Oxford Industries, Inc.
- Open
- 40.80
- Day high
- 41.49
- Day low
- 39.65
- Prev close
- 40.69
- Volume
- 102K
- Mkt cap
- $598M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 1.1
- P/S
- 0.4
- Yield
- 6.93%
- Per share
- $2.78
- ▲Insiders net buying $92K over the last 3 months (1 open-market buy, 0 sales)
- 🏛Institutions mixed (13F)
Oxford Industries, Inc. (OXM) is a Consumer Cyclical company listed on NYSE. The stock is down 2% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 0 sales (SEC Form 4).
Oxford Industries, Inc. (OXM) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 4 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
OXM earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jun 10, 2026 | $1.27 | $1.39 | +9.4% | $391M | -0.1% |
| Mar 26, 2026 | $0.05 | $-0.09 | -280.0% | $374M | +0.7% |
| Dec 10, 2025 | $-0.95 | $-0.92 | +3.2% | $307M | -17.4% |
| Sep 10, 2025 | $1.21 | $1.26 | +4.1% | $403M | +30.5% |
| Jun 11, 2025 | $1.82 | $1.82 | +0.0% | $393M | +2.1% |
| Mar 27, 2025 | $1.28 | $1.37 | +7.0% | $391M | -2.5% |
| Dec 11, 2024 | $0.11 | $-0.11 | -200.0% | $308M | -1.3% |
| Sep 11, 2024 | $3.00 | $2.77 | -7.7% | $420M | -4.2% |
| Jun 12, 2024 | $2.68 | $2.66 | -0.7% | $398M | -1.6% |
| Dec 6, 2023 | $0.97 | $1.01 | +4.1% | $327M | -19.7% |
| Aug 31, 2023 | $3.40 | $3.45 | +1.5% | $420M | +25.9% |
| Jun 7, 2023 | $3.74 | $3.78 | +1.1% | $420M | +0.2% |
OXM insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 2, 2026 | Hepner Virginia Adirector | Grant | 3,871 | — |
| Jul 2, 2026 | TUGGLE CLYDE Cdirector | Grant | 3,871 | — |
| Jul 2, 2026 | BALLARD HELENdirector | Grant | 3,871 | — |
| Jul 2, 2026 | LOVE DENNIS Mdirector | Grant | 7,025 | — |
| Jul 2, 2026 | HOLDER JOHN Rdirector | Grant | 3,871 | — |
| Jul 2, 2026 | McGuirt Milford Wdirector | Grant | 3,871 | — |
| Jul 2, 2026 | LANIER STEPHEN Sdirector | Grant | 3,871 | — |
| Jul 2, 2026 | Yancey Carol Bdirector | Grant | 3,871 | — |
| Jun 12, 2026 | Chubb Thomas Caldecot IIIdirector, officer: CEO and President | Buy | 2,500 | $36.90 |
| Jun 2, 2026 | Hernandez Traceyofficer: SVP & CHRO | Tax | 766 | $44.62 |
| Jun 2, 2026 | Wood Douglas Bofficer: CEO, Tommy Bahama | Tax | 959 | $44.62 |
| Jun 2, 2026 | Campbell Thomas Eofficer: EVP | Grant | 589 | $32.73 |
| Jun 2, 2026 | Campbell Thomas Eofficer: EVP | Option | 1,800 | — |
| Jun 2, 2026 | GRASSMYER SCOTTofficer: EVP | Grant | 524 | $32.73 |
| Jun 2, 2026 | Palakshappa Suraj Aofficer: SVP | Grant | 347 | $32.73 |
Source: OXM SEC Form 4 filings, latest Jul 2, 2026. For informational purposes only — not investment advice.
