Oxford Industries Q4 revenue slightly beats estimates

Overview

• U.S. apparel retailer's Q4 revenue slightly beat analyst expectations

• Adjusted EPS for Q4 missed analyst expectations and swung to a loss

Outlook

• Oxford Industries sees fiscal 2026 net sales of $1.475 bln to $1.530 bln

• Company expects fiscal 2026 GAAP EPS of $1.83 to $2.43, adjusted EPS of $2.10 to $2.70

Result Drivers

• CONSUMER ENVIRONMENT - Co said uneven consumer demand and pressured traffic and conversion trends affected results during the holiday season

• TARIFF IMPACT - Higher tariffs increased cost of goods sold and contributed to lower gross margin

Company press release: ID:nGNX4m1hNN

Key Details

*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 $36.50, about 10.7% above its March 25 closing price of $32.97

• The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 11 three months ago

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