Consumer Cyclical Earnings Report — 2026-08-06 to 2026-09-20

25 most recent Consumer Cyclical earnings

1. Sep 16, 2026, 4:42 PM ET·LEN·Consumer Cyclical

   Lennar Corporation — Third Quarter 2026 Earnings Summary

   LENNAR CORP

   Net earnings attributable to Lennar declined 52% year-over-year to $284 million ($1.19 per share) on total revenues of $8.0 billion, a 9% decrease driven by a 6% drop in homebuilding revenues as average sales prices and deliveries each fell 3%. Full-year 2026 delivery guidance was moderated to 80,000–81,000 homes from the previous 82,000–83,000 range, while Q4 2026 guidance projects deliveries of 22,000–23,000 homes with gross margins of 15.5%–16.0%. The company redeemed $400 million of senior notes and repurchased 3 million shares for $256 million in the quarter, maintaining a strong balance sheet with homebuilding debt-to-total capital at 16.6% and $1.2 billion in cash. Operating results were pressured by a 1.7 percentage point decline in homebuilding gross margin to 15.8% and increased SG&A expenses, though construction costs improved 6% year-over-year and cycle times reached a record low of 116 days. Management reaffirmed a strategy to build supply and maintain volume despite deteriorating market conditions, citing affordability constraints and elevated mortgage rates as primary headwinds against a backdrop of fundamental housing shortages.

2. Sep 15, 2026, 8:13 AM ET·VRA·Consumer Cyclical

   Vera Bradley — Second Quarter Fiscal 2027 Earnings Summary

   VERA BRADLEY INC

   Consolidated net revenues increased 1.1% year-over-year to $71.6 million, while net income from continuing operations turned positive at $4.5 million ($0.15 per share) compared to a $4.7 million loss in the prior year period. Gross margin improved significantly to 59.8% from 50.1% year-over-year, driven by $7.7 million in tariff refunds and a 28.4% reduction in inventory to $69.3 million. The company reiterated its full-year Fiscal 2027 sales guidance of $255 million to $270 million and expects non-GAAP operating loss to improve by at least 50% year-over-year. Direct segment revenues grew 8.0% to $65.4 million with a 9.2% increase in comparable sales, while Indirect segment revenues declined 39.4% to $6.3 million due to strategic shifts away from liquidation channels. Management highlighted strengthened balance sheet health with $34.2 million in cash and no debt, though noted significant work remains to achieve long-term sustainable growth.

3. Sep 11, 2026, 12:42 PM ET·NOBH·Consumer Cyclical

   Nobility Homes, Inc. — Third Quarter 2026 Earnings Summary

   NOBILITY HOMES INC

   Q3 2026 net sales rose slightly to $12.1 million (vs. $12.0 million in Q3 2025), while YTD net sales declined to $35.1 million (vs. $39.0 million in 2025); Q3 net income increased to $1.9 million ($0.60 EPS) from $1.8 million ($0.56 EPS), though YTD net income fell to $5.3 million ($1.66 EPS) from $6.1 million ($1.87 EPS). Sales mix shifted significantly toward lower-margin independent dealers (184 homes YTD vs. 129 last year) at the expense of higher-margin company-owned retail centers (137 homes YTD vs. 195 last year), driving the year-over-year sales decline. Management expects persistent headwinds from higher interest rates, labor shortages, and supply chain constraints (including material price increases and back orders) to continue through fiscal 2026 and 2027. The company maintains a strong balance sheet with no outstanding debt, $25.8 million in cash and short-term investments, and working capital of $44.4 million, while operating in a Florida market where shipments grew approximately 6% in the prior 9-month period.

