J.Jill (JILL) Stock Forecast & Price Target

J.Jill Inc. has demonstrated resilience in its financial performance, with a 2.0% year-over-year increase in Direct sales, driven by enhanced online traffic and effective ship-from-store capabilities. The adjusted EBITDA forecast has been raised to between $82.0 million and $83.0 million, exceeding previous expectations and indicating strong operational management amid a competitive retail landscape. Additionally, inventory levels remain well-controlled despite minor increases, which sets a solid foundation for performance heading into the crucial holiday season and fiscal year 2026.

J.Jill Inc. has experienced a decline in its operational performance, as evidenced by a decrease in the adjusted EBITDA margin to 16.1%, which represents a year-on-year contraction of 160 basis points. The company reported a gross profit of approximately $107 million for the quarter, which is about $1 million lower than the previous year, alongside a gross margin decline to 70.9%. Additionally, J.Jill’s guidance for the fourth quarter anticipates a revenue decrease of 5% to 7%, contrasting sharply with earlier consensus expectations, indicating potential challenges ahead in maintaining sales momentum.