BTIG lowers J.Jill stock price target to $26 on promotional pressure

Published 03/09/2025, 17:58
BTIG lowers J.Jill stock price target to $26 on promotional pressure

Investing.com - BTIG lowered its price target on J.Jill Inc (NYSE:JILL) to $26.00 from $30.00 on Wednesday, while maintaining a Buy rating on the women’s apparel retailer. According to InvestingPro data, the stock currently trades at a P/E ratio of 7.05, suggesting it may be undervalued compared to peers.

The price target reduction follows J.Jill’s second-quarter performance, which exceeded expectations on higher top-line results but relied heavily on promotions to clear inventory ahead of the third quarter. The company maintains impressive gross profit margins of 70.07%, despite the promotional environment.

BTIG noted increasing macroeconomic uncertainties in the second half of the year, reflected in J.Jill’s conservative third-quarter guidance, with the firm expecting a less promotion-driven top line as tariff-related price increases begin to affect both J.Jill and the broader industry.

The research firm expressed optimism about plans under new CEO Mary Ellen Coyne, who is implementing changes to assortments and marketing in the second half of 2025, with her complete influence on the business expected to be visible by Spring 2026.

Despite acknowledging macro uncertainties, BTIG believes J.Jill shares should command a better multiple as the company receives credit for its stronger balance sheet and more stable performance, with new leadership serving as a potential catalyst for accelerated change. The company maintains healthy financials with an EBITDA of $89.06 million over the last twelve months, supporting BTIG’s positive outlook.

In other recent news, J.Jill Inc reported stronger-than-expected earnings for the second quarter of 2025. The company achieved an earnings per share (EPS) of $0.81, surpassing the forecasted $0.76, which represents a 6.58% positive surprise. Total revenue for the quarter reached $154 million, slightly exceeding the anticipated $149.46 million. Despite these positive results, J.Jill’s stock experienced a decline in pre-market trading, as investors expressed concerns over future guidance and market conditions. These recent developments highlight the company’s financial performance and the market’s reaction to its outlook.

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