Ashley Owens

Ethan Saghi

Mauricio Serna Vega

Paul Lejuez

Tracy Kogan

Chandana Naga Madaka

Dana Telsey

Janine Hoffman Stichter

Joseph Civello

Mauricio Serna

- Oxford Industries reported **net sales of $403 million** and **adjusted EPS of $1.26** for Q2 2025, with net sales within guidance and adjusted EPS slightly above.  **[75288_2136988_1]** **[75288_2136988_4]** 
- Adjusted gross margin contracted **160 basis points to 61.7%** in Q2 2025, primarily due to **$9 million of increased cost of goods sold from additional tariffs**.  **[75288_2136988_4]**  The company anticipates a net tariff impact of **$25 million to $35 million** for fiscal 2025, or **$1.25 to $1.75 per share after tax**, after mitigating roughly half of the potential **$80 million** exposure.  **[75288_2136988_6]** 
- For fiscal year 2025, the company affirmed its guidance, expecting **net sales between $1.475 billion and $1.515 billion** and **adjusted EPS between $2.80 and $3.20**.  **[75288_2136988_5]** **[75288_2136988_6]** 
- Lilly Pulitzer continued strong performance with positive direct-to-consumer comparable sales, while Tommy Bahama and Johnny Was experienced negative comparable sales in Q2 2025, though Tommy Bahama's business showed improvement quarter-to-date in Q3.  **[75288_2136988_1]** **[75288_2136988_4]** **[75288_2136988_8]** 
- Capital expenditures are projected at approximately **$121 million** for fiscal 2025, primarily for the Lions, Georgia distribution center and new store locations, but are expected to moderate significantly to around **$75 million annually from 2026**.  **[75288_2136988_7]** **[75288_2136988_12]**

Oxford Industries Reports Q2 2025 Results and Updates Full-Year 2025 Guidance

- Oxford Industries reported Q2 2026 consolidated net sales of **$403 million** and adjusted EPS of **$1.26**, which were within and above their guidance ranges, respectively.  **[75288_2137514_1]** **[75288_2137514_4]** 
- The company expects fiscal 2025 net sales to be between **$1.475 billion and $1.515 billion** and adjusted EPS between **$2.80 and $3.20**.  **[75288_2137514_5]** **[75288_2137514_6]** 
- The macroeconomic environment remains pressured by higher tariffs, elevated promotional activity, and cautious consumer behavior, with tariffs expected to have a net impact of approximately **$25 million to $35 million**, or **$1.25 to $1.75 per share** after tax, on fiscal 2025 results.  **[75288_2137514_1]** **[75288_2137514_6]** 
- Lilly Pulitzer continued to perform strongly with positive direct-to-consumer comparable sales, while Tommy Bahama and Johnny Was experienced sales declines.  **[75288_2137514_1]** **[75288_2137514_4]** 
- Strategic investments include the Lions, Georgia distribution center, which is on schedule to be fully online late fiscal 2025 or early fiscal 2026, and plans for approximately **15 net new full-price stores** and three new Marlin Bar openings by year-end.  **[75288_2137514_2]**

Oxford Industries Reports Q2 2026 Results

- Oxford Industries reported Q2 2025 consolidated net sales of **$403 million** and adjusted EPS of **$1.26**, meeting or exceeding guidance despite a challenging macroeconomic environment.  **[75288_2137561_1]** **[75288_2137561_4]** 
- The company affirmed its full-year 2025 guidance, projecting net sales between **$1.475 billion** and **$1.515 billion** and adjusted EPS between **$2.80** and **$3.20**, a significant decrease from the prior year's **$6.68**.  **[75288_2137561_5]** **[75288_2137561_6]** 
- Gross margin contracted due to tariffs, with an estimated net impact of **$25 million-$35 million** or **$1.25-$1.75 per share** after tax for fiscal 2025, despite mitigation efforts.  **[75288_2137561_4]** **[75288_2137561_6]** 
- While Lilly Pulitzer and Emerging Brands showed positive comparable sales, Tommy Bahama and Johnny Was continued to face challenges with negative comparable sales.  **[75288_2137561_1]** **[75288_2137561_4]** **[75288_2137561_5]** 
- Capital expenditures for FY 2025 are expected to be approximately **$121 million**, primarily for the Lyons, Georgia distribution center and new stores, with CapEx moderating to around **$75 million** annually from 2026.  **[75288_2137561_2]** **[75288_2137561_6]** **[75288_2137561_14]**

Oxford Industries Reports Q2 2025 Results and Affirms Full-Year Guidance

OXFORD INDUSTRIES (OXM)