Tilly's TLYS GC Redemption — Deferred Revenue

Similar metrics at other companies

TDUPGift Card — Deferred Revenue

$3.5M-53.3%

PLB

PLBYGift Card — Deferred revenues, current portion

$1.6M-5.9%

SPWHGift Card — Deferred Revenue

$30.61M+6.9%

ZUMZGift Cards — Deferred Revenue

$3.2M+10.3%

WRBYDeferred Revenue, Unredeemed Gift Cards

$3M+15.4%

AKAGift cards — Total deferred revenue

$12.04M+4.4%

Questions, answered.

What is Tilly's's GC redemption — deferred revenue?

Tilly's (TLYS) reported GC redemption — deferred revenue of $8M in Q1 2026.

How has Tilly's's GC redemption — deferred revenue changed year-over-year?

Tilly's's GC redemption — deferred revenue decreased by 9.1% year-over-year, from $8.8M to $8M.

What is the long-term trend for Tilly's's GC redemption — deferred revenue?

Over 4 years (2021 to 2025), Tilly's's GC redemption — deferred revenue has grown at a -1.1% compound annual growth rate (CAGR), from $35.4M to $33.8M.

What does GC redemption — deferred revenue mean?

This represents the outstanding balance of gift cards sold to customers that have not yet been redeemed for merchandise. It serves as a liability on the balance sheet, reflecting the company's future obligation to provide goods in exchange for these prepaid instruments. Monitoring this balance helps assess consumer demand and potential future revenue realization.