The earnings call presents a mixed view with strong performance in the Lilly Pulitzer brand and growth in the wholesale channel. However, the company faces significant challenges such as overall sales decline, tariff impacts, and increased expenses. While there are positive steps being taken in supply chain diversification and new store openings, the balance of highlights and lowlights suggests a cautious outlook.

Company Guidance

During the first quarter of fiscal 2025, Oxford Industries reported net sales of $393 million, slightly below the prior year's $398 million but within the forecast range of $375 million to $395 million. Despite challenging market conditions, the Lilly Pulitzer brand achieved double-digit growth, driven by a 50% increase in new products compared to 40% last year and positive comps in both e-commerce and retail. Conversely, Tommy Bahama and Johnny Was experienced lower sales, with adjusted gross margins contracting by 110 basis points to 64.3%, primarily due to increased freight expenses and markdowns. The company faced a $40 million impact from new tariffs, leading to a projected decrease in gross margin by 200 basis points for the year. Capital expenditures for the year are expected to reach $120 million, with a focus on the new distribution center in Lyons, Georgia, and new retail locations. Adjusted net earnings per share for the quarter were $1.82, with a full-year expectation between $2.80 and $3.20, down from $6.68 last year.

Strong Performance in Lilly Pulitzer Brand

Lilly Pulitzer posted double-digit growth with positive comps in both e-commerce and retail, and meaningful growth in average order size and profitability.

Wholesale Channel Growth

Sales in the wholesale channel increased by 4% compared to the first quarter of 2024, with increased sales to major department stores and off-price retailers.

Progress on Supply Chain Diversification

The company is making excellent progress on diversifying its supply chain away from China and expects to be substantially out of China by the second half of 2026.

New Store Openings

Tommy Bahama opened two new Marlin bars, which are expected to provide an immersive brand experience and boost retail business.

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

Daily Earnings Calendar >

OXM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 28, 2025	2025 (Q2)	1.18 / -	2.77	―	―	―
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)
Jun 07, 2023	2023 (Q1)	3.75 / 3.78	3.5	8.00% (+0.28)

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	$50.03	$43.07	-13.91%
Mar 27, 2025	$61.55	$58.02	-5.74%
Dec 11, 2024	$82.13	$75.06	-8.61%
Sep 11, 2024	$81.01	$81.42	+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.