Oxford (OXM) Q4 2025 Earnings Call Transcript
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March 26, 2026, 4:30 p.m. ET
Oxford Industries (NYSE:OXM) reported a three percent sales decline to $1.48 billion and a 190 basis point decrease in adjusted gross margin to 61.3%, driven by $30 million in tariff costs and competitive market pressures. Management completed its largest infrastructure project in years with the Lyons, Georgia distribution center, aiming for long-term supply chain and service improvements, while tariff headwinds and increased SG capped immediate benefits. First quarter to date in the following year shows mid-single-digit comp gains for Tommy Bahama and modestly positive comps for the broader business, but Lilly Pulitzer started soft due to unfavorable weather in its core markets. Sourcing diversification, further price increases, and expected sales growth from key brands underpin guidance for up to four percent revenue growth and a modest gross margin rebound, though $50 million in projected tariffs and higher operational expenses are expected to constrain earnings in the near term.
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