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Oxford Industries (OXM) investor relations material
Oxford Industries Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary10 Dec, 2025
Executive summary
Third quarter net sales were $307 million, nearly flat year-over-year, with a net loss of $63.7 million, driven by $61 million in non-cash impairment charges, mainly for Johnny Was, and lower gross margin.
Operating loss for the quarter was $85 million (GAAP), or $18 million on an adjusted basis, reflecting impairment charges, increased SG&A, and decreased sales in key segments.
Direct-to-consumer comp sales increased 2%, led by 5% e-commerce growth and 3% growth in food and beverage, while wholesale sales declined 11%.
Key initiatives included team realignment, leadership changes at Johnny Was, new restaurant openings for Tommy Bahama, and progress on a new fulfillment center.
The company is focused on long-term brand health, innovation, and disciplined execution, while navigating ongoing consumer selectivity and macroeconomic uncertainty.
Financial highlights
Gross margin for the quarter declined to 60.3% (61% adjusted) from 63.1% (63% adjusted) year-over-year, mainly due to $8 million in additional tariffs, higher promotional activity, and higher LIFO charges.
SG&A expenses increased to $213 million, driven by higher employment, consulting, occupancy, and depreciation costs from new store openings.
Adjusted operating loss was $18 million (negative 5.8% margin), compared to a $3 million loss (negative 1.1%) last year.
Interest expense rose to $1.6 million for the quarter, up 169% year-over-year, due to higher average debt balances.
Cash flow from operations for the first nine months was $70 million, down from $104 million in the prior year.
Outlook and guidance
Fiscal 2025 net sales expected between $1.47–$1.49 billion, down from $1.52 billion in 2024.
Adjusted EPS guidance revised to $2.20–$2.40, down from $6.68 last year, reflecting tariff impacts, higher SG&A, and lower royalty income.
Q4 sales expected at $365–$385 million (vs. $391 million last year), with gross margin contracting 300 basis points and adjusted EPS of $0–$0.20.
Capital expenditures for 2025 expected at $120 million, moderating significantly in 2026 after completion of the new distribution center.
Management remains cautious due to macroeconomic uncertainty, ongoing tariff impacts, and heightened promotional activity in the apparel sector.
Tariff mitigation efforts effectiveness
Johnny Was turnaround plan details
Debt reduction plan given cash flow decline
Diversify sourcing strategy post-tariff issues?
Johnny Was plan execution and 2026 objectives.
What drives 2026 CapEx reduction and debt plan?
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Next Oxford Industries earnings date
Q4 202626 Mar, 2026
Next Oxford Industries earnings date
Q4 202626 Mar, 2026
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Frequently asked questions
Oxford Industries, Inc., designs, sources, markets, and distributes products of lifestyle brands. It offers men's non-iron dress shirts, sportswear, swimwear, sweaters, skirts and dresses, outerwear, jeans and casual pants, golf apparel, polo shirts and tees; swimwear for women; and girls' dresses, bottoms, skirts and jumpers.
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