Tilly’s reported fiscal second-quarter 2026 net sales of $163.5 million, up 8.1% year over year, while comparable net sales increased 12.1%.
Physical-store sales increased 5.1% to $129 million, with comparable store sales up 10.3%. E-commerce sales jumped 20.9% to $34.5 million, increasing to 21.1% of total sales.
Gross profit increased to $58.1 million from $49.1 million, with gross margin expanding 300 basis points to 35.5%. Operating income improved to $8.2 million from $2.7 million, while net income rose to $8.4 million, or $0.27 per diluted share, from $3.2 million, or $0.10 per share.
Comparable sales increased another 14.6% in fiscal August, marking Tilly’s 13th consecutive month of comparable-sales growth.
For the third quarter, Tilly’s expects net sales of $150 million to $155 million, comparable-sales growth of 10% to 14% and net income of approximately $2.2 million to $3.7 million, or $0.07 to $0.12 per share.
KEY QUOTE:
“We maintained our positive operating momentum throughout the second quarter and the important back-to-school season. We have now produced four consecutive quarters of year-over-year comparable net sales growth and, inclusive of fiscal August to start the third quarter, thirteen consecutive months of year-over-year comparable net sales growth. We also delivered our fifth consecutive quarter of year-over-year profit improvement in the second quarter. We are now profitable on a trailing four quarters basis and on a year-to-date basis for fiscal 2026. Based on our year-to-date performance and assuming our positive momentum continues, we believe we are well positioned to produce our first profitable fiscal year since 2022.”
Nate Smith, President and Chief Executive Officer of Tilly’s
