Earnings summaries and quarterly performance for J.Jill.
Executive leadership at J.Jill.
Mary Ellen Coyne
Detailed
Chief Executive Officer and President
CEO
ES
Elliot Staples
Detailed
Senior Vice President, Creative Director
MM
Maria Martinez
Detailed
Senior Vice President, Chief Human Resources Officer
MW
Mark Webb
Detailed
Executive Vice President, Chief Financial Officer and Chief Operating Officer
Board of directors at J.Jill.
Research analysts who have asked questions during J.Jill earnings calls.
Corey Tarlowe
Jefferies
7 questions for JILL
Also covers: AEO, ANF, BOOT +14 more
MS
Marni Shapiro
The Retail Tracker
7 questions for JILL
Also covers: AEO, ANF, BBWI +10 more
Janine Stichter
BTIG
4 questions for JILL
Also covers: AEO, ANF, BIRK +13 more
JK
Jonna Kim
TD Cowen
4 questions for JILL
Also covers: AEO, AKA, BBWI +5 more
Dana Telsey
Telsey Advisory Group
3 questions for JILL
Also covers: , AEO, AKA +44 more
JH
Janine Hoffman Stichter
Stifel
3 questions for JILL
Also covers: , BIRK, FL +6 more
JK
Jungwon Kim
BTIG, LLC
3 questions for JILL
Also covers: BBWI, BTMD, OLPX +2 more
RM
Ryan Meyers
Lake Street Capital Markets
3 questions for JILL
Also covers: AKA, BARK, FTLF +13 more
Dylan Carden
William Blair & Company
2 questions for JILL
Also covers: ANF, BIRD, BOOT +12 more
MB
Marcus Belanger
William Blair
1 question for JILL
Also covers: SFIX
MV
Marcus Valandro
William Blair
1 question for JILL
Recent press releases and 8-K filings for JILL.
J.Jill outlines 2026 growth strategy and capital allocation priorities
JILL
Guidance Update
New Projects/Investments
Demand Weakening
- J.Jill experienced a difficult 2025 due to consumer sentiment and tariff announcements, leading to conservative planning for 2026, including mid-single-digit inventory reductions in the first half of the year.
- The company is focused on achieving "slow, measured, consistent growth" in 2026 through product evolution with newness flowing in Q1 and Q2, a shift in marketing towards digital channels, the recent hiring of a Chief Growth Officer, and continued store expansion that offers attractive returns.
- J.Jill maintains a very strong balance sheet and prioritizes capital allocation towards business investments, balance sheet strength, and total shareholder return, which includes a 14% dividend increase and $18 million remaining on its $25 million share repurchase authorization as of the end of Q3.
- The company anticipates $12 million in elevated Cost of Goods Sold (COGS) from tariffs in 2026, following $8 million in 2025, and is implementing mitigation strategies such as vendor collaboration, strategic pricing, and supply chain adjustments.
Jan 13, 2026, 3:30 PM
J.Jill Discusses 2026 Strategy, Financial Priorities, and Tariff Impact at ICR Conference
JILL
Guidance Update
Dividends
Share Buyback
- J.Jill's new management, led by CEO Mary Ellen Coyne, is focused on product evolution, marketing, and customer base growth after a difficult 2025, with new product flow expected in Q2 2026.
- The company is planning conservatively for 2026 due to ongoing consumer caution, with first-half inventory buys down mid-single digits.
- J.Jill has four priorities for cash utilization: investing in the business (including store growth and technology), maintaining a strong balance sheet (debt refinanced in December), total shareholder return (dividends and share repurchases), and potential M&A.
- The company faces $20 million in elevated Cost of Goods Sold (COGS) due to tariffs, with $8 million impacting 2025 and an additional $12 million expected in 2026, primarily in the first half.
Jan 13, 2026, 3:30 PM
J.Jill Outlines 2026 Strategy and Financial Priorities
JILL
Guidance Update
Dividends
Share Buyback
- J.Jill is focused on slow, measured, consistent growth in 2026, driven by product evolution, marketing rebalancing, and strategic store growth, while leveraging AI.
- Despite a difficult 2025 marked by consumer pullback, the company plans conservatively for 2026, with first-half inventory buys down in the mid-single digits.
- The company maintains an incredibly strong balance sheet and prioritizes shareholder returns through an ordinary dividend program (increased 14% at the beginning of 2026) and a $25 million share repurchase authorization ($18 million remaining as of Q3 2025).
- Elevated COGS from tariffs are projected at $20 million net of vendor participation, with $8 million impacting 2025 and an additional $12 million expected in 2026.
Jan 13, 2026, 3:30 PM
J.Jill, Inc. Raises Fourth Quarter and Full Year Fiscal 2025 Guidance
JILL
Guidance Update
Demand Weakening
- J.Jill, Inc. raised its fourth quarter fiscal 2025 guidance on January 12, 2026, following a stronger-than-anticipated holiday season finish.
