Business Wire·Mar 31, 2026, 6:45 AM ET

J.Jill, Inc. Announces Fourth Quarter and Full Year 2025 Results

JILL

J.Jill, Inc. announced a 12.5% increase in its quarterly cash dividend to $0.09 per share, payable on April 28, 2026, equating to an annualized rate of $0.36.
For the fourth quarter of fiscal 2025 ended January 31, 2026, net sales decreased 3.1% to $138.4 million, while total company comparable sales fell 4.8%.
Direct-to-consumer sales rose 2.6% to account for 53.5% of net sales in the fourth quarter, though gross margin declined to 63.1% from 66.3% due to $4.5 million in incremental tariff costs.
The company reported a net loss of $3.5 million for the fourth quarter, including $3.1 million in expenses related to debt refinancing, compared to a net income of $2.2 million in the prior year period.
Full-year fiscal 2025 net sales decreased 2.3% to $596.5 million, with total company comparable sales down 3.1% and gross margin declining to 68.7% from 70.4% due to $7.5 million in tariff costs.
J.Jill ended fiscal 2025 with 256 stores after opening nine new locations and closing five, maintaining a cash balance of $41.0 million.
The company repurchased approximately $10.4 million worth of common stock during the fiscal year and has $14.1 million remaining under its $25.0 million share repurchase authorization.
On December 15, 2025, J.Jill completed the refinancing of its credit agreement with a new $75 million senior secured five-year term loan to enhance financial flexibility.
For the first quarter of fiscal 2026, the company expects net sales to decline 5% to 7% and comparable sales to drop 7% to 9%, incorporating approximately $5 million in incremental tariff costs.
Full-year fiscal 2026 outlook projects net sales to be flat to down 2%, comparable sales to decline 1% to 3%, and adjusted EBITDA between $70 million and $75 million.
The fiscal 2026 outlook assumes tariff rates of 20% for inventory received prior to February 28, 2026, 10% for inventory received thereafter through Q1, and 15% thereafter.