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- **Revenue Resilience**: FY2025 net sales $1.48B (-3%), driven by Tommy Bahama's mid-single-digit comps and emerging brands' double-digit growth.
- **Tariff Mitigation**: China sourcing reduced to 15% (from 40%), but FY2026 tariffs expected to add $50M headwinds.
- **DC Transition**: Lyons DC completion in Q4 FY2025, with $0.25 EPS loss in FY2026 due to ramp-up costs.
- **Brand Momentum**: Tommy Bahama Q1 comps mid-single-digit; Johnny Was gross margin improvement expected post-Q1.
- **Financial Outlook**: FY2026 EPS $2.10-$2.70, with $12M Q1 tariff impact and $65M CapEx.

**【CEO Summary Section】**
- **Revenue Growth and Brand Momentum**: Fiscal 2025 net sales decreased 3% to $1.48 billion, driven by Tommy Bahama's mid-single-digit comps and emerging brands' double-digit growth. Late Q4 saw improving trends, with Tommy Bahama comps turning positive in late January.
- **Supply Chain and Tariffs**: Sourced 15% of apparel from China in FY2026, down from 40% in FY2024, mitigating tariff-related costs. FY2025 tariffs added $30 million headwinds, with FY2026 expected to incur $50 million in incremental tariffs.
- **New Distribution Center**: Lyons, GA DC completed in Q4 FY2025, reducing reliance on high-cost West Coast facilities. Near-term costs include $12 million Q1 FY2026 tariff impact and $0.25 EPS loss from DC ramp-up.
- **Brand Strategies**: Tommy Bahama focuses on product balance and marketing; Lilly Pulitzer sharpens assortment and pricing; Johnny Was revamps merchandising and design; emerging brands expand distribution.

**【CFO Financial Commentary】**
- **FY2025 Results**: Adjusted EPS $2.11 (excluding $0.19 Saks bankruptcy charge). Gross margin contracted 190bps to 61.3% due to tariffs. Inventory flat YoY ($1.48B) but up 2% FIFO, driven by tariff costs.
- **FY2026 Guidance**: Sales $1.475B-$1.53B (flat to +4%), EPS $2.10-$2.70. Tariffs expected to add $50M headwinds, with Q1 FY2026 tariff impact $12M. SG&A grows low-single-digit due to new stores and software costs. CapEx $65M (vs $108M FY2025), focused on DC completion and store openings.
- **Liquidity**: $120M cash flow from ops vs $108M CapEx. Debt $116M (up from $31M), with plans to reduce by $30M-$40M.

**【Q&A Highlights】**
- **Tommy Bahama Strength**: Mid-single-digit comps driven by improved product assortment (e.g., Emfielder Polo, Boracay shorts). West Coast outperformance bodes well for Q2.
- **Lilly Pulitzer Challenges**: Colder weather in key markets (Florida, Northeast) weighed on Q1 comps, but normalization expected.
- **Johnny Was Turnaround**: Gross margin improvement expected post-Q1, with better inventory management and reduced promotions.
- **Capital Allocation**: Dividend increased 1% to $0.70/share; debt reduction prioritized over share buybacks.
- **Tariff Risk**: FY2026 guidance excludes potential refunds of FY2025 tariffs, leaving $0.60 EPS upside if tariffs decline.

Oxford Industries Inc (OXM) Q4 2026 Earnings Call Transcript

- **Mixed Brand Performance**: Emerging brands (+17%) offset declines at Tommy Bahama (-low single-digit) and Johnny Was (-high single-digit). 
- **Tariff Headwinds**: $25-30M annual tariff impact, limiting holiday sweater assortment (-30%).
- **Revised Guidance**: FY25 adj. EPS $2.20-2.40 vs. $6.68 prior year; Q4 comps -mid-single-digit.
- **Strategic Moves**: 
  - Johnny Was restructuring with new leadership.
  - 4-8% price increases for spring 2026 to offset tariffs.
  - Shifting focus to direct-to-consumer growth.
- **Key Risk**: Promotional intensity and consumer caution weighing on margins.

