J.Jill raises profit outlook following resilient holiday finish

J.Jill (NYSE:JILL) raised its fourth-quarter and full-year financial guidance on Monday, citing a "stronger-than-anticipated" conclusion to the 2025 holiday season as the retailer prepares for key investor meetings at the ICR Conference.

The Quincy, Massachusetts-based apparel company now projects adjusted EBITDA for the fourth quarter to range between $5 million and $6 million, up from its previous forecast of $3 million to $5 million.

While the company still expects a year-over-year decline in net sales, the revised range of 4% to 6% is more optimistic than the prior 5% to 7% contraction.

Comparable sales are now anticipated to drop 6% to 8%, a modest improvement from the 6.5% to 8.5% decline previously warned.

The updated guidance includes a $5 million headwind from tariffs, an ongoing pressure point for the retailer that management has been mitigating through vendor negotiations.

For the full fiscal year 2025, J.Jill now expects adjusted EBITDA of $82 million to $83 million, nudging the floor of its prior guidance up by $2 million.

The company also maintained its plan for four net new store openings and $20 million in capital expenditures.