The earnings call highlighted J.Jill's disciplined expense management and successful implementation of a new OMS system, while also emphasizing challenges such as a decline in sales, negative impacts from the OMS cutover, and a decrease in gross margin. The decision to withdraw full-year guidance due to uncertainty further underscores the cautious outlook.
Company Guidance
During the J.Jill First Quarter 2025 Earnings Conference Call, the company reported a total sales decline of 4.9% to approximately $154 million compared to Q1 2024, with a comparable sales decline of 5.7%. Store sales fell by 4.4%, and direct sales, which accounted for about 47% of total sales, decreased by 5.4%. Despite these challenges, the company managed to achieve an EBITDA of $27.3 million, slightly above the upper end of their guidance range, primarily due to disciplined expense management. The gross margin decreased by 110 basis points to 71.8%, and SG&A expenses rose to $91 million, driven by store expenses, OMS-related costs, and merit increases. Adjusted net income per diluted share was $0.88, down from $1.22 last year. The company also repurchased 186,800 shares for approximately $3.5 million, leaving around $21 million of the $25 million share repurchase authorization. Looking ahead, J.Jill is withdrawing its full-year guidance due to macroeconomic uncertainties and to allow time for the new CEO, Mary Ellen Coyne, to assess the business. The company plans to continue investing in strategic areas, including marketing and systems, while opening between 1 to 5 net new stores in 2025, down from the previously planned 5 to 10.
Disciplined Expense Management
J.Jill delivered EBITDA above the high end of their previously guided range due to disciplined expense management despite challenges.
Successful OMS Cutover
The OMS project was successfully implemented, providing a modern platform for scaling and growth.
Loyal Customer Base
J.Jill has a strong and loyal customer base, which the new CEO, Mary Ellen Coyne, sees as a key opportunity for growth.
Strong Balance Sheet
J.Jill has a strong balance sheet with $31 million in cash and zero borrowings against the ABL, providing flexibility to navigate the current environment.
JJill (JILL) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
Jun 11, 2025
$16.84
$14.13
-16.09%
Mar 19, 2025
$18.53
$19.41
+4.75%
Dec 11, 2024
$27.47
$28.04
+2.07%
Sep 04, 2024
$31.93
$26.54
-16.88%
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 Sep 04, 2025, TBA Not Confirmed.
What is JJill Inc (JILL) earnings time?
JJill Inc (JILL) earnings time is at Sep 04, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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