Financial Performance - Consolidated net sales for Q3 fiscal 2025 were $307 million, a slight decrease of 0.2% from $308 million in Q3 fiscal 2024[2] - GAAP loss per share was $4.28, compared to a loss of $0.25 in Q3 fiscal 2024; adjusted loss per share was $0.92 versus $0.11 in the prior year[2] - Gross profit for Q3 Fiscal 2025 was $185.3 million, down 4.7% from $194.5 million in Q3 Fiscal 2024[31] - Operating loss for Q3 Fiscal 2025 was $85.1 million, compared to an operating loss of $6.2 million in Q3 Fiscal 2024[31] - Net loss for Q3 Fiscal 2025 was $63.7 million, compared to a net loss of $3.9 million in Q3 Fiscal 2024[31] - Consolidated net sales were $307.3 million in Q3 2025, a slight decrease of 0.2%, and $1,103.3 million for the first nine months, down 2.0%[36] - The company's gross profit for Q3 2025 was $185.3 million, down 4.8% from the previous year, and $685.2 million for the first nine months, a decrease of 4.6%[36] - Operating income for the consolidated entity was a loss of $85.1 million in Q3 2025, compared to a loss of $6.2 million in Q3 2024, and a loss of $23.5 million for the first nine months compared to a profit of $98.7 million in the previous year[36] - Net earnings for Q3 2025 were a loss of $63.7 million, compared to a loss of $3.9 million in Q3 2024, and a loss of $20.8 million for the first nine months compared to a profit of $75.1 million in the previous year[36] - The company reported a net earnings per diluted share loss of $4.28 in Q3 2025, compared to a loss of $0.25 in Q3 2024, and a loss of $1.39 for the first nine months compared to a profit of $4.74 in the previous year[36] Sales and Revenue - Full-price direct-to-consumer sales increased by 3% to $206 million, with e-commerce sales rising 5% to $106 million[5] - Tommy Bahama's net sales decreased by 4.4% to $154.2 million in Q3 2025, and by 5.2% to $599.3 million for the first nine months[35] - Lilly Pulitzer's net sales increased by 7.3% to $74.9 million in Q3 2025, and by 5.7% to $264.3 million for the first nine months[35] - Johnny Was reported a net sales decline of 8.4% to $42.2 million in Q3 2025, and a decrease of 11.2% to $131.1 million for the first nine months[35] - Emerging Brands achieved a net sales increase of 17.0% to $36.1 million in Q3 2025, and a 12.5% increase to $108.9 million for the first nine months[35] Expenses and Costs - Gross margin decreased to 60.3% from 63.1% in Q3 fiscal 2024, primarily due to increased costs from tariffs and a shift in sales mix[5] - SG&A expenses for Q3 Fiscal 2025 were $212.6 million, an increase of 3.9% from $204.7 million in Q3 Fiscal 2024[31] - Impairment of goodwill and intangible assets amounted to $61.0 million in Q3 Fiscal 2025, with no such charges in Q3 Fiscal 2024[31] - The impairment of goodwill and intangible assets was $61.0 million in Q3 2025, representing 19.8% of net sales[36] Future Projections - The company expects full-year net sales to be between $1.47 billion and $1.49 billion, down from $1.52 billion in fiscal 2024[10] - GAAP loss per share for fiscal 2025 is projected to be between $1.52 and $1.32, including noncash impairment charges of $61 million[10] - Capital expenditures for fiscal 2025 are expected to be approximately $120 million, down from $134 million in fiscal 2024[15] - GAAP net earnings per diluted share guidance for Fiscal 2025 is $(1.52) to $(1.32), compared to $5.87 in Fiscal 2024[37] - Adjusted net earnings per diluted share guidance for Fiscal 2025 is $2.20 to $2.40, down from $6.68 in Fiscal 2024[37] Dividends and Shareholder Returns - The Board of Directors declared a quarterly cash dividend of $0.69 per share, payable on January 30, 2026[9] - The company declared dividends of $0.69 per share in Q3 Fiscal 2025, compared to $0.67 per share in Q3 Fiscal 2024[31] Inventory and Assets - Inventory increased by $1 million, or 1%, on a LIFO basis compared to the end of Q3 fiscal 2024[6] - Total assets increased to $1.28 billion as of November 1, 2025, compared to $1.22 billion as of November 2, 2024[29] - Long-term debt rose to $140.4 million in Q3 Fiscal 2025, up from $57.8 million in Q3 Fiscal 2024[29] - Cash and cash equivalents at the end of Q3 Fiscal 2025 were $8.0 million, compared to $7.0 million at the end of Q3 Fiscal 2024[33] Store Expansion - The company plans to open approximately 15 new full-price stores by the end of fiscal 2025, including three new Marlin Bars and a full-service restaurant[15] - Total Tommy Bahama retail locations increased from 160 in Q1 Fiscal 2024 to 166 by Q4 Fiscal 2024[39] - Johnny Was full-price retail stores remained stable at 77 from Q2 to Q4 Fiscal 2024[39] - The number of Southern Tide full-price retail stores increased from 20 in Q1 Fiscal 2024 to 30 by Q4 Fiscal 2024[39] - The total Oxford retail locations increased from 322 in Q1 Fiscal 2024 to 345 by Q4 Fiscal 2024[39]