**【CEO Opening Remarks】**
- **Q3 Performance**: Total revenue was $307 million, slightly below prior year's $308 million. Direct-to-consumer channels grew 2% (e-commerce +5%, restaurants +3%), offset by 11% decline in wholesale sales. 
- **Brand Highlights**: 
  - **Lilly Pulitzer**: Strong double-digit retail growth driven by successful product innovation and brand loyalty.
  - **Emerging Brands**: Southern Tide, Beaufort Bonnet, Duck Head delivered 17% growth, outpacing legacy brands.
  - **Tommy Bahama**: Sequential improvement in comps (low single-digit down vs. high single-digit earlier), with Boracay pants outperforming at $158 price point.
  - **Johnny Was**: Negative comps due to assortment gaps, but leadership changes (Lisa Caser promoted to President) and restructuring underway.
- **Tariff Impact**: $8 million COGS increase from tariffs, limiting holiday assortment completeness (e.g., sweaters down 30%).
- **Initiatives**: New restaurant openings, Key West fashion show, and Lyon, GA fulfillment center nearing completion.

**【CFO Financial Commentary】**
- **Q3 Results**: 
  - Adjusted EBIT loss of $18 million (-5.8% margin) vs. $3 million loss last year.
  - Gross margin contracted 200bps to 61% due to tariffs and promotional activity.
  - SG&A rose 4% to $209 million due to new store openings and pre-opening costs.
- **Revised FY25 Guidance**: 
  - Net sales: $1.47-1.49B (-2-3% vs. $1.52B prior year)
  - Adj. EPS: $2.20-2.40 vs. $6.68 prior year
  - Tariff impact: $25-30M ($1.25-1.50 EPS)
  - Q4 comps: Mid-single-digit negative vs. prior flat guidance
- **Liquidity**: $140M debt (up from $31M prior year) due to distribution center and share buybacks.

**【Q&A Highlights】**
1. **Tariff & Sourcing Strategy**: 
   - Sweater assortment reduced 30% due to 145% tariff threat; spring 2026 assortment normalized.
   - Diversifying suppliers but limited alternatives for certain categories.
2. **Johnny Was Turnaround**: 
   - New leadership (Lisa Caser) implementing merchandising efficiency plan.
   - Focus on creative direction, marketing ROI, and retail execution.
3. **Wholesale Channel**: 
   - Off-price sales down due to inventory management; specialty retailers cautious.
   - FY26 strategy: Shift to full-price channels and direct-to-consumer.
4. **Price Increases**: 
   - Spring 2026: 4-8% price hikes to offset tariffs; full tariff impact mitigated by Q4 2026.
5. **Holiday Outlook**: 
   - Slow start due to promotional intensity; 27-day selling period may limit recovery.
   - Emerging brands (+17% Q3) outperforming legacy brands.


Oxford Industries, Inc. (OXM) Q3 2026 Earnings Call Transcript

- **Q2 2025 Results**: Adjusted EPS of $1.26, net sales $403M, and 61.7% gross margin despite 160bps YoY contraction. Tariffs added $9M to COGS.
- **Brand Performance**: Lilly Pulitzer DTC comp positive, Tommy Bahama Q3 comp improving, Johnny Was implementing turnaround plan.
- **Tariff Impact**: $25M-$35M net impact (vs. $80M pre-mitigation), contributing to 200bps gross margin decline.
- **Outlook**: 2025 EPS $2.80-$3.20, Q3 loss $1.05-$0.85, and 15 net new stores by year-end.
- **Strategic Moves**: Selective price increases (+14.5% on Boracay chino), capex shift to high-margin formats, and Vintage Vault success (+Lilly loyalty engagement).

