Oxford Industries backs FY25 adjusted EPS view $2.80-$3.20, consensus $2.81

Backs FY25 revenue view $1.48B-$1.52B, consensus $1.5B. The company said, “For fiscal 2025 ending on January 31, 2026, the Company is affirming its sales and adjusted EPS guidance. The Company expects net sales in a range of $1.475 billion to $1.515 billion as compared to net sales of $1.52 billion in fiscal 2024. In fiscal 2025, GAAP EPS is expected to be between $2.35 and $2.75 compared to fiscal 2024 GAAP EPS of $5.87. Adjusted EPS is expected to be between $2.80 and $3.20, compared to fiscal 2024 adjusted EPS of $6.68. Based on current tariff policies and historical sourcing patterns, the Company estimates that, absent proactive mitigation efforts, it would incur incremental tariffs of approximately $80 million during fiscal 2025. The Company estimates that it has been able to mitigate roughly half of this fiscal 2025 exposure through actions already effectuated, including accelerating product receipts and shifting its sourcing. After taking into account additional vendor concessions and selected, second half price increases, the Company’s current annual EPS and adjusted EPS guidance reflects a net tariff impact of approximately $25 million to $35 million, or approximately $1.25 to $1.75 per share.”