- The company now expects Q4 fiscal 2025 net sales to be down approximately 4% to 6% (previously down 5% to 7%) and comparable sales to be down approximately 6% to 8% (previously down 6.5% to 8.5%) compared to fiscal 2024.
- Adjusted EBITDA for Q4 fiscal 2025 is now projected between $5.0 million and $6.0 million, an increase from the prior guidance of $3.0 million to $5.0 million.
- For the full year fiscal 2025, Adjusted EBITDA guidance was raised to $82.0 million to $83.0 million, up from the previous range of $80.0 million to $82.0 million.
Jan 12, 2026, 11:45 AM
J.Jill, Inc. Raises Fourth Quarter and Full Year Fiscal 2025 Guidance
JILL
Guidance Update
Demand Weakening
Earnings
- J.Jill, Inc. raised its fourth quarter fiscal 2025 guidance for net sales, comparable sales, and Adjusted EBITDA.
- For the fourth quarter of fiscal 2025, the company now expects net sales to be down approximately 4% to 6%, comparable sales down approximately 6% to 8%, and Adjusted EBITDA between $5.0 million and $6.0 million.
- The updated outlook for the full year fiscal 2025 includes Adjusted EBITDA of $82.0 million to $83.0 million.
- The guidance incorporates approximately $5.0 million of incremental cost impact from tariffs.
Jan 12, 2026, 11:45 AM
J.Jill Raises Fourth Quarter Guidance
JILL
Guidance Update
Revenue Acceleration/Inflection
- J.Jill, Inc. raised its fourth quarter fiscal 2025 guidance.
- The updated outlook follows a stronger-than-anticipated finish to the holiday season.
- The company will participate in the 28th Annual ICR Conference.
Jan 12, 2026, 11:45 AM
J.Jill, Inc. Completes Refinancing Transaction
JILL
Debt Issuance
- J.Jill, Inc. announced the completion of the refinancing of its existing credit agreement with a new $75 million senior secured five-year term loan facility on December 15, 2025.
- This refinancing is expected to result in annual cash interest expense savings of approximately $2.0 million, excluding one-time accelerated debt issuance costs.
- The new facility, provided by an affiliate of Manulife | Comvest Credit Partners, replaces the company's previous term loan credit agreement dated April 5, 2023, aiming for enhanced financial flexibility and improved terms.
Dec 15, 2025, 10:28 PM
J.Jill completes refinancing transaction
JILL
Debt Issuance
- J.Jill, Inc. has successfully completed the refinancing of its existing credit agreement.
- The company secured a new $75 million senior secured five-year term loan facility from an affiliate of Manulife | Comvest Credit Partners.
- This refinancing replaces the previous term loan credit agreement dated April 5, 2023, and is expected to generate annual cash interest expense savings of approximately $2.0 million.
Dec 15, 2025, 9:05 PM
J.Jill Reports Q3 2026 Results and Provides Q4 2026 Outlook
JILL
Earnings
Guidance Update
Demand Weakening
- J.Jill reported Q3 2026 sales of approximately $151 million, a 0.5% decrease compared to Q3 2024, with adjusted diluted earnings per share of 76 cents.
- The company achieved better-than-expected earnings results for Q3, driven by positive responses to new product assortments and successful rebalancing of its marketing mix towards digital channels.
- For Q4 2026, J.Jill anticipates sales to be down approximately 5%-7% and adjusted EBITDA to be in the range of $3-$5 million, reflecting significant gross margin pressure from an estimated $5 million in net tariffs and an elevated promotional environment.
- J.Jill noted a challenging competitive market as it exited October and entered November, characterized by early and deep promotions and increasing customer price sensitivity.
- The company is focused on strategic initiatives including evolving product assortments, enhancing the customer journey, and improving operational efficiencies, which includes the creation of a new Chief Growth Officer role to advance AI initiatives.
Dec 10, 2025, 1:00 PM
J.Jill Reports Q3 2026 Results and Provides Q4 Outlook
JILL
Earnings
Guidance Update
Demand Weakening
- J.Jill reported Q3 2026 sales of $151 million, a 0.5% decrease compared to Q3 2024, with adjusted EBITDA of $24.3 million and adjusted diluted EPS of $0.76.
- The company provided Q4 2026 guidance, expecting sales to be down 5%-7% and adjusted EBITDA in the range of $3 million-$5 million, reflecting significant gross margin pressure from an elevated promotional environment and $5 million in net tariffs.
- Strategic initiatives include evolving product assortments, enhancing the customer journey through digital channels and new store openings, and improving operational efficiencies with decisive cost actions and the creation of a new Chief Growth Officer role to lead e-commerce and AI initiatives.
- J.Jill continued its shareholder return program, repurchasing 115,612 shares for $2 million in Q3 and approving a Q4 dividend of $0.08 per share.
Dec 10, 2025, 1:00 PM
Quarterly earnings call transcripts for J.Jill.
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