The earnings call reflects a challenging quarter with notable achievements in brand expansion and supply chain diversification. However, significant challenges remain due to tariff impacts, declines in sales, and specific brand struggles, resulting in a cautious outlook.
Company Guidance
During the first quarter of fiscal 2025, Oxford Industries reported consolidated net sales of $393 million, slightly down from $398 million in the same period of 2024, yet within their guidance range of $375 million to $395 million. Despite a challenging market environment, the Lilly Pulitzer brand experienced double-digit growth with positive comps in both e-commerce and retail, contributing significantly to the quarter’s success. Meanwhile, the Tommy Bahama brand saw a slight decline, though it continued to expand with the opening of two new Marlin Bars, which are expected to boost retail performance. Adjusted gross margin contracted by 110 basis points to 64.3%, impacted by increased freight expenses and markdowns. The company also faced a $40 million cost due to newly implemented US tariffs, a substantial increase from the earlier estimate of $9-10 million, highlighting the unpredictable nature of current trade policies. Oxford Industries is actively working on diversifying its supply chain and expects to be substantially out of China by the second half of 2026. Despite these challenges, adjusted net earnings per share were $1.82, with the company maintaining a focus on long-term strategic goals and brand positioning.
Lilly Pulitzer Brand Success
The Lilly Pulitzer brand achieved double-digit growth with positive comps in both e-commerce and retail, along with meaningful growth in average order size and improved profitability.
Tommy Bahama Brand Expansion
Successfully opened two new Marlin bars in different climates and malls, expecting to see a meaningful uplift in retail business and brand experience.
Supply Chain Diversification
Made excellent progress in diversifying supply chain away from China, with expectations to be substantially out of China by the second half of 2026.
Oxford Industries (OXM) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
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%
Sep 11, 2024
$79.71
$80.12
+0.51%
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.
FAQ
When does Oxford Industries (OXM) report earnings?
Oxford Industries (OXM) is schdueled to report earning on Sep 10, 2025, After Close (Confirmed).
What is Oxford Industries (OXM) earnings time?
Oxford Industries (OXM) earnings time is at Sep 10, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.