4. Sep 11, 2026, 7:59 AM ET·RENT·Consumer Cyclical

   Rent the Runway — Second Quarter 2026 Earnings Summary

   RENT THE RUNWAY INC

   Total revenue grew 20.8% year-over-year to $97.7 million, while gross margin expanded to 36.1% and net loss narrowed to $(12.9) million compared to $(26.4) million in Q2 2025. Adjusted EBITDA reached $12.6 million (12.9% margin) versus $3.6 million in the prior year period; fiscal 2026 revenue growth is reaffirmed at double digits with an EBITDA margin target of 4% to 7%. Q3 2026 revenue guidance is set between $87 million and $90 million with an Adjusted EBITDA margin forecast of negative 3% to negative 6%. Leadership transitioned with Paige Thomas appointed CEO effective September 14, 2026, succeeding Interim CEO Teri Bariquit, who became non-executive Chair. Strategic focus shifted to core rental and selling businesses, pausing the online marketplace pilot, on-site advertising, and B2B dry cleaning opportunities, while AI-powered outfit generation and avatar tools were fully rolled out.

5. Sep 10, 2026, 4:50 PM ET·RH·Consumer Cyclical

   RH — Second Quarter Fiscal 2026 Earnings Summary

   RH

   No headline financial results, year-over-year comparisons, or specific guidance changes are provided in the summary. The company released its Q2 fiscal 2026 results via a shareholder letter from Chairman and CEO Gary Friedman on September 10, 2026. RH operates as a global luxury lifestyle curator across the US, Canada, UK, and Europe, utilizing retail galleries, sourcebooks, and online channels. No major strategic, M&A, or capital-return news is mentioned in the provided text.

6. Sep 10, 2026, 4:15 PM ET·ZUMZ·Consumer Cyclical

   Zumiez Inc. — Fiscal 2026 Second Quarter Earnings Summary

   ZUMIEZ INC

   Q2 net sales declined 2.5% year-over-year to $209.0 million with comparable sales down 2.1%, while net loss widened to $2.7 million ($0.17/share) from $1.0 million ($0.06/share) in the prior year period. Introduced Q3 guidance projecting net sales between $222 million and $226 million and earnings per share between $0.00 and $0.10, alongside a fiscal 2026 store plan to open 5 and close 16 locations. U.S. performance weakened due to footwear softness and lower traffic, partially offset by international growth; year-to-date share repurchases totaled $29.5 million for 1.5 million shares. Management emphasized refining merchandise assortments and customer experience initiatives to improve holiday season trajectory following a Q2 gross margin contraction to 35.3%.

7. Sep 10, 2026, 4:07 PM ET·REF·Consumer Cyclical

   Reformation — Second Quarter Fiscal 2026 Earnings Summary

   REFORMATION INC

   Net revenue grew 24.1% year-over-year to $155.2 million, while net income surged 79.4% to $12.4 million ($0.23 per diluted share) and Adjusted EBITDA rose 53.9% to $25.4 million. Full-year fiscal 2026 net revenue guidance is set at $602 million to $606 million (18.6% to 19.5% growth), with Adjusted EBITDA margins projected between 14% and 14.2%. The company executed a $90.0 million dividend ($1.63 per share) funded by a $92.0 million credit agreement amendment, alongside a $29.1 million accrued recapitalization dividend. Strategic expansion included four new store openings (70 total globally) and 36.8% international revenue growth, supported by a 230 basis point gross margin expansion to 66.7%.

