Tilly's, Inc. reported financial results for the second quarter of fiscal 2026 ended August 1, 2026, revealing a 8.1% increase in total net sales to $163.5 million. Comparable net sales, which include both physical stores and e-commerce, rose by 12.1% year-over-year. The company noted that this marks the fourth consecutive quarter of comparable net sales growth and the thirteenth consecutive month of growth.
Net sales from physical stores increased by 5.1% to $129.0 million, while e-commerce net sales grew by 20.9% to $34.5 million. As of the end of the quarter, the company operated 220 total stores, a decrease of 12 stores from the previous year. The company reported a gross profit of $58.1 million, or 35.5% of net sales, representing an improvement of 300 basis points compared to the prior year.
For the first half of fiscal 2026, total net sales reached $288.2 million, an increase of 11.3%. The company reported net income of $8.4 million, or $0.27 per diluted share, for the second quarter, compared to $3.2 million, or $0.10 per diluted share, in the prior year. This represents a $5.2 million improvement in net income. The company stated that it is now profitable on a trailing four-quarter basis and year-to-date for fiscal 2026.
Regarding liquidity, Tilly's reported total available liquidity of $125.5 million as of August 1, 2026, comprised of $62.2 million in cash and $63.3 million in available borrowing capacity under its asset-backed credit facility. The company provided an outlook for the third quarter of fiscal 2026, estimating net sales between $150 million and $155 million and comparable net sales growth of 10% to 14%.
