Earnings summaries and quarterly performance for OXFORD INDUSTRIES.
Executive leadership at OXFORD INDUSTRIES.
Thomas C. Chubb III
Detailed
Chairman, Chief Executive Officer and President
CEO
DB
Douglas B. Wood
Detailed
Chief Executive Officer, Tommy Bahama
KS
K. Scott Grassmyer
Detailed
Executive Vice President, Chief Financial Officer and Chief Operating Officer
MM
Michelle M. Kelly
Detailed
Chief Executive Officer, Lilly Pulitzer
RS
Robert S. Trauber
Detailed
Chief Executive Officer, Johnny Was
SA
Suraj A. Palakshappa
Detailed
Senior Vice President, General Counsel, Treasurer & Secretary
TE
Thomas E. Campbell
Detailed
Executive Vice President and Chief Information Officer
TH
Tracey Hernandez
Detailed
Senior Vice President and Chief Human Resources Officer
Board of directors at OXFORD INDUSTRIES.
CB
Carol B. Yancey
Detailed
Director
CC
Clyde C. Tuggle
Detailed
Director
DM
Dennis M. Love
Detailed
Director
EJ
E. Jenner Wood III
Detailed
Lead Independent Director
HB
Helen Ballard
Detailed
Director
JR
John R. Holder
Detailed
Director
MW
Milford W. McGuirt
Detailed
Director
SS
Stephen S. Lanier
Detailed
Director
VA
Virginia A. Hepner
Detailed
Director
Research analysts who have asked questions during OXFORD INDUSTRIES earnings calls.
AO
Ashley Owens
KeyBanc Capital Markets
7 questions for OXM
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TK
Tracy Kogan
Citigroup
7 questions for OXM
Also covers: COLM, JWN, KSS +5 more
Joseph Civello
Truist Securities
6 questions for OXM
Also covers: ASO, DKS, GCO
MS
Mauricio Serna
UBS Group AG
6 questions for OXM
Also covers: ANF, BKE, COLM +7 more
Dana Telsey
Telsey Advisory Group
5 questions for OXM
Also covers: , AEO, AKA +44 more
Ethan Saghi
BTIG
4 questions for OXM
Also covers: BOOT, CURV, RCKY +1 more
Janine Stichter
BTIG
4 questions for OXM
Also covers: AEO, ANF, BIRK +13 more
MS
Mauricio Serna Vega
UBS
4 questions for OXM
Also covers: ANF, BKE, COLM +8 more
PL
Paul Lejuez
Citigroup
3 questions for OXM
Also covers: , ACI, AEO +36 more
CN
Chandana Naga Madaka
Jefferies
2 questions for OXM
Also covers: CAL
JH
Janine Hoffman Stichter
Stifel
2 questions for OXM
Also covers: , BIRK, FL +6 more
AA
Ashley Anne Owens
KeyBanc Capital Markets Inc.
1 question for OXM
Recent press releases and 8-K filings for OXM.
Oxford Industries Discusses Challenging FY 2025 and Optimistic Outlook for FY 2026
OXM
Guidance Update
Demand Weakening
New Projects/Investments
- Oxford Industries experienced a challenging fiscal year 2025 due to macro conditions and tariffs, with mixed brand performance, and expects to be at the low end of its guidance range for the current quarter.
- While Lilly Pulitzer and emerging brands performed strongly, Tommy Bahama and Johnny Was faced softness. The Johnny Was acquisition has "not been a great acquisition to date," but a turnaround plan is underway, including new management and store closures.
- For fiscal year 2026, Oxford plans cost reduction initiatives, merchandising effectiveness improvements, and reduced capital expenditure, with a focus on reducing the current $132 million debt level. A new state-of-the-art distribution center is also expected to go live in early 2026.
Jan 12, 2026, 2:00 PM
Oxford Industries Discusses 2025 Challenges and 2026 Outlook
OXM
Guidance Update
Demand Weakening
New Projects/Investments
- Oxford Industries experienced a challenging 2025 due to macro conditions and tariffs, with the company expecting to be at the low end of its guidance range for the quarter (Q4 2025).
