Chubb Thomas Caldecot III purchased $108K of OXM

Oxford Industries shareholders approved all resolutions at the 45th AGM, including a capital reduction scheme. The company issued wider-than-expected loss guidance for Q3, with GAAP EPS projected at $(1.47) to $(1.27), significantly below the $(0.50) analyst estimate. Public non-institutional investors opposed the capital reduction scheme, but it passed with promoter support.

Oxford Industries (OXM) reported Q2 net sales of $394.4M, down 2.2%. GAAP gross margin rose to 73.8% due to a $42M tariff refund. Full-year sales guidance was lowered to $1.43B-$1.47B. Adjusted EPS guidance fell to $1.60-$2.00. Tommy Bahama performed well, but Lilly Pulitzer and Johnny Was saw declines. The company reduced borrowings and plans lower capital expenditures.

Oxford Industries (OXM) reported Q2 2026 revenue of $394M, down 2.2% YoY, with adjusted EPS of $1.34, up from $1.26. GAAP EPS was $3.25, including a $2.07 per share benefit from tariff refunds. The company lowered full-year sales and EPS guidance due to consumer sentiment and brand challenges, particularly at Lilly Pulitzer. Tommy Bahama saw a 0.8% revenue increase, while Lilly Pulitzer and Johnny Was declined. Inventory and debt levels decreased, and the company plans to optimize operations and

Oxford Industries (OXM) reported fiscal Q2 earnings of $49M ($3.25 per share) and revenue of $394.4M. Adjusted EPS was $1.34. The company expects Q3 loss of $1.40-$1.20 per share, revenue of $280M-$300M, and full-year EPS of $1.60-$2.00 on revenue of $1.43B-$1.47B.

Oxford Industries reported Q2 2026 earnings, with Tommy Bahama showing growth, Lilly Pulitzer struggling due to pricing shifts, and Johnny Was improving profitability. Adjusted gross margin expanded 140 bps. Full-year guidance was lowered due to Lilly Pulitzer's challenges and cautious consumer sentiment. The company plans to reshuffle Lilly Pulitzer's assortment by Spring 2027 and reduce capital expenditures to $60 million. Inventory decreased 4% on a FIFO basis.

Oxford Industries (OXM) shares dropped 14.3% to $31.40 after cutting its full-year earnings forecast. Q2 revenue was $394.4M, beating estimates, but Q3 and full-year guidance fell short. CEO Tom Chubb cited Lilly Pulitzer's weak performance and softer consumer sentiment. OXM shares neared a 52-week low.