See the full OXM insider & 13F page →Oxford Industries, Inc. company profile
Overview
Oxford Industries, Inc. (NYSE:OXM) is an Atlanta-based apparel company founded in 1942 that has evolved from its origins into a lifestyle brand portfolio company. The company went public in 1980 and has transformed itself over the decades from a traditional apparel manufacturer into a curator of premium lifestyle brands. Oxford Industries currently operates a collection of distinctive brands including Tommy Bahama, Lilly Pulitzer, Southern Tide, and Johnny Was, each targeting specific consumer segments within the upscale casual and resort wear markets. The company has built its business around creating and distributing products that embody relaxed, aspirational lifestyles, with a particular focus on coastal and resort-inspired fashion.
Business
Oxford Industries operates in the premium lifestyle apparel sector, focusing on brands that evoke leisure, relaxation, and aspirational living. The company's business centers around designing, sourcing, marketing, and distributing clothing and accessories that capture specific lifestyle aesthetics. **Tommy Bahama** represents the company's largest and most established brand, focusing on island-inspired casual wear for men and women. The brand encompasses sportswear, outerwear, swimwear, footwear, and accessories that embody a relaxed, tropical lifestyle. Tommy Bahama operates as both a fashion brand and lifestyle experience, with retail locations often featuring attached restaurants and bars called "Marlin Bars" that serve tropical cuisine and cocktails. This brand typically accounts for the majority of Oxford's revenue. **Lilly Pulitzer** targets affluent women and girls with bright, colorful prints and preppy designs rooted in Palm Beach culture. The brand is known for its distinctive tropical and floral patterns, offering dresses, sportswear, accessories, and children's apparel. Lilly Pulitzer has cultivated a devoted following among upper-income consumers, particularly in the Southeastern United States, and maintains premium pricing with strong brand loyalty. **Southern Tide** focuses on Southern-inspired men's apparel, including shirts, pants, shorts, ties, and accessories, with expanding women's and youth lines. The brand captures the essence of Southern coastal living and has been growing its market presence. **Johnny Was**, acquired in 2022, specializes in bohemian-inspired women's clothing featuring embroidered and embellished designs. The brand targets fashion-forward women seeking unique, artisanal-style pieces. The company also operates **Emerging Brands** including The Beaufort Bonnet Company (premium children's wear) and Duck Head (casual men's apparel), along with various licensing arrangements that extend brand reach into home goods, fragrances, and other lifestyle products.
Revenue model
Oxford Industries generates revenue through multiple channels and business models across its brand portfolio. The company primarily makes money through **direct-to-consumer retail sales** via its network of approximately 186 full-price retail stores, 35 outlet locations, and e-commerce websites. Each brand maintains its own online presence and retail footprint, with Tommy Bahama stores often featuring integrated restaurant and bar concepts that generate additional food and beverage revenue. **Wholesale distribution** represents another significant revenue stream, where Oxford sells its products to department stores, specialty retailers, and multi-brand e-commerce platforms. However, this channel has been declining as the company focuses more on direct-to-consumer sales for better margin control. **Licensing agreements** provide additional income with relatively low capital requirements, allowing third parties to produce complementary products under Oxford's brand names, including home furnishings, fragrances, and spirits. The company's profitability is influenced by several key factors. **Positive margin drivers** include the premium positioning of its brands, which allows for higher pricing power, direct-to-consumer sales that eliminate wholesale markups, and the integration of food and beverage operations that generate higher margins per square foot. The company's focus on lifestyle branding creates customer loyalty that supports full-price selling. **Margin pressures** come from several sources including rising labor costs in retail operations, increased promotional activity during challenging consumer environments, tariffs on imported goods (as most production occurs overseas), and the seasonal nature of resort wear that creates inventory management challenges. Additionally, the company faces pressure from shifting consumer spending patterns, particularly during economic uncertainty when discretionary apparel purchases decline. Competition from both traditional retailers and direct-to-consumer brands also pressures pricing and marketing spend.