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

Core Insights - During market turbulence, investors often seek dividend-yielding stocks, which typically have high free cash flows and offer substantial dividends [1] Group 1: Newell Brands Inc (NASDAQ:NWL) - Newell Brands has a dividend yield of 7.71% [5] - Wells Fargo analyst Chris Carey maintained an Equal-Weight rating and increased the price target from $5 to $6 on July 9, 2025, with an accuracy rate of 60% [5] - Barclays analyst Lauren Lieberman maintained an Overweight rating and raised the price target from $8 to $9 on May 2, 2025, with an accuracy rate of 61% [5] - Recent news indicates that Newell Brands plans to reduce its global workforce by over 900 employees as part of a global productivity plan [5] Group 2: Wendy's Co (WEN) - Wendy's has a dividend yield of 6.76% [5] - JP Morgan analyst John Ivankoe downgraded the stock from Overweight to Neutral and cut the price target from $12 to $9 on Dec. 3, 2025, with an accuracy rate of 71% [5] - Stifel analyst Chris O'Cull maintained a Hold rating and reduced the price target from $12 to $11 on Oct. 31, 2025, with an accuracy rate of 70% [5] - The company reported third-quarter adjusted earnings per share of 24 cents, exceeding the analyst consensus estimate of 20 cents on Nov. 7 [5] Group 3: Oxford Industries Inc (NYSE:OXM) - Oxford Industries has a dividend yield of 7.08% [5] - Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating with a price target of $52 on Dec. 5, 2025, with an accuracy rate of 63% [5] - Citigroup analyst Paul Lejuez upgraded the stock from Sell to Neutral and lowered the price target from $44 to $35 on Nov. 25, 2025, with an accuracy rate of 65% [5] - Recent news shows that Oxford Industries reported better-than-expected second-quarter earnings and raised its FY25 EPS guidance above estimates on Sept. 10 [5]

Core Insights - Investors are increasingly turning to dividend-yielding stocks during market turbulence, favoring companies with high free cash flows and substantial dividend payouts [1] Group 1: Newell Brands Inc (NASDAQ:NWL) - Newell Brands has a dividend yield of 7.71% [5] - Wells Fargo analyst Chris Carey maintained an Equal-Weight rating and increased the price target from $5 to $6 on July 9, 2025, with an accuracy rate of 60% [5] - Barclays analyst Lauren Lieberman maintained an Overweight rating and raised the price target from $8 to $9 on May 2, 2025, with an accuracy rate of 61% [5] - Recent news indicates that Newell Brands plans to reduce its global workforce by over 900 employees as part of a global productivity plan [5] Group 2: Wendy's Company (WEN) - Wendy's has a dividend yield of 6.76% [5] - JP Morgan analyst John Ivankoe downgraded the stock from Overweight to Neutral and cut the price target from $12 to $9 on December 3, 2025, with an accuracy rate of 71% [5] - Stifel analyst Chris O'Cull maintained a Hold rating and reduced the price target from $12 to $11 on October 31, 2025, with an accuracy rate of 70% [5] - The company reported third-quarter adjusted earnings per share of 24 cents, surpassing the analyst consensus estimate of 20 cents on November 7 [5] Group 3: Oxford Industries Inc (NYSE:OXM) - Oxford Industries has a dividend yield of 7.08% [5] - Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating with a price target of $52 on December 5, 2025, with an accuracy rate of 63% [5] - Citigroup analyst Paul Lejuez upgraded the stock from Sell to Neutral and lowered the price target from $44 to $35 on November 25, 2025, with an accuracy rate of 65% [5] - Recent news shows that Oxford Industries reported better-than-expected second-quarter earnings and raised its FY25 EPS guidance above estimates on September 10 [5]

