J. Jill, Inc. (JILL) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

one again. Before we begin, I need to remind you that certain comments made during these remarks may constitute forward-looking statements and are made pursuant to and within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 as amended. Such forward-looking statements are subject to both known and unknown risks and uncertainties that could cause actual results to differ materially from such statements. Those risks and uncertainties are described in the press release and JGL's SEC filings. The forward-looking statements made in this recording are as of December 10, 2025, and JGL does not undertake any obligation to update these forward-looking statements. Finally, JGL may refer to certain adjusted or non-GAAP financial measures during these remarks. A reconciliation schedule showing the GAAP versus non-GAAP financial measures is available in the press release issued December 10, If you do not have a copy of today's press release, you may obtain one by visiting the investor relations page of the website at jjill.com. That's jjill.com. I would now like to turn the conference over to Mary Ellen Coyne, CEO. You may begin. Good morning, everyone, and thank you for joining us today. As seen in our press release this morning, we had a solid third quarter. We delivered better than expected earnings results, with top line at the high end of our expectations for the period, and drove healthy cash generation, a hallmark of our operating model. During the third quarter, we saw positive response to newness in the assortment, particularly in jackets and bottoms, including our fashion denim, faux suede and faux leather outerwear. We also took opportunities to test and rebalance our marketing mix, pulling back on catalog circulation whi...