JILL · CIK 1687932
What J.Jill, Inc. told the SEC could break it.
J.Jill's disclosures center on where its clothes are made and the trade policy on them. It sources imported merchandise from 10 countries led by India, Indonesia, and Vietnam (plus some China), with manufacturing concentrated in South and Southeast Asia, and buys through roughly 34 agent-managed suppliers under no long-term contracts — one of which was 11.7% of purchases in fiscal 2025, so losing a key supplier could materially disrupt operations. That import reliance leaves it exposed to tariffs that already pressured fiscal 2025 gross margin, and the policy itself is unsettled: in February 2026 the IEEPA tariffs were revoked and replaced with a 10% Section 122 global tariff set to expire in July 2026 absent further action.
3 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
In its own words
What could break it.
Geographic concentration
- imported merchandise sourced from India, Indonesia, Vietnam (and China)medium
J.Jill sources imported merchandise from 10 countries, led by India, Indonesia and Vietnam (plus some China), with manufacturing primarily outside the US — concentrating supply in South/Southeast Asia.
“Currently, we source our imported merchandise from 10 countries. The top three by volume are India, Indonesia, and Vietnam and we also source some merchandise from China.”
Supplier concentration
- one supplier 11.7% of purchases; ~34 agent-managed suppliers, no long-term contractsmedium
J.Jill buys merchandise from ~34 suppliers via agents with no long-term supply contracts; one supplier accounted for 11.7% of purchases in FY2025, and loss of a key supplier could materially affect operations.
“One supplier accounted for 11.7 % of the Company's purchases during Fiscal Year 2025.”
SEC filing →As of 2026
Regulatory & policy
- import tariffs (IEEPA revoked; new Section 122 10% global tariff; China)low
Tariffs already hurt J.Jill's FY2025 gross margin; in Feb 2026 the IEEPA tariffs were revoked and replaced with a 10% Section 122 global tariff (expiring July 2026 absent action), leaving import-cost exposure highly uncertain.
“On February 24, 2026, President Trump revoked the IEEPA tariffs and implemented a 10% additional global tariff under Section 122 of the Trade Act of 1974.”
SEC filing →As of 2026
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