TILLY'S, INC. — Form 8-K
Filed September 2, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Tilly's Inc. reported Q2 FY2026 (ended Aug 1, 2026) net income of $8.4M ($0.27/diluted share) vs. $3.2M ($0.10/share) prior year, on total net sales of $163.5M (+8.1% YoY) with comparable net sales up 12.1%. Gross profit improved 300 bps to 35.5% of sales. The company achieved its fifth consecutive quarter of year-over-year profit improvement and first profitable year-to-date period since 2022. For H1 FY2026, net income was $0.4M ($0.01/share) vs. net loss of $19.0M ($(0.63)/share) prior year on $288.2M sales (+11.3% YoY). Store count decreased from 232 to 220 stores; e-com sales grew 20.9% to $34.5M. Guidance provided for Q3 FY2026: net sales $150–155M with projected net income $2.2–3.7M ($0.07–0.12/share on ~32M diluted shares).
Why this rating
Turnaround from losses to sustained profitability is material for $15.4M market-cap company; Q2 net income ~56% of market cap. Multi-quarter positive momentum and H1 recovery from $19M loss are trajectory-changing.
Tradability signal
NO TRADE
No trade: positive news with only -13.9% moved so far — good news prices in within seconds and long-side continuation has shown no measured edge (this cell: -0.83% over 4 hrs, n=30).
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it positive)
before filing · preread $4.47 ▲ 16.10% | at our read · unknown $3.85 | +10 min · unknown $3.83 ▼ 0.52% | +30 min · unknown $3.81 ▼ 1.04% | +1 hr pending | +4 hrs pending |
The stock had already moved -13.87% between hitting EDGAR and our read finishing — deltas above are measured from our read.
Quotes via Yahoo Finance at capture time; sessions other than regular hours are labeled. Not investment advice. How accurate are our calls? →
See more from September 2, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.