**【CEO Summary Section】**
- **Lilly Pulitzer**: Q2 total comparable sales growth driven by casual products (e.g., Linen Seaspray jacket) and the launch of the Vintage Vault capsule, which exceeded expectations. Focus on heritage storytelling and brand authenticity.
- **Tommy Bahama**: Q2 underperformance due to color assortment gaps, but success with the Boracay Island chino ($158 price point, high sell-through) and late summer assortment adjustments. Q3 comp sales improving, with positive momentum in the West.
- **Johnny Was**: Challenged by headwinds, but implementing a comprehensive plan to enhance merchandising, brand storytelling, and customer segmentation. Long-term confidence in the brand's potential.
- **Emerging Brands Group**: Solid growth in Southern Tide, Beaufort Bonnet, Duck Head, and Jack Rogers, with positive comp store sales and new store openings. Encouraged by consumer appeal and brand momentum.
- **Tariff Mitigation**: Progress in shifting supply chains and accelerating inventory receipts to avoid tariffs. Gross margins under pressure but disciplined in inventory management and pricing integrity.
- **Capital Projects**: On track for 3 new Marlin Bar openings and ~15 full-price store net additions by year-end. Lyons, GA distribution center nearing completion.

**【CFO Financial Commentary】 **Q2 2025 Results 
**
-**:  - Net sales: $403M (down 4% YoY), within guidance range of $395M-$415M.
  - Adjusted EPS: $1.26 (vs. $6.68 YoY), slightly above guidance.
  - Gross margin: 61.7% (down 160bps YoY), impacted by $9M incremental tariffs.
  - SG&A: $224M (up 5% YoY), driven by new store openings and pre-opening expenses.
- **Tariff Impact**: 
  - Estimated $80M incremental tariff exposure pre-mitigation; $25M-$35M net impact after mitigation efforts (price increases, vendor concessions).
  - ~$1.25-$1.75 per share after tax, contributing to 200bps gross margin contraction.
- **Outlook 2025**: 
  - Net sales: $1.475B-$1.515B (3% YoY decline).
  - Gross margin: ~200bps contraction due to tariffs and promotions.
  - EPS: $2.80-$3.20 (vs. $6.68 YoY), reflecting tariff, tax, and interest impacts.
  - Q3 2025: Sales $295M-$310M (7% YoY decline), adjusted loss per share $1.05-$0.85.
- **Liquidity**: 
  - Cash flow from operations: $80M (H1 2025 vs. $122M H1 2024).
  - Long-term debt: $81M (up from $31M YoY) due to capex and share buybacks.

**【Q&A Highlights】**
- **Sales Trends**: Q3-to-date comp sales +low single-digit, driven by traffic recovery and improved assortment. Lilly Pulitzer positive, Tommy Bahama flattish but improved vs. Q2.
- **Promotional Strategy**: Maintaining price integrity while balancing inventory needs. Selective price increases (low-mid single-digit) for spring 2026, with ~14.5% increase on Boracay Island chino.
- **Tariff Mitigation**: Accelerated receipts and supply chain shifts reduced exposure. ~$25M-$35M net impact vs. $80M pre-mitigation.
- **Inventory Management**: Expecting inventory levels to decrease post-Q3 as tariff acceleration subsides.
- **Store Growth**: 2026 capex ~$75M (vs. $121M 2025), with ~15 net new stores (slower pace than 2024's 30 openings). Focus on high-margin formats like Marlin Bars.
- **Johnny Was**: Comprehensive turnaround plan includes merchandising, marketing, and customer segmentation improvements.


Oxford Industries, Inc. (OXM) Q2 2025 Earnings Call Transcript

- **Lilly Pulitzer outperforms**: Double-digit sales growth with 50%+ newness, driven by core customer focus and differentiated products.
- **Tariff impact materializing**: Q1 $1M tariffs, FY2025 $40M costs ($2/share dilution). 2026 Spring collections to fully offset costs via price increases.
- **Brand divergences**: Lilly and Emerging Brands up, Tommy Bahama and Johnny Was down. Johnny Was turnaround efforts to yield results in 2026+.
- **Consumer caution persists**: 5% negative comps in Q1, with similar trend in Q2. FY2025 sales expected to decline 3% YoY.
- **Supply chain transformation**: China sourcing to drop from 40% (2024) to <10% (2026), despite short-term costs.