8. Sep 10, 2026, 7:31 AM ET·MCFT·Consumer Cyclical

   MasterCraft Boat Holdings — Fiscal 2026 Earnings Summary

   MASTERCRAFT BOAT HOLDINGS INC

   Consolidated net sales grew 63.4% YoY to $129.9 million in Q4 (21.5% organic growth) and 22.8% YoY to $348.9 million for the full year; Adjusted Net Income rose to $13.5 million ($0.67/share) in Q4 and $30.2 million ($1.76/share) for the year, while GAAP results reflected a $7.0 million Q4 loss and $1.6 million full-year loss driven by a $10.1 million impairment charge and $11.0 million in acquisition-related expenses. The company completed its merger with Marine Products Corporation on May 15, 2026, expanding its portfolio to five brands and increasing total assets to $500.4 million, with the new Recreation and Sport Fishing segment contributing $33.3 million in net sales for both the quarter and full year. Management announced a change in fiscal year-end from June 30 to December 31, effective July 1, 2026, providing guidance for the six-month Transition Period of $287–$291 million in net sales, $29–$32 million in Adjusted EBITDA, and $0.66–$0.76 in Adjusted EPS. Strategic drivers included a 66.0% increase in consolidated unit sales volume in Q4 and the successful rollout of the next-generation X-Series product family, which supported favorable pricing and model mix despite a challenging retail environment.

9. Sep 10, 2026, 7:07 AM ET·FLWS·Consumer Cyclical

   1-800-FLOWERS.COM — Fiscal 2026 Earnings Summary

   1 800 FLOWERS COM INC

   Fiscal 2026 total revenue declined 10.8% year-over-year to $1.50 billion, with Q4 revenue down 12.9% to $293.1 million; the company reported a net loss of $134.8 million ($2.11/share) including a $45.2 million non-cash impairment charge, while adjusted net loss widened to $77.5 million ($1.21/share). Fiscal 2027 guidance projects mid-single digit revenue declines and adjusted EBITDA between $10 million and $15 million, reflecting approximately $12 million in additional compensation expenses versus the prior year. Management identified revenue recovery as the top priority for Fiscal 2027, planning to reinvest cost savings into marketing modernization and digital enhancements while evaluating capital raising options and potential asset divestitures to optimize the capital structure. Liquidity and balance sheet metrics weakened significantly, with cash and cash equivalents dropping to $11.4 million from $46.5 million, while the company amended its credit agreement to extend covenant relief and enhance financial flexibility.

10. Sep 10, 2026, 7:01 AM ET·VNCE·Consumer Cyclical

    Vince Holding Corp. — Second Quarter 2026 Earnings Summary

    VINCE HOLDING CORP

    Total net sales rose 11.7% year-over-year to $81.8 million; adjusted net income increased to $13.5 million ($1.02 per share) from $4.9 million ($0.38 per share) in the prior year, driven by a $10.4 million IEEPA tariff refund benefit and excluding a $5.6 million prior-year Employee Retention Credit. The Company raised full-year fiscal 2026 guidance, projecting net sales growth of 8% to 10% and adjusted EBITDA margins of 9.0% to 9.5%, while Q3 outlook anticipates sales growth of 5% to 8% and adjusted EBITDA margins of 8.5% to 9.5%. Strategic acquisition of October's Very Own (OVO) operating business was completed for nominal cash, with a $6 million equity interest purchase in OVO's IP entity, positioning the company to target over $100 million in OVO sales and low double-digit adjusted EBITDA margins by fiscal 2030. SG&A expenses increased to $36.3 million (44.3% of sales) from $25.8 million (35.2% of sales) due to the expiration of the ERC and $2.9 million in OVO transaction costs, while net inventory decreased to $73.4 million and debt availability remains at $63.6 million.

11. Sep 10, 2026, 7:00 AM ET·LOVE·Consumer Cyclical

    The Lovesac Company — Second Quarter Fiscal 2027 Earnings Summary

    LOVESAC CO

    Net sales rose 0.4% year-over-year to $161.2 million, while net income turned positive at $7.4 million ($0.51/share) versus a $6.7 million loss in the prior year, driven by a $0.86 per share benefit from IEEPA tariff refunds. Gross margin expanded 1,200 basis points to 68.4% for the quarter, though excluding tariff refunds, margins contracted 40 basis points year-over-year due to higher inbound transportation and tariff costs. Full-year fiscal 2027 guidance was reaffirmed with net sales projected at $690–$710 million, net income at $14.5–$18.5 million, and Adjusted EBITDA at $31.5–$35.5 million, reflecting expected tariff refunds of approximately $21.0 million. The company reported a strong cash position of $68.8 million with no debt on its line of credit, while simultaneously recording $7.2 million in common stock repurchases year-to-date. Strategic updates include the closure of Best Buy shop-in-shop locations, a net addition of 14 showrooms (ending at 284), and an outlook focused on new product introductions to strengthen the brand entering fiscal 2028.