Core Insights - Analysts project that Oxford Industries (OXM) will report a quarterly loss of -$0.95 per share, reflecting a significant decline of 763.6% year over year [1] - Revenue is expected to reach $304.1 million, which represents a decrease of 1.3% compared to the same quarter last year [1] Earnings Estimates - There has been no revision in the consensus EPS estimate for the quarter over the past 30 days, indicating that analysts have not changed their initial projections [2] - Revisions to earnings estimates are crucial for predicting investor actions, as empirical research shows a strong correlation between earnings estimate trends and short-term stock price performance [3] Revenue Projections by Segment - The consensus estimate for 'Net Sales- Emerging Brands' is $32.75 million, indicating a year-over-year increase of +6% [5] - 'Net Sales- Lilly Pulitzer' is projected to reach $75.05 million, reflecting a +7.5% change year over year [5] - 'Net Sales- Tommy Bahama' is expected to be $155.20 million, showing a decline of -3.8% from the prior-year quarter [5] - 'Net Sales- Johnny Was' is estimated at $42.20 million, suggesting a decrease of -8.5% year over year [6] Market Performance - Oxford Industries shares have increased by +9.8% in the past month, outperforming the Zacks S&P 500 composite, which rose by +1.3% [6] - The company holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [6]

Core Viewpoint - Oxford Industries, Inc. plans to release its third quarter fiscal 2025 financial results on December 10, 2025, after market close, followed by a conference call to discuss the results [1]. Company Information - Oxford Industries is a leader in the apparel industry, owning and marketing several distinctive brands including Tommy Bahama®, Lilly Pulitzer®, Johnny Was®, Southern Tide®, The Beaufort Bonnet Company®, Duck Head®, and Jack Rogers® [3]. - The company's stock has been traded on the New York Stock Exchange since 1964 under the symbol OXM [3]. Conference Call Details - The conference call will be hosted by Thomas C. Chubb III, Chairman, CEO, and President, and K. Scott Grassmyer, Executive Vice President, CFO, and COO, starting at 4:30 p.m. ET [1]. - A live webcast of the conference call will be available on the company's website, with a replay accessible until December 24, 2025 [2].

Core Insights - During market turbulence, investors often seek dividend-yielding stocks, which typically have high free cash flows and offer substantial dividends [1] Group 1: High-Yielding Stocks in Consumer Discretionary Sector - Bloomin' Brands Inc (NASDAQ:BLMN) has a dividend yield of 7.84%. BMO Capital analyst Andrew Strelzik maintained a Market Perform rating and reduced the price target from $10 to $8 on August 7, 2025, with an accuracy rate of 61% [7] - Oxford Industries Inc (NYSE:OXM) has a dividend yield of 6.81%. Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating with a price target of $52 on September 11, 2025, while Citigroup analyst Paul Lejuez maintained a Sell rating and cut the price target from $47 to $44 on June 12, 2025, with accuracy rates of 62% and 64% respectively [7] - Wendy's Co (NASDAQ:WEN) has a dividend yield of 6.21%. Barclays analyst Jeffrey Bernstein maintained an Equal-Weight rating and lowered the price target from $11 to $9 on October 22, 2025, while Jefferies analyst Alexander Slagle maintained a Hold rating and reduced the price target from $10 to $9 on October 13, 2025, with accuracy rates of 63% and 76% respectively [7]

