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Aug 02
Oxford Q2 2025 Earnings Report
Oxford reported lower revenue and earnings for Q2 2025 amid tariff pressures but exceeded adjusted EPS guidance.
Key Takeaways
Oxford Industries posted a decline in sales and profit for Q2 2025, but adjusted EPS came in above guidance, driven by stronger-than-expected gross margins. The company faced headwinds from tariffs and macroeconomic uncertainty but saw positive comparable store sales early in Q3.
Consolidated revenue declined to $403.1M from $419.9M YoY.
GAAP EPS was $1.12, while adjusted EPS was $1.26, exceeding guidance.
Gross margin declined due to $9M in additional tariff costs.
Emerging Brands was the only segment with revenue growth (+17%).
Oxford
Oxford
Oxford Revenue by Segment
Revenue by Segment
Tommy Bahama Revenue
CapyFin.comLilly Pulitzer Revenue
CapyFin.comJohnny Was Revenue
CapyFin.comEmerging Brands Revenue
CapyFin.com Forward Guidance
Oxford reaffirmed full-year sales and adjusted EPS guidance, expecting continued impact from tariffs but planning mitigations through sourcing shifts and pricing strategies.
Positive Outlook
- Full-year adjusted EPS guidance reaffirmed at $2.80 to $3.20.
- Net sales expected in range of $1.475B to $1.515B.
- Half of expected $80M in FY25 tariffs already mitigated.
- Positive Q3-to-date comparable store sales trends.
- Capital investment includes distribution center and new stores.
Challenges Ahead
- Tariffs expected to impact FY25 EPS by $1.25 to $1.75 per share.
- Q3 GAAP EPS projected loss of $1.15 to $0.95.
- Inventory levels increased due to tariff-related early purchases.
- Interest expense rising due to higher debt balance.
- Cash flow from operations decreased YoY.
Revenue & Expenses
Visualization of income flow from segment revenue to net income