12. Sep 10, 2026, 6:57 AM ET·M·Consumer Cyclical

    Macy's, Inc. — Second Quarter 2026 Earnings Summary

    MACY'S INC

    Net sales rose 1.1% year-over-year to $4.9 billion, while GAAP diluted EPS surged 100% to $0.62 and adjusted diluted EPS increased 14% to $0.63, excluding a $0.23 tariff refund benefit. The company raised full-year 2026 guidance across all key metrics, including net sales ($21.675B–$21.825B), comparable sales (1.0%–1.5%), adjusted EBITDA margin (7.8%–8.0%), and adjusted diluted EPS ($2.15–$2.35). Strategic execution drove segment growth with Bloomingdale's up 11.3% and Bluemercury up 6.2%, while the company returned $51 million in dividends and repurchased $50 million of stock in the quarter. Financial strength improved with cash balances reaching $1.3 billion and total debt held at $2.4 billion, supported by $116 million in received IEEPA tariff refunds partially reinvested into the "Bold New Chapter" strategy.

13. Sep 10, 2026, 6:51 AM ET·DBI·Consumer Cyclical

    Designer Brands Inc. — Second Quarter 2026 Earnings Summary

    DESIGNER BRANDS INC

    Net sales declined 1.2% year-over-year to $730.6 million, while reported net income rose 67.6% to $17.6 million ($0.31 diluted EPS) and adjusted net income increased to $19.2 million ($0.34 adjusted diluted EPS). Gross margin expanded significantly to 50.0% from 43.6% in the prior year, driven by a 17.9% sales increase in the Brand Portfolio segment, though the Retail segment saw a 2.2% sales decline. The Company raised full-year 2026 guidance, revising net sales outlook to "Flat to Up 1%" and increasing adjusted diluted EPS guidance to "$0.47 - $0.52" from the previous "$0.28 - $0.38". Balance sheet strength improved with total debt decreasing by $93.0 million to $423.1 million and cash equivalents rising to $51.6 million, alongside a declared $0.05 per share dividend.

14. Sep 10, 2026, 6:15 AM ET·SHOE·Consumer Cyclical

    Shoe Station Group — Second Quarter 2026 Earnings Summary

    SHOE STATION GROUP INC

    Net sales declined 7.2% year-over-year to $284.3 million for the quarter and 5.0% to $555.0 million year-to-date, driven by a 7.1% drop in comparable store sales and a gross margin compression from 38.8% to 31.9% in Q2. Net income fell sharply to $6.3 million ($0.23 per share) in Q2 and $0.6 million ($0.02 per share) year-to-date, with Q2 results including $13.6 million in non-recurring charges related to the CEO transition and strategic review. Fiscal 2026 guidance was lowered to net sales of $1.100–$1.111 billion (a 2–3% decline) and non-GAAP EPS of $0.75–$0.90, citing a persistent promotional environment and inventory liquidation pressures. The company remains debt-free with $131.6 million in cash and marketable securities, while completing 21 rebanners of Shoe Carnival stores to Shoe Station and returning capital via $7.0 million in stock repurchases and $0.34 per share in dividends year-to-date.

