Sign in

    Chandana Naga Madaka • KeyBanc Capital Markets

    Chandana Naga Madaka's questions to Oxford Industries Inc (OXM) leadership

    Chandana Naga Madaka's questions to Oxford Industries Inc (OXM) leadership • Q2 2025

    Question

    Chandana Naga Madaka of Jefferies inquired about Oxford's strategy for promotional events in the second half of the year, seeking brand-specific details, and asked for an update on feedback from wholesale partners and the state of their order books.

    Answer

    CEO Tom Chubb explained that while the promotional strategy isn't fundamentally different, the focus will be more intense due to a shorter holiday season. He mentioned specific tactics like mailers, gift-with-purchase offers, and flash sales. Regarding wholesale, Chubb noted that while the first half was tough, the second half is expected to be flat, with encouraging signs in spring bookings from major partners.

    Ask Fintool Equity Research AI

    Chandana Naga Madaka's questions to Caleres Inc (CAL) leadership

    Chandana Naga Madaka's questions to Caleres Inc (CAL) leadership • Q2 2024

    Question

    Chandana Naga Madaka from KeyBanc Capital Markets, on for Ashley Owens, questioned the reasons for the delayed start to back-to-school shopping and the dynamics of the August sales recovery. She also inquired about the success of the Allen Edmonds door expansion and plans for other lead brands.

    Answer

    CEO John Schmidt attributed the late back-to-school start to a 'wear now' consumer trend. He explained the August pickup was driven by pent-up demand, a successful shift to a BOGO promotion, and focused marketing. He also confirmed that growth plans are underway for Sam Edelman and Vionic, noting positive early results in tall boots and continued interest in comfort-oriented brands.

    Ask Fintool Equity Research AI