Core Viewpoint - Tilly's, Inc. reported a strong fourth-quarter earnings beat, marking its first profitable fourth quarter since fiscal 2021, with shares surging over 50% intra-day following the announcement [1] Financial Performance - The company posted adjusted earnings of $0.10 per share for the quarter ended January 31, 2026, significantly outperforming analyst expectations for a loss of $0.32 per share [1] - Revenue reached $155.1 million, increasing 5.3% year over year and exceeding the consensus estimate of $146.1 million [2] - Comparable store sales climbed 10.1%, marking the seventh consecutive month of positive comparable sales growth [2] - Gross profit margin expanded to 33.2%, up from 26.0% in the prior-year period, reflecting a 470-basis-point increase in product margins due to higher initial markups and reduced markdown activity [3] - Selling, general and administrative expenses declined by $3.5 million to $48.9 million, primarily due to lower store payroll costs [3] Future Guidance - For the first quarter of fiscal 2026, Tilly's issued guidance that exceeded expectations, forecasting revenue between $119 million and $125 million, with a midpoint of $122 million well above the analyst consensus estimate of $106.5 million [4] - The outlook implies comparable sales growth between 16% and 22% [4] - Tilly's expects a net loss of $0.27 to $0.34 per share in the quarter, representing an improvement from the $0.74 loss reported in the same period last year [5]