US' J.Jill lifts Q4 FY25 guidance, boosts EBITDA forecast

The US-based women’s apparel retailer, J.Jill, Inc has raised its outlook for the fourth quarter (Q4) of fiscal 2025 (FY25). The company now expects net sales to fall by around 4–6 per cent year on year, compared with its earlier forecast of a 5–7 per cent decline.

Comparable sales are projected to be down 6–8 per cent, slightly better than the previous guidance of a 6.5–8.5 per cent drop. Adjusted Earnings Before Interest, Taxes, Depreciation, and Amortisation (EBITDA) for Q4 is now expected to range between $5 million and $6 million, up from the earlier outlook of $3 million to $5 million.

The updated guidance continues to factor in approximately $5 million of incremental cost impact from tariffs, net of vendor-negotiated offsets, based on current tariff policies and in line with prior expectations, the company said in a release.

Based on the revised fourth-quarter assumptions, J.Jill has also reaffirmed and modestly strengthened its full-year FY25 outlook. For the year, net sales are still expected to be down about 3 per cent compared to FY24, with comparable sales down approximately 4 per cent. However, adjusted EBITDA is now projected at $82 million to $83 million, compared with the previous range of $80 million to $82 million.

The retailer maintained its expectations for capital expenditure and store expansion. Total capital spending for FY25 is forecast at around $20 million, while net new store growth is expected to remain at four additional locations.

The company is scheduled to participate in the 28th Annual ICR Conference, to be held at Grande Lakes Orlando in Orlando, Florida, on January 13, 2026.

“We are pleased to raise our fourth quarter outlook following a stronger-than-anticipated finish to the holiday season. Looking ahead, we will continue to execute our strategic initiatives focused on unlocking future growth and expanding our customer base,” said Mary Ellen Coyne, chief executive officer and president of J.Jill, Inc.

Fibre2Fashion News Desk (HU)