olivLaw · US equity research
Oxford Industries, Inc. OXM
Men's & Boys' Furnishgs, Work Clothg, & Allied Garments · SIC 2320 · Vertical: Men's & Boys' Furnishgs, Work Clothg, & Allied Garments (SIC 2320)
Oxford Industries is an apparel company whose lifestyle brands include Tommy Bahama, Lilly Pulitzer and Johnny Was, sold mainly directly to consumers through its own stores and e-commerce. In September 2026 the company cut its fiscal 2026 guidance, citing weaker demand at Lilly Pulitzer and consumer pressure, with net sales now expected between 1.430 and 1.470 billion USD.
At the close of 04 Nov 2026, Oxford Industries, Inc. (OXM) stock was 30.48 USD (+8.05% on the day), with market capitalisation 456.5 m USD, dividend yield 9.12%, beta 1.27, 52-week range 24.44–47.33 USD. Latest reported quarter (Q2 2027): revenue of 394.4 m USD (−2.2% YoY), net income of 49.0 m USD (+193.4% YoY), diluted EPS 3.25 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 63.3
- strong (55–70)
- Bollinger (20, 2)
- 24.57 – 29.85
- above the upper band · %B 1.12 · band width 19.4%
- SMA 50 / 200
- 28.97 / 36.66
- mixed trend
- MACD (12, 26, 9)
- 0.24 / -0.25
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +20.1% | −2.0% | +22.1 pp | — |
| 3 months | −21.5% | −2.2% | −19.4 pp | — |
| 6 months | −33.1% | +4.3% | −37.4 pp | — |
| Year to date | −10.9% | +10.6% | −21.4 pp | — |
| 1 year | −16.5% | +10.5% | −26.9 pp | +14.8% |
| 3 years | −65.6% | +73.7% | −139.3 pp | +49.1% |
| 5 years | −69.5% | +61.7% | −131.2 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2027 · 01 Aug 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 | Q2 '27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 308.0 m | 390.5 m | 392.9 m | 403.1 m | 307.3 m | 374.5 m | 391.4 m | 394.4 m |
| Cost of revenue | 113.5 m | 153.8 m | 140.6 m | 155.5 m | 122.1 m | 161.9 m | 147.5 m | 103.2 m |
| Gross profit | 194.5 m | 236.7 m | 252.3 m | 247.6 m | 185.3 m | 212.6 m | 243.9 m | 291.1 m |
| SG&A | 204.7 m | 152.3 m | 205.7 m | 209.0 m | 212.6 m | 157.1 m | 210.9 m | 212.3 m |
| Operating income | -6.2 m | 20.3 m | 36.2 m | 25.4 m | -85.1 m | -7.8 m | 22.4 m | 68.8 m |
| Depreciation & amortisation | 17.2 m | 17.6 m | 17.0 m | 16.6 m | — | — | 16.4 m | 17.2 m |
| Pre-tax income | -6.9 m | 19.4 m | 34.5 m | 23.9 m | -86.7 m | -9.8 m | 20.1 m | 67.3 m |
| Income tax | -2.9 m | 1.5 m | 8.3 m | 7.2 m | -23.1 m | -2.7 m | 5.1 m | 18.4 m |
| Net income | -3.9 m | 17.9 m | 26.2 m | 16.7 m | -63.7 m | -7.1 m | 15.0 m | 49.0 m |
| Diluted EPS | -0.25 | 1.13 ≈ | 1.70 | 1.12 | -4.28 | -0.48 ≈ | 1.00 | 3.25 |
| Operating cash flow | -18.2 m ≈ | 90.5 m | -3.9 m | 83.5 m ≈ | -9.1 m ≈ | 49.2 m | 7.9 m | 89.4 m ≈ |
| Capex | 38.7 m ≈ | 42.0 m | 23.4 m | 31.2 m ≈ | 38.8 m ≈ | 14.9 m | 22.8 m | 8.8 m ≈ |
| Dividends paid | 10.6 m ≈ | 10.7 m | 10.4 m | 10.9 m ≈ | 10.4 m ≈ | 10.5 m | 10.6 m | 10.9 m ≈ |
| Share repurchases | 0 ≈ | 0 | 50.5 m | 4.7 m ≈ | 14.0 k ≈ | 0 | 0 | 0 ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1.1 bn | 1.1 bn | 748.8 m | 1.1 bn | 1.4 bn | 1.6 bn | 1.5 bn | 1.5 bn |
