ATLANTA, Jan. 05, 2026 (GLOBE NEWSWIRE) -- Oxford Industries, Inc. (NYSE: OXM) today announced the Company will be presenting at the ICR Conference 2026 being held at the JW Marriott Orlando Grande Lakes in Orlando, Florida. Tom Chubb, Chairman, CEO and President of Oxford will present at 9:00 a.m. Eastern Time on Monday, January 12, 2026. The presentation will be webcast and can be accessed via the Oxford website at www.oxfordinc.com. About OxfordOxford Industries, Inc., a leader in the apparel industry, o ...

Group 1 - The results indicate a negative trend, particularly in Tommy Bahama and Long-only investments, with potential marginal improvements [1] - Quipus Capital emphasizes an operational focus rather than market-driven dynamics, assessing companies based on long-term earnings power and competitive dynamics [1] - The majority of Quipus Capital's recommendations will be holds, reflecting a cautious approach in a bullish market [1] Group 2 - A very small fraction of companies are considered buy opportunities at any given time, highlighting a selective investment strategy [1] - Hold articles are intended to provide valuable information for future investors and introduce skepticism in a generally optimistic market [1]

A top-line miss combined with guidance cuts led to an investor exodus that day.It didn't seem as if many stock investors wanted to try Oxford Industries (OXM 21.24%) on for size on Thursday. The company's shares took a real hit that day, falling by more than 21%, on a dispiriting quarterly earnings report.Slumps in key fundamentalsOxford published its third-quarter figures just after market close Wednesday. The retail clothing conglomerate -- which owns the Tommy Bahama brand, among others -- booked net sal ...

Core Insights - The apparel company is facing challenges due to tariffs and a decline in discretionary spending [1] Group 1 - The company has been impacted by the effects of tariffs [1] - There is a noted softness in discretionary spending affecting the company's performance [1]

Core Insights - Oxford Industries reported a quarterly loss of $0.92 per share, slightly better than the Zacks Consensus Estimate of a loss of $0.95, compared to a loss of $0.11 per share a year ago [1] - The company achieved an earnings surprise of +3.16% and has surpassed consensus EPS estimates three times over the last four quarters [2] - Revenues for the quarter were $307.34 million, exceeding the Zacks Consensus Estimate by 1.07%, but down from $308.02 million year-over-year [3] Financial Performance - The company has shown a mixed trend in estimate revisions ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) [7] - Current consensus EPS estimate for the upcoming quarter is $0.79 on revenues of $397.85 million, and for the current fiscal year, it is $2.95 on revenues of $1.5 billion [8] Industry Context - The Textile - Apparel industry, to which Oxford Industries belongs, is currently in the top 25% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [9] - The performance of Oxford Industries' stock may be influenced by the overall industry outlook and trends in earnings estimate revisions [6][9]

分组1 - G-III Apparel Group reported quarterly earnings of $1.9 per share, exceeding the Zacks Consensus Estimate of $1.6 per share, but down from $2.59 per share a year ago, representing an earnings surprise of +18.75% [1] - The company posted revenues of $988.65 million for the quarter ended October 2025, missing the Zacks Consensus Estimate by 2.25%, and down from $1.09 billion year-over-year [2] - G-III Apparel has surpassed consensus EPS estimates in all four of the last quarters and has topped consensus revenue estimates three times during the same period [2] 分组2 - The stock has underperformed, losing about 9% since the beginning of the year, while the S&P 500 has gained 16.4% [3] - The current consensus EPS estimate for the coming quarter is $0.68 on revenues of $813.8 million, and for the current fiscal year, it is $2.71 on revenues of $3.02 billion [7] - The Zacks Industry Rank for Textile - Apparel is in the top 30% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

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]

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]

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 reported mixed second-quarter results, with a 4.1% year-over-year sales decline to $403 million and adjusted earnings dropping from $2.77 to $1.26 per diluted share [2][3] - Despite the disappointing financials, the stock surged by 23.3% in early trading, as the earnings exceeded analyst expectations of approximately $1.18 per share and sales near $406 million [3][9] - The stock remains down 39% over the past year, trading at low valuations of 13.7 times earnings and 0.5 times sales, indicating ongoing challenges for the company [5][9] Group 2 - The company reiterated its sales and earnings guidance for fiscal year 2025, reflecting a cautious outlook amid lower analyst projections [6] - Oxford Industries is taking on debt to finance dividends and store openings, which raises concerns about its turnaround strategy given the declining store traffic [7] - The recent stock price increase is viewed as a recovery from a significant decline rather than a sign of a genuine business recovery [5][9]