15. Sep 9, 2026, 4:30 PM ET·AEO·Consumer Cyclical

    AEO Inc. — Second Quarter Fiscal 2026 Earnings Summary

    AMERICAN EAGLE OUTFITTERS INC

    Total net revenue rose 8% year-over-year to $1.38 billion, while diluted EPS increased to $0.79 from $0.45, driven by a 34% surge in gross profit and a $161 million net benefit from tariff refunds that expanded operating margin to 15.3%. Fiscal 2026 operating income guidance was raised to $540–$550 million, with full-year comparable sales and gross margin expected to grow mid-single digits and year-over-year respectively, despite SG&A projected to rise low-double digits. Aerie and OFFLINE delivered 25% revenue growth with 19% comparable sales gains, while American Eagle comparable sales declined 1% despite marking four consecutive quarters of men's growth. The company returned $21 million to shareholders via a $0.125 per share dividend, reduced long-term debt to $55 million, and reported cash and cash equivalents of $147.95 million.

16. Sep 9, 2026, 4:19 PM ET·KEQU·Consumer Cyclical

    Kewaunee Scientific — First Quarter Fiscal Year 2027 Earnings Summary

    KEWAUNEE SCIENTIFIC CORP

    Total sales declined 6.7% year-over-year to $66.32 million, while diluted earnings per share fell 44.2% to $0.58 from $1.04 in the prior year quarter. Pre-tax earnings dropped 34.7% to $2.56 million and net earnings decreased to $1.706 million, driven by lower manufacturing volumes in the Lab Products Group and a $3.577 million corporate loss due to one-time cash settlements of incentive awards. Order backlog increased to $169.0 million as of July 31, 2026, and management cited strong quoting activity and improved international profitability despite extended project timelines and geopolitical uncertainty. The company reported a debt-to-equity ratio of 0.59-to-1 and net debt of $13.8 million excluding sale-leaseback obligations, maintaining a position of strength with no announced guidance changes or major M&A activity for the quarter.

17. Sep 9, 2026, 4:15 PM ET·LAKE·Consumer Cyclical

    Lakeland Fire + Safety — Fiscal Second Quarter 2027 Earnings Summary

    LAKELAND INDUSTRIES INC

    Net sales declined 4.5% year-over-year to $50.1 million in Q2 FY27, though gross margin improved to 37.0% and adjusted EBITDA excluding FX more than doubled sequentially to $2.7 million; however, the company reported a net loss of $4.9 million versus net income of $0.8 million in the prior-year period. Management anticipates the second half of fiscal 2027 will mark the start of a return to consistent growth driven by inventory conversion and tender deliveries, with a strategic aim to enter fiscal 2028 with a more focused portfolio and stronger cost structure. Significant strategic shifts include a $3.2 million non-cash goodwill impairment charge for LHD Germany, the resolution of a Mexico lease matter yielding a $1.9 million gain, and the acceleration of investment in the Fire Services platform while divesting underperforming lines. The company secured major global tender awards, including a potential £220 million UK National Firefighter PPE Framework, while expanding manufacturing capacity and reporting a 78% year-over-year increase in Fire Services revenue.

18. Sep 9, 2026, 2:53 PM ET·CRMT·Consumer Cyclical

    America's Car-Mart — First Quarter Fiscal 2027 Earnings Summary

    AMERICAS CARMART INC

    Total revenue fell 57.3% year-over-year to $145.8 million, driven by an 81.9% drop in retail units sold and an 81.9% decline in inventory, resulting in a net loss of $68.99 million compared to $5.75 million in the prior year quarter. The company faces substantial doubt regarding its ability to continue as a going concern, with management prioritizing capital structure resolution while evaluating strategic alternatives and financing options with no assurance of favorable terms. Liquidity remains constrained with unrestricted cash at $27.5 million and total debt reduced 19.5% to $623.9 million, though net charge-offs rose to 9.5% and a covenant relief amendment was extended to September 11, 2026. Strategic shifts include consolidating 60 dealership locations (reducing the count from 154 to 94), increasing third-party wholesale sales to $21.0 million to accelerate cash conversion, and prioritizing higher credit quality customers despite elevated delinquency risks.

