XPOF compared with TLYS: revenue, margins and what each company keeps, and the suppliers and customers both name

XPOFXponential Fitness, Inc.

Mkt capRevenueRevenue

TLYSTilly's, Inc.

Mkt capRevenueRevenue

Compare

XPOFXponential Fitness, Inc.

TLYSTilly's, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Save comparison

Revenue flow

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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XPOFXponential Fitness, Inc.

4.54▼−5.03%· post 4.54

Mkt cap$224.4MRevenue$66MQ2 FY26Revenue$315MFY25

TLYSTilly's, Inc.

4.32▼−0.11%· post 4.34

ClosedNov 3 '26

Mkt cap$132.1MRevenue$164MQ2 FY26Revenue$554MFY25

Compare

ClosedNov 3 '26

XPOFXponential Fitness, Inc.

TLYSTilly's, Inc.

4.54▼−5.03%post 4.54

Price

4.32▼−0.11%post 4.34

$224.4M

Mkt cap

$132.1M

Q2 FY26$66M

Revenue

$164MQ2 FY26

FY25$315M

Revenue

$554MFY25

XPOF4.54▼−5.03%vsTLYS4.32▼−0.11%ClosedNov 3 '26

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Price

Supply-chain overlap

Revenue flow

XPOF: latest quarter is a loss; flow not drawable.Method ›

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only XPOF 2

—ClubReadyunlistedsupplier

—Fit Commerceunlistedsupplier

Shared 0

No shared counterparties.

Only TLYS 48

—Afflictionunlistedsupplier

—Asicsunlistedsupplier

—BDGunlistedsupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

—

Billabong

unlistedsupplier

44 more · TLYS chain ›

Price

rebased to 0%

XPOF, solidTLYS, dashed