Competitive moat
Oxford Industries possesses a **moderate but meaningful competitive moat** built primarily around brand equity and lifestyle positioning rather than operational advantages. The company's strongest defensive position lies in the **distinctive brand identities** it has cultivated, particularly with Tommy Bahama and Lilly Pulitzer, which have developed devoted followings that extend beyond mere clothing purchases into lifestyle aspirations. **Tommy Bahama's integrated retail-restaurant concept** creates a unique experiential differentiation that is difficult for competitors to replicate at scale. The brand has successfully positioned itself as synonymous with island lifestyle and relaxation, supported by its Marlin Bar dining experiences that reinforce brand identity while generating higher-margin revenue. This experiential component creates customer engagement beyond traditional retail. **Lilly Pulitzer benefits from strong heritage and cultural positioning** within affluent Southern and coastal communities, with distinctive prints and designs that have maintained relevance across generations. The brand's seasonal product drops and limited collections create scarcity value and customer urgency. However, the moat faces several **vulnerabilities**. The apparel industry has relatively low barriers to entry, and lifestyle brands can lose relevance quickly if they fail to evolve with consumer preferences. The company's dependence on discretionary spending makes it vulnerable during economic downturns. Additionally, the rise of direct-to-consumer brands and social media marketing has lowered the barriers for new entrants to build lifestyle brands and reach target customers. **Competitive threats** include established luxury conglomerates with greater resources, fast-fashion retailers that can quickly copy designs at lower prices, and emerging direct-to-consumer brands that can build followings through social media. The company's wholesale partners also represent potential competitive risks as they develop private label alternatives or shift focus to other brands.
Risks & safety
Oxford Industries presents a **moderate margin of safety** with some financial strengths offset by cyclical vulnerabilities and modest cash positions. **Liquidity and Solvency:** - Cash position of $9.5 million is relatively low for a company of this size - Current ratio of 1.18 indicates tight working capital management - Debt-to-equity ratio of 0.72 shows moderate leverage levels - Strong operating cash flow of $194 million in fiscal 2024 demonstrates cash generation capability - Free cash flow of $60 million provides some cushion for operations and investments **Valuation Metrics:** - Price-to-earnings ratio of 14.1 appears reasonable for a branded consumer company - EV/EBITDA of 9.4 is moderately valued - Price-to-book ratio of 2.1 reflects premium to tangible assets, typical for brand-focused companies - Graham number suggests potential undervaluation relative to conservative metrics **Other Considerations:** - Seasonal business model creates quarterly volatility in cash flows - Dependence on discretionary consumer spending increases recession risk - Inventory management challenges typical in fashion retail - Geographic concentration in certain markets creates regional economic exposure
Recent development
Over the past few years, Oxford Industries has pursued several strategic initiatives to strengthen its brand portfolio and operational capabilities. The most significant move was the **acquisition of Johnny Was in 2022**, expanding the company's presence in the bohemian luxury women's apparel segment and adding approximately $73 million in annual sales. This acquisition represented Oxford's strategy of building a portfolio of complementary lifestyle brands. The company has invested heavily in **omnichannel retail expansion**, opening approximately 20 new stores annually while integrating e-commerce platforms across brands. A particularly notable innovation has been the expansion of **Tommy Bahama's Marlin Bar concept**, which combines retail with food and beverage service, creating experiential destinations that generate higher sales per square foot than traditional retail locations. **Operational infrastructure improvements** have been a major focus, including the development of a new distribution center in Lyons, Georgia, to improve supply chain efficiency and reduce costs. The company has also completed significant e-commerce website upgrades across its brand portfolio to enhance digital customer experience. **Brand positioning strategies** have evolved with Tommy Bahama focusing on its top 25 markets for expansion, Lilly Pulitzer concentrating on its most valuable customer segments (top 20% of customer base), and Johnny Was returning to its core competency in embroidered and embellished products after some experimentation with broader offerings. The company has maintained a **balanced capital allocation approach**, returning cash to shareholders through dividends (increased by 3% recently) and share repurchases ($50 million in fiscal 2024) while continuing to invest in growth initiatives. Management has also been preparing for potential trade policy changes by diversifying sourcing away from China and developing strategies to mitigate tariff impacts through vendor negotiations and selective pricing adjustments.
OXM company profile · for informational purposes only — not investment advice.
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