CarParts.com vs Tilly's

CarParts.com (CARPARTS.COM INC) and Tilly's Inc are compared here to provide an impartial view of their business models, financial performance, and market context. This page explains how each company operates, where value is created, and the external factors that shape their roles in the sector, in clear terms for readers. Educational content, not financial advice.

CarParts.com (CARPARTS.COM INC) and Tilly's Inc are compared here to provide an impartial view of their business models, financial performance, and market context. This page explains how each company ...

Comparison Snapshot

Key Financial Metrics

PRTS

Metric

TLYS

$33.44M

Market Cap

$49.67M

28.05%

Potential Profit

29.31%

Hold

Analyst Rating

Hold

Investment Analysis

CarParts.com

PRTS

Pros

CarParts.com operates as a leading eCommerce provider in the automotive aftermarket, serving both the US and the Philippines with a diversified product portfolio.
The company has a growing digital presence with a mobile app that has reached approximately 1 million cumulative net downloads, supporting future customer engagement.
Management is actively exploring strategic alternatives including potential sale or strategic investments to unlock growth and potentially maximize shareholder value.

Considerations

CarParts.com reported ongoing net losses, with a second quarter 2025 net loss of $12.7 million and a negative adjusted EBITDA, indicating continued profitability challenges.
Revenue declined about 13% year-over-year in 2024, and the company has reported a large negative net income and negative cash flow, highlighting operational and financial risks.
The market capitalization and enterprise value are relatively low compared to industry peers, reflecting limited scale and possible valuation concerns amid financial weakness.

Tilly's

TLYS

Pros

Tilly's operates in the specialty retail sector with a strong brand presence in the youth lifestyle and apparel segment, capitalizing on fashion trends and seasonal demand.
The company has demonstrated revenue growth and improved profitability metrics in recent quarters, supported by a multi-channel strategy integrating e-commerce and physical store sales.
Tilly's maintains a healthy balance sheet with manageable debt levels and strong cash flow generation, enabling investment in marketing and expansion initiatives.

Considerations

The retail sector is highly competitive and cyclical, making Tilly's susceptible to macroeconomic factors like consumer spending shifts and inventory management risks.
Tilly's financial performance is sensitive to fashion trends which can be volatile, leading to risks of excess inventory or markdowns affecting gross margins.
Dependence on discretionary consumer spending exposes the company to softening demand during economic downturns and adverse seasonal impacts.

About The Companies

CarParts.com (PRTS)

CarParts.com, Inc. (PRTS) is an online retailer of aftermarket automotive parts and accessories, serving DIY consumers and independent repair shops through its ecommerce platform and distribution network. With a market capitalisation of about $47.4 million, it sits in the small‑cap segment and can exhibit higher share‑price volatility and lower trading liquidity than larger peers. Revenue drivers include catalogue breadth, supplier relationships, shipping capability and digital marketing efficiency. The business benefits from secular trends toward online parts purchasing but faces competition from national chains, other e‑commerce players and marketplaces. Key considerations for investors include revenue growth, gross margins, inventory management, cash flow and any reliance on third‑party platforms or suppliers. As with any small company, operational setbacks or supply‑chain issues can materially affect results. This overview is for educational purposes only and not personalised investment advice; investors should review filings and consider suitability for their own portfolios.

Tilly's (TLYS)

Tilly's, Inc. is a US-based specialty retailer focusing on casual apparel, footwear, and accessories for a young demographic. Operating over 240 stores across 33 states in various retail centres, from traditional malls to street-front locations, the company has a significant physical presence. In addition to its brick-and-mortar stores, Tilly's runs a comprehensive e-commerce website that mirrors its in-store product range, often supplemented with online exclusives. A key part of its strategy is the curated blend of popular third-party brands like Dr. Martens, Converse, and Dickies, alongside its own proprietary labels. This multi-channel, multi-brand approach is designed to capture a wide segment of the youth market. As with any retailer, its success is closely tied to fashion trends and consumer spending habits, which can be cyclical. This information is for educational purposes and not a recommendation to invest.

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