J.Jill, Inc. (JILL) Q3 2026 Earnings Call Transcript
J.Jill (JILL) came out with quarterly earnings of $0.76 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to earnings of $0.89 per share a year ago.
J.Jill's Q2 report continued with weak comparable sales growth. The company is failing to attract consumers. Earnings have seen significant deterioration from tariffs, slowing comparable sales, and increased promotional activity. J.Jill is working to revamp the assortment to expand the consumer base and gain back customers.
J.Jill, Inc.'s Q2 showed continued negative comps, higher promotions, and SG&A deleverage, with gross margins falling 210 bps despite some top line improvement. Management guides for an even more challenging Q3, expecting further sales and margin declines, with no visibility on Q4 or full-year recovery. Valuation appears fair at a 10% earnings yield but not compelling, as current pricing assumes no further deterioration despite mounting headwinds.
J.Jill's Q1 comps declined sharply, with management guiding for continued weakness and lack of assortment newness until FY26. Gross margin pressure was moderate, but sales declines led to significant SG&A deleverage and falling operating income. A new CEO brings potential for strategic change, but it's too early to judge the impact. The recent management changes at peers have been positive.
J.Jill's (JILL) stock tumbled 13% on Wednesday after the women's clothing retailer reported a bigger comparable sales drop than expected and pulled its forecasts for the full fiscal year.
J.Jill, Inc. (NYSE:JILL ) Q1 2025 Earnings Conference Call June 11, 2025 8:00 AM ET Company Participants Mark W. Webb - Executive VP and Chief Financial & Operating Officer Mary Ellen Coyne - CEO, President & Director Conference Call Participants Corey Tarlowe - Jefferies LLC, Research Division Dana Lauren Telsey - Telsey Advisory Group LLC Janine Marie Hoffman Stichter - BTIG, LLC, Research Division Jungwon Kim - TD Cowen, Research Division Marni Shapiro - Unidentified Company The Retail Tracker - Unidentified Company Operator Ladies and gentlemen, thank you for standing by.
J.Jill (JILL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
J.Jill's Q4 financials came nearly in line with expectations, with an overall muted performance. Despite several factors weakening the Q1 guidance, J.Jill expects relatively stable FY2025 earnings in a cautious consumer environment. As the stock has continued to decline, J.Jill's stock is significantly undervalued. I estimate 90% upside to a fair value of $35.7.
J.Jill, Inc. (NYSE:JILL ) Q4 2024 Earnings Conference Call March 19, 2025 8:00 AM ET Company Participants Claire Spofford - President and Chief Executive Officer Mark Webb - Executive Vice President, Chief Financial and Operating Officer Conference Call Participants Janine Stichter - BTIG Ryan Meyers - Lake Street Capital Markets Jonna Kim - TD Cowen Marni Shapiro - The Retail Tracker Dana Telsey - Telsey Group Corey Tarlowe - Jefferies Operator Thank you for standing by. My name is Pam and I will be your conference operator today.
J.Jill (JILL) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.23 per share a year ago.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.