The earnings call reflected a mixed outlook with significant challenges such as declining sales in key segments, gross margin contraction due to tariff costs, and increased expenses. However, there were positive developments, notably in the Lilly Pulitzer brand, successful tariff mitigation efforts, and growth in emerging brands. The sentiment is balanced by the ongoing challenges and the company's proactive measures to address them.

Company Guidance

During the second quarter of fiscal 2025, Oxford Industries, Inc. reported net sales of $403 million, falling within their guidance range of $395 million to $415 million, but down from $420 million in the prior year. The company saw a modestly positive low single-digit total company comp sales quarter-to-date, with Lilly Pulitzer achieving positive direct-to-consumer comparable sales, while Tommy Bahama and Johnny Was faced challenges. The adjusted gross margin contracted by 160 basis points to 61.7% due to increased tariffs costing approximately $9 million, while adjusted selling, general and administrative expenses rose by 5% to $224 million. The company ended the quarter with adjusted earnings per share of $1.26 and provided a full-year net sales guidance between $1.475 billion and $1.515 billion, reflecting a slight decline compared to fiscal 2024. Oxford Industries anticipates gross margin contraction of about 200 basis points for the full year, primarily due to tariffs, and expects fiscal 2025 adjusted EPS to be between $2.80 and $3.20.

Lilly Pulitzer Positive Comparable Sales

Lilly Pulitzer posted positive direct-to-consumer total comparable sales, building on strong engagement from the first quarter. The brand's innovative product developments and Vintage Vault launch exceeded expectations.

Emerging Brands Group Revenue Growth

Emerging Brands Group showed solid revenue growth from new stores and positive comp store sales despite a challenging environment.

Effective Tariff Mitigation

Significant progress in mitigating tariff exposure through supply chain shifts and early product delivery, helping to maintain gross margins despite increased tariffs.

Boracay Island Chino Success

The launch of the Boracay Island chino at a higher price point saw high sell-through rates across direct-to-consumer and wholesale channels.

Oxford Industries (OXM) Earnings, Revenues Date & History

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OXM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 03, 2025	2025 (Q3)	-0.96 / -	-0.11	―	―	―
Sep 10, 2025	2025 (Q2)	1.18 / 1.26	2.77	-54.51% (-1.51)	―
Jun 11, 2025	2025 (Q1)	1.82 / 1.82	2.66	-31.58% (-0.84)	―
Mar 27, 2025	2024 (Q4)	1.27 / 1.37	1.9	-27.89% (-0.53)
Dec 11, 2024	2024 (Q3)	-0.06 / -0.11	1.01	-110.89% (-1.12)
Sep 11, 2024	2024 (Q2)	3.00 / 2.77	3.45	-19.71% (-0.68)
Jun 12, 2024	2024 (Q1)	2.68 / 2.66	3.78	-29.63% (-1.12)
Mar 28, 2024	2023 (Q4)	1.95 / 1.90	2.28	-16.67% (-0.38)
Dec 06, 2023	2023 (Q3)	0.95 / 1.01	1.46	-30.82% (-0.45)
Aug 31, 2023	2023 (Q2)	3.40 / 3.45	3.61	-4.43% (-0.16)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

OXM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 10, 2025	$40.41	$51.58	+27.64%
Jun 11, 2025	$49.23	$42.38	-13.91%
Mar 27, 2025	$60.56	$57.10	-5.71%
Dec 11, 2024	$80.82	$73.86	-8.61%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.