A number of stocks fell in the afternoon session after a much weaker-than-expected jobs report fueled concerns about a slowing economy and its impact on consumer spending.
Exciting developments are taking place for the stocks in this article.
They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage have propelled their returns.
Young adult apparel retailer Tilly’s (NYSE:TLYS) missed Wall Street’s revenue expectations in Q2 CY2025, with sales falling 7.1% year on year to $151.3 million. Next quarter’s revenue guidance of $137 million underwhelmed, coming in 2.9% below analysts’ estimates. Its GAAP profit of $0.10 per share was significantly above analysts’ consensus estimates.
When Wall Street turns bearish on a stock, it’s worth paying attention.
These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
Young adult apparel retailer Tilly’s (NYSE:TLYS) missed Wall Street’s revenue expectations in Q2 CY2025, with sales falling 7.1% year on year to $151.3 million. Next quarter’s revenue guidance of $137 million underwhelmed, coming in 2.9% below analysts’ estimates. Its GAAP profit of $0.10 per share was significantly above analysts’ consensus estimates.
As the regular session of the US market on Wednesday comes to an end, let's delve into the after-hours session and discover the top gainers and losers shaping the post-market sentiment.
Tilly's (TLYS) beat Q2 earnings estimates with EPS of $0.10 vs. an expected loss. Revenue declined but margins improved significantly on better inventory management.
Shares of young adult apparel retailer Tilly’s (NYSE:TLYS)
jumped 8.7% in the afternoon session as investors awaited the release of its second-quarter financial results, with market momentum also lifted by strong results from Macy's.
Shares of young adult apparel retailer Tilly’s (NYSE:TLYS)
fell 8.8% in the afternoon session after the major indices continued to retreat (Nasdaq -1.5%, S&P 500 -1.2%) amid profit-taking and renewed concerns about tariffs.
Shares of young adult apparel retailer Tilly’s (NYSE:TLYS)
jumped 5.1% in the morning session after renewed tariff fears hit the retail sector following an announcement of a new investigation into imported furniture. The slide appears to be part of a broader downturn in the retail sector, triggered by an announcement of a "major Tariff Investigation on Furniture coming into the United States."
Shares of young adult apparel retailer Tilly’s (NYSE:TLYS)
jumped 10.8% in the afternoon session after Federal Reserve Chair Jerome Powell signaled potential interest rate cuts in a speech at the central bank's annual symposium in Jackson Hole, Wyoming. The comments sparked hopes for a looser monetary policy, igniting a significant rally across major indexes. The Dow Jones Industrial Average jumped by more than 1.9%, while the S&P 500 rallied 1.5%. Powell's remarks about being open to lowering a key interest rate in the coming months led to widespread positive sentiment among investors. With no company-specific news released, Tilly's shares appeared to be carried higher by the strong market-wide tailwind.
A number of stocks fell in the morning session after a hotter-than-expected wholesale inflation report fueled concerns about slowing consumer spending. The market was rattled by a Labor Department report showing the Producer Price Index (PPI), a measure of wholesale inflation, jumped 0.9% in July, significantly exceeding economists' expectations of a 0.2% rise. This was the largest monthly increase since March 2022, reigniting worries that businesses will be forced to pass higher costs on to consumers, who are already showing signs of price sensitivity. This inflation data has fanned concerns that U.S. tariffs on imported goods could start to translate into higher prices for shoppers. The inflation report landed amid growing evidence of consumer caution, with recent reports highlighting that shoppers are cutting back on non-essential spending, seeking out sales, and trading down to cheaper brands.
A number of stocks jumped in the afternoon session after markets continued to rally amid growing investor optimism for a Federal Reserve interest rate cut in September. This optimism was spurred by a recent Consumer Price Index (CPI) report that did not show runaway inflation, increasing the perceived probability of a rate cut to over 90%. Lower interest rates are generally seen as a positive for the economy as they reduce borrowing costs for consumers, which can stimulate spending on non-essential goods. Consequently, investors bid up shares in the apparel, home furnishings, and automotive retail industries in anticipation of stronger consumer demand.
A number of stocks jumped in the morning session after a tame inflation report boosted investor hopes for an interest rate cut from the Federal Reserve. The latest Consumer Price Index data showed the annual inflation rate held steady at 2.7%, reassuring investors who had feared that tariffs could lead to a spike in consumer prices. This milder-than-expected reading gives the Federal Reserve more flexibility to consider lowering interest rates, possibly as soon as next month.
Rapid spending isn’t always a sign of progress.
Some cash-burning businesses fail to convert investments into meaningful competitive advantages, leaving them vulnerable.
As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the apparel retailer industry, including Tilly's (NYSE:TLYS) and its peers.
A number of stocks jumped in the afternoon session after markets rebounded following a sharp sell-off in the previous trading session as a weaker-than-expected July jobs report fueled investor hopes for a potential interest rate cut. The U.S. economy added only 73,000 jobs in July, falling well short of the 110,000 expected by economists. This disappointing data has led to a dramatic shift in market sentiment regarding the Federal Reserve's next move. According to the CME FedWatch Tool, the probability of a September interest rate cut has surged from around 40% to over 80%. Lower interest rates generally stimulate the economy by making borrowing cheaper for consumers. This can lead to increased spending on discretionary items, such as apparel and home goods, which directly benefits consumer retail companies. The prospect of more accommodative monetary policy is therefore boosting investor confidence in the sector's outlook.
A number of stocks fell in the morning session as the broader market tumbled in the morning session after a surprisingly weak U.S. jobs report and the announcement of new, widespread tariffs on imported goods. The U.S. economy added only 73,000 jobs in July, falling far short of the 109,000 forecast. Compounding the issue, job gains for May and June were revised down by a combined 258,000, signaling what some see as “increasing signs of fragility” in the labor market. Simultaneously, the White House announced new tariffs, ranging from 10% to 41%, on goods from 92 countries. This “double whammy” of negative news has intensified fears that ongoing trade wars are damaging the U.S. economy. The combination of a weaker labor market and new trade barriers has rattled investor confidence, fueling expectations that the Federal Reserve may be forced to cut interest rates to support the economy.
A number of stocks fell in the afternoon session after reports pointed to a broad-based weakening of consumer health, highlighted by rising loan delinquencies and falling spending intentions.
