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    Joseph Civello • Truist Securities

    Joseph Civello's questions to Oxford Industries Inc (OXM) leadership

    Joseph Civello's questions to Oxford Industries Inc (OXM) leadership • Q1 2026

    Question

    Joseph Civello from Truist Securities asked about the 4% growth in the wholesale channel, how this result compared to internal expectations, and the outlook for the second half of the year based on conversations with retail partners.

    Answer

    Chairman and CEO Tom Chubb stated the company was pleased with the wholesale growth, viewing it as a sign of brand strength in a competitive environment. CFO and COO Scott Grassmyer clarified that performance tracked to expectations, with a strong spring order book but a more conservative outlook for the year's second half, noting that specialty stores remain more challenged than department stores.

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    Joseph Civello's questions to Genesco Inc (GCO) leadership

    Joseph Civello's questions to Genesco Inc (GCO) leadership • Q1 2026

    Question

    Joseph Civello of Truist Securities inquired about the drivers of Journeys' Q1 strength, asking about the impact of new athletic brand relationships and the current trends in the vulcanized footwear category.

    Answer

    CEO Mimi Vaughn explained that while new brands like HOKA and Saucony are important for validating Journeys' strategy, the Q1 comp was driven by existing brand strength. She confirmed that the vulcanized category remains pressured, but robust growth in athletic and casual footwear is more than offsetting this weakness.

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