J.Jill Trades At 7x Multiples, But This Is Fair Given The Assortment Risk
J.Jill reported a challenging 1Q26 with comps down high single digits and gross margin contracting 350bps, in line with weak guidance. JILL is undergoing a high-risk assortment transition to attract younger customers, leading to sales declines and margin compression. Despite a low 7-7.5x cash-based income multiple, JILL's valuation is only fair given elevated business risk and uncertain turnaround success.
J.Jill Q1 2026 Earnings Call Takeaways
J.Jill maps an early brand transformation as Q1 EPS slips, tariffs bite margins, and accessories/jackets draw younger new customers.
J.Jill, Inc. (JILL) Q1 2027 Earnings Call Transcript
J.Jill, Inc. (JILL) Q1 2027 Earnings Call Transcript
J.Jill Q1 Earnings Call Highlights
J.Jill NYSE: JILL executives said the women's apparel retailer delivered first-quarter results in line with internal expectations while continuing a brand and product transition aimed at broadening its customer base.
J.Jill (JILL) Tops Q1 Earnings and Revenue Estimates
J.Jill (JILL) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.88 per share a year ago.
J.Jill, Inc. (JILL) Shareholder/Analyst Call Prepared Remarks Transcript
J.Jill, Inc. (JILL) Shareholder/Analyst Call Prepared Remarks Transcript
J.Jill Is Now Undervalued After The Recent Sell-Off
J.Jill is undervalued, trading at a forward P/E of 6.42, with a buy rating based on 2026 guidance and store expansion. JILL's negative comps are offset by new store openings, especially in reentry markets, supporting potential flat revenue growth despite tariff headwinds. Tariffs will pressure margins in early 2026, but pricing power and high-quality product positioning could enable margin recovery later in the year.
J.Jill, Inc. (JILL) Q4 2026 Earnings Call Transcript
J.Jill, Inc. (JILL) Q4 2026 Earnings Call Transcript
Should Value Investors Buy J.Jill (JILL) Stock?
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.
Why J.Jill (JILL) is Poised to Beat Earnings Estimates Again
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.
Are Investors Undervaluing J.Jill (JILL) Right Now?
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.
J.Jill Expects A Bad Q4, But Could Become An Opportunity Then
J.Jill delivered a superficially stable 3Q25, but underlying store traffic and profitability trends are concerning. Management guides to a sharp 4Q25 downturn, with comps down mid-to-high single digits and EBITDA nearly wiped out. New strategy includes a risky shift from catalogs to digital/TV marketing, with execution risk given JILL's older customer base.
