JJill Inc (JILL)
NYSE:JILL
Earnings Data
Report Date
Jun 10, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.42Last Year’s EPS
0.88Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced positive operational achievements and financial discipline (cash generation, share repurchases/dividend increase, OMS implementation, targeted investments and leadership hires) against clear near-term headwinds: declining comps, promotional pressure, rising tariffs (projected to double vs prior year), margin compression in Q4 and lower near-term profitability guided for 2026. Management presents a credible multi-year plan (test-and-learn product evolution, MP&A rollout) but underscores that the transition will take time and will pressure results in the near term.Company Guidance
Strong cash generation and disciplined capital returns
Fiscal 2025 generated $42.1M cash from operations and $23.2M free cash flow. Management repurchased $10.4M (≈637,700 shares) and paid ~$5M in ordinary dividends; Board approved a $0.09 dividend for Q2 2026 (a $0.01 / 12.5% increase). $14.1M of repurchase authorization remained as of Jan 31, 2026.
Solid full-year gross margin and balance sheet flexibility
For fiscal 2025 the company maintained a gross margin rate of 68.7% despite approximately $7.5M of incremental net tariff costs, reflecting operational resilience and a strong balance sheet that supports strategic investments.
Operational & technology modernizations underway
Successfully implemented a modern OMS in March 2025 and created a Chief Growth Officer role to lead e-commerce and AI initiatives. Launched an Anaplan merchandise planning & allocation (MP&A) project with expected meaningful benefits beginning in 2027. CapEx for FY2026 guided to ~$25M to support new stores and systems.
Store expansion and constructive store performance
Opened 7 stores in Q4, ended FY2025 with 256 stores (net +4). Management expects net +~5 stores in FY2026, noting reentry stores ramp quickly and new markets take 3–5 years to mature.
Year-over-year improvements in some retail metrics
Q4 showed stronger average unit retail and average transaction values partially offsetting weaker traffic and conversion; direct sales mix remained a majority at 53.5% of total sales in Q4 2025.
Proactive strategic repositioning and talent additions
Launched a deliberate 'test-and-learn' product evolution to broaden the customer file (targeting ages ~45–65, moving to middle of that range). Strengthened leadership bench with hires including a Chief Merchandising Officer (July) and first-ever Chief Growth Officer (November).
JILL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
JILL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 31, 2026 | $14.96 | $11.46 | -23.40% |
Dec 10, 2025 | $16.40 | $14.18 | -13.53% |
Sep 03, 2025 | $16.70 | $16.32 | -2.25% |
Jun 11, 2025 | $16.58 | $13.91 | -16.10% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does JJill Inc (JILL) report earnings?
JJill Inc (JILL) is schdueled to report earning on Jun 10, 2026, Before Open (Confirmed).
What is JJill Inc (JILL) earnings time?
JJill Inc (JILL) earnings time is at Jun 10, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is JILL EPS forecast?
JILL EPS forecast for the fiscal quarter 2026 (Q1) is 0.42.