- Performance was mixed, with Lilly Pulitzer and emerging brands showing strength, while Tommy Bahama and Johnny Was were softer.
- The Johnny Was acquisition has not performed well to date, but a turnaround plan is in place, including new leadership and some store closures.
- Capital expenditures were high in 2025 due to a new distribution center, leading to $132 million in debt; however, 2026 will focus on reducing debt and lower capital spend.
- The company is optimistic about 2026, planning cost reduction initiatives, merchandising improvements, and anticipating a more favorable macro environment.
Jan 12, 2026, 2:00 PM
Oxford Industries Provides Business Update and FY 2026 Outlook at ICR Conference
OXM
Guidance Update
Demand Weakening
New Projects/Investments
- Oxford Industries reported a challenging FY 2025 with mixed brand performance, noting strong results from Lilly Pulitzer and emerging brands offset by softness in Tommy Bahama and Johnny Was.
- The company anticipates Q4 2025 results to be at the low end of guidance due to a weaker Christmas season.
- For FY 2026, Oxford Industries is optimistic, planning cost reduction initiatives, improved merchandising, and a focus on debt reduction after significant capital expenditure on a new distribution center in FY 2025.
- Tariffs were a $25-$30 million headwind in FY 2025, causing product assortment challenges, but the company has significantly reduced its China sourcing and anticipates less volatility in FY 2026.
Jan 12, 2026, 2:00 PM
Oxford Industries Provides Holiday and Resort Season Update
OXM
Guidance Update
Demand Weakening
- Oxford Industries, Inc. announced that its performance during the Holiday and Resort selling season is on track to meet the low end of its previously issued guidance for the year.
- The company reported a challenging consumer and promotional environment in Fiscal 2025, coupled with $25 million to $30 million in additional costs due to incremental U.S. tariffs.
- For Fiscal 2026, the company plans to focus on improving profitability, implementing cost-reduction initiatives, and achieving lower capital intensity.
Jan 12, 2026, 12:00 PM
OXM Reports Q3 2025 Results and Revises Full-Year 2025 Guidance
OXM
Guidance Update
Demand Weakening
Earnings
- OXM reported Q3 2025 consolidated net sales of $307 million, aligning with guidance, but recorded an adjusted net loss of $0.92 per share.
- Strong sales growth in Lilly Pulitzer and Emerging Brands Group partially offset declines in Tommy Bahama and Johnny Was, resulting in slightly positive total company comparable sales.
- Gross margin contracted by 200 basis points to 61% in Q3 2025, largely due to $8 million in increased tariff costs and a more promotional sales environment.
- OXM significantly revised its full-year 2025 adjusted EPS guidance down to $2.20-$2.40 (from $6.68 in 2024), primarily driven by an expected mid-single-digit negative Q4 comparable sales and a $1.25-$1.50 per share impact from tariffs.
Dec 10, 2025, 9:30 PM
Oxford Industries Reports Q3 Fiscal 2025 Results and Q4 Fiscal 2025 Guidance
OXM
Earnings
Guidance Update
Demand Weakening
- Oxford Industries reported Q3 fiscal 2025 consolidated net sales of $307 million, within their guidance range, but posted an $18 million adjusted operating loss or negative 5.8% operating margin.
- Adjusted gross margin contracted 200 basis points to 61% in Q3 fiscal 2025, primarily due to $8 million in increased cost of goods sold from additional tariffs.
- The company provided Q4 fiscal 2025 adjusted EPS guidance between $0 and $0.20, a significant decrease compared to $1.37 last year, with gross margin expected to contract approximately 300 basis points.
- Brand performance was mixed, with Lilly Pulitzer and Emerging Brands showing strong sales growth, while Tommy Bahama and Johnny Was experienced low and high single-digit negative comparable sales, respectively.
