OXFORD INDUSTRIES INC — Form 8-K
Filed September 3, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 52/100
What the filing says
Oxford Industries reported Q2 FY2026 net sales of $394.4M (down 2.2% YoY) with GAAP EPS of $3.25 (up from $1.12, but inflated by $2.07 tariff refund); adjusted EPS was $1.34 vs. $1.26 prior year. The company lowered full-year FY2026 sales guidance to $1.430–$1.470B (from prior $1.478B actual in FY2025) and adjusted EPS to $1.60–$2.00 (from prior $2.11). Tommy Bahama grew 0.8% but Lilly Pulitzer fell 5.6% and Johnny Was fell 8.8%; management attributes Lilly weakness to product and marketing execution issues and is increasing promotional activity. Debt was reduced to $73M (from $143M at Q1 FY2026) using operating cash flow of $97M in H1 and tariff refunds received to date.
Why this rating
Earnings miss and guidance cut of ~3–5% on a $372M market-cap company is material but not existential. Tariff refund masks underlying weakness; adjusted guidance decline is real.
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