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OXFORD INDUSTRIES INC
Men's & Boys' Furnishgs, Work Clothg, & Allied Garments · GA · CIK 75288
OXFORD INDUSTRIES INC sells apparel, footwear, and accessories through its retail stores and e-commerce sites
⚡ Elevated coverage
$556M
Market cap
$34.68
Last close
-3.2%
1D
-8.4%
5D
457K
Volume
Price · last 39 sessions-15.2%
May 4L $34.68 · H $47.01Jun 29
239
Total filings
Jun 26, 2026
Last filing
01/31
Fiscal year end
8-KShareholder VoteJun 26, 202610-Q10-QJun 11, 20268-KResults of OperationsJun 10, 2026DEFA14ADEFA14AMay 13, 2026DEF 14ADEF 14AMay 13, 202610-K10-KMar 27, 20268-KResults of OperationsMar 26, 20268-KReg FD DisclosureJan 12, 202610-Q10-QDec 11, 20258-KResults of OperationsDec 10, 202510-Q10-QSep 11, 20258-KResults of OperationsSep 10, 20258-KShareholder VoteJun 26, 202510-Q10-QJun 12, 20258-KResults of OperationsJun 11, 2025DEFA14ADEFA14AMay 13, 2025DEF 14ADEF 14AMay 13, 20258-KReg FD DisclosureApr 22, 202510-K10-KMar 31, 20258-KResults of OperationsMar 27, 20258-KReg FD DisclosureJan 13, 202510-Q10-QDec 12, 20248-KResults of OperationsDec 11, 2024SC 13GSC 13GNov 12, 202410-Q10-QSep 12, 20248-KResults of OperationsSep 11, 20248-KShareholder VoteJun 26, 202410-Q10-QJun 13, 20248-KResults of OperationsJun 12, 2024DEFA14ADEFA14AMay 14, 2024DEF 14ADEF 14AMay 14, 202410-K10-KApr 1, 20248-KResults of OperationsMar 28, 20248-KReg FD DisclosureJan 8, 202410-Q10-QDec 7, 20238-KResults of OperationsDec 6, 202310-Q10-QSep 1, 20238-KResults of OperationsAug 31, 20238-KShareholder VoteJun 16, 202310-Q10-QJun 8, 20238-KResults of OperationsJun 7, 2023DEFA14ADEFA14AMay 3, 2023DEF 14AFORM DEF 14AMay 3, 202310-K10-KMar 28, 20238-KResults of Operations · Reg FD DisclosureMar 23, 20238-KMaterial Agreement · New Debt / ObligationMar 7, 2023SC 13GSEC SCHEDULE 13GFeb 8, 20238-KReg FD DisclosureJan 9, 202310-Q10-QDec 8, 20228-KResults of OperationsDec 7, 20228-KMaterial Agreement · Acquisition / DispositionSep 19, 202210-Q10-QSep 2, 20228-KResults of OperationsSep 1, 20228-KExecutive ChangeAug 3, 20228-KShareholder VoteJun 17, 202210-Q10-QJun 9, 20228-KResults of OperationsJun 8, 2022DEFA14ADEFA14AMay 4, 2022DEF 14ADEF 14AMay 4, 202210-K10-KMar 28, 20228-KExecutive Change · Reg FD DisclosureMar 25, 20228-KResults of OperationsMar 23, 20228-KReg FD DisclosureJan 10, 202210-Q10-QDec 9, 20218-KResults of Operations · Reg FD DisclosureDec 8, 202110-Q10-QSep 3, 20218-KResults of Operations · Reg FD DisclosureSep 2, 20218-KShareholder VoteJun 21, 202110-Q10-QJun 10, 20218-KResults of Operations · Reg FD DisclosureJun 9, 2021DEFA14ADEFA14AMay 6, 2021DEF 14ADEF 14AMay 6, 202110-K10-KMar 29, 20218-KResults of OperationsMar 25, 2021SC 13GSC 13GFeb 16, 2021SC 13GSC 13GJan 25, 202110-Q10-QDec 10, 20208-KResults of OperationsDec 9, 202010-Q10-QSep 4, 20208-KResults of OperationsSep 3, 2020
Insider Activity
In the 90 days to Dec 12, 2025: 1 insider bought $176K.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Dec 12, 2025 | Chubb Thomas Caldecot IiiCEO and President | Buy | 5,000 | $35.12 | $176K |
Open-market buys & sells (Form 4, transaction codes P/S). Source: SEC structured insider data.
What Changed
Risk factors · Mar 31, 2025 → Mar 27, 2026101 added · 94 removed between the two most recent 10-Ks. The risks a company starts — or stops — disclosing are often the story.
Newly disclosed
- These conditions impacted our businesses and financial results during Fiscal 2025 and may continue to do so in the future, requiring continued focus on operational agility, disciplined investment, and the strategic use of technology, including AI, to navigate sustained uncertainty and competition.
- Going into Fiscal 2026, our annualized run rate for China production has been reduced to approximately 15% of total production, with the total China concentration in Fiscal 2025 reflecting previous order commitments prior to the Administration’s announcement in early Fiscal 2025 of the implementation of new global tariff rates. 19 Table of Contents As part of these actions, we accelerated inventory purchases to mitigate the impact of anticipated tariff increases and reallocated production to alternative countries, frequently utilizing the same suppliers that operate manufacturing facilities in multiple jurisdictions.
