Company Overview - Oxford Industries is a traditional American apparel company known for its brands that embody sun, leisure, and the perception of effortless wealth, including Tommy Bahama, Lilly Pulitzer, and Johnny Was [1] Business Strategy - The company has historically focused on high-margin branding and maintaining tight control over its operations to maximize profitability [1]

Oxford Industries (OXM) reported $392.86 million in revenue for the quarter ended April 2025, representing a year-over-year decline of 1.3%. EPS of $1.82 for the same period compares to $2.66 a year ago.The reported revenue represents a surprise of +1.98% over the Zacks Consensus Estimate of $385.23 million. With the consensus EPS estimate being $1.82, the company has not delivered EPS surprise.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expec ...

Core Viewpoint - Oxford Industries reported quarterly earnings of $1.82 per share, matching the Zacks Consensus Estimate, but down from $2.66 per share a year ago [1] - The company posted revenues of $392.86 million for the quarter, exceeding the Zacks Consensus Estimate by 1.98%, but down from $398.18 million year-over-year [2] Financial Performance - Over the last four quarters, Oxford Industries has surpassed consensus EPS estimates only once [2] - The company has topped consensus revenue estimates two times over the last four quarters [2] - The current consensus EPS estimate for the upcoming quarter is $2.24, with expected revenues of $410.97 million, and for the current fiscal year, the estimate is $4.68 on $1.49 billion in revenues [7] Stock Performance - Oxford Industries shares have declined approximately 30.5% since the beginning of the year, contrasting with the S&P 500's gain of 2.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Outlook - The Textile - Apparel industry, to which Oxford Industries belongs, is currently ranked in the bottom 18% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment [5]

Oxford Industries (OXM) Q1 2026 Earnings Call June 11, 2025 04:30 PM ET Company Participants Brian Smith - Head of Corporate Controls and Financial ReportingTom Chubb - Chairman, CEO & PresidentScott Grassmyer - EVP, CFO & COOEthan Saghi - Equity Research AssociateMauricio Serna - Executive Director Conference Call Participants Ashley Owens - Vice President & Senior Equity Research AnalystJoseph Civello - Equity Research AnalystTracy Kogan - Analyst Operator Greetings and welcome to the Oxford Industries In ...

Oxford Industries (OXM) Q1 2026 Earnings Call June 11, 2025 04:30 PM ET Speaker0 Greetings and welcome to the Oxford Industries Inc. First Quarter Fiscal twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Brian Smith. Please go ahead. Speaker1 Thank you, and good afternoon. Before we begin, I wou ...

Financial Performance - Consolidated net sales for the first quarter of fiscal 2025 were $393 million, a decrease from $398 million in the first quarter of fiscal 2024, representing a decline of 1.3% [1][4][38] - GAAP EPS for the first quarter was $1.70, down from $2.42 in the same period last year, while adjusted EPS was $1.82 compared to $2.66 in the prior year [1][4][38] - Gross margin on a GAAP basis was 64.2%, slightly lower than 64.9% in the first quarter of fiscal 2024 [4][38] Sales Breakdown - Tommy Bahama's net sales decreased by 4.2% to $216.2 million from $225.6 million [2][36] - Lilly Pulitzer experienced a 12.0% increase in net sales, reaching $99.0 million compared to $88.4 million [2][36] - Johnny Was saw a significant decline in net sales, dropping 15.1% to $43.5 million from $51.2 million [2][36] Cost and Expenses - SG&A expenses increased to $223 million from $213 million, with a notable portion attributed to higher employment and occupancy costs due to the opening of 31 new retail locations [4][5][38] - The company incurred $1 million in additional charges in cost of goods sold due to U.S. tariffs on imported goods [4][38] Balance Sheet and Liquidity - Inventory increased by $18 million, or 12%, on a LIFO basis compared to the end of the first quarter of fiscal 2024 [6][38] - Cash used in operations was $4 million, a significant decrease from cash provided by operations of $33 million in the first quarter of fiscal 2024 [7][38] - Borrowings outstanding rose to $118 million at the end of the first quarter, compared to $19 million at the same time last year [8][38] Dividend and Guidance - The Board of Directors declared a quarterly cash dividend of $0.69 per share, payable on August 1, 2025 [9] - For fiscal 2025, the company revised its sales guidance to a range of $1.475 billion to $1.515 billion, with GAAP EPS expected between $2.28 and $2.68 [10][38] Operational Insights - The company is focusing on diversifying and shifting its supply chain to mitigate future tariff impacts [2][38] - The effective income tax rate for the first quarter of fiscal 2025 was 24.1%, down from 25.6% in the prior year [11][38]

Company Performance - Lululemon reported quarterly earnings of $2.60 per share, exceeding the Zacks Consensus Estimate of $2.59 per share, and showing an increase from $2.54 per share a year ago, representing an earnings surprise of 0.39% [1] - The company posted revenues of $2.37 billion for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 0.59%, and up from $2.21 billion year-over-year [2] - Over the last four quarters, Lululemon has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Outlook - Lululemon shares have declined approximately 12.4% since the beginning of the year, while the S&P 500 has gained 1.5% [3] - The current consensus EPS estimate for the upcoming quarter is $3.27 on revenues of $2.56 billion, and for the current fiscal year, it is $14.72 on revenues of $11.19 billion [7] Industry Context - The Textile - Apparel industry, to which Lululemon belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Lululemon's stock performance [5]

Oxford Industries (OXM) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended April 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on June 11. ...

ATLANTA, May 28, 2025 (GLOBE NEWSWIRE) -- Oxford Industries, Inc. (NYSE: OXM) today announced that it plans to release its first quarter fiscal 2025 financial results after the market close on Wednesday, June 11, 2025. Following the news release, the company will also hold a conference call starting at 4:30 p.m. ET, hosted by Thomas C. Chubb lll, Chairman, Chief Executive Officer, and President, and K. Scott Grassmyer, Executive Vice President, Chief Financial Officer, and Chief Operating Officer, to discus ...

Bilibili (BILI) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to loss of $0.15 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 100%. A quarter ago, it was expected that this Chinese video sharing website would post earnings of $0.14 per share when it actually produced earnings of $0.15, delivering a surprise of 7.14%. Over the last four quarters, t ...