Oxford Industries (OXM) Traded Lower Due to Tariff Challenges and Soft Consumer Spending

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]