GICS Sector : Consumer Cyclical
J.Jill, Inc.operates as an omnichannel retailer for women's apparel under the J.Jill brand in the United States.The company offers knit and woven tops, bottoms, and dresses, as well as sweaters and outerwear; footwear; and accessories, including scarves, jewelry, and hosiery.
J.Jill reported total sales of $154 million, a decrease of 0.8% year-over-year, with adjusted EBITDA of $25.6 million, down from $30.2 million in the same period last year. The company's EPS came in at $0.81, beating estimates of $0.72. Gross margin stood at 68.4%, down 210 basis points year-over-year, largely due to tariff pressures. The company's cash position remains healthy, with $46 million in cash on hand.
Publication Date: Sep -23
The company's financial performance was marked by a decline in adjusted EBITDA, largely due to the impact of tariffs on gross margin. However, EPS beat expectations, indicating a degree of operational resilience. The company's free cash flow yield stands at 23.17%, suggesting a healthy cash generation capability.
Mary Coyne highlighted the company's focus on cultural progress, including the successful implementation of ship-from-store initiatives and a renewed focus on growing the customer base through product innovation and customer journey improvements. The company is also investing in digital and social engagement, with a new non-tender rewards program set to launch by year-end.
The company's P/E ratio stands at 7.34, indicating a relatively low valuation multiple. The EV/EBITDA ratio is 3.39, suggesting that the company's enterprise value is not excessively high relative to its EBITDA. With a dividend yield of 1.75%, the stock offers a relatively attractive income stream. As the company navigates the challenges posed by tariffs and consumer sentiment, its focus on operational discipline and customer growth initiatives will be crucial in driving future performance.
J.Jill, Inc. to Report Third Quarter Fiscal Year 2025 Results on December 10, 2025
Nov -26
J.Jill Names Viv Rettke as the Company's First Chief Growth Officer
Nov -19
J.Jill: A Risky But Rewarding Turnaround Case As Sales Trail
Sep -05
J.Jill Is Still Challenged And Expects A Worse Quarter Ahead, Only Fairly Valued
Sep -03
J.Jill (JILL) Surpasses Q2 Earnings and Revenue Estimates
Sep -03
J.Jill, Inc. Announces Second Quarter 2025 Results
Sep -03
J.Jill, Inc. to Report Second Quarter Fiscal Year 2025 Results on September 3, 2025
Aug -20
J.Jill, Inc. to Report Second Quarter Fiscal Year 2025 Results on September 3, 2025
Aug -20
J.Jill's 1.8% retail growth is driven by strategic pricing, effective inventory management, and a strong omnichannel presence. The company's focus on comfort and versatility resonates with its target demographic, while investments in digital marketing and loyalty programs foster customer retention and acquisition.
J.Jill's 2.2% growth is driven by increasing brand awareness, successful marketing campaigns, and strategic omnichannel expansion. The company's focus on comfort and versatility resonates with the target demographic, leading to higher sales. Additionally, J.Jill's efforts to enhance the customer experience through personalized services and loyalty programs contribute to the growth.
J.Jill offers a wide range of tops, including blouses, sweaters, and tunics, designed to provide comfort and style for women.
J.Jill's dress collection features a variety of styles, from casual to dressy, suitable for different occasions and body types.
J.Jill offers a selection of pants and jeans in different styles, fabrics, and fits, designed to provide comfort and versatility.
J.Jill's skirt collection includes a range of styles, from pencil skirts to maxi skirts, suitable for different occasions and body types.
J.Jill offers a variety of jackets and coats, including denim, leather, and trench coats, designed to provide style and warmth.
J.Jill's shoe collection features a range of styles, including boots, sandals, and sneakers, designed to provide comfort and style.
J.Jill offers a selection of accessories, including scarves, hats, and jewelry, designed to add a finishing touch to an outfit.
J.Jill, Inc. operates in the women's apparel industry, which has many substitutes. However, the company's focus on high-quality, comfortable, and stylish clothing helps to differentiate it from competitors.
J.Jill, Inc. has a loyal customer base, and customers have limited bargaining power due to the company's strong brand reputation and high-quality products.
J.Jill, Inc. relies on a few large suppliers for its raw materials, which gives them some bargaining power. However, the company's strong relationships with suppliers help to mitigate this risk.
The women's apparel industry has high barriers to entry, including significant capital requirements and the need for a strong brand reputation. This makes it difficult for new entrants to compete with J.Jill, Inc.
The women's apparel industry is highly competitive, with many established brands competing for market share. J.Jill, Inc. faces intense competition from companies like Ann Taylor, Loft, and Talbots.
| Value | |
|---|---|
| Debt Weight | 83.77% |
| Debt Cost | 9.03% |
| Equity Weight | 16.23% |
| Equity Cost | 9.03% |
| WACC | 9.03% |
| Leverage | 516.29% |
Value: 7.2
Growth: 5.0
Quality: 4.9
Yield: 5.0
Momentum: 0.5
Volatility: 3.3
1-Year Total Return ->
Value: 8.7
Growth: 4.0
Quality: 6.3
Yield: 2.0
Momentum: 0.5
Volatility: 4.0
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Value: 9.8
Growth: 2.8
Quality: 3.8
Yield: 6.0
Momentum: 1.5
Volatility: 1.3
1-Year Total Return ->
Value: 9.8
Growth: 1.1
Quality: 4.5
Yield: 5.0
Momentum: 1.5
Volatility: 1.7
1-Year Total Return ->
Value: 6.8
Growth: 1.7
Quality: 1.8
Yield: 0.0
Momentum: 8.5
Volatility: 2.7
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Value: 1.9
Growth: 2.1
Quality: 5.1
Yield: 1.0
Momentum: 5.0
Volatility: 2.0
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