Oxford Industries, Inc.·Consumer Cyclical

Oxford Industries (NYSE: OXM) executives highlighted improving sales trends exiting fiscal 2025, ongoing tariff pressure, and plans to lean on operational and sourcing initiatives to support profitability in fiscal 2026, according to the company's fourth-quarter earnings call. Fourth-quarter finish and early fiscal 2026 trends Chairman and CEO Tom Chubb said fourth-quarter net sales and adjusted earnings

Oxford Industries Inc (NYSE: OXM) posted mixed fourth-quarter results on Thursday.

U.S. stocks lower, Nasdaq falls 1%. Oxford Industries up 11.2% on strong earnings, raised dividend. Other gains: AGX 35.5%, MSC 24.5%, ADMA 13%, SGML 12.2%, KOD 10.5%, TBN 9.9%, METC 8.8%, U 8.3%, MEOH 7.7%, VOR 6.8%, Kopin Corp.

Oxford Industries, Inc. reported weak Q4 financials. Sales declined across brands, and margins deteriorated. OXM's FY2026 guidance finally suggests stabilization. Tommy Bahama's momentum is expected to improve, and margins are guided to improve slightly. I estimate OXM stock to have 19% upside to a base scenario fair value of $37.9.

Oxford Industries, Inc. (OXM) Q4 2025 Earnings Call Transcript

Initiates fiscal 2026 guidance reflecting meaningfully improved profitability on modest sales growth driven by improvement at Tommy Bahama. Fiscal 2026 guidance includes revenues of $1.475 billion to $1.530 billion, GAAP EPS of $1.83 to $2.43 and adjusted EPS of $2.10 to $2.70; EPS expectations assume IEEPA tariff rates continued for balance of year.
Oxford Industries, Inc., an apparel company, designs, sources, markets, and distributes products of lifestyle and other brands worldwide. The company offers men's and women's sportswear and related products under the Tommy Bahama brand; women's and girl's dresses and sportswear, scarves, bags, jewelry, and belts, as well as footwear and children's apparel and swimwear under the Lilly Pulitzer brand; and men's shirts, pants, shorts, outerwear, ties, swimwear, footwear, and accessories, as well as women and youth products under the Southern Tide brand. It also designs, sources, markets, and distributes premium childrenswear, including bonnets, hats, apparel, swimwear, and accessories through thebeaufortbonnetcompany.com and wholesale specialty retailers; men's apparel, which include pants, shorts, and tops through duckhead.com and wholesale specialty retailers. In addition, the company licenses Tommy Bahama brand for various products, such as indoor and outdoor furniture, beach chairs, bedding and bath linens, fabrics, leather goods and gifts, headwear, hosiery, sleepwear, shampoo, toiletries, fragrances, cigar accessories, distilled spirits, and other products; Lilly Pulitzer for stationery and gift products, home furnishing products, and eyewear; and Southern Tide trademark for bed and bath product. Oxford Industries, Inc. offers products through its retail stores, department stores, specialty stores, multi-branded e-commerce retailers, off-price retailers, and other retailers, as well as e-commerce sites. As of January 29, 2022, it operated 186 brand-specific full-price retail stores; 21 Tommy Bahama food and beverage locations; and 35 Tommy Bahama outlet stores. Oxford Industries, Inc. was founded in 1942 and is headquartered in Atlanta, Georgia.
Consumer Cyclical
Apparel - Manufacturers
6,000
1980-03-17
0.99