Oxford Industries, Inc. (OXM)

Oxford Industries' stock has experienced volatility over the past six months, with a notable decline. The share price as of January 8, 2026, was $38.52, a 55.22% decrease from January 10, 2025. Key events include the Q3 2025 earnings report, which showed flat sales and a significant contraction in operating margin, leading to a stock decrease. Revised fiscal 2025 guidance projected a sales decline and increased tariff costs. The Q2 2025 earnings report revealed declining sales and margin declines, though the stock initially surged. The CEO's stock purchase led to a stock jump. An ICR Conference 2026 update indicated performance was on track to meet the low end of previous guidance.

Demand for Oxford Industries' products is seasonal, influenced by warm-weather appeal and holiday shopping. The first and second fiscal quarters are key due to brands like Tommy Bahama and Lilly Pulitzer. The fourth quarter benefits from the holiday selling season. The company's debt increases during the third quarter due to seasonal cash flow fluctuations. Performance during the Holiday and Resort selling seasons is closely watched.

Oxford Industries, Inc. is an Atlanta-based apparel company specializing in high-end clothing and lifestyle products, operating in the Consumer Cyclical sector and Apparel Manufacturing industry. It designs, sources, markets, and distributes a portfolio of premium lifestyle brands, including Tommy Bahama and Lilly Pulitzer. The company uses a multi-channel retail strategy, distributing products through brand-specific retail stores, e-commerce, outlet stores, and wholesale channels. It also operates Tommy Bahama food and beverage locations.

Oxford Industries is headquartered in Atlanta, Georgia, with major sales offices in cities like New York City, Seattle, and Hong Kong. It manages a global supply and distribution network and its retail footprint includes standalone boutiques, partnerships with department stores, and e-commerce platforms. The company is expanding its distribution capabilities with a new facility in Georgia and as of Q2 2025, operated 356 stores.

Oxford Industries' brand reputation is built on its portfolio of high-end lifestyle brands known for quality and design. However, recent financial performance has presented challenges that could affect brand perception, with reports noting struggles in generating demand and profits. Sales declines were reported across several brands in Q3 2025. The company is focusing on reinforcing the reputation of its stronger brands.

Oxford Industries has significant institutional ownership, with 456 institutional owners holding a total of 18,771,020 shares, representing approximately 75.42% to 104.04% of the company. Individual insiders own around 3.89% to 33.85%. Major institutional owners include BlackRock, Inc. and Vanguard Group Inc. The largest individual shareholder is John Hicks Lanier, owning 25.24% of the company.