Tilly

Q2 FY2027 EarningsQ2 FY27 results significantly exceeded consensus expectations across all key profitability metrics. Revenue reached $163.5M (+4.1% vs. consensus), driven by a strong 12.1% increase in total comparable net sales and a 20.9% surge in e-commerce performance. Gross margin outperformed at 35.5% (vs. 33.9% expected) due to better full-price selling and occupancy leverage. Diluted EPS of $0.27 beat the $0.17 consensus by 58.8%, reflecting successful inventory management and turnaround momentum despite higher incentive-based SG&A expenses.