Tilly's, Inc. (TLYS)

Tilly's, Inc. (TLYS) — VMCI valuation read

TLYS screens at VMCI 44/100, a 7-point gap below the Consumer Cyclical sector median (50). For a mid-cap Tilly's, Inc. share, that placement says the multi-pillar composite is richer or lower quality than the typical peer on a like-for-like basis.

TLYS has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.

**Investor frame.** Value: TLYS trades at 18.0x earnings, 0% above the Consumer Cyclical median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Consumer Cyclical group. Quality: ROIC of 12.0% sits 2.0pp above the Consumer Cyclical median (10.0%), the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of -1.4x leaves covenant headroom, which sets the rate-cycle exposure for Tilly's, Inc..

TLYS rose 3.2% over the trailing 7 days, with a -7.6% read on a 30-day basis.