Financial Data and Key Metrics Changes - Adjusted EPS for the quarter was $3.78, up from $3.50 in the first quarter of last year, representing an 8% year-over-year growth [15][44] - Consolidated net sales for the first quarter of fiscal 2023 were $420 million, a 19% increase from $353 million in the prior year [68][92] - Adjusted gross margin expanded by 130 basis points to 65.8%, driven by higher gross margins in both Tommy Bahama and Lilly Pulitzer [69] Business Line Data and Key Metrics Changes - Tommy Bahama achieved a 5% sales increase across all distribution channels, with women's business growing faster than men's [93] - Lilly Pulitzer's sales grew 6% from $92 million to $97 million, with direct-to-consumer channels driving growth despite a modest decline in wholesale [106] - The Emerging Brands Group posted a 7% year-over-year sales growth [36] Market Data and Key Metrics Changes - Full-price e-commerce sales increased by 20%, while full-price brick-and-mortar sales rose by 2% [42] - The company experienced a decrease in Lilly Pulitzer e-commerce flash sales, down $7 million compared to the previous year [42] Company Strategy and Development Direction - The company aims to maximize long-term shareholder value by focusing on a portfolio of lifestyle brands that deliver sustained profitable growth [19] - Continued investment in people, marketing, IT, and stores is planned to support future growth [40][110] - The integration of Johnny Was into the company's platform is a priority for establishing a foundation for sustained growth [94] Management's Comments on Operating Environment and Future Outlook - Management noted that consumer spending has become more cautious, impacting conversion rates despite positive traffic trends [37][39] - The company expects a more modest gross margin expansion for the full year of 2023 compared to the first quarter [46] - A forecast moderation for the year was indicated, with expectations for sales growth in the low to mid-single-digit range [95][109] Other Important Information - The company anticipates year-end inventory balances to be at or below last year's levels, with a focus on reducing excess inventory [45][81] - Capital expenditures for fiscal 2023 are expected to be approximately $9 million, significantly lower than $47 million in fiscal 2022 [49] Q&A Session Summary Question: What are the inventory levels and trends for the year? - Management indicated that inventory levels are expected to be lower year-over-year, with a focus on aligning inventory with sales growth [45][81] Question: How did Johnny Was perform relative to expectations? - Johnny Was performed slightly below expectations in the first quarter, impacted by cautious consumer behavior in its primary market [62][99] Question: What are the trends by brand for the second quarter guidance? - Tommy Bahama is expected to show marginal growth, while Lilly Pulitzer may see a slight decline in full-price sales [61][106]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 28, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-4365 OXFORD INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Georgia 58-0831862 (State or other jurisdict ...

Oxford Industries, Inc. (NYSE:OXM) Q4 2022 Earnings Conference Call March 23, 2023 4:30 PM ET Company Participants Jevon Strasser - Investor Relations Tom Chubb - Chairman & Chief Executive Officer Scott Grassmyer - Chief Financial Officer & Chief Operating Officer Conference Call Participants Ed Yruma - Piper Sandler Dana Telsey - Telsey Group Tracy Kogan - Citigroup Noah Zatzkin - KeyBanc Operator Greetings and welcome to the Oxford Industries Fourth Quarter Fiscal 2022 Earnings Conference Call. [Operator ...

$1.5B Tommy Bahama Licensed Miramonte Resort "The destination will bring the Tommy Bahama lifestyle and design aesthetic to one epic property" -Stacey Leasca, Travel and Leisure Magazine • Natural extension of our $100 million restaurant business • Builds on Coachella Valley presence dating back to 1998 • Real estate partnership with Lowe Group • Opening in late 2023 | --- | --- | --- | --- | --- | --- | --- | |-------|---------------|-----------------------------|-------|-------|-------|-------| | | | | | ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 29, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-4365 OXFORD INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Georgia 58-0831862 (State or other j ...

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Oxford Industries, Inc. (NYSE:OXM) Q3 2022 Earnings Conference Call December 7, 2022 4:30 PM ET Company Participants Jevon Strasser - IR Tom Chubb - Chairman & CEO Scott Grassmyer - CFO & COO Conference Call Participants Edward Yruma - Piper Sandler Tracy Kogan - Citigroup Noah Zatzkin - KeyBanc Capital Markets Operator Greetings, and welcome to the Oxford Industries Third Quarter Fiscal 2022 Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session wi ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-4365 OXFORD INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Georgia 58-0831862 (State or other juri ...

Financial Data and Key Metrics Changes - The company reported consolidated second quarter sales of $363 million, an 11% increase over last year's second quarter sales of $329 million [10][30] - Adjusted EPS for the second quarter was $3.61, an 11% increase from last year's record EPS of $3.24 [10] - Adjusted gross margin expanded by 30 basis points to 64.6% [10][32] - Adjusted operating profit increased by 8% to $78 million, representing 21.5% of sales [10][33] Business Line Data and Key Metrics Changes - Tommy Bahama, the largest brand, saw sales grow by 17% to $244 million, with an adjusted gross margin of 64.3% and an operating margin of 24% [11][33] - Lilly Pulitzer experienced modest top-line growth with a 24% operating margin, driven by increases in both wholesale and retail channels [18][33] - The emerging brands group posted a 31% year-over-year sales gain, with all three brands (Southern Tide, The Beaufort Bonnet Company, Duck Head) delivering solid growth [23][68] Market Data and Key Metrics Changes - The company noted favorable market conditions, including the return of consumers to physical retail and leisure travel, which positively impacted sales [9] - The inventory balance at the end of the quarter was healthier compared to the previous year, with a 53% increase on a FIFO basis [34] Company Strategy and Development Direction - The company is focused on long-term brand growth, enhancing digital and omnichannel capabilities, and operational excellence [26] - The share repurchase program has returned $86 million to shareholders since its initiation, reflecting the company's commitment to maximizing long-term shareholder value [27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the continued momentum into the third quarter, despite some macroeconomic headwinds [28] - The company expects double-digit top and bottom line growth for the year, with modest operating margin expansion [28][41] Other Important Information - The company has a healthy liquidity position with no debt and $186 million in cash and short-term investments [37] - A dividend of $0.55 per share was declared for the third quarter [39] Q&A Session Summary Question: Performance of regions like New York, Hawaii, Las Vegas - Management noted that New York City is lagging in recovery, while other regions are performing well [49][50] Question: Strategy of raising AUR and price resistance - Management indicated that they are not seeing resistance to price increases and continue to deliver additional value [51][52] Question: Changes in consumer behavior in late May and June - Management observed no significant changes in consumer behavior, with strong sales continuing into August and September [56][57] Question: Performance of Southern Tide and long-term opportunities - Southern Tide had a strong quarter, with growth in both wholesale and e-commerce, and management sees significant long-term potential [63][66] Question: Promotional environment expectations - Management anticipates a more promotional environment but believes they can maintain their brand strength without competing solely on price [70][73] Question: Supply chain headwinds - Management noted improvements in supply chain conditions compared to the previous year, with adjustments made to mitigate disruptions [80][82]

| --- | --- | |-------|-------------------------| | | | | | | | | | | | | | | Investor | | | Highlights June 8, 2022 | | | NYSE: OXM | | --- | --- | --- | |-----------------------------------------|-------|-------| | | | | | We own brands that make people happy | | | | | | | | --- | --- | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|-------|-------| | | | | | | Investment ...