Oxford Industries Inc
NYSE:OXM

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Oxford Industries Inc
NYSE:OXM
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Price: 37.11 USD -1.8%
Market Cap: 551.8m USD

Oxford Industries Inc
Investor Relations

Oxford Industries Inc. stands as a testament to the power of strategic brand management and market adaptability in the realm of upscale apparel. Originally emerging from the bustling family business scene in 1942, Oxford has cultivated an impressive portfolio of lifestyle brands that cater to a discerning clientele. The heart of the company's operations beats through its widely recognized brands, including Tommy Bahama, Lilly Pulitzer, and Southern Tide. These brands are characterized by their unique ethos and appeal; Tommy Bahama evokes a relaxed, island-inspired aesthetic, Lilly Pulitzer offers vibrant, resort-ready fashion, and Southern Tide blends classic American style with a youthful edge. The company's revenue streams primarily flow from retailing and wholesaling its branded apparel and accessories, with a complementary boost from licensing agreements that expand brand presence and reinforce market penetration.

Beyond the catchy prints and breezy textiles lies Oxford’s astute business acumen, particularly in distribution and retail strategies. The company skillfully navigates both brick-and-mortar and online retail landscapes, supported by an investment in enhancing customer experience through flagship stores and engaging digital platforms. Oxford's bricks-and-clicks model ensures a consistent brand narrative across direct-to-consumer and wholesale channels, with an emphasis on customer service and brand immersion. Their strategic expansion into e-commerce complements their physical presence and taps into a broader consumer base. In essence, Oxford Industries Inc. operates with a synchronized blend of brand stewardship and retail innovation, cultivating lifestyle experiences that translate style into profitability.

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Last Earnings Call
Fiscal Period
Q3 2026
Call Date
Dec 10, 2025
AI Summary
Q3 2026

Q3 Performance: Third quarter financial results were broadly in line with expectations, with total sales of $307 million and a 2% increase in comparable sales.

Brand Trends: Strong growth at Lilly Pulitzer and emerging brands offset declines at Tommy Bahama and Johnny Was. Emerging brands continued to gain momentum.

Margin Pressure: Gross margin contracted 200 basis points to 61%, primarily due to increased tariffs and higher promotional activity.

Tariff Impact: Tariff-related sourcing decisions led to product assortment gaps, particularly in sweaters, impacting Q4 performance and resulting in a more promotional holiday season.

Guidance Cut: Management lowered full-year sales and EPS guidance due to a softer start to the holiday season, expecting Q4 comps to be down mid-single digits versus prior flat to low-single-digit growth expectations.

Cost Initiatives: Cost reduction and efficiency initiatives are underway, with expectations for capital expenditure to moderate significantly in 2026 after completion of the Lyons, Georgia distribution center.

Key Financials
Revenue
$307 million
Comparable Sales
2%
Adjusted Gross Margin
61%
Adjusted Operating Loss
$18 million
Adjusted Operating Margin
-5.8%
Adjusted Net Loss per Share
$0.92
Inventory (FIFO)
$6 million increase YoY
Long-term Debt
$140 million
Cash Flow from Operations
$70 million (first 9 months)
Share Repurchases
$55 million
Capital Expenditures
$93 million (first 9 months); $120 million FY2025 guidance
Dividend
$32 million
Adjusted Effective Tax Rate
30.3% (Q3); 25% FY2025 guidance
Interest Expense
$1 million higher YoY (Q3); $7 million FY2025 guidance
Non-cash Impairment Charges
$61 million
Full-Year Adjusted EPS
$2.20–$2.40 (FY2025 guidance)
Q4 Sales Guidance
$365–$385 million
Q4 Adjusted EPS Guidance
$0.20
Other Earnings Calls

Management

Mr. Thomas Caldecot Chubb III
Chairman, CEO & President
No Bio Available
Mr. K. Scott Grassmyer CPA
Executive VP, CFO & COO
No Bio Available
Mr. Thomas E. Campbell
EVP & Chief Information Officer
No Bio Available
Mr. Douglas B. Wood
Chief Executive Officer of Tommy Bahama Group
No Bio Available
Ms. Michelle McQuality Kelly
Chief Executive Officer of Lilly Pulitzer
No Bio Available
Janice C. Tanner
Vice President of Corporate Accounting & Assistant Controller
No Bio Available
Mr. Suraj A. Palakshappa
Senior VP, General Counsel, Treasurer & Secretary
No Bio Available
Tracey Hernandez
Senior VP & Chief Human Resources Officer
No Bio Available
Mr. Mark B. Kirby
Senior Vice President of Operations
No Bio Available
Mr. Robert S. Trauber
Chief Executive Officer of Johnny Was
No Bio Available

Contacts

Address
GEORGIA
Atlanta
999 Peachtree St NE Ste 688
Contacts
+14046592424.0
www.oxfordinc.com