JJill Inc · Q1 2026 earnings

Briefing

J.Jill reported Q1 FY2026 net sales of $144.4 million, down 6.0% year-over-year, with net income of $4.7 million.

J.Jill delivered first quarter results in line with expectations amid a 6.0% net sales decline and an 8.7% drop in comparable sales. Gross margin contracted to 68.3% due to $4.7 million in incremental tariff costs, while Adjusted EBITDA fell to $16.7 million. The company reaffirmed its full-year FY2026 outlook and provided Q2 guidance reflecting continued tariff impacts.

• Net sales decreased 6.0% to $144.4 million with direct-to-consumer sales representing 45.6% of total and declining 8.3%.
• Gross margin fell 350 basis points to 68.3% after incurring $4.7 million in net incremental tariff costs.
• Operating income margin declined to 6.1% and Adjusted EBITDA margin to 11.6%, with net income per diluted share at $0.31.
• Company ended Q1 with $36.3 million in cash, opened one store, closed two, and maintained 255 total stores.

Headline financials

Revenue & EPS history

Q2 FY2026 net sales expected to decline 1-3% and comparable sales 2-4%; full-year FY2026 outlook reaffirmed for net sales flat to down 2%, Adjusted EBITDA $70-75 million, and free cash flow $20 million.