Oxford IndustriesOXM
OXM
About: Oxford Industries Inc is an apparel manufacturing company that designs, sources, markets, and distributes products under the brand name Tommy Bahama, and Lilly Pulitzer. Tommy Bahama designs, sources, markets, and distributes men's and women's sportswear and related products. Lilly Pulitzer designs, sources, markets, and distributes upscale collections of women's and women's dresses, sportswear, and related products. The company generates majority of its revenue from the Tommy Bahama division.
Employees: 6,000
0
Funds holding %
of 7,428 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
55% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 55
1.27% less ownership
Funds ownership: 105.95% [Q1] → 104.68% (-1.27%) [Q2]
8% less funds holding
Funds holding: 215 [Q1] → 198 (-17) [Q2]
28% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 46
35% less capital invested
Capital invested by funds: $976M [Q1] → $630M (-$346M) [Q2]
76% less call options, than puts
Call options by funds: $813K | Put options by funds: $3.45M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$44
4%
downside
Avg. target
$50
9%
upside
High target
$56
22%
upside
4 analyst ratings
0 positive
0%
3 neutral
75%
1 negative
25%
Truist Securities Joseph Civello | 3%upside $47 | Hold Maintained | 12 Jun 2025 |
Citigroup Paul Lejuez | 4%downside $44 | Sell Maintained | 12 Jun 2025 |
Telsey Advisory Group Dana Telsey | 13%upside $52 | Market Perform Maintained | 12 Jun 2025 |
UBS Mauricio Serna | 22%upside $56 | Neutral Maintained | 5 Jun 2025 |
Financial journalist opinion
Positive
Seeking Alpha
3 weeks ago
Oxford Industries: An Attractive Contrarian Pick
Oxford Industries is a compelling contrarian pick, leveraging strong brands like Tommy Bahama and Lilly Pulitzer for long-term growth and stability. Management's conservative approach, robust balance sheet, and strategic CapEx investments position the company for improved operating leverage and profitability. Diversification through emerging brands and geographic expansion reduces key brand and regional risks, supporting sustainable growth across multiple channels.
Positive
Seeking Alpha
2 months ago
Oxford Industries Q1: Brave Contrarians Can Make Money Here (Upgrade)
Oxford Industries, Inc. is a contrarian value play with 20-30% upside potential over 12-24 months, driven by margin recovery and brand strength. Over the long term, I expect the returns from OXM stock to only be moderate. This is a better short-term value/turnaround investment than a buy-and-hold allocation. Investors who buy OXM stock as a value play should be patient and be prepared to weather short-term downside momentum before a valuation re-rating.
Negative
Seeking Alpha
2 months ago
Oxford Industries Is Getting To More Interesting Valuations Despite Higher Risks
Oxford Industries' Q1 results mirrored industry weakness: falling comps, margin pressure, and traffic/tariff headwinds. Brand performance was mixed, with Lilly Pulitzer strong but Tommy Bahama and Johnny Was declining, highlighting internal brand management challenges. Aggressive capital spending and rising debt raise concerns, especially as sales and earnings guidance are revised downward.
Neutral
Seeking Alpha
2 months ago
Oxford Industries: Staying Put, Barely
Oxford Industries faces structural demand issues, margin compression, and supply chain risks, despite strong legacy brands and targeted successes like Lilly Pulitzer. Q1 2025 results highlight declining same-store sales, eroding margins, and rising costs from tariffs, SG&A, and physical expansion, with no near-term rebound expected. Valuation appears cheap at a P/E below historical averages, but negative earnings and cash flow trends suggest ongoing headwinds outweigh potential recovery.
Negative
Benzinga
2 months ago
Oxford Industries, GameStop, Boeing And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
U.S. stock futures were lower this morning, with the Dow futures falling more than 250 points on Thursday.
Negative
Barrons
2 months ago
Oxford Industries Stock Tumbles. China Tariffs Will Hurt Tommy Bahama Owner.
Increased tariffs on China and other trading partners will cost the company $40 million.
Neutral
Seeking Alpha
2 months ago
Oxford Industries, Inc. (OXM) Q1 2025 Earnings Call Transcript
Oxford Industries, Inc. (NYSE:OXM ) Q1 2025 Earnings Conference Call June 11, 2025 4:30 PM ET Company Participants Brian Smith - Corporate Participant K. Scott Grassmyer - Executive VP, CFO & COO Thomas Caldecot Chubb - Chairman, CEO & President Conference Call Participants Ashley Anne Owens - KeyBanc Capital Markets Inc., Research Division Ethan Siavosh Saghi - BTIG, LLC, Research Division Joseph Vincent Civello - Truist Securities, Inc., Research Division Mauricio Serna Vega - UBS Investment Bank, Research Division Tracy Jill Kogan - Citigroup Inc., Research Division Operator Greetings, and welcome to the Oxford Industries, Inc. First Quarter Fiscal 2025 Earnings Conference Call.
Neutral
Zacks Investment Research
2 months ago
Oxford Industries (OXM) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Oxford Industries (OXM) give a sense of how the business performed in the quarter ended April 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
2 months ago
Oxford Industries (OXM) Q1 Earnings Match Estimates
Oxford Industries (OXM) came out with quarterly earnings of $1.82 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $2.66 per share a year ago.
Negative
Market Watch
2 months ago
Maker of Tommy Bahama says consumer caution is affecting ‘fundamentally everything we sell'
Oxford Industries Inc. — the company that owns the Tommy Bahama and Lilly Pulitzer beach- and resort-wear lines — slashed its full-year profit outlook on Wednesday, sending shares lower in after-hours trade, as U.S. tariffs “significantly” complicate business.
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