J.Jill Inc.
01/12/2026 | Press release | Distributed by Public on 01/12/2026 10:28
J.Jill, Inc. Raises Fourth Quarter Guidance Ahead of the 28th Annual ICR Conference (Form 8-K)
J.Jill, Inc. Raises Fourth Quarter Guidance Ahead of the 28th Annual ICR Conference
QUINCY, MA - January 12, 2026 - J.Jill, Inc. (NYSE:JILL) today raised its fourth quarter fiscal 2025 guidance in advance of its fireside chat and investor meetings at the 28th Annual ICR Conference.
Mary Ellen Coyne, Chief Executive Officer and President of J.Jill, Inc., commented, "We are pleased to raise our fourth quarter outlook following a stronger-than-anticipated finish to the holiday season. Looking ahead, we will continue to execute our strategic initiatives focused on unlocking future growth and expanding our customer base."
Outlook
For the Fourth Quarter of Fiscal 2025, the Company now expects the following:
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Net Sales to be down approximately 4% to 6% compared to fiscal 2024
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Comparable Sales to be down approximately 6% to 8% compared to fiscal 2024
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Adjusted EBITDA of $5.0 million to $6.0 million
The above guidance incorporates approximately $5.0 million of incremental cost impact from tariffs, net of vendor negotiated offsets, based on current tariff policies and consistent with prior expectations. The updated outlook for the Fourth Quarter of Fiscal 2025 compares to the previous guidance of total net sales down 5% to 7%, total comparable sales down 6.5% to 8.5%, and Adjusted EBITDA of $3.0 to $5.0 million.
Based on the updated expectations for the Fourth Quarter of Fiscal 2025, the Company expects the following for the Full Year Fiscal 2025:
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Net Sales to be down approximately 3% compared to fiscal 2024
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Comparable Sales to be down approximately 4% compared to fiscal 2024
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Adjusted EBITDA of $82.0 million to $83.0 million
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Total capital expenditures of approximately $20 million
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Net new store growth of 4 new stores
The updated outlook for Fiscal 2025 compares to the previous guidance of total net sales down approximately 3%, total comparable sales down approximately 4%, Adjusted EBITDA of $80.0 to $82.0 million, total capital expenditures of approximately $20 million and net new store growth of 4 new stores.
ICR Conference
The Company is scheduled to participate in a fireside chat at the 28th Annual ICR Conference, held at the Grande Lakes Orlando in Orlando, FL, on Tuesday, January 13, 2026 at 10:30 a.m. Eastern Time. The audio portion of the fireside chat will be webcast live over the Internet and can be accessed on the Company's Investor Relations website, http://investors.jjill.com/Investors-Relations/News-Events/events. An online archive will be available on that site following the fireside chat.
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About J.Jill, Inc.
J.Jill is a national lifestyle brand that provides apparel, footwear and accessories designed to help its customers move through a full life with ease. The brand represents an easy, thoughtful and inspired style that celebrates the totality of all women and designs its products with its core brand ethos in mind: keep it simple and make it matter. J.Jill offers a high touch customer experience through over 200 stores nationwide and a robust ecommerce platform. J.Jill is headquartered outside Boston. For more information, please visit www.jjill.com or http://investors.jjill.com. The information included on our websites is not incorporated by reference herein.
Non-GAAP Financial Measures
The Company has not provided a reconciliation of Adjusted EBITDA outlook for the fourth quarter and full year of fiscal 2025 to GAAP net income, the most directly comparable GAAP financial measure due to the inherent difficulty, without unreasonable efforts, to predict with reasonable certainty the amount or timing of non-GAAP adjustments that are used to calculate Adjusted EBITDA, including but not limited to: (a) tax-related items, (b) lease expenses for retail stores given ongoing negotiations, and (c) other non-recurring items not indicative of ongoing operating performance. These adjustments are uncertain, depend on various factors that are beyond our control and could have a material impact on net income for the fourth quarter of fiscal 2025.
To supplement our unaudited consolidated financial statements presented in accordance with generally accepted accounting principles ("GAAP"), we use the following non-GAAP measures of financial performance:
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Adjusted EBITDA, which represents net income plus (less) depreciation and amortization, income tax provision, interest expense, interest income, equity-based compensation expense, write-off of property and equipment, amortization of cloud-based software implementation costs, loss on extinguishment of debt, adjustment for exited retail stores, impairment of long-lived assets, loss due to hurricane, and other non-recurring items primarily consisting of non-ordinary course professional fees, non-employee share-based payments, CEO transition costs, severance expense, and legal settlements and fees associated with certain non-recurring transactions and events. We present Adjusted EBITDA on a consolidated basis because management uses it as a supplemental measure in assessing our operating performance, and we believe that it is helpful to investors, securities analysts and other interested parties as a measure of our comparative operating performance from period to period. We also use Adjusted EBITDA as one of the primary methods for planning and forecasting overall expected performance of our business and for evaluating on a quarterly and annual basis actual results against such expectations. Further, we recognize Adjusted EBITDA as a commonly used measure in determining business value and as such, use it internally to report results. We also use Adjusted EBITDA margin which represents, for any period, Adjusted EBITDA as a percentage of net sales.
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