BTIG raises J.Jill stock price target to $25 on Q2 momentum

J.Jill Inc. (JILL) stock rose 11% premarket after reporting Q2 net sales of $154.8M, up 0.5% YoY, and beating EPS estimates. The company raised its fiscal 2026 outlook, expecting net sales growth of 0-2% and adjusted EBITDA of $75M-$80M.

J.Jill (JILL) reported Q2 results beating guidance, with net sales up 0.5% to $154.8M, adjusted EBITDA up to $32.8M, and adjusted EPS up to $1.24. The improvement was partly due to a $13.3M one-time tariff refund. New customers and higher spending per visit drove growth, with direct sales up 1.9%. The company raised full-year sales guidance to flat-to-2% growth and Q3 comparable sales outlook to 1%-3% growth. However, core gross margin was flat, and underlying EBITDA was $20.1M, excluding the re

J.Jill (JILL) reported Q2 2026 net sales of $154.8M, up 0.5%, with direct-to-consumer sales at $73.0M (47.1% of total). Gross margin rose 8.4 points to 76.8% due to $13.3M in tariff refunds. Adjusted EBITDA was $32.8M, and net income per share was $1.11. The company guided Q3 sales growth of 3-5% and full-year adjusted EBITDA of $75M-$80M.

J.Jill, Inc. reported Q2 2026 earnings, highlighting a recovery in full-price sales and strategic shifts. Management consolidated the 'Wearever' sub-brand, relaunched denim, and stabilized the customer base. The company received $13.3M in tariff refunds, reinvesting most into marketing and technology. Guidance assumes 10-12.5% tariff rates for H2 2026. Inventory levels declined 5% YoY. Management emphasized long-term strategic evolution and new customer acquisition.

J.Jill reported Q2 adjusted EBITDA of $32.8M, up from $25.6M YoY, with EPS at $1.24. The company saw customer file stabilization and improved marketing effectiveness. It raised full-year adjusted EBITDA guidance to $75M-$80M and expects flat to 2% sales growth. J.Jill plans to invest tariff refunds in marketing and AI systems.

J.Jill, Inc. (JILL) raised its FY26 outlook, expecting net sales to be flat to up 2% and comparable sales between a 1% decline and 1% growth. The company also initiated Q3 guidance, forecasting net sales growth of 3-5% and comparable sales growth of 1-3%. The stock surged 18% in pre-market trading to $23.49. The company declared a $0.09 per share dividend, payable in October 2026.