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JIJILL

J.Jill, Inc.

$JILL·$168M·Apparel - Retail·Consumer Cyclical
$14.79+1.1%YTD+8.2%1Y+4.5%
Mentions · last 7 days
2026-06-06: 13 posts2026-06-07: 13 posts2026-06-08: 6 posts2026-06-09: 12 posts2026-06-10: 31 posts2026-06-11: 11 posts2026-06-12: 4 posts90+5%
Price updated 19h ago·X counts updated 19h ago
JIJILL
J.Jill, Inc.$JILL
$14.79+1.09%90 posts+5%
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.

Proven numbersStalledAI verdict · as of 2026-06-13

The move has stalled — likely just drifts unless something new shows up.

J.Jill is a multi-channel women's apparel retailer (253 stores plus e-commerce + catalog) selling tops, bottoms, dresses, sweaters, outerwear, footwear, accessories under the J.Jill brand — Quincy MA, $168M market cap. Fundamentals: PE 10.5x, gross margin 68% (specialty retail), operating margin 7%, ROE 17%, FCF yield 12%, debt-to-equity 1.76, EV/EBITDA 6.4x — cheap. Q1 fiscal 2027 (May 2) revenue declined 6% YoY to $144M, but EPS surprised +2.3% ($0.45 vs $0.44 estimate) — third consecutive beat after a string of double-digit beats. Float microcap-tiny at 6.8M shares. Beta 0.90. Stock is +8% YTD, +4.5% T12M, 52nd-percentile of 52-week range. The slowing revenue trend (-6%, -3%, -0.5%, -0.8% YoY recent prints) is the bear case despite continued EPS beats from cost discipline. Director Rolfe D-Return event 6/3 (return of shares).

What to watch: Whether Q2 (Sep 2) returns revenue to flat-or-positive YoY AND operating margin holds above 9% — both green restart the move; another -6% revenue print reseals the stalled trade.

sentiment missing

Read the AI verdict + X sentiment for $JILL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

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, bottoms, and dresses, alongside sweaters and outerwear. The company also supplies footwear and various accessories like scarves, jewelry, and hosiery. Shoppers can purchase items via its brick-and-mortar stores, its online platform, and through direct mail catalogs. As of March 22, 2022, the company managed 253 retail locations. This enterprise, founded in 1959, is headquartered in Quincy, Massachusetts.

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

Athleisure demand normalization and tariff-driven input cost uncertainty are the sector headwinds — LULU faces China growth miss and North American comp deceleration. Off-price (TJX, ROST) is the defensive play benefiting from both consumer trade-down and excess inventory from full-price retailers.

See how Apparel - Retail shapes $JILL

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $JILL's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Industry benchmark

8-name peer basket
-1.5%YTD
+55.6%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$588.2M – $592.7M$2.03$1.91 – $2.094
FY28$604.4M$596.7M – $612.1M$2.44$2.37 – $2.584

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.1.1×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.52%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.+17.3%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.-1.6%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 today1.0% 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.β0.905-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.

Know if $JILL is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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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.

+ 44 other (18 awards · 13 inkinds · 12 others · 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
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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
8-KPress release / Reg FDJan 128-K — Item 7.01: Press release / Reg FD
8-KAgreement terminatedDec 15, 20258-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 7.01: Press release / Reg FD
+ 12 other (3 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.

J.Jill: Turnaround Case Endures Despite Q1 Volatilityseekingalpha.com·2d 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·2d agoJ.Jill Trades At 7x Multiples, But This Is Fair Given The Assortment Riskseekingalpha.com·2d agoJ.Jill Q1 2026 Earnings Call Takeawayszacks.com·2d agoJ.Jill, Inc. (JILL) Q1 2027 Earnings Call Transcriptseekingalpha.com·3d ago

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Voices on X · last 7 days

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