afternoon session after the company reported impressive first quarter 2025 results and provided optimistic revenue and EPS guidance for the next quarter, which blew past analysts' expectations. Sales weakness improved as the company observed consistent traffic gains. The company was also betting on the seasonally strong Back-to-School Season to drive volume growth, further reinforcing the upbeat guidance despite ongoing store closures. On the other hand, the quarter's revenue, EPS, and EBITDA fell short of Wall Street's estimates. Zooming out, we think this was a mixed yet decent quarter. Is now the time to buy Tilly's? Access our full analysis report here, it's free. Tilly's shares are extremely volatile and have had 68 moves greater than 5% over the last year. But moves this big are rare even for Tilly's and indicate this news significantly impacted the market's perception of the business. The biggest move we wrote about over the last year was 12 months ago when the stock dropped 10.6% on the news that the company reported first quarter earnings. EPS fell below analyst's expectations. While revenue came in narrowly ahead of Wall Street's estimates, top line growth continued to decline in absolute terms. Guidance was also weak as the earnings forecast for the next quarter missed analysts' expectations, disappointing investors. Management struck a not-so-confident tone, adding that it might be "difficult to improve our sales results in the near term." This is partly a result of the macroeconomic challenges experienced during the quarter. Overall, the results could have been better. Tilly's is down 67.2% since the beginning of the year, and at $1.49 per share, it is trading 76.2% below its 52-week high of $6.28 from July 2024. Investors who bought $1,000 worth of Tilly's shares 5 years ago would now be looking at an investment worth $233.52. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
05-06-2025
- Business
- Yahoo
TLYS Q1 Earnings Call: Store Closures and Marketing Efforts Amid Ongoing Sales Decline
Young adult apparel retailer Tilly's (NYSE:TLYS) missed Wall Street's revenue expectations in Q1 CY2025, with sales falling 7.1% year on year to $107.6 million. Its GAAP loss of $0.74 per share decreased from -$0.65 in the same quarter last year. Is now the time to buy TLYS? Find out in our full research report (it's free). Revenue: $107.6 million (7.1% year-on-year decline) Revenue Guidance for Q2 CY2025 is $154 million at the midpoint, above analyst estimates of $147.2 million Operating Margin: -21.1%, down from -16.5% in the same quarter last year Locations: 238 at quarter end, down from 246 in the same quarter last year Same-Store Sales fell 7.1% year on year (-8.6% in the same quarter last year) Market Capitalization: $39.2 million Tilly's management attributed first quarter results to continued softness in store traffic and overall sales, despite some sequential improvement compared to prior periods. Executive Vice President and CFO Michael Henry noted that while comparable net sales were down 7%, this was better than the 11.2% decline in the previous quarter, suggesting potential stabilization. Management pointed to improvements in merchandise assortment and increased marketing efforts, such as the launch of Tilly's TikTok shop and high-profile in-store events, as contributing to this relative outperformance. CEO Hezy Shaked commented that the company has seen consistent traffic gains in recent weeks, particularly in the junior segment, but cautioned that more work is needed to sustain these trends. Looking forward, Tilly's is focused on capitalizing on the upcoming back-to-school season and maintaining progress in merchandise and customer engagement. Management believes that product selection is increasingly resonating with younger consumers and expects further benefit from recent marketing initiatives. CFO Michael Henry highlighted that May sales trends have improved to a 2.2% decline, and the company anticipates that the peak sales period in late July could drive stronger results. While tariff exposure remains a risk, current assessments suggest minimal impact on product margins for the remainder of the year. CEO Hezy Shaked expressed cautious optimism for the next six months, emphasizing ongoing efforts to improve both inventory positioning and in-store experience. Management identified improved merchandise assortment, digital engagement, and event-driven marketing as key factors behind the quarter's sequential sales improvement, while also acknowledging ongoing pressures from store closures and external uncertainties. Merchandise Assortment Progress: Management reported that recent changes to product mix, particularly in the junior category, have led to better sales performance and customer response. CEO Hezy Shaked noted that merchandise is 'looking better' and 'selling better,' attributing recent traffic improvements to these adjustments. Digital Engagement Expansion: The introduction of the Tilly's TikTok shop in March has provided a new e-commerce