J.Jill price target lowered to $16 from $22 at TD Cowen on consumer caution

Published 13/06/2025, 15:50
J.Jill price target lowered to $16 from $22 at TD Cowen on consumer caution

TD Cowen has reduced its price target on J.Jill Inc. (NYSE:JILL) to $16.00 from $22.00 while maintaining a Hold rating on the stock. The current stock price of $13.97 is trading near its 52-week low of $13.61, with InvestingPro analysis suggesting the stock is currently undervalued.

The firm cited weaker-than-expected first-quarter 2025 sales and noted that J.Jill has withdrawn its fiscal year 2025 guidance due to market uncertainty.

Quarter-to-date sales through May remain down by mid-single-digit percentages, though TD Cowen points out that comparisons will gradually become easier for the retailer.

TD Cowen described J.Jill as "a unique retailer with strong operating discipline" but expressed belief that headwinds will likely persist in the near term as consumers remain price conscious.

The firm maintains its neutral stance on J.Jill stock while acknowledging what it considers an "inexpensive valuation" of approximately 4 times the company’s fiscal year 2027 price-to-earnings ratio.

In other recent news, J.Jill Inc. released its first-quarter 2025 earnings, reporting an earnings per share (EPS) of $0.88, slightly surpassing the forecast of $0.87. However, the company’s revenue fell short, coming in at $153.6 million compared to the expected $158.7 million. The company has withdrawn its full-year guidance due to economic uncertainties, reflecting challenges in the retail sector. Gross margin decreased by 110 basis points to 71.8%, and adjusted EBITDA was reported at $27.3 million, down from $35.6 million the previous year. J.Jill is currently navigating a volatile economic environment, with consumer spending affected by macroeconomic factors. The company is implementing initiatives like the Order Management System and Ship From Store to address these challenges. Analysts have noted the revenue miss as a significant indicator of potential sales challenges, adding to the uncertainty surrounding the company’s future performance.

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