The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Jonna Kim - TD Cowen - Analyst
: Hi, thank you for taking my question. Just would love additional color around what drove the improvement in June and July? And Mark, on tariffs,
how should we think about sort of the annualized tariff impact next year as you mitigate some of the impact that you have this year, would love
additional color there?
Question: Jonna Kim - TD Cowen - Analyst
: And just one question. In the second half, do you expect promotional level to be in line or elevated versus last year? Any thoughts there would be
helpful.
Thank you so much.
Question: Corey Tarlowe - Jefferies LLC - Analyst
: Great, thanks and good morning. Mary Ellen, could you maybe talk a little bit about kind of 100 days into the business at this point, where you see
opportunity for change, where you see opportunity to accelerate innovation? What's working in the business? And then maybe other areas or
Question: Corey Tarlowe - Jefferies LLC - Analyst
: Great, thanks so much. And then just, Mark, could you maybe walk us through some of the puts and takes in margin? Obviously, tariffs was one
that was already addressed and talked about. But are there any other considerations in the back half of this year? And how do you see the top to
kind of the high teens EBITDA margin continuing and sustaining over the long term?
And what do you think the key drivers are to get you there?
Question: Marni Shapiro - Retail Tracker LLC - Analyst
: Hey guys, nice improvements here, at least getting some traffic back in the stores. I'm curious if you could talk a little bit. You upgraded your POS
systems. Will you, I guess, upgrade, modernize, change anything with inspired rewards? I think you have a pretty loyal customer as far as I recall.
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SEPTEMBER 03, 2025 / 12:00PM, JILL.N - Q2 2025 JJill Inc Earnings Call
And will you use that to sort of expand your base of customer? And then I just have one follow-up on that if you wouldn't mind.
Question: Marni Shapiro - Retail Tracker LLC - Analyst
: Fantastic. And then you said you were going to launch -- you launched some TV or you were testing some television. I'm curious what your thoughts
are on social media content in real life events? I feel like your customers, when I'm in your stores, they're all talking to each other. So I'm curious
what you think about those two aspects of -- to grab people into your stores.
Question: Marni Shapiro - Retail Tracker LLC - Analyst
: Fantastic. And then can I sneak in just one more. I don't know if I'm projecting on to your stores. But in the last, I think, 2-weeks, even last 1.5-weeks,
the stores already look different. They look cleaner, the front of the store looks different.
I don't want to say younger, maybe more modern, the way things are paired. Am I projecting onto it? Or have you already made changes in the
merchandising without changing the product?
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