Monitor Q1 2026 results for signs of stabilization in comparable sales and gross margin, as the company faces ongoing tariff headwinds and a challenging retail environment. The dividend increase may provide some shareholder support, but the significant earnings miss and lowered guidance suggest continued operational challenges.
Price Chart
Executive Summary
J.Jill reported a net loss of $3.5M in Q4 2026 with EPS of -$0.23, missing consensus by 104.8%, driven by a 3.1% sales decline and $3.1M in debt refinancing costs. Despite the miss, the company raised its quarterly dividend by 12.5% and guided for flat to down 2% revenue in FY26, signaling confidence in its turnaround strategy.
Key Financial Metrics
Key Facts
- Q4 2026 net sales declined 3.1% YoY to $138.4M, missing consensus of $144.3M
- Net loss was $3.5M vs. net income of $2.2M in Q4 2024, with EPS of -$0.23 vs. $0.14
- Adjusted EBITDA was $7.2M, down 50.3% YoY, with a margin of 5.2% vs. 10.2%
- Company incurred $3.1M in expenses related to debt refinancing in the period
- Guidance for FY26: revenue flat to down 2%, adjusted EBITDA of $70M-$75M
- Quarterly dividend increased by 12.5% to $0.09 per share
Financial Impact
Revenue miss of $5.9M and EPS miss of $0.65, with $3.1M in one-time debt refinancing costs
Risk Factors
- Ongoing tariff costs and supply chain disruptions could further pressure margins
- Comparable sales declined 4.8% in Q4, indicating persistent demand weakness
- Debt refinancing costs and elevated SG&A expenses are eroding profitability
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-133222 |
| Document: jill-20260331.htm | 0001193125-26-133222 |
| Document: 0001193125-26-133222-index-headers.html | 0001193125-26-133222 |
| Document: 0001193125-26-133222-index.html | 0001193125-26-133222 |
| Document: 0001193125-26-133222.txt | 0001193125-26-133222 |
| 8-K Data (Synthetic) | 0001193125-26-133222 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 9, 2026 23d ago | 8-K | $21.74 $23.77 | ▲ +9.34% | ▲ +9.67% | $24.84 (+14.26%) |
Jul 9, 2026 12w ago | Institutional Cluster | $15.83 $16.81 | ▲ +6.19% | ▲ +6.32% | $24.84 (+56.92%) |
Jun 12, 2026 16w ago | Institutional Cluster | $14.79 $14.82 | ▼ −0.20% | ▲ +0.47% | $24.84 (−67.95%) |
Jun 10, 2026 16w ago | 8-K | $13.58 $14.79 | ▼ −8.91% | ▼ −5.48% | $24.84 (−82.92%) |
Jun 5, 2026 17w ago | 8-K | $13.52 $14.68 | ▲ +8.58% | ▲ +6.47% | $24.84 (+83.73%) |
Apr 17, 2026 24w ago | 8-K | $12.72 $12.80 | ▲ +0.63% | ▼ −0.28% | $24.84 (+95.28%) |
Apr 10, 2026 25w ago | DEFA14A | $11.96 $12.72 | ▲ +6.35% | ▲ +3.06% | $24.84 (+107.69%) |
Mar 31, 2026 26w ago | 8-K | $11.37 $11.41 | ▼ −0.35% | ▲ +3.60% | $24.84 (−118.39%) |
US Market Status
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