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J.Jill (JILL) investor relations material
J.Jill Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary10 Dec, 2025
Executive summary
Q3 net sales were $150.5 million, down 0.5% year-over-year, with gross margin at 70.9% and net income of $9.2 million; direct to consumer sales grew 2% and represented 46.8% of total sales.
Comparable sales decreased 0.9%, with positive customer response to new product assortments and digital marketing driving new customer growth.
SG&A expenses increased due to non-recurring, shipping, and technology costs, impacting net income and operating margin.
Opened two new stores in Chicago and Houston, ending Q3 with 249 stores and promising early results.
Early Q4 trends showed increased price sensitivity and less resonance with holiday assortments.
Financial highlights
Q3 gross profit was $106.7 million, with gross margin at 70.9%, down from 71.4% year-over-year, mainly due to $2.5 million in tariffs.
SG&A expenses rose to $91.8 million (61.0% of sales), up from $88.6 million (58.6% of sales) year-over-year.
Adjusted EBITDA was $24.3 million (16.1% margin), down from $26.8 million (17.7% margin) in the prior year.
Net income for the quarter was $9.2 million, with adjusted net income per diluted share of $0.76.
Cash and cash equivalents at quarter-end were $58.0 million, with $19 million cash from operations.
Outlook and guidance
Q4 sales expected to decline 5%-7%, with comparable sales down 6.5%-8.5% and adjusted EBITDA guidance of $3 million-$5 million.
Full-year sales expected to be down about 3%, comparable sales down about 4%, and adjusted EBITDA between $80 million and $82 million.
Seven new stores to open in Q4; net new store growth of 4 stores anticipated for FY25.
2025 capital expenditures projected at $20 million.
Management believes current liquidity and access to capital are sufficient for operational and strategic needs.
What is the expected Q4 gross margin impact from tariffs?
How will product newness evolve in H1 2026?
Key learnings from the NY store pilot
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Q4 202619 Mar, 2026
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Frequently asked questions
J.Jill, Inc., operates as an omnichannel retailer for women's apparel under the J.Jill brand in the United States. The company operates through two segments, Retail and Direct/Catalog. Its retail segment offers women's apparel, accessories, outerwear, home furnishings, and gifts through a network of J.Jill retail stores located in New York City; Atlanta; Washington, D.C.; Boston; Chicago; Los Angeles; Minneapolis; Philadelphia; Portland, Ore.; San Francisco; South Bend, Ind.; Seattle; and Providence, R.I., as well as through internet storefronts at jjill.com and www.knowyourlooksjill.com and mobile applications on Android and iPhone platforms. The company also services customers through its e-commerce webiste at jjill.com, which offers home delivery to local areas throughout Southern California and New York City metropolitan area via its fleet of couriers and delivery vans, as well as through catalogs mailed four times annually to approximately 2 million customers throughout the United States via various mailing methods. J.Jill, Inc is based in Quincy, Massachusetts.
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