Does TILLY'S, INC. have an economic moat?

Based on its FY2026 SEC filings, the Moat Index scores TILLY'S, INC. (TLYS) 45.0 out of 100 — a Shallow moat. The four filters behind that score (each 0–100): pricing power 46, returns on capital 38, balance-sheet safety 55, capital discipline 44.

How has TLYS's Moat Score changed over time?

The record logs 2 readings since Jul 17, 2026; the latest reads 45.0 out of 100 (shallow moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.

The Moat Index

TILLY'S, INC.

TLYS · Consumer Discretionary · FY2026 filings · Shallow moat ·

Doesn't clear the bar

Shallow moat

The four filters

Pricing power46

Median gross margin 29.9% over 10y, stable.

Returns on capital38

Median ROIC 9.7%, above the 9% hurdle in 50% of years.

Balance-sheet safety55

Net cash position — no leverage risk.

Capital discipline44

Owner earnings trend unclear, share count n/a.

Margin of safety

Above valueOn sale

No price data

Owner earnings (normalized): —
Est. intrinsic value / share: —
Recent price: $3.96
Discount to value: No price data

Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Fundamentals

There's no normalized fundamentals series for TLYS yet — it appears once ingest has processed its filings.

Moat Score history

Moat Score over timeLast scored reading of each day, on the 0–100 scale45.0 / 100

Score history begins Jul 17, 2026 — the record builds from here and can’t be backfilled.

Tier changesSame-methodology crossings of the Wide / Narrow / Shallow bars

None yet — TLYS has read Shallow moat for every logged capture since Jul 17, 2026.

Scores are logged append-only and never overwritten — this record can’t be backfilled, which is exactly why it’s worth keeping.

Consumer Discretionary context

#182 of 340 scored Consumer Discretionary companies, ranked by Moat Score.

Nearest peers by Moat Score

#180NNUP NOCOPI TECHNOLOGIES, INC.45.5 out of 100, Shallow moatShallow moat
#181SFIX STITCH FIX, INC.45.1 out of 100, Shallow moatShallow moat
#183IMKTA INGLES MARKETS, INCORPORATED44.5 out of 100, Shallow moatShallow moat
#184PKE Park Aerospace Corp.44.4 out of 100, Shallow moatShallow moat

Compare TLYS with its nearest peers →All Consumer Discretionary companies on the Index →

Common questions about TLYS

Does TILLY'S, INC. have an economic moat?: Based on its FY2026 SEC filings, the Moat Index scores TILLY'S, INC. (TLYS) 45.0 out of 100 — a Shallow moat. The four filters behind that score (each 0–100): pricing power 46, returns on capital 38, balance-sheet safety 55, capital discipline 44.
How has TLYS's Moat Score changed over time?: The record logs 2 readings since Jul 17, 2026; the latest reads 45.0 out of 100 (shallow moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell TLYS. See the disclaimer.