Added to YB: 2026-09-08
Pitch date: 2026-09-04
TLYS [bullish]
Tilly's, Inc.
+0.87%
current return
Author Info
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Company Info
Tilly's, Inc. operates as a specialty retailer of casual apparel, footwear, accessories, and hardgoods for young men and women, boys, and girls in the United States.
Market Cap
$146.5M
Pitch Price
$4.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.75
P/E
81.07
EV/Sales
0.44
Sector
Specialty Retail
Category
turnaround
Turnaround that’s clearly working, trading very cheap. - Tilly's, Inc.
TLYS: Tilly’s turnaround appears underpriced at $4.23: its $129M market cap, $62M of cash and no debt imply just $67M of enterprise value. Q2 delivered 12% comps, a 35.5% gross margin and 5% operating margin, while August comps rose 14.6%. Continued improvement could produce ~$45M of FY2027 EBITDA and $85M+ of cash, but a single holder’s super-voting Class B shares create governance risk.
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