**【CEO Opening Remarks】**
- Q1 FY2025 revenue was $393M, within guidance range, despite a 5% negative comp driven by cautious consumer sentiment.
- **Lilly Pulitzer success**: Double-digit sales growth, positive comps in e-commerce and retail, 50%+ newness quotient, and high sell-through on differentiated products like sportswear and collaborations.
- **Tariff response**: On track to reduce China sourcing from 40% in 2024 to <10% by 2026. Spring 2026 Tommy Bahama AUR +<3%, fully offsetting tariff costs while maintaining gross margin stability.
- **Long-term focus**: Delighting core customers with 'happy brands' (70%+ of sales from top 20% customers) and expanding immersive experiences like Marlin Bars.

**【CFO Financial Highlights】**
- **Top-line**: Q1 sales $393M (-1.3% YoY), with Lilly (+low double digits) offsetting Tommy Bahama and Johnny Was declines. E-commerce (-5%), brick-and-mortar (-1%), and food/beverage (-3%) all under pressure.
- **Gross margin**: 64.3% (-110bps YoY), driven by $1M tariffs, higher freight, and markdowns. Full-year gross margin expected to contract 200bps due to $40M tariff costs.
- **Operating expenses**: SG&A +5% to $221M, driven by 31 new store openings and tariffs. Operating margin 9.8% (-460bps YoY).
- **Earnings**: Adjusted EPS $1.82 vs. $6.68 YoY. FY2025 EPS guidance $2.80-$3.20, reflecting $2/share tariff impact.
- **Balance sheet**: Inventory +12% YoY to $147M (including $3M tariffs). Debt $118M, with $51M share buybacks and $10M dividends.

**【Q&A Key Takeaways】**
- **Lilly Pulitzer strategy**: Focus on core customers with high newness (50%+), balanced color palettes, and limited-edition collaborations. Momentum expected to continue in Q2.
- **Tariff mitigation**: 2026 Spring collections will fully offset tariff costs via price increases and sourcing diversification. 2025 will see <50bps GM% decline despite 30% China tariffs.
- **Johnny Was turnaround**: 2025 focus on profitability through better assortments, marketing efficiency, and store execution. 2026+ rebound expected.
- **Wholesale channel**: Q1 +4% vs. expectations, but specialty stores lagging. FY2025 wholesale flat to down low single digits.
- **Restaurant performance**: Food/beverage sales -3% (-1% comp), with ticket growth offsetting traffic decline.

Oxford Industries, Inc. (OXM) Q1 2025 Earnings Call Transcript

- **Q4 Strong Finish**: Net sales and EPS at top of guidance, driven by holiday strength (Dec comps +2%) despite Q1 softness (-3%)
- **2025 Outlook Cautious**: Sales -2% to +1%, EPS $4.60-5.00 (-25%) due to tariffs ($0.45-0.50 EPS impact), higher interest expense
- **Brand Strategies**: 
  - Tommy Bahama activating top 25 markets 
  - Lilly Pulitzer targeting top 20% customers 
  - Johnny Was reintroducing embroidered products
- **Shareholder Returns**: $50M buyback at $59.38, 3% dividend increase to $0.69/Q, $100M repurchase program
- **Tariff Mitigation**: Full resolution by 2026, but 2025 impact already baked into guidance