- During Fiscal 2025, the U.S. announced significant tariff increases on imported goods, along with potential future tariffs, changes to trade policies, and revisions or terminations of existing trade agreements.
- The average duty and tariff rate on those products was approximately 30% of the value of the imported product in Fiscal 2025, compared to approximately 19% in Fiscal 2024.
- AI-enabled tools used across the industry that include personalized marketing, demand forecasting, dynamic pricing, and supply chain optimization have further raised customer expectations for relevance, speed, and convenience, while also intensifying competitive pressures.
- These investments include enhancements to digital commerce platforms, data analytics, and artificial intelligence-enabled capabilities that support more personalized marketing, improved inventory and demand planning, and a more seamless, cross-channel shopping experience.
- Beyond investments in our existing lifestyle brands, we will continue to evaluate opportunities to deploy capital in a disciplined manner, including those related to the potential acquisition of additional lifestyle brands that meet our strategic and financial criteria, as well as opportunistic actions to return capital to shareholders when circumstances warrant.
- These systems increasingly incorporate advanced data analytics and artificial intelligence-enabled tools to support demand forecasting, inventory management, personalized marketing, and operational decision-making across our brands and channels.
- In addition, the adoption of artificial intelligence-enabled tools across the industry, including personalized marketing, artificial intelligence-driven shopping assistants, recommendation engines, dynamic pricing and demand forecasting capabilities, has further raised 23 Table of Contents consumer expectations for relevance, personalization, speed and convenience.
- Competitors that are able to more effectively leverage these technologies may gain advantages in customer acquisition, engagement and retention, and our failure to keep pace with these developments or to make the significant and ongoing investments in technology, talent and infrastructure necessary to do so could adversely affect our competitive position, reduce the visibility of our brands or limit our ability to communicate our brand messaging directly to consumers.
- Our recent technology investments, including in analytics and AI capabilities, are intended not only to enhance customer engagement but also to improve productivity and operating 21 Table of Contents efficiency across the organization.
- Advances in digital commerce, mobile platforms, data analytics, and artificial intelligence (“AI”) have expanded consumer access to information, products and brands across multiple, increasingly responsive distribution channels.
No longer disclosed
- Full-Price Retail Stores Open as of beginning of fiscal year 60 Opened 8 Closed (4) Open as of end of fiscal year 64 We opened a total of four net new Lilly Pulitzer stores during Fiscal 2024, including the acquisition of two former Lilly Pulitzer Signature Stores located in Charleston, South Carolina and Lynnfield, Massachusetts during the Fourth Quarter of Fiscal 2024.
- The operating loss for Corporate and Other in Fiscal 2022 also included $3 million of transaction expenses and integration costs associated with the Johnny Was acquisition.
- (2) The operating income for Emerging Brands in Fiscal 2023 included a $2 million impairment charge related to an unconsolidated entity.
- The operating loss for Johnny Was in Fiscal 2023 was driven by a $111 million impairment charge for goodwill and intangible assets.
- Activities for Fiscal 2022 consist of 19 weeks of activity from the acquisition date through January 28, 2023.
- For example, the new Trump Administration has significantly increased tariffs on foreign imports into the United States and any new tariffs have been and continue to be rapidly and actively evolving.
- These factors, when, combined with heightened promotional activity in our industry, create a complex and challenging retail environment, which impacted our businesses and financial results during Fiscal 2024 and has exacerbated some of the inherent challenges to our operations and may continue to do so in the future.
- We intend to continue with investments in these areas in Fiscal 2025, but we expect moderately reduced capital expenditures as we complete the building of the new distribution center in Lyons, Georgia and reduce the number of new direct to consumer locations.
- The table below presents certain financial information about each of our operating segments, as well as Corporate and Other (in thousands). 9 Table of Contents Fiscal 2024 Fiscal 2023 Fiscal 2022 Net Sales Tommy Bahama $ 869,604 $ 898,807 $ 880,233 Lilly Pulitzer 323,917 343,499 339,266 Johnny Was (1) 194,978 202,859 72,591 Emerging Brands 128,428 126,825 116,484 Corporate and Other (326) (515) 2,954 Consolidated net sales $ 1,516,601 $ 1,571,475 1,411,528 Operating Income (Loss) Tommy Bahama $ 117,267 $ 160,543 $ 172,761 Lilly Pulitzer 39,095 56,110 67,098 Johnny Was (1) (8,763) (104,776) (1,544) Emerging Brands (2) 6,899 6,714 15,602 Corporate and Other (3) (35,462) (37,609) (35,143) Consolidated Operating Income $ 119,036 $ 80,982 218,774 (1) The Johnny Was business was acquired on September 19, 2022.
- Currently, we have four Marlin Bar openings scheduled for Fiscal 2025, including the conversion of Tommy Bahama full-price retail locations in Charlotte, North Carolina, King of Prussia, Pennsylvania and Sunrise, Florida as well as a new location in Waikoloa, Hawaii.
- During Fiscal 2024, Lilly Pulitzer celebrated its 65 th anniversary that included investments to enhance and modernize the brand including a visual refresh of the brand across retail store locations, marketing, packaging, and merchandising.
- During Fiscal 2024, approximately one-quarter of Lilly Pulitzer’s wholesale sales were to Lilly Pulitzer’s Signature Stores, approximately one-quarter of Lilly Pulitzer’s wholesale sales were to specialty stores and less than one-fifth of Lilly Pulitzer’s wholesale sales, or less than 5% of Lilly Pulitzer’s net sales, were to department stores.
In the News
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