J.Jill (JILL) Tops Q1 EPS by 3c, Beats on Revenue; Offers Guidance
J.Jill (NYSE: JILL) reported Q1 EPS of $0.45, $0.03 better than the analyst estimate of $0.42. Revenue for the quarter came in at $144.4 million versus the consensus estimate of $144.31 million.
The following outlook assumes an average 20% reciprocal tariff rate on applicable inventory received prior to February 28, 2026, an average 10% tariff rate on applicable inventory received after February 28, 2026 through the second quarter of Fiscal 2026, and an average 15% tariff rate thereafter. The Company’s outlook does not assume any tariff refund benefit given ongoing uncertainties related to the timing and ultimate amount of full reimbursement. In addition, the Company\'s outlook assumes a second half unit inventory purchases positioned down in the mid-single digit percentage range compared to Fiscal 2025.
For the second quarter of fiscal 2026, the Company expects the following:
- Net Sales to decline 1% to 3% compared to fiscal 2025
- Comparable Sales to decline 2% to 4% compared to fiscal 2025
- Gross margin to decline approximately 100 basis points compared to fiscal 2025 incorporating approximately $4 million of net cost impact from tariffs
- Adjusted EBITDA of $18 million to $20 million
For earnings history and earnings-related data on J.Jill (JILL) click here.
