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 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 oth ...

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 ...

Company Participants Conference Call Participants 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 Fourth Quarter 2022 Earnings Conference Call. On today's call are Claire Spofford, President and Chief Executive Officer; and Mark Webb, Executive Vice President Chief Financial Officer and Chief Operating Officer. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be ...

J.Jill, Inc. (NYSE:JILL) Q3 2022 Results Conference Call December 6, 2022 8:00 AM ET Company Participants Claire Spofford - President & CEO Mark Webb - EVP, CFO & COO Conference Call Participants Dana Telsey - Telsey Group 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 Third Quarter 2022 Earnings Conference Call. On today's call are Claire Spofford, President and Chief Executive Office ...

J.Jill, Inc. (NYSE:JILL) Q2 2022 Earnings Conference Call September 1, 2022 8:00 AM ET Company Participants Claire Spofford - President & CEO Mark Webb - EVP, CFO & COO Conference Call Participants Dana Telsey - Telsey Group Daniel Lupo - Jefferies Operator Good morning. My name is Rex and I'll be your conference operator today. At this time, I'd like to welcome everyone to the J.Jill Second Quarter 2022 Earnings Conference Call. On today's call are Claire Spofford, President and Chief Executive Officer; an ...

J.Jill, Inc. (NYSE:JILL) Q1 2022 Earnings Conference Call June 8, 2022 8:00 AM ET Company Participants Claire Spofford - President, Chief Executive Officer & Director Mark Webb - Executive Vice President, Chief Financial Officer & Operating Officer Conference Call Participants Janet Joseph Kloppenburg - JJK Research Associates Dana Telsey - Telsey Group Daniel Lupo - Jefferies Operator Good morning. My name is Chris and I'll be your conference operator today. At this time, I'd like to welcome everyone to th ...

J.Jill, Inc. (NYSE:JILL) Q4 2021 Earnings Conference Call March 22, 2022 8:00 AM ET Company Participants Claire Spofford – President and Chief Executive Officer Mark Webb – Executive President, Chief Financial and Chief Operating Officer Conference Call Participants Janet Kloppenburg – JJK Research Associates Dana Telsey – Telsey Group Daniel Lupo – Jefferies Operator Good morning. My name is Chris, and I'll be your conference operator today. At this time, I'd like to welcome everyone to the J.Jill Fourth Q ...

J.Jill, Inc. (NYSE:JILL) Q3 2021 Earnings Conference Call December 13, 2021 4:30 PM ET Company Participants Claire Spofford - President & Chief Executive Officer Mark Webb - Executive Vice President & Chief Financial and Operating Officer Conference Call Participants Dana Telsey - Telsey Group Janet Kloppenburg - JJK Research Associates Daniel Lupo - Jefferies Operator Good morning. My name is Heidi [ph], and I will be your conference operator today. At this time, I would like to welcome everyone to the J.J ...

J.Jill, Inc. (NYSE:JILL) Q2 2021 Results Conference Call September 9, 2021 12:00 AM ET Company Participants Claire Spofford - President & Chief Executive Officer Mark Webb - Executive Vice President & Chief Financial and Operating Officer Conference Call Participants Dana Telsey - Telsey Group Janet Kloppenburg - JJK Research Associates Operator Good morning. My name is Sue, and I will be your conference operator today. At this time, I would like to welcome everyone to the J.Jill's Second Quarter Fiscal 202 ...