As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at apparel retailer stocks, starting with Tilly's (NYSE: TLYS).

Apparel sales are not driven so much by personal needs but by seasons, trends, and innovation, and over the last few decades, the category has shifted meaningfully online. Retailers that once only had brick-and-mortar stores are responding with omnichannel presences. The online shopping experience continues to improve and retail foot traffic in places like shopping malls continues to stall, so the evolution of clothing sellers marches on.

The 9 apparel retailer stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 1.4% while next quarter’s revenue guidance was in line.

Luckily, apparel retailer stocks have performed well with share prices up 11% on average since the latest earnings results.

Best Q4: Tilly's (NYSE: TLYS)

With an emphasis on skate and surf culture, Tilly’s (NYSE: TLYS) is a specialty retailer that sells clothing, footwear, and accessories geared towards fashion-forward teens and young adults.

Tilly's reported revenues of $155.1 million, up 5.3% year on year. This print exceeded analysts’ expectations by 4.3%. Overall, it was an incredible quarter for the company with EPS guidance for next quarter exceeding analysts’ expectations and a beat of analysts’ EPS estimates.

"Our positive comparable store net sales momentum accelerated in the fourth quarter of fiscal 2025 and produced our first profitable fourth quarter and full-year positive comp sales since fiscal 2021," commented Nate Smith, President and Chief Executive Officer.

Tilly's pulled off the biggest analyst estimates beat of the whole group. Unsurprisingly, the stock is up 163% since reporting and currently trades at $4.28.

Is now the time to buy Tilly's? Access our full analysis of the earnings results here, it’s free.

Victoria's Secret (NYSE: VSCO)

Spun off from L Brands in 2020, Victoria’s Secret (NYSE: VSCO) is an intimate clothing and beauty retailer that sells its own brands of lingerie, undergarments, and personal fragrances.

Victoria's Secret reported revenues of $2.27 billion, up 7.8% year on year, outperforming analysts’ expectations by 2%. The business had a very strong quarter with revenue guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EBITDA estimates.

Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 13.6% since reporting. It currently trades at $51.82.

Is now the time to buy Victoria's Secret? Access our full analysis of the earnings results here, it’s free.

Slowest Q4: Lululemon (NASDAQ: LULU)

Originally serving yogis and hockey players, Lululemon (NASDAQ: LULU) is a designer, distributor, and retailer of athletic apparel for men and women.

Lululemon reported revenues of $3.64 billion, flat year on year, exceeding analysts’ expectations by 1.8%. Still, it was a slower quarter as it posted EPS guidance for next quarter missing analysts’ expectations and full-year EPS guidance missing analysts’ expectations.

As expected, the stock is down 18.1% since the results and currently trades at $130.37.

Read our full analysis of Lululemon’s results here.

Gap (NYSE: GAP)

Operating under the Gap, Old Navy, Banana Republic, and Athleta brands, Gap (NYSE: GAP) is an apparel and accessories retailer selling casual clothing to men, women, and children.

Gap reported revenues of $4.24 billion, up 2.1% year on year. This number was in line with analysts’ expectations. More broadly, it was a mixed quarter as it also logged an impressive beat of analysts’ EBITDA estimates but full-year EPS guidance missing analysts’ expectations.

Gap had the weakest performance against analyst estimates among its peers. The stock is down 13% since reporting and currently trades at $23.67.

Read our full, actionable report on Gap here, it’s free.

Abercrombie and Fitch (NYSE: ANF)

Founded as an outdoor and sporting brand, Abercrombie & Fitch (NYSE: ANF) evolved to become a specialty retailer that sells its own brand of fashionable clothing to young adults.

Abercrombie and Fitch reported revenues of $1.67 billion, up 5.4% year on year. This result met analysts’ expectations. Zooming out, it was a slower quarter as it logged EPS guidance for next quarter missing analysts’ expectations significantly and revenue guidance for next quarter missing analysts’ expectations.

The stock is down 20.9% since reporting and currently trades at $78.50.

Read our full, actionable report on Abercrombie and Fitch here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.