WMT Inventories (Quarterly) data by YCharts. Additionally, more business restrictions were in place during the comparable quarter last year, leaving folks with fewer options on where they could spend their money. Tilly's CEO Ed Thomas commented on the evolution of its customer in prepared remarks that accompanied its earnings results on June 2: "We continue to focus on growing and improving our business over time, despite the near-term challenges of the highly inflationary environment and lapping last year's record-breaking results, which were fueled by unprecedented pandemic-related factors."