Oxford Industries, Inc. (OXM)
NYSE:OXM
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Oxford Industries
(NYSE:OXM)
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Rating:48Neutral
Price Target:
$42.00
▼(-1.01% Downside)
Action:ReiteratedDate:03/28/26
The score is primarily held back by deteriorating financial performance (net loss, margin erosion, rising leverage, and weaker free cash flow) and bearish technicals (below key moving averages with negative momentum). A very high dividend yield provides some offset, but earnings/guidance pressure and tariff- and cost-driven profitability headwinds limit upside.
Positive Factors
Diversified brand & channel mix
Oxford's portfolio includes faster-growing labels (Lilly Pulitzer, Emerging Brands) alongside legacy names, and revenue comes from both wholesale and direct channels. This brand and channel diversification reduces single-brand risk and supports steadier revenue recovery over the medium term.
Negative Factors
Revenue decline and net loss
A material revenue decline and the shift to a net loss reflect durable demand and execution headwinds across key banners. Persistent top-line weakness constrains operating leverage, limits reinvestment, and raises execution risk unless underlying comps and wholesale recovery reaccelerate.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified brand & channel mix
Oxford's portfolio includes faster-growing labels (Lilly Pulitzer, Emerging Brands) alongside legacy names, and revenue comes from both wholesale and direct channels. This brand and channel diversification reduces single-brand risk and supports steadier revenue recovery over the medium term.
Read all positive factors
Oxford Industries (OXM) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$637.18M
Dividend Yield6.77%
Average Volume (3M)357.28K
Price to Earnings (P/E)―
Beta (1Y)1.03
Revenue Growth-2.40%
EPS Growth-131.59%
CountryUS
Employees6,000
SectorConsumer Cyclical
Sector Strength84
IndustryApparel - Manufacturers
Share Statistics
EPS (TTM)-0.09
Shares Outstanding14,887,454
10 Day Avg. Volume335,623
30 Day Avg. Volume357,281
Financial Highlights & Ratios
PEG Ratio0.15
Price to Book (P/B)1.07
Price to Sales (P/S)0.37
P/FCF Ratio48.77
Enterprise Value/Market Cap1.90
Enterprise Value/Revenue0.82
Enterprise Value/Gross Profit1.38
Enterprise Value/Ebitda38.27
Forecast
1Y Price Target
$33.75Price Target Upside-20.46% Downside
Rating ConsensusHold
Number of Analyst Covering6
EPS Forecast (FY)2.4
Revenue Forecast (FY)$1.50B
Oxford Industries Business Overview & Revenue Model
Company Description
Oxford Industries, Inc., an apparel company, designs, sources, markets, and distributes products of lifestyle and other brands worldwide. The company offers men's and women's sportswear and related products under the Tommy Bahama brand; women's an...
How the Company Makes Money
Oxford Industries makes money primarily by selling branded apparel and related products through two main routes: (1) wholesale, where it sells merchandise to third-party retailers and other distribution partners, and (2) direct-to-consumer (DTC), ...
Oxford Industries Earnings Call Summary
Earnings Call Date:Dec 10, 2025
(Q3-2025)
| % Change Since: |
Next Earnings Date:Jun 17, 2026
Earnings Call Sentiment Neutral
The earnings call reflects a challenging environment with notable successes in Lilly Pulitzer and Emerging Brands, as well as strategic expansions. However, these are offset by significant challenges at Tommy Bahama and Johnny Was, increased SG&A expenses, and tariff-related product limitations, leading to a revised financial outlook with anticipated declines.Positive Updates
Emerging Brands and Lilly Pulitzer Growth
Strong sales growth in both the Emerging Brands Group and Lilly Pulitzer offset declines at Tommy Bahama and Johnny Was. Lilly Pulitzer delivered another strong quarter, with total sales increasing year-over-year.
Negative Updates
Tommy Bahama and Johnny Was Declines
Tommy Bahama experienced a low single-digit negative comp, while Johnny Was had a high single-digit negative comp, leading to sales decreases in both businesses.
Read all updates
Q3-2025 Updates
Positive
Negative
Emerging Brands and Lilly Pulitzer Growth
Strong sales growth in both the Emerging Brands Group and Lilly Pulitzer offset declines at Tommy Bahama and Johnny Was. Lilly Pulitzer delivered another strong quarter, with total sales increasing year-over-year.