| Revenue YoY | +2.0% | +1.4% | −33.3% | +52.5% | +23.6% | +11.3% | −3.5% | −2.6% |
| Net income | 66.3 m | 68.5 m | -95.7 m | 131.3 m | 165.7 m | 60.7 m | 93.0 m | -27.9 m |
| Net income YoY | +1.8% | +3.3% | −239.7% | unavailable | +26.2% | −63.4% | +53.2% | −130.0% |
| Diluted EPS | 3.94 | 4.05 | -5.77 | 7.78 | 10.19 | 3.82 | 5.87 | -1.86 |
| Diluted EPS YoY | +1.3% | +2.8% | −242.5% | unavailable | +31.0% | −62.5% | +53.7% | −131.7% |
| net % | 6.0% | 6.1% | -12.8% | 11.5% | 11.7% | 3.9% | 6.1% | -1.9% |
| Free cash flow | 59.3 m | 84.5 m | 54.9 m | 166.1 m | 78.9 m | 170.2 m | 59.8 m | 11.3 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 31 Jan 2026
- Cash
- 8.1 m USD
- Financial debt
- 116.4 m USD
- Net debt
- 108.3 m USD
- Equity
- 514.8 m USD
- Total assets
- 1.3 bn USD
- Debt / equity
- 0.23x
- Current ratio
- 1.10x
- ROE
- -4.9%
- ROA
- -2.1%
- FCF margin
- 0.8%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 748.8 m | 1.1 bn | 1.4 bn | 1.6 bn | 1.5 bn | 1.5 bn | SEC (XBRL)· 27 Mar 2026verified |
| Cost of revenue | 333.6 m | 435.9 m | 522.7 m | 575.9 m | 562.0 m | 580.1 m | SEC (XBRL)· 27 Mar 2026verified |
| Gross profit | 415.2 m | 706.2 m | 888.9 m | 995.6 m | 954.6 m | 897.7 m | SEC (XBRL)· 27 Mar 2026verified |
| SG&A | 492.6 m | 573.6 m | 692.0 m | 756.6 m | 787.0 m | 817.9 m | SEC (XBRL)· 27 Mar 2026verified |
| Operating income | -123.8 m | 165.5 m | 218.8 m | 81.0 m | 119.0 m | -31.3 m | SEC (XBRL)· 27 Mar 2026verified |
| Depreciation & amortisation | 59.9 m | 41.6 m | 49.0 m | 64.1 m | 67.9 m | 65.9 m | SEC (XBRL)· 27 Mar 2026verified |
| EBITDA | -63.9 m ≈ | 207.1 m ≈ | 267.8 m ≈ | 145.0 m ≈ | 186.9 m ≈ | 34.6 m ≈ | SEC (XBRL)· 27 Mar 2026derived |
| Pre-tax income | -125.9 m | 164.6 m | 215.7 m | 74.9 m | 116.6 m | -38.2 m | SEC (XBRL)· 27 Mar 2026verified |
| Income tax | -30.2 m | 33.2 m | 50.0 m | 14.2 m | 23.6 m | -10.3 m | SEC (XBRL)· 27 Mar 2026verified |
| Net income | -95.7 m | 131.3 m | 165.7 m | 60.7 m | 93.0 m | -27.9 m | SEC (XBRL)· 27 Mar 2026verified |
| Diluted EPS | -5.77 | 7.78 | 10.19 | 3.82 | 5.87 | -1.86 | SEC (XBRL)· 27 Mar 2026verified |
| Weighted average diluted shares | 16.6 m | 16.9 m | 16.3 m | 15.9 m | 15.8 m | 15.0 m | SEC (XBRL)· 27 Mar 2026verified |
| Dividend per share | 1.00 | 1.63 | 2.20 | 2.60 | 2.68 | 2.76 | SEC (XBRL)· 27 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 66.0 m | 44.9 m | 8.8 m | 7.6 m | 9.5 m | 8.1 m | SEC (XBRL)· 27 Mar 2026verified |
| Receivables | 30.4 m | 31.6 m | 44.0 m | 63.4 m | 77.8 m | 73.0 m | SEC (XBRL)· 27 Mar 2026verified |
| Inventories | 123.5 m | 117.7 m | 220.1 m | 159.6 m | 167.3 m | 165.3 m | SEC (XBRL)· 27 Mar 2026verified |
| Current assets | 258.3 m | 400.3 m | 330.5 m | 293.1 m | 292.8 m | 292.4 m | SEC (XBRL)· 27 Mar 2026verified |
| Property, plant & equipment, net | 159.7 m | 152.4 m | 177.6 m | 195.1 m | 272.7 m | 325.6 m | SEC (XBRL)· 27 Mar 2026verified |
| Goodwill | 23.9 m | 23.9 m | 120.5 m | 27.2 m | 27.4 m | 25.6 m | SEC (XBRL)· 27 Mar 2026verified |
