Overview

• U.S. apparel firm's fiscal Q1 revenue slipped slightly, missing analyst expectations

• Adjusted EPS for fiscal Q1 beat analyst expectations, aided by stronger gross margins

• Company cited softness at Lilly Pulitzer and macroeconomic pressures as headwinds

Outlook

• Company expects fiscal 2026 net sales of $1.475 bln to $1.505 bln

• Oxford Industries sees fiscal 2026 adjusted EPS between $2.30 and $2.70

• Company expects macroeconomic pressures to continue weighing on consumer sentiment

Result Drivers

• TOMMY BAHAMA GROWTH - Mid-single-digit positive comparable sales at Tommy Bahama supported overall sales, per CEO Tom Chubb

• LILLY PULITZER WEAKNESS - Softer than expected results at Lilly Pulitzer weighed on overall performance, per CEO Tom Chubb

• HIGHER TARIFF COSTS - Incremental tariff costs of $11 mln reduced gross margin and earnings

Company press release: ID:nGNX6H60FD

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q1 Revenue	Slight Miss*	$391 mln	$391.75 mln (6 Analysts)
Q1 Adjusted EPS	Beat	$1.39	$1.29 (6 Analysts)
Q1 EPS		$1
Q1 Gross Margin		62.3%

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the apparel & accessories peer group is "buy."

• Wall Street's median 12-month price target for Oxford Industries Inc is $42.50, about 1.5% below its June 9 closing price of $43.16

• The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 14 three months ago

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