J.Jill, Inc.

NYSE:JILL 주식 리포트

시가총액: US$177.5m

J.Jill 향후 성장

Future 기준 점검 2/6

J.Jill은 연간 수입과 매출이 각각 17.5%와 0.7% 증가할 것으로 예상되고 EPS는 연간 17%만큼 증가할 것으로 예상됩니다.

핵심 정보

17.5%

이익 성장률

17.03%

EPS 성장률

Specialty Retail 이익 성장9.7%
매출 성장률0.7%
향후 자기자본이익률n/a
애널리스트 커버리지

Low

마지막 업데이트28 Apr 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • May 01

JILL: Reset Expectations Will Support Stronger Future P/E On Steady Earnings

The analyst price target for J.Jill has been revised from $18.00 to $14.50 as analysts incorporate updated assumptions regarding growth, margins, discount rates and future P/E expectations. Analyst Commentary Recent research reflects a reset in expectations around J.Jill, with the new US$14.50 target price incorporating revised views on growth, profitability and valuation multiples.
내러티브 업데이트 • Apr 17

JILL: Fair Outlook Balances Softer Sales Guidance With Dividend And Buyback Support

J.Jill's analyst fair value estimate has shifted from $16 to $13 as analysts factor in updated views on growth, profitability and required returns, consistent with recent price target reductions across the Street. Analyst Commentary Bearish analysts have been cutting J.Jill price targets in a coordinated way, with several recent research updates pointing to a more cautious stance on the shares.
내러티브 업데이트 • Apr 02

JILL: Dividend Increases And Buybacks Will Drive Future Upside Potential

Analysts have reduced their J.Jill price targets by $3 to $4, bringing the updated fair value estimate to $18. This change reflects a higher assumed discount rate, slightly revised revenue growth expectations, a lower projected profit margin, and a modestly higher future P/E multiple.
Seeking Alpha • Apr 01

J.Jill Is Now Undervalued After The Recent Sell-Off

Summary J.Jill is undervalued, trading at a forward P/E of 6.42, with a buy rating based on 2026 guidance and store expansion. JILL's negative comps are offset by new store openings, especially in reentry markets, supporting potential flat revenue growth despite tariff headwinds. Tariffs will pressure margins in early 2026, but pricing power and high-quality product positioning could enable margin recovery later in the year. Maintaining product quality is critical; cost-cutting via lower-quality materials risks alienating JILL's core affluent, professional female customer base. Read the full article on Seeking Alpha
내러티브 업데이트 • Mar 19

JILL: Improved Discount Assumptions Will Support Cautiously Higher Future P/E Multiple

Analysts have lifted their J.Jill price target by $2, pointing to updated valuation work that reflects a modestly lower discount rate and a slightly adjusted future P/E assumption. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as aligned with updated P/E work, suggesting the stock still screens reasonably against their revised valuation framework.
내러티브 업데이트 • Mar 04

JILL: Margin Discipline And Buybacks Will Drive Future Upside Potential

Analysts have raised their J.Jill price target by $2, citing slightly adjusted assumptions around the discount rate, modestly higher revenue growth, a marginally stronger profit margin, and a small change in future P/E expectations as key factors supporting the revised outlook. Analyst Commentary Bullish analysts point to the recent US$2 price target move as a signal of growing confidence in J.Jill's ability to execute on its current plan without requiring a major shift in strategy.
내러티브 업데이트 • Feb 18

JILL: Margin Focus And Buybacks Will Support Upside Despite Softer Sales

Analysts have raised their J.Jill price target by $2, citing updated views on discount rates, revenue growth, profitability, and future P/E assumptions that support a refreshed upside case for the shares. Analyst Commentary Recent research points to a more constructive view on J.Jill, with bullish analysts highlighting how updated assumptions on discount rates, revenue, profitability, and future P/E levels support the higher price target.
내러티브 업데이트 • Feb 04

JILL: Softer Sales Outlook Will Meet Cautiously Higher P/E Expectations

Analysts have adjusted their price targets on J.Jill, with at least one move framed as a US$2 increase. This change reflects updated views on the stock’s fair value and expected P/E multiple based on recent research.
내러티브 업데이트 • Jan 21