| Intangibles (excl. goodwill) | 156.2 m | 155.3 m | 283.8 m | 262.1 m | 257.9 m | 189.4 m | SEC (XBRL)· 27 Mar 2026verified |
| Total assets | 865.6 m | 957.6 m | 1.2 bn | 1.1 bn | 1.3 bn | 1.3 bn | SEC (XBRL)· 27 Mar 2026verified |
| Accounts payable | 71.1 m | 80.8 m | 94.6 m | 85.5 m | 104.8 m | 104.6 m | SEC (XBRL)· 27 Mar 2026verified |
| Long-term debt | — | — | 119.0 m | 29.3 m | 31.1 m | 116.4 m | SEC (XBRL)· 27 Mar 2026verified |
| Current liabilities | 196.3 m | 226.2 m | 269.6 m | 240.6 m | 248.3 m | 265.3 m | SEC (XBRL)· 27 Mar 2026verified |
| Equity | 405.7 m † | 507.7 m † | 556.3 m † | 560.9 m † | 622.6 m † | 514.8 m † | SEC (XBRL)· 27 Mar 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 83.9 m | 198.0 m | 125.6 m | 244.3 m | 194.0 m | 119.6 m | SEC (XBRL)· 27 Mar 2026verified |
| Capex | 28.9 m | 31.9 m | 46.7 m | 74.1 m | 134.2 m | 108.3 m | SEC (XBRL)· 27 Mar 2026verified |
| Free cash flow | 54.9 m ≈ | 166.1 m ≈ | 78.9 m ≈ | 170.2 m ≈ | 59.8 m ≈ | 11.3 m ≈ | SEC (XBRL)· 27 Mar 2026derived |
| Investing cash flow | -34.7 m | -181.6 m | -151.7 m | -84.0 m | -143.3 m | -108.4 m | SEC (XBRL)· 27 Mar 2026verified |
| Financing cash flow | -35.8 m | -38.2 m | -11.5 m | -161.2 m | -48.6 m | -12.9 m | SEC (XBRL)· 27 Mar 2026verified |
| Dividends paid | 16.8 m | 27.5 m | 35.3 m | 41.7 m | 43.2 m | 42.1 m | SEC (XBRL)· 27 Mar 2026verified |
| Share repurchases | 18.1 m | 8.4 m | 91.7 m | 20.0 m | 0 | 55.2 m | SEC (XBRL)· 27 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 45 / 100
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 456.5 m USD
Key indicators
Coverage and freshness
Score by group
- Valuation79
- Balance sheet37
- Quality8
- Growth13
- Returns82
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 34.98 – 68.52 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · the reported interest expense is far older than the latest period (the filer changed its XBRL tag): a stale figure is not used
- Peers: EV/EBITDA34.98 – 68.52 (Mid 43.97)4 companies used · median multiple 11.3x · quartiles 9.2x – 17.0xCTAS, KTB, PVH, VFC
- Peers: P/Eunavailable · the base of the ratio is not positive
- Dividend discount (DDM)36.27 – 48.78 (Mid 41.60)
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Neutral profile · Score 45/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | -0.2% | 0 (vs peers) | 15% |
| Net margin · Quality | -0.5% | 20 (vs peers) | 9% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | 1.5% | 13 (on a fixed band) | 12% |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | 1.0x | 40 (vs peers) | 15% |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 1.2x | 31 (on a fixed band) | 6% |
| P/E (TTM) · Valuation | unavailable | unavailable | — |
| EV/EBITDA · Valuation | 8.1x | 63 (on a fixed band) | 15% |
| FCF yield · Valuation | 11.4% | 100 (on a fixed band) | 12% |
| Shareholder yield (distributions) · Returns | 9.3% | 100 (on a fixed band) | 9% |
| Payout ratio (FCF) · Returns | 81.4% | 55 (on a fixed band) | 6% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet37/100 · 2/3 factors with a value
