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Analysts on Wall Street project that Oxford Industries (OXM) will announce quarterly loss of -$0.95 per share in its forthcoming report, representing a decline of 763.6% year over year. Revenues are projected to reach $304.1 million, declining 1.3% from the same quarter last year.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this per ...

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].

Group 1 - Oxford Industries, Inc. reported Q2 2025 results, indicating worsening sales trends compared to Q1 2025 in a seasonally significant quarter [1] - The company commented on a potential improvement in sales into Q3 [1] Group 2 - The analysis emphasizes a long-only investment approach, focusing on operational aspects and long-term earnings power rather than market-driven dynamics [1] - The majority of calls from Quipus Capital will be holds, reflecting a cautious stance in a bullish market [1]

Group 1 - Oxford Industries, Inc. reported Q2 '25 results, indicating that sales trends worsened compared to Q1 '25 during a more significant seasonal quarter [1] - The company mentioned a potential improvement in sales for Q3, although margins remain a concern [1] Group 2 - The analysis emphasizes a long-only investment approach, focusing on operational aspects and long-term earnings power rather than market-driven dynamics [1] - The articles aim to provide important information for future investors and maintain a healthy skepticism towards a bullish market [1]

Core Insights - Oxford Industries shares surged over 24% following the release of better-than-expected second-quarter earnings despite the impact of tariffs on sales [1] - The company reported adjusted earnings of $1.26 per share, exceeding the expected $1.18, while revenue decreased by 4% year-over-year to $403.1 million, slightly below the consensus of $406.14 million but within guidance [1][2] Financial Performance - Gross margin was recorded at 61.7%, a decline from 63.3% the previous year, but still better than anticipated, with tariffs contributing approximately $9 million in additional costs [2] - Sales by brand showed a decline: Tommy Bahama down 6.6% to $229 million, Lilly Pulitzer down 1.5% to $90.3 million, and Johnny Was down 9.7% to $45.4 million, while the Emerging Brands segment grew by 17% to $38.5 million [2] Future Outlook - The company reaffirmed its full-year guidance, projecting revenue between $1.475 billion and $1.515 billion, and adjusted EPS ranging from $2.80 to $3.20 [3] - Management indicated that they have mitigated about half of their $80 million tariff exposure through accelerated receipts and changes in sourcing [3]

Group 1 - Oxford Industries, Inc. reported fiscal Q2 results that led to a 20% surge in stock price [1] - The company continues to post weak financials, but a bottom line beat contributed to the positive market reaction [1] Group 2 - The company operates in the lifestyle apparel sector, which has been facing challenges [1]

Core Viewpoint - Shares of Oxford Industries surged over 26% following the release of second-quarter results that surpassed analysts' earnings expectations, despite challenges faced in the market [1] Company Summary - Oxford Industries reported second-quarter results that exceeded analysts' earnings expectations [1] - The apparel retailer's stock experienced a significant increase of more than 26% on Thursday [1] Industry Summary - The apparel retail sector is currently facing headwinds, yet Oxford Industries managed to outperform expectations [1]

