Tilly's
TLYSMarket price data through September 11, 2026.
Performance
Sep 2021 – Sep 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +10%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$4
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- April 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 5 months
- How long Benson has been tracking this pick.
About Tilly's
Tilly's is a California-based retailer selling surf, skate, and streetwear clothing to teens and young adults across 220 stores in 32 states. After years of losses, the business just turned a corner, posting 163.5 million dollars in quarterly sales, up 8.1 percent, and 8.4 million dollars in profit. It is a real turnaround finally showing up in the numbers.
The case for and against
Both sides of the story, in plain English.
- Comeback Confirmed
Tilly's earned 8.4 million dollars this quarter, up from 3.2 million a year ago, its fifth straight quarter of year over year profit improvement. Same-store sales jumped 12.1 percent, and the company has now grown comparable sales for thirteen months in a row. Management expects its first profitable year since 2022.
- Online Surge
Online sales grew 20.9 percent to 34.5 million dollars and now make up 21 percent of the business. At the same time, profit per dollar of sales improved to 35.5 cents from 32.5 cents. Tilly's is selling more at full price and discounting less, which is exactly what a healthy retailer does.
- Shrinking Footprint
Tilly's closed 12 stores over the past year, dropping from 232 to 220, and expects to stay at 220 through the next quarter. Fewer stores means growth has to come from busier locations and the website. If shopper traffic cools, there is no new store growth to fall back on.
- Thin Margins
For the first half of the year, Tilly's earned just 0.4 million dollars on 288.2 million dollars in sales. That is razor thin. One bad holiday season, a tariff hit, or a shopper pullback could flip this back into losses fast.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-09-11. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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