- Growth· partial13/100 · 1/2 factors with a value
- Quality8/100 · 2/3 factors with a value
- Returns82/100 · 2/2 factors with a value
- Valuation79/100 · 2/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
OXFORD INDUSTRIES INC (OXM). Latest full fiscal year: 2026; data up to 2026-08-01.
Figures computed from the financial statements: revenue 1.5 bn USD in 2026; YoY growth -2.6%; net margin -0.5%; ROE -1.2%; net debt/EBITDA 1.0x.
The estimated value range is 35.63–58.65 USD per share (median of 2 methods, agreement: high); assumptions are illustrative. Against the central value of 42.79 USD, the price of 30.48 USD leaves a potential of 40.4% (value / price − 1) and a margin of safety of 28.8% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 45/100, methodological classification: neutral profile (score, margin of safety and method agreement together; not a judgement of the right price). Groups assessed only in part: growth. Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- FCF yield: 11.4%
- Shareholder yield (distributions): 9.3%
- The price is below the estimated value range
What contradicts it
- ROIC: -0.2%
- Net margin: -0.5%
- Revenue CAGR 3Y: 1.5%
Not assessed (insufficient data or a ratio without meaning): FCF conversion, EPS CAGR 3Y, Interest coverage, P/E (TTM).
Versus the vertical median
Men's & Boys' Furnishgs, Work Clothg, & Allied Garments (SIC 2320) · same industry (4-digit SIC) · compared with 5 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| CTASCintas Corporation | 88.8 bn | 44.1 | 41.4% | 17.8% | +8.9% | +20% / +62% |
| VFCV. F. Corporation | 8.2 bn | 22.3 | 21.1% | 3.9% | +1.1% | +20% / +25% |
| PVHPvh Corp. | 4.5 bn | — | -3.5% | -1.9% | +3.4% | +15% / −0% |
| KTBKontoor Brands, Inc. | 4.5 bn | 17.1 | 48.0% | 8.7% | unavailable | +10% / +49% |
| OXMOxford Industries Inc | 456.5 m | — | -1.2% | -0.5% | −2.6% | −16% / −66% |
| RLRalph Lauren Corporation | — | 26.0 | 37.5% | 11.8% | +14.6% | +12% / +218% |
1- and 3-year price returns: for OXM from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 3 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 5 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Oxford Industries is an apparel company whose lifestyle brands include Tommy Bahama, Lilly Pulitzer and Johnny Was, sold mainly directly to consumers through its own stores and e-commerce. In September 2026 the company cut its fiscal 2026 guidance, citing weaker demand at Lilly Pulitzer and consumer pressure, with net sales now expected between 1.430 and 1.470 billion USD 13.
SWOT
Strengths
- A portfolio of lifestyle brands with strong emotional connections to customers, especially Tommy Bahama, which remains stable 13.
- A predominantly direct to consumer model with high gross margins and direct relationships with customers from its own database 1.
- Solid operating cash flow in the first half of fiscal 2026, used to reduce debt 3.
Weaknesses
Opportunities
- A recovery at Lilly Pulitzer through promotions and product improvements could ease pressure on the segment 3.
