Oxford Industries, Inc. (OXM)

Oxford Industries' stock price has been impacted by worsening sales and margin declines in Q2 2025, with sales down 4%. Q1 2025 results also highlighted declining same-store sales, eroding margins, and rising costs. Revenue in Q1 CY2024 missed analysts' expectations, declining 5.2% year-on-year. The company's capital allocation strategy has been noted as risky. Consumer sentiment declined in Q2 2025, leading to weaker market conditions. Oxford Industries also announced a phased exit from China for its finished goods sourcing, which introduces logistical issues.

Demand for Oxford Industries' products and services is subject to seasonality, with quarterly operating results and working capital requirements fluctuating significantly throughout the year. Demand is typically higher during the spring, summer, and holiday seasons, and lower in the fall season. The first and second fiscal quarters are considered key quarters due to the warm-weather orientation of many of its brands.

Oxford Industries, Inc. is an apparel company that designs, sources, markets, and distributes lifestyle products globally, operating within the Consumer Discretionary sector and Apparel Manufacturing industry. It is known for its portfolio of brands, including Tommy Bahama, Lilly Pulitzer, Johnny Was, Southern Tide, The Beaufort Bonnet Company, Duck Head, and Jack Rogers. The company distributes its products through its own retail stores, e-commerce sites, department stores, specialty stores, and multi-branded e-commerce retailers.

Headquartered in Atlanta, Georgia, USA, Oxford Industries, Inc. distributes its lifestyle products worldwide. The company has international distribution agreements for Tommy Bahama products in the Middle East and parts of Latin America, and for Johnny Was products in certain countries.

Oxford Industries maintains a strong brand portfolio with high customer loyalty, including Tommy Bahama and Lilly Pulitzer. The company focuses on brand-driven growth and strategic brand initiatives to enhance brand appeal and expand consumer reach. Investments in infrastructure and a strategic focus on Lilly Pulitzer aim to improve operational efficiency and net margins through increased full-price sales. Declining consumer sentiment and weaker market conditions could indirectly influence how consumers perceive brands.

As of September 2025, institutional ownership of Oxford Industries Inc. stood at 0.1%. Major institutional holders for the quarter ending September 2025 included WEDGE CAPITAL MANAGEMENT L L P/NC, GAMMA Investing LLC, and AdvisorNet Financial, Inc. As of June 30, 2025, other significant institutional owners included BlackRock, Inc., VANGUARD GROUP INC, FMR LLC, and DIMENSIONAL FUND ADVISORS LP.