Group 1: Oxford Industries, Inc. - Oxford Industries reported second-quarter earnings of $1.26 per share, exceeding analyst estimates of $1.18 [1] - Quarterly revenue was $403.14 million, which fell short of the consensus estimate of $410.85 million [1] - Following the earnings report, shares of Oxford Industries rose 15.1% to $46.52 in pre-market trading [1] Group 2: Other Stocks in Pre-Market Trading - YY Group Holding Limited shares surged 122.9% to $0.7581 after a previous dip of 64% [6] - Vince Holding Corp. rose 101% to $3.29 following better-than-expected second-quarter results [6] - New Era Energy & Digital, Inc. gained 80.2% to $0.6986 after a 4% increase on Wednesday [6] - Haoxi Health Technology Limited rose 60% to $2.00 after a 9% decline on Wednesday [6] - Treasure Global Inc. jumped 58% to $1.41 after a 6% gain on Wednesday [6] - Global Mofy AI Limited rose 54.7% to $3.45 in pre-market trading [6] - Top Wealth Group Holding Limited gained 42% to $7.13 [6] - Opendoor Technologies Inc. increased 29.4% to $7.58 after announcing a new CEO [6] Group 3: Declining Stocks in Pre-Market Trading - Robin Energy Ltd. dipped 23.5% to $1.76 following a proposed public offering [6] - TOP Financial Group Limited fell 21.6% to $1.45 after a 49% increase on Wednesday [6] - Classover Holdings, Inc. declined 21.4% to $1.67 after a 60% jump on Wednesday [6] - Avidity Biosciences, Inc. fell 20.1% to $37.08 after announcing a $500 million offering [6] - JBDI Holdings Limited declined 19.4% to $1.91 after a 120% gain on Wednesday [6] - Intelligent Living Application Group Inc. dipped 18.8% to $0.71 after a 66% surge on Wednesday [6] - Veritone, Inc. declined 18.7% to $2.96 as it announced a $25 million public offering [6] - Murano Global Investments Plc dipped 14.8% to $3.50 after an 18% decline on Wednesday [6] - Ekso Bionics Holdings, Inc. fell 12.2% to $3.52 [6] - CI&T Inc. declined 9.8% to $4.53 after a 3% drop on Wednesday [6]