- If the enterprise-wide efficiency review succeeds, it could improve earnings power without depending on top-line growth 3.
- Tariff recoveries and lower capex could support debt management and capital returns 21.
Threats
- Consumer pressure, inflation and high interest rates could reduce discretionary demand for apparel 1.
- Uncertainty around Section 301 tariffs and possible retaliatory measures could affect sourcing costs 2.
- Decline in the wholesale channel due to department store consolidations and closures could limit distribution 1.
Risks
- Consumer demandhigh
Discretionary spending is sensitive to inflation and interest rates, and the company lowered its 2026 guidance because of macro pressure 13.
- Dependence on Tommy Bahamahigh
The main brand accounts for most sales, so problems there would have a large effect on results 1.
- Tariffs and international trademedium
Changes in tariff policy, including Section 301 tariffs, could raise costs and affect margins 2.
- Impairments of goodwill and intangiblesmedium
The company recorded impairments of goodwill and intangible assets in fiscal 2025, and more could follow if the performance of some brands does not improve 1.
- Supply chain and external eventslow
Geopolitical conflicts and weather events could disrupt transport, sourcing and store traffic 1.
Investment thesis
What would need to be true (bull case)
- If Tommy Bahama keeps growing modestly and Lilly Pulitzer recovers demand through promotions and product work, results could gradually improve 3.
- Tariff refunds and debt reduction could provide financial flexibility for investment or capital returns 23.
- The high-margin direct to consumer model could support profitability if management manages to reduce SG&A costs 1.
What would break the thesis
- The lowered guidance and the decline at Lilly Pulitzer suggest demand and product problems could persist longer than expected 3.
- The effect of tariff refunds on second quarter margins is not recurring, so GAAP earnings could fall without these items 3.
- Dependence on one main brand and pressure in the wholesale channel could limit long-term growth 1.
What to watch
- Q3 results and delivery against revised sales and adjusted EPS guidanceQ3 2026
- Performance of Lilly Pulitzer after the increase in promotional activityQ3 2026
- Progress of the IEEPA tariff refund process and the impact of Section 301 tariffs2026
- Results of the enterprise-wide efficiency review and SG&A levels2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Oxford Industries designs, sources, markets and distributes products bearing the trademarks of its lifestyle brands: Tommy Bahama, Lilly Pulitzer, Johnny Was, Southern Tide, TBBC, Duck Head and Jack Rogers 1. In fiscal 2025, 82% of consolidated net sales came through direct to consumer channels, namely its own stores, e-commerce, outlets and Tommy Bahama food and beverage operations, with the remaining 18% from wholesale channels 1. The company operated 315 full-price retail stores at the end of fiscal 2025 1.
For fiscal 2026 the company said capital expenditures would fall significantly as the distribution center build ended, and that it would closely evaluate SG&A spending to find savings 13. Management also mentioned evaluating acquisitions of additional lifestyle brands and returning capital to shareholders when circumstances warrant 1.
Segments
Tommy Bahama
Tommy Bahama represented 56% of net sales in fiscal 2025 and sells men's and women's sportswear, with a typical consumer older than 45 and with high household income 1. The brand sells mainly direct to consumers, and in Q2 fiscal 2026 its net sales were nearly flat, up 0.8% year over year 13.
Market context
The apparel market is competitive and cyclical, depending on discretionary consumer spending, which tends to decline more sharply than the general economy during downturns 1. Tariffs, inflation and high interest rates have pressured demand, and retailers have increased promotions, intensifying price competition 21.
Digital platforms and artificial intelligence have raised consumer expectations for personalization and fast delivery, while wholesale channels face pressure from department store consolidations and store closures 1. The company says it is positioned in brands with strong emotional connections to customers 1.
Trends
- Tariffs and trade uncertaintymixed
Tariffs imposed under IEEPA were invalidated by the Supreme Court, allowing the company to seek refunds, while Section 301 tariffs have replaced temporary measures and their impact remains uncertain 2. The refunds supported gross margin in the second quarter, but that effect is not recurring 3.
