J.Jill, Inc. (NYSE:JILL) Q3 2023 Earnings Conference Call December 5, 2023 8:00 AM ET Company Participants Claire Spofford - President and Chief Executive Officer Mark Webb - Executive Vice President, Chief Financial Officer and Chief Operating Officer Conference Call Participants Jeff Lick - B. Riley Financial Ryan Meyers - Lake Street Capital Markets Dana Telsey - Telsey Group Operator Good morning. My name is Christa, and I will be your conference operator today. At this time, I would like to welcome eve ...

J.Jill, Inc. (NYSE:JILL) Q2 2023 Earnings Conference Call August 31, 2023 8:00 AM ET Company Participants Claire Spofford - President and Chief Executive Officer Mark Webb - Executive Vice President, Chief Financial Officer and Chief Operating Officer Conference Call Participants Dana Telsey - Telsey Advisory Group Jeff Lick - B. Riley Operator Good morning. My name is Jay El, and I will be your conference operator today. At this time, I would like to welcome everyone to the J.Jill's Second Quarter 2023 Ear ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 29, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________________ to _____________________ Commission File Number: 001-38026 J.Jill, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 4 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 29, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________________ to _____________________ Commission File Number: 001-38026 J.Jill, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware ...

财务数据和关键指标变化 - 第一季度总销售额为1.49亿美元,同比下降5% [22][23] - 门店销售额同比下降2%,主要由于客单价上升被客户购买量下降所抵消 [24] - 直销渠道销售占比为45%,同比下降8%,主要由于折扣销售占比上升和在线退货率上升 [24] - 第一季度毛利润为1.08亿美元,同比下降190万美元,毛利率为72%,同比上升230个基点,主要由于运费成本下降 [25] - 期间费用为8200万美元,同比下降400万美元,主要由于折旧摊销和管理奖金下降 [25] - 调整后EBITDA为3200万美元,同比增长2% [26] 各条业务线数据和关键指标变化 - 连衣裙、夹克等时尚类别销售保持强劲,但基础款类别销售有所下滑 [43][44] - 公司的Wearever子品牌受到年轻新客户的欢迎,为工作着装需求 [43] 各个市场数据和关键指标变化 - 公司未披露具体的地区或市场数据变化 公司战略和发展方向及行业竞争 - 公司继续推进门店扩张,在本季度新开2家门店,受到良好反响,约一半客户为复购客户 [14] - 公司正在推进新POS系统的部署,预计2023年底完成,有助于提升全渠道能力 [15][16] - 公司保持谨慎乐观态度,将根据宏观环境变化适时调整营销和促销策略 [18] 管理层对经营环境和未来前景的评论 - 消费者信心持续偏弱,消费者在频次和单次购买量方面更加谨慎 [9][42][43] - 公司将继续密切关注消费者动态,保持灵活应对,同时专注于库存和费用管理 [8][17][18] - 公司对2023年下半年的销售和盈利能力持谨慎态度,预计第三季度盈利能力将受到较大压力 [29][30][31] 问答环节重要的提问和回答 问题1 **Dana Telsey 提问** 消费者谨慎程度在季度内有何变化,是否体现在线上和线下渠道? [35] **Claire Spofford 回答** 公司未观察到消费者谨慎程度在季度内有明显变化,而是持续存在。公司根据消费者信心和购买意愿的持续偏弱,在制定指引时采取了更加谨慎的态度 [36] 问题2 **Janet Kloppenburg 提问** 公司在销售强劲的服装类别是否有相应的库存调整,未来AUR是否还有上升空间? [41][47] **Claire Spofford 回答** 公司已经根据去年下半年的销售趋势,对库存进行了适当调整,增加了时尚类别如连衣裙的投放。公司认为AUR已经处于较高水平,未来可能会趋于平稳 [48][49]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 28, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-38026 J.Jill, Inc. (Exact name of Registrant as specified in its Charter) Delaware 45-1459825 (State or other jurisdiction of (I.R.S ...

J.Jill, Inc. (NYSE:JILL) Q4 2022 Earnings Conference Call March 14, 2023 8:00 AM ET Company Participants Claire Spofford - President and Chief Executive Officer Mark Webb - Executive Vice President, Chief Financial Officer, and Chief Operating Officer Conference Call Participants Dana Telsey - Telsey Group Janet Kloppenburg - JJK Research Daniel Lupo - Jefferies Operator Good morning. My name is Rob and I will be your conference operator today. At this time, I would like to welcome everyone to the J.Jill Fo ...