JILL: Softer Sales Outlook Will Meet Cautiously Improved Risk And Margin Assumptions

Analysts have raised their price target on J.Jill by $2, citing updated assumptions around growth, margins and a lower discount rate that together support a slightly higher valuation outlook. Analyst Commentary Recent research points to a modestly higher valuation framework for J.Jill, driven by updated assumptions around growth, margins and the discount rate applied in analysts' models.
분석 기사 • Jan 09

Is J.Jill (NYSE:JILL) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
내러티브 업데이트 • Jan 06

JILL: Future Share Repurchases Will Support Upside Despite Softer Sales Outlook

Analysts have revised their price target on J.Jill to US$21.00 from US$39.00. This change reflects updated assumptions that include a higher discount rate, more conservative revenue growth, a slightly stronger profit margin, and a lower future P/E multiple.
내러티브 업데이트 • Dec 14

JILL: Softer Sales Outlook Will Create Attractive Long-Term Upside Potential

Narrative Price Target Update Analysts have reduced their fair value estimate for J.Jill from 20.67 dollars to 18.00 dollars, citing slightly slower expected revenue growth, modestly lower profit margins, a higher discount rate, and a marginally lower future price to earnings multiple. What's in the News Completed $7.04 million share repurchase program, retiring 390,683 shares or 2.56% of outstanding stock, including 115,612 shares bought for $2 million between August 3 and November 1, 2025 (company buyback update) Issued new guidance for fourth quarter 2025, projecting net sales down approximately 5% to 7% and comparable sales down 6.5% to 8.5% versus 2024 (company guidance) For full fiscal 2025, expects net sales to decline about 3% and comparable sales about 4% compared to 2024, signaling a softer demand environment (company guidance) Recorded a modest increase in write-off of property and equipment to $20,000 for the thirteen weeks ended November 1, 2025, up from $17,000 a year earlier (impairments disclosure) Valuation Changes Fair Value: reduced from $20.67 to $18.00, representing a moderate downward revision to the intrinsic value estimate.
분석 기사 • Sep 12

J.Jill (NYSE:JILL) Is Due To Pay A Dividend Of $0.08

J.Jill, Inc. ( NYSE:JILL ) will pay a dividend of $0.08 on the 1st of October. This payment means that the dividend...
분석 기사 • Mar 27

Statutory Profit Doesn't Reflect How Good J.Jill's (NYSE:JILL) Earnings Are

The subdued stock price reaction suggests that J.Jill, Inc.'s ( NYSE:JILL ) strong earnings didn't offer any surprises...
Seeking Alpha • Mar 21

J.Jill: Stable Underlying Earnings Power At 6 Times Earnings

Summary J.Jill's Q4 financials came nearly in line with expectations, with an overall muted performance. Despite several factors weakening the Q1 guidance, J.Jill expects relatively stable FY2025 earnings in a cautious consumer environment. As the stock has continued to decline, J.Jill's stock is significantly undervalued. I estimate 90% upside to a fair value of $35.7. Read the full article on Seeking Alpha
분석 기사 • Mar 05

Sentiment Still Eluding J.Jill, Inc. (NYSE:JILL)

J.Jill, Inc.'s ( NYSE:JILL ) price-to-earnings (or "P/E") ratio of 7.9x might make it look like a strong buy right now...
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새로운 내러티브 • Dec 15

Omnichannel Enhancements And Store Expansion Will Drive Apparel Retailer's Revenue And Profit Growth

Focusing on store growth and omnichannel capabilities could boost revenue by expanding market presence and enhancing customer experience.
Seeking Alpha • Dec 12