Read all positive updates
Company Guidance
During the third quarter of fiscal 2025, Oxford Industries reported consolidated net sales of $307 million, which was in line with their guidance range of $295 million to $310 million, but slightly below the $308 million achieved in the third quarter of fiscal 2024. The company's direct-to-consumer channels saw a total comp increase of 2%, supported by a 5% rise in e-commerce sales and a significant 31% increase in sales at food and beverage and full-price brick-and-mortar locations. However, wholesale channel sales decreased by 11%. Adjusted gross margin contracted by 200 basis points to 61%, primarily due to increased costs from tariffs and a higher proportion of sales during promotional events. Adjusted SG&A expenses increased by 4% to $209 million, driven mainly by higher employment costs, occupancy costs, and depreciation from new store openings. The company reported an $18 million adjusted operating loss, translating to a negative 5.8% operating margin. The adjusted net loss per share was 92¢, with a higher tax rate of 30.3% and increased interest expenses contributing to the loss. Looking ahead, Oxford Industries revised its annual net sales forecast to between $1.47 billion and $1.49 billion, reflecting a decline of 2% to 3% compared to fiscal 2024, with adjusted EPS expected to be between $2.20 and $2.40, significantly down from the previous year's $6.68.Oxford Industries Financial Statement Overview
Summary
Income Statement
42
Neutral
Balance Sheet
55
Neutral
Cash Flow
50
Neutral
| Breakdown | Jan 2026 | Jan 2025 | Jan 2024 | Jan 2023 | Jan 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 1.48B | 1.52B | 1.57B | 1.41B | 1.14B |
| Gross Profit | 831.84M | 954.57M | 995.59M | 888.86M | 706.22M |
| EBITDA | 79.82M | 186.91M | 145.05M | 266.38M | 205.44M |
| Net Income | -27.89M | 92.97M | 60.70M | 165.74M | 131.32M |
Balance Sheet | |||||
| Total Assets | 1.31B | 1.29B | 1.10B | 1.19B | 957.64M |
| Cash, Cash Equivalents and Short-Term Investments | 8.13M | 9.47M | 7.60M | 8.83M | 209.75M |
| Total Debt | 563.44M | 449.18M | 337.58M | 413.58M | 260.76M |
| Total Liabilities | 794.12M | 667.25M | 536.93M | 632.39M | 449.98M |
| Stockholders Equity | 514.84M | 622.56M | 560.91M | 556.27M | 507.66M |
Cash Flow | |||||
| Free Cash Flow | 11.31M | 59.80M | 170.19M | 78.94M | 166.11M |
| Operating Cash Flow | 119.65M | 194.03M | 244.28M | 125.61M | 198.01M |
| Investing Cash Flow | -108.40M | -143.27M | -83.98M | -151.75M | -181.57M |
| Financing Cash Flow | -12.89M | -48.61M | -161.17M | -11.53M | -38.17M |
Oxford Industries Technical Analysis
Positive
42.43
Price Trends
38.09
Positive
37.28
Positive
38.68
Positive
Market Momentum
1.36
Negative
64.67
Neutral
90.71
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For OXM, the sentiment is Positive. The current price of 42.43 is above the 20-day moving average (MA) of 37.05, above the 50-day MA of 38.09, and above the 200-day MA of 38.68, indicating a bullish trend. The MACD of 1.36 indicates Negative momentum. The RSI at 64.67 is Neutral, neither overbought nor oversold. The STOCH value of 90.71 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for OXM.
Oxford Industries Risk Analysis
Oxford Industries disclosed 34 risk factors in its most recent earnings report. Oxford Industries reported the most risks in the "Production" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Oxford Industries Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
69 Neutral | $23.00B | 15.13 | 34.74% | 0.93% | 12.32% | 29.40% | |
63 Neutral | $3.00B | 17.00 | 10.53% | 2.18% | 2.76% | -7.83% | |
63 Neutral | $1.25B | 18.62 | 3.88% | ― | -2.61% | -11.87% | |
62 Neutral | $4.87B | 23.92 | 10.25% | 1.33% | -1.88% | -5.94% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
61 Neutral | $4.16B | 117.41 | 0.53% | 0.22% | 0.52% | -45.80% | |
48 Neutral | $637.18M | -19.77 | -5.00% | 6.77% | -2.40% | -131.59% |
* Consumer Cyclical Sector Average
OXM
Oxford Industries
42.43
-0.28
-0.65%
COLM
Columbia Sportswear
57.26
-7.32
-11.33%
GIII
G-III Apparel Group
29.31
5.26
21.86%
PVH
PVH
89.01
20.63
30.17%
RL
Ralph Lauren
376.98
176.07
87.64%
ZGN
Ermenegildo Zegna
11.46
4.72
70.03%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.