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Oxford Industries, Inc.

Oxford Industries, Inc.

NYSE•OXM
CEO: Mr. Thomas Caldecot Chubb III
Sector: Consumer Cyclical
Industry: Apparel - Manufacturers
Listing Date: 1980-03-17
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; and women's and girl's dresses and sportswear, scarves, bags, jewelry, and belts, as well as children's apparel, swim, footwear, and licensed products under the Lilly Pulitzer brand. 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; and Lilly Pulitzer for stationery and gift products, home furnishing products, and eyewear. The company distribute its products through southerntide.com, thebeaufortbonnetcompany.com, and duckhead.com; and specialty retailers. It 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. The company operates brand-specific full-price retail stores; Tommy Bahama food and beverage locations; and Tommy Bahama outlet stores. Oxford Industries, Inc. was founded in 1942 and is headquartered in Atlanta, Georgia.
Contact Information
999 Peachtree Street, NE, Suite 688, Atlanta, GA, 30309, United States
404-659-2424
www.oxfordinc.com
Market Cap
$520.50M
P/E (TTM)
6.6
23.9
Dividend Yield
7.8%
52W High
$89.86
52W Low
$34.69
52W Range
1%
4.5
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.5 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q1 2025 Data

Revenue

$392.86M-1.34%
4-Quarter Trend

EPS

$1.72-30.08%
4-Quarter Trend

FCF

-$27.37M-230.15%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Quarterly Earnings Decline Steeply Net Earnings $16.69M in Q2, reflecting a sharp 58.9% decrease versus prior year period results.
Operating Income Halved Operating Income $25.41M for Q2, a 51.6% reduction driven by lower gross margins and sales.
Net Sales Decreased 4.0% Consolidated Net Sales $403.14M for Q2, driven by declines across Tommy Bahama and Johnny Was segments.
Tariff Impact on COGS Increased Cost of Goods Sold due to tariffs impacted Q2 net earnings by approximately $9M, net of mitigation.

Risk Factors

Trade Policy Uncertainty Rises Changes in U.S. trade policies and potential future tariffs create significant uncertainty for product sourcing.
Consumer Spending Pressures Macroeconomic factors may impact consumer discretionary spending and pricing levels for apparel products.
Inflationary Cost Pressures Inflationary pressures on labor costs, wages, and benefit-related costs continue to challenge operating margins.
Supply Chain Constraints Persist Global supply chain constraints continue to affect freight, transit, and overall product sourcing costs.

Outlook

DTC Investment Focus Continue investing in brands' direct-to-consumer initiatives and leveraging technology to serve consumers effectively.
Margin Expansion Goal Proactively realigning operating expenses while managing challenges to drive long-term operating margin expansion.
Share Repurchase Authorization $95M remains authorized for share repurchases under the March 24, 2025 Board authorization.
Distribution Center Completion Capital expenditures related to the multi-year project to build a new distribution center in Lyons, Georgia.

Peer Comparison

Revenue (TTM)

Cooper-Standard Holdings Inc.CPS
$2.73B
-0.5%
Caleres, Inc.CAL
$2.65B
-5.3%
Bally's CorporationBALY
$2.52B
+1.5%

Gross Margin (Latest Quarter)

Legacy Housing CorporationLEGH
48.3%
+0.1 pp
Stitch Fix, Inc.SFIX
43.6%
-1.0 pp
Caleres, Inc.CAL
43.4%
-2.1 pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
VFS$8.09B-2.647.1%45.5%
GDEN$788.62M51.83.2%42.6%
BALY$710.19M-12.1-17.3%23.7%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-2.2%
Flat Growth
4Q Net Income CAGR
-13.6%
Declining Profitability
Cash Flow Stability
50%
Cash Flow Needs Attention

Research & Insights

Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Aug 2, 2025|Filed: Sep 11, 2025|Refer to amended data
  • Form 10-Q - Q1 2025

    Period End: May 3, 2025|Filed: Jun 12, 2025|
    Revenue: $392.86M-1.3%
    |
    EPS: $1.72-30.1%
    Miss
  • Form 10-K - FY 2024

    Period End: Feb 1, 2025|Filed: Mar 31, 2025|
    Revenue: $1.52B-3.5%
    |
    EPS: $5.94+52.7%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Nov 2, 2024|Filed: Dec 12, 2024|
    Revenue: $308.03M-5.7%
    |
    EPS: $-0.25-136.2%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Aug 3, 2024|Filed: Sep 12, 2024|
    Revenue: $419.89M-0.1%
    |
    EPS: $2.59-21.8%
    Miss
  • Form 10-Q - Q1 2024

    Period End: May 4, 2024|Filed: Jun 13, 2024|
    Revenue: $398.18M-5.2%
    |
    EPS: $2.46-34.4%
    Miss
  • Form 10-K - FY 2023

    Period End: Feb 3, 2024|Filed: Apr 1, 2024|
    Revenue: $1.57B+11.3%
    |
    EPS: $3.89-62.7%
    Beat
  • Form 10-Q - Q3 2023

    Period End: Oct 28, 2023|Filed: Dec 7, 2023|
    Revenue: $326.63M+4.3%
    |
    EPS: $0.69-44.8%
    Miss