J.Jill beats Q2 forecasts, expects flat-to-lower sales in current quarter

Published 03/09/2025, 12:02

Investing.com -- J.Jill reported second-quarter results ahead of expectations and offered gloomy sales guidance for the third quarter of fiscal 2025. The company’s shares edged slightly lower in premarket trading Wednesday. 

The retailer reported Q2 earnings per share (EPS) of $0.81, exceeding the average analyst estimate of $0.76, on revenue of $154 million versus the consensus of $149.46 million.

Comparable sales fell 1% year-on-year, while direct-to-consumer sales, representing 46.4% of the total, declined 2.2%.

Adjusted EBITDA came in at $25.6 million compared with $30.2 million a year earlier, with the margin narrowing to 16.6% from 19.4%.

Gross margin slipped to 68.4% from 70.5%.

The company closed two stores during the quarter, bringing the total to 247, up from 244 in the prior-year period.

“During the second quarter we saw sequential improvement in sales trends each month as traffic improved and customers responded positively to the summer sale period," said Mary Ellen Coyne, CEO and President of J.Jill.

"In line with our operating model disciplines, we took actions in season to enter the second half of the year with inventories more aligned with current trends, and we are pleased with how our teams are continuing to navigate a very dynamic environment.”

For the third quarter, J.Jill expects net sales to be flat to down low single digits year-on-year, with comparable sales down low to mid-single digits.

Adjusted EBITDA is projected between $18 million and $22 million, incorporating about $5 million in incremental tariff-related costs, net of vendor offsets.

For the full year, the company maintained its outlook for capital expenditures of $20 million to $25 million and net new store growth of one to five locations.

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