JJill (1MJ1) AI Stock Analysis

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JJill

(Frankfurt:1MJ1)

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Positive Factors

Positive cash generationPositive operating and free cash flow provide internally generated funding for store, technology, and marketing investment. This strengthens financial resilience and gives J.Jill greater flexibility to support its brand and growth initiatives without relying entirely on external financing.

Negative Factors

Debt-heavy capital structureDebt remains high relative to equity for a retailer, which limits financial flexibility if demand weakens or operating costs rise. Interest and repayment obligations can compete with store expansion, technology spending, and shareholder returns during a softer trading period.

JJill (1MJ1) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 252.75M
Dividend Yield: 1.52%
Average Volume (3M): ―
Price to Earnings (P/E): 12.3
Beta (1Y): 0.50
Revenue Growth: -8.10%
EPS Growth: -28.23%
Country: Germany
Employees: 3,140
Sector: Consumer Cyclical
Sector Strength: 61
Industry: Apparel - Retail

JJill Business Overview & Revenue Model

Company Description

J.Jill, Inc. functions as a multi-channel retailer specializing in women's apparel, distributing its unique J.Jill brand merchandise across the United States. Its product selection features a broad range of clothing, including knit and woven tops, bo...

JJill Earnings Call Summary

Earnings Call Date:Sep 09, 2026(Q2-2026)|% Change Since:19.61%|Next Earnings Date:Dec 16, 2026

Earnings Call SentimentPositive

The call was strongly positive, with second-quarter sales and profitability exceeding expectations, improving customer trends, stronger product execution, raised full-year guidance, and continued investment in marketing, technology, and AI capabilities. The company also reported store sales declines, higher SG&A and fuel surcharge costs, tariff-rate uncertainty, assortment opportunities, and delayed store openings, but these challenges were fewer and less prominent than the reported operational progress and growth initiatives.

Positive Updates

Second-Quarter Sales Growth and Sequential Improvement

Second-quarter total company sales were $154.8 million, up 0.5% compared to Q2 2025, and comparable sales also increased 0.5%. Management said results exceeded expectations and represented a significant improvement in trend from the first quarter.

Negative Updates

Store Sales Decline

Store sales decreased 0.7% compared to Q2 2025 because stronger full-price sales were more than offset by a decline in markdown selling in stores.

Company Guidance

The outlook includes net tariff refunds, strategic investments, and cost coverage assumptions: third quarter adjusted EBITDA is expected to be in the range of $20 million-$22 million, with sales up 3%-5%, comps up 1%-3%, and gross margins about flat compared to last year; tariff rates are estimated at 10%-12.5% for goods landed in the second half, with second half tariff costs at current rates expected to be down approximately $1 million compared to prior expectations and down versus last year, beginning in fourth quarter. Full-year adjusted EBITDA is now expected to be in the range of $75 million-$80 million, sales flat to up 2% versus last year, comp sales between down 1% to up 1%, gross margin up 100 to 150 basis points versus prior year, capital expenditures between $20 million and $25 million, one and three net new stores this year, with two planned to open in the third quarter, and free cash flow approximately $40 million; investments are expected to be fairly evenly split between the third and fourth quarters, resulting in a bigger impact to Q4.

JJill Risk Analysis

JJill disclosed 57 risk factors in its most recent earnings report. JJill reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

JJill Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

DE:1MJ1 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
Sector *	61Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
GCO	61Neutral	$400.13M	8.86	7.60%	―	3.00%	―
LE	58Neutral	$272.99M	0.79	95.71%	―	0.40%	5804.60%
CAL	52Neutral	$464.09M	8.15	8.38%	2.12%	7.32%	-13.12%
SFIX	44Neutral	$365.46M	-29.91	-6.22%	―	6.39%	57.76%
CATO	39Underperform	$45.20M	-7.55	-3.39%	―	-1.10%	70.99%

* Consumer Cyclical Sector Average

Performance Comparison

DE:1MJ1 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:1MJ1	J.Jill, Inc.	19.90	8.67	77.16%
CATO	Cato Corporation	2.24	-1.11	-33.13%
GCO	Genesco	35.49	4.74	15.41%
LE	Lands' End, Inc	9.05	-6.21	-40.69%
CAL	Caleres Inc	13.20	3.49	36.00%
SFIX	Stitch Fix	2.84	-1.29	-31.23%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

JJill AI Stock Analysis