Financial Performance - Consolidated net sales for the First Half of Fiscal 2025 were $796,004, a decrease of 2.9% from $818,070 in the First Half of Fiscal 2024[76] - Operating income fell to $61,617 in the First Half of Fiscal 2025, down 41.2% from $104,961 in the First Half of Fiscal 2024[76] - Net earnings decreased to $42,873, a decline of 45.5% compared to $79,015 in the First Half of Fiscal 2024[76] - Net earnings per diluted share dropped to $2.83, down 43.4% from $4.99 in the First Half of Fiscal 2024[76] - In the Second Quarter of Fiscal 2025, net sales were $403,143, a decrease of 4.0% from $419,886 in the Second Quarter of Fiscal 2024[88] - Operating income for the Second Quarter of Fiscal 2025 was $25,411, a significant decline of 51.6% from $52,510 in the Second Quarter of Fiscal 2024[88] - Net earnings in the Second Quarter of Fiscal 2025 were $16,692, down 58.9% from $40,642 in the Second Quarter of Fiscal 2024[88] Sales and Revenue Breakdown - Direct to consumer channels accounted for 81% of consolidated net sales in Fiscal 2024, with the remaining 19% from wholesale distribution channels[69] - Consolidated net sales decreased to $403 million in Q2 Fiscal 2025 from $420 million in Q2 Fiscal 2024, a decline of $16.7 million or 4%[89] - Tommy Bahama net sales fell by $16 million, or 7%, while Lilly Pulitzer and Johnny Was saw decreases of $1 million (2%) and $5 million (10%) respectively[93][94][96] - Emerging Brands experienced a net sales increase of $6 million, or 17%, driven by growth in Southern Tide and TBBC[97] - Tommy Bahama's net sales decreased by $16.1 million, or 6.6%, to $229 million in Q2 Fiscal 2025 compared to $245 million in Q2 Fiscal 2024[111] - Lilly Pulitzer's net sales fell by $1.4 million, or 1.5%, to $90.3 million in Q2 Fiscal 2025 from $91.7 million in Q2 Fiscal 2024[112] - Johnny Was reported a net sales decline of $4.9 million, or 9.7%, to $45.4 million in Q2 Fiscal 2025 compared to $50.3 million in Q2 Fiscal 2024[113] - Emerging Brands experienced a net sales increase of $5.6 million, or 17.0%, reaching $38.5 million in Q2 Fiscal 2025, up from $32.9 million in Q2 Fiscal 2024[114] Cost and Expenses - Gross profit decreased to $247.6 million in Q2 Fiscal 2025 from $265 million in Q2 Fiscal 2024, a decline of $17.4 million or 6.6%[100] - Consolidated gross margin dropped to 61.4% in Q2 Fiscal 2025 from 63.1% in Q2 Fiscal 2024, primarily due to increased cost of goods sold from tariffs[101] - SG&A expenses rose to $225.6 million in Q2 Fiscal 2025, up $8.7 million or 4% from $216.9 million in Q2 Fiscal 2024[107] - Operating income fell to $25.4 million in Q2 Fiscal 2025, a decrease of $27.1 million or 51.6% compared to $52.5 million in Q2 Fiscal 2024[110] - SG&A expenses increased by $18.3 million, or 4.3%, in the First Half of Fiscal 2025, with significant increases in employment costs (+$8 million) and occupancy costs (+$5 million)[144] Tax and Interest - The effective tax rate for Q2 Fiscal 2025 was 30.1%, up from 22.5% in Q2 Fiscal 2024, primarily due to unfavorable net discrete tax expenses[118] - Income tax expense decreased by $9.5 million, or 38.1%, to $15.5 million, with an effective tax rate of 26.5% in the First Half of Fiscal 2025[154] - Interest expense increased by $2.3 million, or 240.0%, to $3.3 million in the First Half of Fiscal 2025 due to a higher average outstanding debt balance[153] - The company experienced a 1639.3% increase in interest expense, netting $1,548 in the Second Quarter of Fiscal 2025 compared to $89 in the same period last year[88] Segment Performance - Operating income for Tommy Bahama decreased by $14.3 million, or 34.8%, to $26.7 million in Q2 Fiscal 2025 from $40.9 million in Q2 Fiscal 2024[111] - Lilly Pulitzer's operating income fell by $3.7 million, or 21.9%, to $13.2 million in Q2 Fiscal 2025 compared to $16.9 million in Q2 Fiscal 2024[112] - Johnny Was reported an operating loss of $4.5 million in Q2 Fiscal 2025, worsening from a loss of $1.7 million in Q2 Fiscal 2024[113] - Johnny Was reported an operating loss of $7.9 million in the First Half of Fiscal 2025, compared to a loss of $1.3 million in the prior year, indicating a significant decline in performance[147] Assets and Liabilities - Total current assets as of August 2, 2025, were $294.0 million, compared to $287.2 million as of August 3, 2024[161] - Property and equipment, net increased to $297.6 million as of August 2, 2025, driven by capital expenditures for a new distribution center and new retail locations[167] - Total non-current assets rose to $1.03 billion as of August 2, 2025, reflecting ongoing investments in property and equipment[167] - Total current liabilities increased to $248,238 thousand as of August 2, 2025, compared to $240,644 thousand on August 3, 2024, driven by increased accounts payable and accrued compensation[171] - Long-term debt rose to $81,375 thousand as of August 2, 2025, attributed to share repurchases, capital expenditures for a new distribution center, dividend payments, and working capital needs[172] - Non-current operating lease liabilities increased to $368,482 thousand as of August 2, 2025, due to new leases and extensions exceeding existing lease payments[173] Cash Flow and Capital Management - Cash provided by operating activities decreased to $79,549 thousand in the First Half of Fiscal 2025 from $121,738 thousand in the First Half of Fiscal 2024[174] - Capital expenditures for the First Half of Fiscal 2025 were $55 million, slightly up from $54 million in the First Half of Fiscal 2024, primarily for a new distribution center and retail openings[194] - Share repurchases totaled $55 million in the First Half of Fiscal 2025, with an average cost of $57.12 per share, compared to no repurchases in the same period of Fiscal 2024[192] - The company has $325 million available under its U.S. Revolving Credit Agreement, maturing in March 2028, to support future cash flow needs[181] - A cash dividend of $0.69 per share was approved for payment on October 31, 2025, reflecting the company's ongoing commitment to return capital to shareholders[190] - As of August 2, 2025, the company had $81 million in borrowings outstanding and $239 million in unused availability under the U.S. Revolving Credit Agreement[183] - The company remains compliant with all covenants related to its U.S. Revolving Credit Agreement as of August 2, 2025[188]