Core Insights - During market turbulence, investors often seek dividend-yielding stocks, which typically have high free cash flows and offer substantial dividends [1] Group 1: High-Yielding Stocks in Consumer Discretionary Sector - Bloomin' Brands Inc (NASDAQ:BLMN) has a dividend yield of 7.84%. BMO Capital analyst Andrew Strelzik maintained a Market Perform rating and reduced the price target from $10 to $8 on August 7, 2025, with an accuracy rate of 61% [7] - Oxford Industries Inc (NYSE:OXM) has a dividend yield of 6.81%. Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating with a price target of $52 on September 11, 2025, while Citigroup analyst Paul Lejuez maintained a Sell rating and lowered the price target from $47 to $44 on June 12, 2025, with accuracy rates of 62% and 64% respectively [7] - Wendy's Co (NASDAQ:WEN) has a dividend yield of 6.21%. Barclays analyst Jeffrey Bernstein maintained an Equal-Weight rating and cut the price target from $11 to $9 on October 22, 2025, while Jefferies analyst Alexander Slagle maintained a Hold rating and lowered the price target from $10 to $9 on October 13, 2025, with accuracy rates of 63% and 76% respectively [7]

Group 1: Market Trends - During turbulent market times, investors often seek dividend-yielding stocks, which typically have high free cash flows and offer substantial dividend payouts [1] - The consumer discretionary sector features several high-yielding stocks that analysts are closely monitoring [2] Group 2: Company Analysis - **Dine Brands Global, Inc. (NYSE: DIN)**: - Dividend Yield: 8.10% - Keybanc analyst Eric Gonzalez maintained an Overweight rating but reduced the price target from $30 to $26 on Aug. 7, 2025, with an accuracy rate of 66% [7] - Barclays analyst Jeff Kessler maintained an Equal-Weight rating and cut the price target from $24 to $22 on Aug. 7, 2025, with an accuracy rate of 75% [7] - Reported mixed second-quarter financial results on Aug. 6 [7] - **The Wendy's Company (NASDAQ: WEN)**: - Dividend Yield: 6.03% - Argus Research analyst John Staszak downgraded the stock from Buy to Hold on Sept. 23, 2025, with an accuracy rate of 65% [7] - BTIG analyst Peter Saleh reiterated a Neutral rating on Sept. 15, 2025, with an accuracy rate of 66% [7] - Reported second-quarter adjusted earnings per share of 29 cents, exceeding the analyst consensus estimate of 26 cents on Aug. 8 [7] - **Oxford Industries, Inc. (NYSE: OXM)**: - Dividend Yield: 6.46% - Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating with a price target of $52 on Sept. 11, 2025, with an accuracy rate of 64% [7] - Citigroup analyst Paul Lejuez maintained a Sell rating and reduced the price target from $47 to $44 on June 12, 2025, with an accuracy rate of 65% [7] - Reported better-than-expected second-quarter adjusted EPS results and raised FY25 EPS guidance on Sept. 10 [7]

Group 1: Market Overview - Small-cap stocks experienced volatility in Q2 2025, with the Russell 2000 Index rebounding 10% from its November 2024 record highs just 55 days after the "Liberation Day" decline [1] - The Russell 2000 returned 8.5% for the quarter, underperforming the Russell 1000 Index, which returned 11.1% [1] Group 2: Company Performance - Oxford Industries, Inc. - Oxford Industries, Inc. (NYSE:OXM) had a one-month return of 0.59% and its shares lost 45.85% of their value over the last 52 weeks, closing at $47.13 per share with a market capitalization of $700.69 million on September 12, 2025 [2] - In Q2 2025, Oxford Industries generated consolidated net sales of $403 million, down from $420 million in Q2 2024 [4] Group 3: Strategic Insights - Stock selection within the consumer discretionary sector for Oxford Industries reversed after a strong Q1 performance due to idiosyncratic headwinds, including increased tariff costs and softening consumer spending [3] - Management is focusing on accelerating its supply chain away from China, with an expected full exit by 2026, and is emphasizing brand innovation and core customer engagement, which leaves optimism for the company's future [3]