J.Jill Sees Potential Promotional Environment, The Name Is Fairly Valued

Summary J.Jill's Q3 2024 results were challenging, with comp sales down 0.8% and gross margins hit by promotions and mild fall weather. The company expects Q4 comps to improve but anticipates continued promotions and lower margins. Despite a 15% stock price increase since September 2024, J.Jill is fairly valued with an 11% earnings yield and a potential 14-16% total yield. The CEO's retirement in 2025 and ongoing search for a replacement add uncertainty; I maintain a Hold rating due to fair valuation and mixed outlook. Read the full article on Seeking Alpha
분석 기사 • Nov 26

Here's Why J.Jill (NYSE:JILL) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Sep 15

Not Many Are Piling Into J.Jill, Inc. (NYSE:JILL) Stock Yet As It Plummets 28%

J.Jill, Inc. ( NYSE:JILL ) shareholders that were waiting for something to happen have been dealt a blow with a 28...
Seeking Alpha • Sep 12

After The Q2 2024 Drop, J.Jill's Price Is More Reasonable, But The Stock Is Not An Opportunity Yet.

Summary J.Jill's 2Q24 results show a slight revenue growth on a comparable basis, but traffic trends in July and August raised concerns, leading to reduced guidance. The company's capital structure is less leveraged due to issuing 1 million shares, but high leverage rates and questionable capital allocation remain issues. Despite a fair current yield of 12-14%, I maintain a Hold rating due to decreased revenue guidance, high leverage, and unsatisfactory management policies. Gross margins and profits are expected to be challenged in 2H24, with increased SG&A due to wage inflation and potential inventory promotions impacting financial performance. Read the full article on Seeking Alpha
Seeking Alpha • Sep 05

J.Jill Q2: Market Overreacted To The Lowered Guidance

Summary J.Jill's Q2 financials showed resilient comparable sales that slightly exceeded expectations. Profitability beat estimates even though margins came in significantly below the Q2/FY2023 level, mostly due to temporary issues. The market reacted very negatively to J.Jill's slightly lowered FY2024 guidance, which I see as an overreaction amid persisting weak consumer spending. The JILL stock remains undervalued, bringing nearly an 11% cash flow yield in FY2025 with my estimates combined with stable, slow growth going forward. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:JILL - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
1/31/20286053939615
1/31/20275913231535
1/31/2026597282342N/A
11/1/2025601343552N/A
8/2/2025602373352N/A
5/3/2025603343149N/A
2/1/2025611394765N/A
11/2/2024618424764N/A
8/3/2024618415166N/A
5/4/2024619486177N/A
2/3/2024608364663N/A
10/28/2023605324464N/A
7/29/2023605305575N/A
4/29/2023608325875N/A
1/28/2023619425974N/A
10/29/2022613458088N/A
7/30/2022614477683N/A
4/30/202261358186N/A
1/29/2022585-287075N/A
10/30/2021566-593639N/A
7/31/2021531-93810N/A
5/1/2021465-87-44-42N/A
1/30/2021427-139-39-35N/A
10/31/2020469-151-13-5N/A
8/1/2020518-126-21-8N/A
5/2/2020606-2031531N/A
2/1/2020691-1291433N/A
11/2/2019694-88N/A35N/A
8/3/2019702-84N/A48N/A
5/4/201970124N/A66N/A
2/2/201970631N/A68N/A
11/3/201872458N/A72N/A
8/4/201871257N/A74N/A
5/5/201871459N/A75N/A
2/3/201869855N/A76N/A
10/28/201767628N/A85N/A
7/29/201767430N/A76N/A
4/29/201765826N/A73N/A
1/28/201763924N/A67N/A
10/29/201661723N/A69N/A
7/30/201660120N/A74N/A
4/30/201657310N/A48N/A
1/30/2016562-6N/A48N/A

애널리스트 향후 성장 전망

수입 대 저축률: JILL 의 연간 예상 수익 증가율(17.5%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: JILL 의 연간 수익(17.5%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: JILL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: JILL 의 수익(연간 0.7%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: JILL 의 수익(연간 0.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: JILL의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/14 20:03
종가2026/05/14 00:00
수익2026/01/31
연간 수익2026/01/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

J.Jill, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jeffrey LickB. Riley Securities, Inc.
Janine Hoffman StichterBTIG
Paul TrussellDeutsche Bank