**【CEO Summary Section】**
- Fourth quarter net sales and adjusted EPS both near the top of guidance ranges, driven by strong holiday performance in Tommy Bahama and Lilly Pulitzer. December comps up 2%, but January and February comps down 3% and 9% respectively due to consumer hesitation. 
- Fiscal 2025 outlook cautious with net sales expected to decline 2%-up 1% vs 2024, but focus on key events (Easter, Mother's Day) for incremental sales. 
- Key initiatives: 
  - 4-point North Star strategy (maximize shareholder value, brand portfolio, customer happiness, cash generation) 
  - Brand-specific focuses: 
    - Tommy Bahama: Activate top 25 markets 
    - Lilly Pulitzer: Target top 20% of customers 
    - Johnny Was: Reintroduce embroidered products 
  - 20 new store openings planned, including 4 Marlin Bars 
  - $50M share buyback completed at $59.38 avg price, 3% dividend increase to $0.69/Q

**【CFO Financial Commentary】**
- FY24 net sales $1.52B (-3% vs 2023), adj. EPS $6.68 (top of guidance). Key metrics: 
  - E-commerce down 4%, brick-and-mortar down 2% 
  - Gross margin 63.2% (-80bps vs 2023) due to higher promotional sales 
  - SG&A up 4% to $841M due to new store openings 
  - Operating margin 9% vs 13.8% prior year 
- FY25 guidance: 
  - Net sales $1.49-1.53B (-2% to +1%) 
  - Adj. EPS $4.60-5.00 (-25% vs 2024) due to: 
    - 50-100bps gross margin decline from tariffs 
    - $9-10M tariff impact ($0.45-0.50 EPS) 
    - $7M higher interest expense 
    - 24.5% tax rate vs 20.9% prior year 
  - 2025 capex $125M for Lyons, GA distribution center 
  - $100M share repurchase program authorized

**【Q&A Highlights】**
1. **Brand Performance Variance**: 
   - Lilly Pulitzer strongest performer with positive comps 
   - Tommy Bahama and Johnny Was comps negative 
   - Johnny Was wholesale business declining but plans to rebuild
2. **Tariff Mitigation**: 
   - $9-10M unmitigated impact in 2025 
   - Strategies: early inventory receipts, vendor cost sharing, price increases 
   - Full mitigation expected by spring 2026
3. **Consumer Behavior**: 
   - Strong response to new products (e.g. Tommy Bahama Barbados Pro shorts) 
   - March comps improving vs February, April expected to be strong
4. **SG&A Control**: 
   - Focused on marketing efficiency, vendor contract negotiations 
   - 2025 SG&A growth 2-3% despite new store openings

Actual										1.09	-1.12	-0.38	-0.44	0.13	1.89	3.24	1.19	1.68	3.5	3.61	1.46	2.28	3.78	3.45	1.01	1.9	2.66	2.77	-0.11	1.37	1.82	1.26	-0.92	-0.09
Forecast										1.0974	-0.2733	-0.6128	-1.0957	0.2065	1.055	2.3325	0.288	1.4297	2.754	3.4784	1.2195	2.1425	3.7517	3.4044	0.9553	1.9457	2.6776	3.0043	-0.0626	1.2659	1.8168	1.1793	-0.9425	0.0235
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-0.67%	-309.81%	+37.99%	+59.84%	-37.05%	+79.15%	+38.91%	+313.19%	+17.51%	+27.09%	+3.78%	+19.72%	+6.42%	+0.75%	+1.34%	+5.73%	-2.35%	-0.66%	-7.80%	-75.72%	+8.22%	+0.18%	+6.84%	+2.39%	-482.98%

OXM

OXM fundamentals

OXM Q4 2026 Earnings

Earnings Call

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OXM

OXM fundamentals

OXM Q4 2026 Earnings

Earnings Call

OXM Earnings Call Summary for Q4/20264:30 PM on Mar 26, 2026

OXM Earnings Call Summary for Q3/20264:30 PM on Dec 10, 2025

OXM Earnings Call Summary for Q2/20264:30 PM on Sep 10, 2025

OXM Earnings Call Summary for Q1/20264:30 PM on Jun 11, 2025

OXM Earnings Call Summary for Q4/20254:30 PM on Mar 27, 2025

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