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Nov 01, 2025
Oxford Q3 2025 Earnings Report
Oxford reported a net loss due to impairment charges, with flat revenue and declining margins.
Key Takeaways
Oxford Industries posted a Q3 net loss of $63.7M driven by a $61M impairment primarily related to Johnny Was, while revenue remained flat year-over-year.
Net loss of $63.7M included $61M in noncash impairment charges tied to Johnny Was.
Revenue was flat year-over-year at $307.3M.
Adjusted EPS came in at $(0.92), down from $(0.11) last year.
Gross margin declined to 60.3% due to tariffs and higher promotional activity.
Revenue by Segment
Forward Guidance
Oxford revised its FY2025 guidance downward due to a soft holiday start and higher-than-expected promotions and tariff impacts.
Positive Outlook
- Inventory remained tightly managed despite revenue pressure.
- Adjusted EPS guidance for FY2025 remains positive ($2.20–$2.40).
- Expected year-over-year increase of ~15 new full-price stores.
- Distribution center project nearing completion.
- Gross margin expected to recover slightly in Q4.
Challenges Ahead
- Full-year revenue outlook lowered to $1.47B–$1.49B from $1.52B.
- GAAP EPS expected to be a loss due to $61M impairment charges.
- Tariffs expected to impact FY EPS by $1.25–$1.50 per share.
- Holiday season started slower than expected.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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