Beyond analysts' top-and-bottom-line estimates for Oxford Industries (OXM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended October 2025.
Shares of Oxford Industries (OXM) jumped more than 20% Thursday, a day after the apparel retailer beat profit forecasts and gave a positive outlook about current-quarter sales as it moved to offset new U.S. tariffs.
Oxford Industries, Inc. (NYSE:OXM ) Q2 2025 Earnings Conference Call September 10, 2025 4:30 PM EDT Company Participants Brian Smith - IR Thomas Chubb - Chairman, CEO & President K. Grassmyer - Executive VP, CFO & COO Conference Call Participants Ashley Owens - KeyBanc Capital Markets Inc., Research Division Janine Hoffman Stichter - BTIG, LLC, Research Division Dana Telsey - Telsey Advisory Group LLC Mauricio Serna Vega - UBS Investment Bank, Research Division Joseph Civello - Truist Securities, Inc., Research Division Tracy Kogan - Citigroup Inc., Research Division Presentation Operator Greetings, and welcome to Oxford Industries, Inc. Second Quarter Fiscal 2025 Earnings Conference Call.
Oxford Industries is a compelling contrarian pick, leveraging strong brands like Tommy Bahama and Lilly Pulitzer for long-term growth and stability. Management's conservative approach, robust balance sheet, and strategic CapEx investments position the company for improved operating leverage and profitability. Diversification through emerging brands and geographic expansion reduces key brand and regional risks, supporting sustainable growth across multiple channels.
Oxford Industries, Inc. is a contrarian value play with 20-30% upside potential over 12-24 months, driven by margin recovery and brand strength. Over the long term, I expect the returns from OXM stock to only be moderate. This is a better short-term value/turnaround investment than a buy-and-hold allocation. Investors who buy OXM stock as a value play should be patient and be prepared to weather short-term downside momentum before a valuation re-rating.
Oxford Industries' Q1 results mirrored industry weakness: falling comps, margin pressure, and traffic/tariff headwinds. Brand performance was mixed, with Lilly Pulitzer strong but Tommy Bahama and Johnny Was declining, highlighting internal brand management challenges. Aggressive capital spending and rising debt raise concerns, especially as sales and earnings guidance are revised downward.
Increased tariffs on China and other trading partners will cost the company $40 million.
Oxford Industries, Inc. (NYSE:OXM ) Q1 2025 Earnings Conference Call June 11, 2025 4:30 PM ET Company Participants Brian Smith - Corporate Participant K. Scott Grassmyer - Executive VP, CFO & COO Thomas Caldecot Chubb - Chairman, CEO & President Conference Call Participants Ashley Anne Owens - KeyBanc Capital Markets Inc., Research Division Ethan Siavosh Saghi - BTIG, LLC, Research Division Joseph Vincent Civello - Truist Securities, Inc., Research Division Mauricio Serna Vega - UBS Investment Bank, Research Division Tracy Jill Kogan - Citigroup Inc., Research Division Operator Greetings, and welcome to the Oxford Industries, Inc. First Quarter Fiscal 2025 Earnings Conference Call.
While the top- and bottom-line numbers for Oxford Industries (OXM) give a sense of how the business performed in the quarter ended April 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Oxford Industries (OXM) came out with quarterly earnings of $1.82 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $2.66 per share a year ago.
Oxford Industries Inc. — the company that owns the Tommy Bahama and Lilly Pulitzer beach- and resort-wear lines — slashed its full-year profit outlook on Wednesday, sending shares lower in after-hours trade, as U.S. tariffs “significantly” complicate business.
Oxford Industries, Inc. OXM will release earnings results for the first quarter, after the closing bell on Wednesday, June 11.