Oxford Industries Plunges 13.65% on Lowered Guidance

On June 12, 2025, Oxford Industries experienced a significant drop of 13.65% in pre-market trading, reflecting investor concerns and market reactions to recent financial reports and guidance.

Oxford Industries reported Q1 2025 revenue of $392.9 million, slightly above analyst estimates but down 1.3% year-over-year. The company's adjusted EPS for the quarter was $1.82, meeting analyst expectations. However, the company lowered its full-year revenue guidance to $1.50 billion and adjusted EPS guidance to $3.00, indicating a challenging outlook for the remainder of the year.

Management highlighted the impact of uncertain tariff and trade dynamics on the industry, noting that despite these headwinds, the company maintained strong gross margins above 64%. The operating margin for the quarter was 9.2%, down from 13.2% in the same period last year, reflecting increased expenses relative to revenue.

Oxford Industries' long-term sales performance has been sluggish, with an 8.6% compounded annual growth rate over the last five years. Recent performance shows a slowdown in demand, with annualized revenue growth of 1.1% over the last two years. Analysts expect revenue to remain flat over the next 12 months, suggesting potential demand headwinds.

The company's EPS grew at a 25.1% compounded annual growth rate over the last five years, higher than its revenue growth, indicating improved profitability on a per-share basis. However, Q1 2025 EPS was down from the same quarter last year, and Wall Street expects a 22.5% decline in full-year EPS over the next 12 months.