19. Sep 9, 2026, 8:02 AM ET·ASO·Consumer Cyclical

    Academy Sports + Outdoors — Second Quarter Fiscal 2026 Earnings Summary

    ACADEMY SPORTS & OUTDOORS INC

    Net sales rose 3.0% to $1,647.3 million in Q2 and 4.7% to $3,089.3 million year-to-date, while adjusted diluted EPS increased 19.1% to $2.31 for the quarter and 19.0% to $3.20 year-to-date. The company raised full-year adjusted diluted EPS guidance to $6.50–$6.90 and adjusted free cash flow guidance to $300–$350 million, alongside an increase in gross margin rate guidance to 35.5%–36.0%. Strategic expansion continued with three new store openings in Q2 and eleven planned for Q3, bringing the total store count to 327, while capital expenditures remained guided at $200–$240 million. Capital return activities included $182.1 million in share repurchases and $19.0 million in dividends paid year-to-date, supported by adjusted free cash flow of $237.6 million for the twenty-six weeks.

20. Sep 9, 2026, 7:49 AM ET·CAL·Consumer Cyclical

    Caleres — Second Quarter 2026 Earnings Summary

    CALERES INC

    Reported Q2 net sales of $695.5 million (+5.6% YoY) and GAAP net earnings of $58.6 million ($1.71/share) vs. $6.7 million ($0.20/share) prior year; adjusted net earnings rose to $16.1 million ($0.47/share) from $11.7 million ($0.35/share), driven by a $55.6 million tariff refund that expanded GAAP gross margin to 54.8% (adjusted margin 46.8%). Raised full-year adjusted EPS guidance to $1.50–$1.65 (previously $1.40–$1.65) and maintained low-to-mid-single-digit sales growth outlook, while projecting Q3 sales growth in the low-single digits and gross margin improvement of 150–200 basis points. Brand Portfolio sales grew 23.6% organically and gained market share in women's fashion footwear, whereas Famous Footwear sales declined 6.3% due to soft lifestyle athletic demand and a delayed back-to-school season. Inventory increased $61.0 million YoY to $754.2 million overall, though excluding Stuart Weitzman inventory was down 1.2%; cash and cash equivalents decreased to $50.9 million from $191.5 million, with $288.0 million outstanding on the asset-based credit facility. Paid $4.767 million in dividends and repurchased $3.123 million of treasury stock during the 13-week period; management highlighted a strategic pivot at Famous Footwear to align assortments with fashion demand.

21. Sep 9, 2026, 7:14 AM ET·DXLG·Consumer Cyclical

    Destination XL Group, Inc. — Second Quarter Fiscal 2026 Earnings Summary

    DESTINATION XL GROUP INC

    Total sales decreased 3.4% year-over-year to $111.6 million, while net income turned positive at $2.0 million ($0.04/share) compared to a $0.3 million loss in the prior year, driven by a $4.6 million tariff refund; adjusted EPS improved to $0.05 and adjusted EBITDA rose to $7.7 million. Management lowered fiscal 2026 capital expenditure guidance to $8.0–$10.0 million (from $9.0–$12.0 million) and expects marketing costs at 5.8% of sales, citing confidence in sequential comparable sales improvements despite macroeconomic headwinds. The company terminated its proposed merger with FullBeauty, recommending shareholders vote "AGAINST" the deal due to FullBeauty's declining performance and economic dilution risks. Strategic initiatives include expanding GLP-1 responsive assortments, investing in AI for product data quality, and leveraging FiTMAP technology, which is now deployed in 188 stores with over 150,000 engaged users. Liquidity remains strong with $20.1 million in cash and investments and no outstanding debt, though operating cash flow for the first six months was negative $2.8 million.

