Mar. 27 at 5:16 PM
$BARK $XRT $IWM $TNA Tilly's (TLYS) turnaround and 200% jump in 2 weeks is a case study for dirt-cheap
$BARK
As noted in my previous post,
$TLYS traded at about
$1.40 per share until February 2026, so
$TLYS' Enterprise Value at
$1.40 per share was only 0.2 times its revenue !!!
After many quarters of flatish revenue and losses,
$TLYS announced profitability a few days ago in Q4 FY 2025, so stock re-rating took place and its stock has jumped 200% over the last couple of weeks, so
$TLYS is now at
$4.20 per share !!!
This will be the case for
$BARK in 2026 !!!
Debt-free
$BARK at
$0.60 per share is insanely cheap, because its Enterprise Value is only 0.2 times its revenue !!!
Debt-free
$BARK will be profitable in 2026 thanks to its recent growth initiatives and the news below, so its stock can TRIPLE as a result of this successful turnaround and stock re-rating.
Based also on its peers' valuation, BARK should trade at about
$2 per share: https://www.businesswire.com/news/home/20260323657903/en/BARK-Announces-Up-To-%2428-million-in-Annual-Savings-Due-to-Cost-Reduction-Initiatives-and-Potential-for-Approximately-%2415-million-in-IEEPA-Tariff-Refunds
