These quarterly reports from retailers are getting kind of repetitive. It’s not just Tilly’s; they are all controlling inventory, slowing store openings (or closing stores), negotiating with landlords, trying to reduce operating expenses, doing omnichannel things and being generally grateful for anything that improves traffic and generates some incremental sales.
Tilly’s conference call printed out to just seven pages, with questions from three analysts. It’s just remarkable how Wall Street is losing interest in retail. Someday, this will translate into a huge buying opportunity in retail in general- kind of like Mexico right after Trump got elected.