22. Sep 9, 2026, 7:04 AM ET·CHWY·Consumer Cyclical

    Chewy — Second Quarter 2026 Earnings Summary

    CHEWY INC

    Net sales reached $3.33 billion for the quarter (up 7.3% year over year), while net income rose to $80.5 million and adjusted EBITDA increased 23.7% to $226.7 million. Management raised full-year revenue and profitability guidance following strong performance, citing the durability of the recurring revenue base and disciplined execution. The company repurchased $400.0 million of common stock during the 26-week period and acquired businesses totaling $552.8 million, while long-term debt increased to $588.7 million. Active customer count grew 3.8% year over year to 21.705 million, with Autoship sales comprising 84.6% of total net sales.

23. Sep 9, 2026, 6:55 AM ET·SIG·Consumer Cyclical

    Signet Jewelers — Second Quarter Fiscal 2027 Earnings Summary

    SIGNET JEWELERS LTD

    Financial Results: Total sales decreased 0.5% to $1.528 billion, while same-store sales (SSS) rose 2.2%; GAAP operating income surged to $87.5 million (5.7% margin) from $2.8 million, and adjusted diluted EPS increased to $2.19 from $1.61. Guidance Upgrade: Full-year adjusted diluted EPS guidance was raised to $10.45–$12.15 (from $9.20–$11.00), with corresponding increases in adjusted operating income ($535–$605 million) and adjusted EBITDA ($730–$800 million) due to margin expansion and tariff refunds. Capital Returns: The Board declared a $0.35 quarterly dividend; the company repurchased 1.4 million shares for $120 million in Q2 and plans a $125 million Accelerated Share Repurchase (ASR), supported by an expanded $700 million authorization. Strategic Shifts: Management renewed its consumer credit agreement with Bread Financial through 2035 and is executing a brand transition for James Allen and Rocksbox, which is projected to reduce net revenue by $60–$80 million.

24. Sep 9, 2026, 6:47 AM ET·JMKE·Consumer Cyclical

    Jersey Mike's — Second Quarter 2026 Earnings Summary

    JERSEY MIKE'S SUBS INC

    Total revenue rose 10% year over year to $208 million, while systemwide sales increased 10% to $1.210 billion; however, net income declined to $37 million from $59 million in the prior year due to higher interest expense, non-routine costs, and advertising fund timing, partially offset by a $14 million gain on store sales. Adjusted EBITDA grew 7% to $114 million, representing an 18% increase excluding a $10 million adverse impact from advertising fund timing, with full-year adjusted EBITDA growth guided to be at least 20%. The company opened 83 new stores for a net unit growth of 8.1%, bringing the total store count to 3,378, while same-store sales increased 2.3% year over year driven by transaction growth and a digital sales mix of 43%. Full-year fiscal 2026 guidance includes same-store sales growth of 2.5-3.0% and net unit growth of at least 8%, with third-quarter same-store sales expected to accelerate to 3.0-4.0%. Strategic transition costs included $11 million in cash outflows for the shift to a corporate-led organization and IPO-related expenses, alongside $20 million in Area Director buyouts, while the brand secured the #1 QSR designation in the 2026 American Customer Satisfaction Index.

25. Sep 9, 2026, 6:45 AM ET·JILL·Consumer Cyclical

    J.Jill, Inc. — Second Quarter 2026 Earnings Summary

    JJILL INC

    Q2 FY26 net sales rose 0.5% to $154.8 million with a 0.5% increase in total comparable sales; full-year net sales decreased 2.7% to $299.3 million while comparable sales fell 4.2% over the 26-week period. The company raised full-year FY26 guidance, projecting net sales flat to up 2% and adjusted EBITDA between $75 million and $80 million, driven by a 100–150 basis point gross margin improvement and favorable tariff assumptions. Q2 operating income increased to $24.3 million (15.7% margin) and adjusted net income per share reached $1.24, though gross margin of 76.8% included a $13.3 million pre-tax benefit from IEEPA tariff refunds. Strategic priorities include utilizing tariff refunds for marketing investments to accelerate file growth, with store count stable at 255 locations and $11.8 million remaining available under the share repurchase program.