J.Jill beats Q4 sales estimates, raises dividend

JJill

31/03/2026 11:57

Overview

U.S. apparel retailer's Q4 sales fell 3.1% but beat analyst expectations

Adjusted net loss per share was $0.02, down from adjusted net income a year earlier

Company raised quarterly dividend by 12.5% and repurchased shares during the quarter

Outlook

J.Jill expects Q1 net sales to decline 5% to 7% versus prior yr

Company sees full-yr net sales flat to down 2% versus prior yr

J.Jill expects full-yr adjusted EBITDA of $70 mln to $75 mln

Result Drivers

TARIFF COSTS - Company said higher incremental tariff costs, net of vendor mitigation, weighed on gross margin in Q4

CUSTOMER ACQUISITION INITIATIVES - Co piloted new customer acquisition strategies and enhanced operational capabilities, per CEO Mary Ellen Coyne

DIRECT-TO-CONSUMER GROWTH - Direct to consumer net sales, which represented 53.5% of net sales, were up 2.6% compared to the fourth quarter of fiscal 2024

Company press release: ID:nBw9qFkl7a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$138.41 mln
$135.81 mln (5 Analysts)
Q4 Gross Profit
$87.31 mln
Q4 Operating Income
-$155,000
Q4 Pretax Profit
-$4.94 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the apparel & accessories retailers peer group is "buy"

Wall Street's median 12-month price target for JJill Inc is $17.50, about 17% above its March 30 closing price of $14.96

The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 6 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)