Every material Form 8-K TILLY'S, INC. has filed with the SEC since June 10, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Tilly's reported second-quarter fiscal 2026 net income of $8.4 million, or $0.27 per diluted share, up from $3.2 million, or $0.10, a year earlier, on net sales of $163.5 million, up 8.1%. The company also guided to third-quarter net income of $2.2 million to $3.7 million, which would be its sixth consecutive quarter of year-over-year profit improvement and compares with a $1.4 million net loss in last year's third quarter.
Q2 net sales were $163.5 million, up 8.1%, with total comparable net sales up 12.1%.
Q2 gross margin rose to 35.5% of net sales from 32.5%, and operating income was $8.2 million versus $2.7 million.
Third-quarter outlook calls for net sales of $150 million to $155 million and diluted EPS of $0.07 to $0.12.
Cash, cash equivalents and marketable securities were $62.2 million as of August 1, 2026.
Tilly's subsidiary World of Jeans & Tops and the parent company signed a Second Amendment to a credit agreement with Wells Fargo Bank on June 10, 2026. The amendment, among other changes, pushes the maturity date from June 25, 2027 to September 10, 2028, giving the company more time before the facility must be repaid.
Amendment dated June 10, 2026 to the credit agreement originally dated April 27, 2023
Maturity date extended from June 25, 2027 to September 10, 2028
Lender is Wells Fargo Bank, National Association; full amendment filed as Exhibit 10.1
At its June 10, 2026 annual meeting, Tilly's stockholders approved the Fourth Amendment and Restated 2012 Equity and Incentive Award Plan, elected seven directors, ratified BDO USA, P.C. as independent auditor for fiscal 2026, and approved executive compensation on an advisory basis. The filing reports final vote totals for each proposal, and the plan approval sets the terms under which future equity awards can be granted.
Plan approval: 79,220,610 votes for, 739,201 against, 560 abstentions, adopted by the board on April 1, 2026
Seven directors elected for terms expiring at the 2027 annual meeting, including Hezy Shaked and Teresa Aragones
BDO USA, P.C. ratified for the fiscal year ending January 30, 2027, with 86,460,798 votes for
Advisory say-on-pay vote: 78,298,527 votes for and 1,263,128 against for fiscal year ended January 31, 2026
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every TILLY'S, INC. filing is on SEC EDGAR ↗. 8-K briefs of other companies →