channel, which the company claims began outperforming Amazon orders by mid-April. Management sees this as an important step to reach younger shoppers who are increasingly active on social media platforms. Event-Driven Marketing Initiatives: Tilly's hosted several in-person events, including celebrity appearances and collaborations with influencers, to strengthen its brand association with youth culture. These activities, particularly during festival season, are intended to drive store traffic and reinforce the company's position at the intersection of fashion and music. Store Optimization and Closures: The company closed eight stores year-over-year and plans further closures depending on lease negotiations. CFO Michael Henry highlighted that ongoing store rationalization is expected to reduce occupancy costs, but acknowledged that future cost leverage will depend on sales trends. Tariff and Cost Management: While tariffs on imported goods remain a concern, management indicated that the current impact on product costs is minor, with efforts underway to mitigate risks through supplier collaboration. Michael Henry stated that product margins are expected to remain stable barring significant changes in tariff policy. Tilly's outlook is shaped by efforts to stabilize sales trends, execute marketing strategies, and navigate macroeconomic headwinds in the coming quarters. Back-to-School Season Importance: Management emphasized that the final weeks of the second quarter, coinciding with the back-to-school shopping period, historically generate the highest sales volume. The company is relying on this seasonal lift to potentially offset ongoing traffic and transaction declines. Store Footprint Adjustments: Tilly's plans to close multiple additional stores in the next two quarters, with up to 15 more closures possible depending on lease renewals. Management believes that a leaner store base could help control costs, though it presents risks to overall reach and sales volume. Tariff and Inventory Risk: The company continues to monitor tariff developments, which could affect product costs over time. Current inventory levels are lower than last year, positioning Tilly's to be more agile, but ongoing macroeconomic uncertainty and changing consumer preferences present continued risks to profitability. In the quarters ahead, the StockStory team will be watching (1) whether Tilly's can sustain recent sequential improvements in comparable sales through the back-to-school period, (2) the impact of continued store closures on both cost structure and overall sales, and (3) how digital and event-driven marketing initiatives translate into higher customer engagement and transaction growth. Changes in tariff policy and consumer spending patterns will also be important factors to monitor. Tilly's currently trades at a trailing 12-month price-to-sales ratio of 0.1×. In the wake of earnings, is it a buy or sell? Find out in our full research report (it's free). Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today.
Yahoo
04-06-2025
- Business
- Yahoo
Tilly's (TLYS) Reports Q1 Loss, Lags Revenue Estimates
Tilly's (TLYS) came out with a quarterly loss of $0.74 per share versus the Zacks Consensus Estimate of a loss of $0.66. This compares to loss of $0.48 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -12.12%. A quarter ago, it was expected that this clothing and accessories retailer would post a loss of $0.28 per share when it actually produced a loss of $0.45, delivering a surprise of -60.71%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Tilly's , which belongs to the Zacks Retail - Apparel and Shoes industry, posted revenues of $107.61 million for the quarter ended April 2025, missing the Zacks Consensus Estimate by 0.54%. This compares to year-ago revenues of $115.86 million. The company has topped consensus revenue estimates just once over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Tilly's shares have lost about 68.5% since the beginning of the year versus the S&P 500's gain of 1.5%. While Tilly's has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Tilly's: mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.06 on $147.22 million in revenues for the coming quarter and -$1.24 on $549.87 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Retail - Apparel and Shoes is currently in the bottom 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. One other stock from the same industry, XCel Brands (XELB), is yet to report results for the quarter ended March 2025. This brand management company is expected to post quarterly loss of $1.12 per share in its upcoming report, which represents a year-over-year change of -24.4%. The consensus EPS estimate for the quarter has been revised 216.7% lower over the last 30 days to the current level. XCel Brands' revenues are expected to be $1.33 million, down 39% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Tilly's, Inc. (TLYS) : Free Stock Analysis Report Xcel Brands, Inc (XELB) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
