Oxford Industries Tops Q2 EPS Guidance
Oxford Industries (NYSE:OXM) reported second quarter fiscal 2025 earnings on September 10, 2025, posting consolidated net sales of $403 million, a 4% year-over-year decline, and adjusted EPS of $1.26, above guidance despite ongoing margin pressures from elevated U.S. tariffs. Management affirmed full-year guidance, including net sales of $1.475 billion to $1.515 billion and adjusted EPS of $2.80 to $3.20, reflecting disciplined cost controls, targeted price increases, and investments in supply chain and store expansion.
Lilly Pulitzer posted positive direct-to-consumer total comparable sales, offsetting wholesale declines and outperforming the Tommy Bahama and Johnny Was segments, which posted high single-digit and low double-digit negative comps, respectively. The brand’s recent product innovation and limited-edition capsules strengthened engagement, with robust early demand for heritage-inspired collections supporting optimism for second-half performance.
Lilly Pulitzer’s outperformance highlights the importance of brand-specific product innovation and direct channel engagement as critical drivers of comparative sales growth and portfolio stability despite wholesale softness.
Source Fool.com