- Consumer pressureheadwind
Inflation, energy prices and high interest rates have reduced confidence and discretionary spending, and the company lowered its 2026 guidance 23. If the pressure persists, demand for apparel could remain weak.
- Digital commerce and AImixed
Digital platforms and AI tools are becoming central to customer acquisition and retention, and companies that invest in technology could gain advantages 1. The required investments, however, raise operating costs in the near term 1.
- Efficiency and lower capextailwind
Completion of the Lyons distribution center and fewer planned new store openings could free up cash and reduce debt, with borrowings already down to 73 million USD 13.
Competitive position
No single apparel firm dominates the industry, and competitors vary by segment and distribution channel 1. The company says some competitors are significantly larger or more diversified and have greater financial resources 1.
In e-commerce competition is intense, with new entrants, pricing pressure and high expectations for fast delivery and returns, while fast fashion and off-price retailers have added promotional pressure 1.
- Large department stores and fashion retailers
Department stores and fashion retailers are wholesale channels for the company and at the same time competitors for customer attention and spending 1.
- Fast fashion and value retailers
Fast fashion and value fashion have increased promotional pressure, reducing prices and margins in the category 1.
- Off-price retailers
Off-price channels, selling branded products at discount, are cited by the company as a source of pressure on prices and wholesale sales 13.
- Multi-brand e-commerce platforms
Multi-brand online retailers are both distribution channels and competitors for apparel customers 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
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News & filings
In the press
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- From pensions to quantum: UK retirement savings back Britain's deeptech ambitionsTech.eu · 02 Nov 2026 · EN
- „Fața feritinei”: ce semne de pe chip pot indica un deficit de fier și ce spun specialiștii despre trendul viral de pe TikTokSpotMedia.ro · 01 Nov 2026 · RO
- Hotel Sector Growing With Rising Tourism NumbersBudapest Business Journal (HU, EN) · 01 Nov 2026 · EN
- Security Sunday: Wie real ist die Kriegsgefahr? – mit General Alexander SollfrankPolitico EU · 01 Nov 2026 · EN
- Professor De Baets: Truth needs people to seek it, preserve and defend it - StiripesurseSurge — Google News · 31 Oct 2026 · RO
- Chocolate Caterpillar or Chocolate Teapot? Top up the disk space for Windows 10 to find outThe Register · 31 Oct 2026 · EN
- Eralps Tag der Entscheidung und die Suche nach dem Staatsoberhaupt mit Rasmus BuchsteinerPolitico EU · 31 Oct 2026 · EN
- Germany’s Security Consensus Assailed by Left and RightCEPA — Center for European Policy Analysis · 30 Oct 2026 · EN
- New treatment reduces heart scarring and abnormal heart rhythms, offering a possibility for future therapiesMedical Xpress · 30 Oct 2026 · EN
- Elif Eralp und der Palästina-SumpfPolitico EU · 30 Oct 2026 · EN
- Piața obligațiunilor din Japonia doboară recorduri: De ce contează randamentele JGB la nivel global - AdmiralsSurge — Google News · 29 Oct 2026 · RO
- Why jet lag throws even foraging seabirds off courseThe Guardian — Environment · 29 Oct 2026 · EN
- Nature finance needs a fundamental rethink, researchers arguePhys.org · 29 Oct 2026 · EN
SEC filings
- Current report02 Nov 2026Material agreement · Creation of a direct financial obligation · Financial statements and exhibits
- Quarterly report04 Sept 2026
- Current report03 Sept 2026Results of operations · Financial statements and exhibits
- Current report26 Jun 2026Shareholder vote
- Quarterly report11 Jun 2026
- Current report10 Jun 2026Results of operations · Financial statements and exhibits
- Proxy statement13 May 2026
- Annual report27 Mar 2026
- Current report26 Mar 2026Results of operations · Financial statements and exhibits
- Current report12 Jan 2026Regulation FD disclosure · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2026-01-31 · SEC / Oxford Industries, Inc. · 27 Mar 2026
- [2] Form 10-Q, quarter ended 2026-08-01 · SEC / Oxford Industries, Inc. · 04 Sept 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Oxford Industries, Inc. · 03 Sept 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.