Tilly’s, Inc. (TLYS) Q4 2025 Earnings Call Transcript

Q4: 2026-03-11 Earnings Summary

EPS of $0.10 beats by $0.25

 | Revenue of $155.13M (5.32% Y/Y) beats by $6.43M

Tilly’s, Inc. (TLYS) Q4 2025 Earnings Call March 11, 2026 4:30 PM EDT

Company Participants

Nate Smith – President, CEO & Director
Michael Henry – Executive VP, CFO & Corporate Secretary

Conference Call Participants

Gar Jackson – Global IR Group
Matt Koranda – ROTH Capital Partners, LLC, Research Division

Presentation

Operator

Good afternoon, everyone, and welcome to the Tilly’s Fourth Quarter and Full Year 2025 Earnings Conference Call.

[Operator Instructions]

Please note that today’s event is being recorded. At this time, I’d like to turn the floor over to Gar Jackson with Investor Relations. Please go ahead.

Gar Jackson
Global IR Group

Good afternoon, and welcome to the Tilly’s Fiscal 2025 Fourth Quarter Earnings Call. Nate Smith, President and Chief Executive Officer; and Michael Henry, Executive Vice President and Chief Financial Officer; will discuss the company’s business and operating results and then host a Q&A session. For a copy of Tilly’s earnings press release, please visit the Investor Relations section of the company’s website at tillys.com. From the same section, shortly after the conclusion of the call, you will also be able to find a recorded replay of the call for the next 30 days.

Certain forward-looking statements will be made during this call that reflect Tilly’s judgment and analysis only as of today, March 11, 2026, and actual results may differ materially from current expectations based on various factors affecting Tilly’s business. Accordingly, you should not place undue reliance on these forward-looking statements. For a more thorough discussion of the risks and uncertainties associated with any forward-looking statements, please see the disclaimer regarding forward-looking statements that is included in our fiscal 2025 fourth quarter earnings release, which is furnished to the SEC today on Form 8-K as well as our other filings with the SEC referenced in that disclaimer.

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