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JIJILL

J.Jill, Inc.

$JILL·$191M·Apparel - Retail·Consumer Cyclical
$18.59+6.4%YTD+27.9%1Y+5.0%
Mentions · last 7 days
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Price updated 12m ago·X counts updated 2d ago
JIJILL
$JILLJ.Jill, Inc.
$18.59+6.35%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $JILL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Stuck sidewaysWinding up for a moveAI verdict · as of 2026-07-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

J.Jill at $17.48 up 28% YTD on inflation-fears-improved-value-score framing — 7.5x FY26 EPS with insider distribution.

J.Jill is a $191M small-cap multi-channel women's apparel retailer. Equity +28% YTD and +5% TTM with the Sept 2 Q2 FY26 print as the near-term catalyst; the 'Turnaround Case Endures Despite Q1 Volatility' framing captures the tape action.

  • Q1 FY26 revenue was $144M (-6% YoY) with gross margin 68%, op margin 6%, EPS $0.32; Q4 FY25 was $138M (-3% YoY) with 63% GM and 0% op margin, EPS -$0.23 — sequential picture shows revenue stabilization plus gross-margin expansion and op-margin turning positive; the fundamentals validate the turnaround-continuing framing.
  • Valuation is 10.5x trailing P/E and 7.5x FY26 EPS of $2.33 (fiscal year ends late January), 8.6x FY27 EPS of $2.03 (a modest EPS-decline consensus) — cheap on both bases, and the 'Trades At 7x Multiples' framing correctly identifies the compressed multiple that could sustain further re-rating.
  • The 15 insider events cluster on July 8 (multiple J-Other and A-Award administrative actions) — these are standard vesting-plus-tax-withholding events rather than distribution signals; the pattern doesn't materially inform.
  • The 'Inflation Fears Are Back' plus 'Value Scores Improve' Zacks framing positions J.Jill in the specific defensive-women's-apparel value bucket alongside compressed-multiple peers.
  • Structural: 6.8M float ('tiny'), beta 0.86, position at 84% of 52-week range and +18% above 200d MA — tape has meaningfully rerated and is well-supported; the low float means the Sept 2 print could move the tape sharply either direction.

Sept 2 Q2 FY26 print is the pivotal event — revenue trajectory vs -6% Q1 pace, gross-margin sustainability at 68%, operating-margin trajectory back toward Q1 6%, and any specific FY26 guide-refresh matter more than reported EPS. What would break the setup: revenue decel below -8% AND gross-margin compression below 65%, since the +28% YTD move already prices continued turnaround execution.

What to watch: Sept 2 Q2 FY26 print (revenue trajectory vs -6% Q1 pace, gross-margin sustainability at 68%, operating-margin trajectory back toward Q1 6%, FY26 guide-refresh), any additional insider transactions beyond the July 8 administrative cluster, and general women's-apparel-sector sales datapoints.

On the calendar: 2026-09-02 — Q2 FY26 earnings

sentiment missing

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What it does

Plain-English summary of the business — what they sell and how they make money.

Multi-channel women's apparel retailer selling relaxed casual clothing under the J.Jill brand through stores and direct channels.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Retail sits in its cycle right now — and what that implies for $JILL.

Apparel - Retail · Consumer Cyclical

No material change from last week — TJX is being called 'Retail's Apex Predator' feasting on inflation, with excess inventory from full-price retailers expanding TJX's buying opportunity.

What this means for $JILL

Partial — Multi-channel women's apparel retailer selling relaxed casual clothing under the J.Jill brand through stores and direct channels; partial earnings exposure to apparel - retail demand dynamics through its product portfolio.

Industry benchmark

12-name peer basket
-0.6%YTD
+44.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
10.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
12.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
16.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
67.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 10, 2026$0.45$0.44+2.3%
Q4 2025Mar 31, 2026$-0.02$-0.12+83.3%
Q3 2025Dec 10, 2025$0.76$0.58+31.0%
Q2 2025Sep 3, 2025$0.81$0.72+12.5%
Next earningsWed, Sep 2·consensus EPS $0.59

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$144.4M-6.0%68.3%6.2%$0.32$-881K
Q4 FY25$138.4M-3.1%63.1%0.2%$-0.23$-11.7M
Q3 FY25$150.5M-0.5%70.9%9.9%$0.61$15.7M
Q2 FY25$154.0M-0.8%68.4%10.9%$0.69$17.1M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$593.8M$592.7M – $594.8M$2.33$2.26 – $2.403
FY27$590.4M$588.0M – $592.8M$2.03$1.98 – $2.094
FY28$603.6M$597.9M – $609.3M$2.45$2.37 – $2.564

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.84%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+19.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+18.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 6.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.865-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 61 other (23 awards · 22 others · 15 inkinds · 1 return) in window

See when $JILL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 58-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

J.Jill, Inc. held its 2026 virtual Annual Meeting on June 3, 2026. Shareholders elected two Class III directors — Michael Rahamim (9.85M for) and Mary Ellen Coyne (11.89M for) — to three-year terms expiring in 2029. Grant Thornton LLP was ratified as the independent auditor for fiscal year ending January 30, 2027, with 12.9M votes in favor. Additionally, concurrent with the meeting, the Board reduced its size to seven members following the retirement of director Andrew Rolfe. This is routine annual governance with one minor structural change.

8-KOfficer or director changeApr 178-K — Item 5.02: Officer or director change
AI summary

J.Jill, Inc. filed an 8-K (Item 5.02) on April 17, 2026, disclosing VP and Chief Accounting Officer James Guido's intent to retire effective May 1, 2026, with no disagreement cited. EVP and CFO/COO Mark Webb was designated as interim principal accounting officer effective May 1, 2026; no permanent CAO replacement was named. This is a routine officer departure with a temporary coverage arrangement — not immediately disruptive but the company will need a permanent CAO appointment.

8-KOfficer or director changeMar 208-K — Item 5.02: Officer or director change
+ 13 other (4 13Gs · 2 proxys · 1 10-Q · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Inflation Fears Are Back For Consumers—But These 3 Apparel Stocks Just Saw Their Value Scores Improvebenzinga.com·43d agoJ.Jill: Turnaround Case Endures Despite Q1 Volatilityseekingalpha.com·48d agoHere Are Thursday’s Best Wall Street Analyst Research Calls: Callaway Golf, Chewy, CME Group, Danaher, General Dynamics, Intel, SpaceX, Rocket Lab, Toast, and More247wallst.com·48d agoJ.Jill Trades At 7x Multiples, But This Is Fair Given The Assortment Riskseekingalpha.com·48d agoJ.Jill Q1 2026 Earnings Call Takeawayszacks.com·48d ago

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