Dec 10, 2025, 9:30 PM
Oxford Industries Reports Q3 2025 Results and Revises Full-Year 2025 Guidance
OXM
Earnings
Guidance Update
Demand Weakening
- Oxford Industries reported Q3 2025 consolidated net sales of $307 million and an adjusted net loss per share of $0.92. Adjusted gross margin contracted 200 basis points to 61%, primarily due to $8 million in increased tariff costs.
- The company significantly revised its full-year 2025 adjusted EPS guidance to between $2.20 and $2.40 (down from $6.68 last year) and net sales to between $1.47 billion and $1.49 billion, primarily due to an expected mid-single-digit negative comparable store sales for Q4 2025.
- Tariffs are a major challenge, with an estimated full-year 2025 impact of $25 million-$30 million or $1.25-$1.50 per share. This led to Q4 assortment gaps in key categories like sweaters, impacting holiday sales.
- Long-term debt rose to $140 million by Q3 2025, partly funding capital expenditures for a new fulfillment center set to go live in early 2026.
Dec 10, 2025, 9:30 PM
Oxford Industries Reports Q3 Fiscal 2025 Results and Updates Full-Year Guidance
OXM
Earnings
Guidance Update
Demand Weakening
- Oxford Industries, Inc. reported consolidated net sales of $307 million for the third quarter of fiscal 2025, a slight decrease from $308 million in the prior-year period. The company experienced a GAAP loss per share of $4.28 and an adjusted loss per share of $0.92 for Q3 fiscal 2025, compared to a GAAP loss per share of $0.25 and an adjusted loss per share of $0.11 in Q3 fiscal 2024. These results include $61 million in noncash impairment charges, primarily related to Johnny Was.
- The company revised its full-year fiscal 2025 net sales guidance to a range of $1.47 billion to $1.49 billion, down from $1.52 billion in fiscal 2024. Adjusted EPS guidance for fiscal 2025 was also revised downwards to $2.20 to $2.40, compared to $6.68 in fiscal 2024.
- Management noted a softer start to the holiday season due to tariff-related product gaps and a more promotional retail environment, with consumers becoming increasingly choiceful and value-driven. The full-year guidance reflects an anticipated net tariff impact of approximately $25 million to $30 million, or $1.25 to $1.50 per share.
- Oxford's Board of Directors declared a quarterly cash dividend of $0.69 per share, payable on January 30, 2026.
Dec 10, 2025, 9:10 PM
Oxford Industries Reports Q3 Fiscal 2025 Results and Revises Full-Year Guidance Downward
OXM
Earnings
Guidance Update
Profit Warning
- Oxford Industries reported consolidated net sales of $307 million for the third quarter of fiscal 2025, a slight decrease from $308 million in the prior year period, and a GAAP loss per share of $4.28 (adjusted loss per share of $0.92). These results include $61 million in noncash impairment charges primarily associated with Johnny Was.
- The company revised its full-year fiscal 2025 guidance downward, now expecting net sales between $1.47 billion and $1.49 billion and adjusted EPS between $2.20 and $2.40. This revision reflects a softer holiday season start due to tariff-related product gaps and a promotional retail environment.
- The revised annual guidance anticipates a net tariff impact of approximately $25 million to $30 million, or $1.25 to $1.50 per share.
- For the fourth quarter of fiscal 2025, net sales are projected to be between $365 million and $385 million, with adjusted EPS expected to be in the range of $0.00 to $0.20.
- The Board of Directors declared a quarterly cash dividend of $0.69 per share, payable on January 30, 2026.
Dec 10, 2025, 9:05 PM
Oxford Industries Reports Q2 2025 Results and Updates Full-Year 2025 Guidance
OXM
Earnings
Guidance Update
Demand Weakening
- 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.
- 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. 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.
- 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.
- 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.
- 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.
Sep 10, 2025, 8:30 PM
Quarterly earnings call transcripts for OXFORD INDUSTRIES.
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