Tilly's Inc.
Tilly's Inc. is classed by the SEC under Retail-Apparel & Accessory Stores (industry code 5600), based in Irvine, CA. Its latest filed balance sheet (2026-01-31) shows total assets of $317 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a retail business: prior from its industry code (SEC 5600, Retail-Apparel & Accessory Stores); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 4.4 out of ten, 8 of 9 metrics filed and 1 estimated: past 4.4 out of ten, present 4.1 out of ten, future 4.7 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 5.0 out of ten. 1 warning event since 2017; the latest 2020-06-12. 50th percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 2.5 out of ten. -0.5% a year over 9 filed years; profitable in 5 of 9. 25th percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 6.1 out of ten. CrossAssetData estimate 6.1/10, confidence 35 of 100 (one part). 61st percentile among 9 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
- Financial health (present): 5.0 out of ten. ROE -20%: lost 20¢ per shareholder dollar. Leverage 73%: owes 73¢ per asset dollar. 50th percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 3.3 out of ten. bottom 33% of 9 in its family; net margin -3.2%. 33rd percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 3.6 out of ten. bottom 36% of 5 in its family for leadership; chief executive since 2025. 36th percentile among 5 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 5.2 out of ten. top 48% of 9 in its family for room to expand. 52nd percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 3.9 out of ten. bottom 39% of 9 in its family for growth drivers. 39th percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 5.6 out of ten. top 44% of 8 in its family for expectations against reality. 56th percentile among 8 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-04-09 for the period ended 2026-01-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-09-03 for the period ended 2026-08-01 (on EDGAR). Newest results release: Form 8-K filed 2026-09-02 (on EDGAR). Newest filing: Form 4, 2026-09-21. Filings on record since 2011. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2026: Retail Store 77%, Ecommerce 22%, Shipping and Handling 1%. As tagged in its annual report (Form 10-K, filed 2026-04-09).
Who runs it
Smith, Nathan Michael (The Reporting Person is President and Chief Executive Officer.); Shaked, Hezy (The Reporting Person is Executive Chairman and Chief Strategy Officer); Henry, Michael (CFO); Cingolani, Michael Joseph (Chief Merchandising Officer); Aragones, Teresa Luna (director); Collier, Douglas P (director); Johnson, Seth R (director); Kerr, Janet (director); Relich, Michael (director). 9 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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