Oxford Industries, Inc. (OXM) Stock Analysis

Why this analysis is different

• A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

Oxford Industries, Inc. (OXM) Consumer Business Overview

Oxford Industries, founded in 1942, designs, sources, and distributes apparel and accessories under brands like Tommy Bahama, Lilly Pulitzer, and Southern Tide. The company operates through retail stores, e-commerce, and wholesale channels, licensing its brands for home goods and other products, catering to a diverse consumer base.

What Is the Investment Thesis for OXM?

Oxford Industries presents a mixed investment case. The company's diverse brand portfolio, including Tommy Bahama and Lilly Pulitzer, provides a degree of stability in the consumer cyclical sector. The dividend yield of 6.09% is attractive for income-seeking investors. However, the company's negative profit margin of -1.9% raises concerns about profitability. Future growth will depend on successful brand management, effective cost control, and the ability to adapt to changing consumer preferences. Investors should closely monitor the company's financial performance and strategic initiatives to assess its long-term potential.

Based on FMP financials and quantitative analysis

OXM Key Highlights

Market Cap of $472M reflects its position as a mid-sized player in the apparel industry.

• Gross Margin of 59.7% indicates strong pricing power and efficient sourcing strategies.
• Dividend Yield of 6.09% provides a significant return for income-focused investors.
• Beta of 0.99 suggests the stock's volatility is similar to the overall market.
• Operates 186 brand-specific full-price retail stores, 21 Tommy Bahama food and beverage locations, and 35 Tommy Bahama outlet stores as of January 29, 2022.

Who Are OXM's Competitors?

OXM is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance This table mixes two scoring engines — compare a number only with others carrying the same tag.

What Are OXM's Key Strengths?

Strong brand portfolio with established brands like Tommy Bahama and Lilly Pulitzer.

• Diverse distribution channels including retail stores, e-commerce, and wholesale.
• Licensing agreements provide recurring revenue streams.
• Experienced management team.

What Are OXM's Weaknesses?

Negative profit margin indicates potential operational inefficiencies.

• Dependence on consumer spending patterns and fashion trends.
• Exposure to global supply chain disruptions.
• Intense competition in the apparel industry.

What Could Drive OXM Stock Higher?

Potential earnings growth driven by successful brand management and marketing initiatives.

• Expansion of e-commerce channels to reach a wider customer base.
• Strategic licensing agreements generating recurring revenue streams.
• Potential acquisitions of complementary brands to expand product portfolio.

What Are the Key Risks for OXM?

Negative return on equity (-7.2%) — the business is not currently generating profit on shareholder capital.

• Negative profit margin may persist due to operational inefficiencies.
• Dependence on consumer spending patterns and fashion trends.
• Exposure to global supply chain disruptions and rising input costs.
• Intense competition in the apparel industry.
• Economic downturns may reduce consumer spending on discretionary items.

What Are the Growth Opportunities for OXM?

• E-commerce Expansion: Oxford Industries can further expand its e-commerce presence to reach a wider customer base and capitalize on the growing trend of online shopping. Investing in enhanced website functionality, personalized marketing, and efficient order fulfillment can drive online sales growth. Timeline: Ongoing.
• International Market Penetration: Expanding into international markets, particularly in Asia and Europe, represents a significant growth opportunity for Oxford Industries. Adapting its product offerings to local tastes and preferences, establishing strategic partnerships, and investing in localized marketing campaigns can drive international sales growth. The global apparel market is expected to continue growing, driven by rising disposable incomes and increasing fashion consciousness in emerging markets. Timeline: Ongoing.
• Brand Licensing: Oxford Industries can further leverage its brand portfolio through strategic licensing agreements. Expanding licensing partnerships for products such as home furnishings, accessories, and personal care items can generate additional revenue streams and enhance brand awareness. The global brand licensing market is a multi-billion dollar industry, offering significant opportunities for OXM to expand its reach and profitability. Timeline: Ongoing.
• New Brand Acquisitions: Acquiring complementary brands can broaden Oxford Industries' product portfolio and expand its customer base. Identifying brands with strong growth potential and a loyal following can create synergies and drive overall revenue growth. The apparel industry is characterized by ongoing consolidation, with larger companies acquiring smaller brands to gain market share and expand their product offerings. Timeline: Ongoing.
• Supply Chain Optimization: Optimizing its supply chain can improve efficiency, reduce costs, and enhance responsiveness to changing market conditions. Investing in technology, diversifying its sourcing base, and implementing lean manufacturing principles can drive operational improvements and increase profitability. The global supply chain management market is expected to continue growing, driven by the increasing complexity of global trade and the need for greater efficiency and transparency. Timeline: Ongoing.

What Are OXM's Competitive Advantages?

• Strong brand recognition for Tommy Bahama, Lilly Pulitzer, and Southern Tide.
• Diverse product portfolio across multiple apparel categories.
• Multi-channel distribution network including retail stores, e-commerce, and wholesale.
• Licensing agreements provide recurring revenue streams.

What Does OXM Do?

Founded in 1942 and headquartered in Atlanta, Georgia, Oxford Industries, Inc. has evolved into a prominent apparel company that designs, sources, markets, and distributes a wide range of lifestyle brands. The company's portfolio includes Tommy Bahama, known for its relaxed island-inspired men's and women's sportswear and related products; Lilly Pulitzer, which offers vibrant women's and girl's dresses, sportswear, and accessories; and Southern Tide, specializing in men's apparel with a focus on Southern-inspired designs. Oxford Industries also includes The Beaufort Bonnet Company, offering premium childrenswear, and Duck Head, featuring men's apparel. Beyond apparel, Oxford Industries licenses its brands for various products, including furniture, home goods, and accessories. The company distributes its products through a network of retail stores, including 186 brand-specific full-price retail stores, 21 Tommy Bahama food and beverage locations, and 35 Tommy Bahama outlet stores, as well as through department stores, specialty stores, e-commerce platforms, and other retailers. Oxford Industries' diverse brand portfolio and multi-channel distribution strategy allow it to cater to a broad customer base and maintain a strong presence in the apparel market.

What Products and Services Does OXM Offer?

• Designs and markets men's and women's sportswear under the Tommy Bahama brand.
• Offers women's and girl's dresses and sportswear under the Lilly Pulitzer brand.
• Provides men's apparel under the Southern Tide brand.
• Designs and distributes premium childrenswear through The Beaufort Bonnet Company.
• Offers men's apparel through Duck Head.
• Licenses its brands for various products, including furniture and home goods.
• Operates retail stores, e-commerce sites, and wholesale channels.

How Does OXM Make Money?

• Designs and sources apparel and related products.
• Markets and distributes products through retail stores, e-commerce, and wholesale channels.
• Licenses its brands for various products to generate royalty income.

What Industry Does OXM Operate In?

Oxford Industries operates in the competitive apparel manufacturing industry, which is subject to changing fashion trends, consumer spending patterns, and global economic conditions. The industry is characterized by intense competition from both established players and emerging brands. Market trends include the increasing importance of e-commerce, the growing demand for sustainable and ethically sourced products, and the rise of personalized shopping experiences. Oxford Industries competes with other apparel companies by differentiating its brands through unique designs, marketing strategies, and distribution channels.

Who Are OXM's Key Customers?

• Men and women seeking lifestyle apparel and accessories.
• Retailers, department stores, and specialty stores.
• Consumers purchasing licensed products.

Over the past six months, Oxford Industries, Inc. insiders filed 49 SEC Form 4 transactions — 17 sales and 32 purchases. On net that is roughly 132K shares acquired (about $175K) — insiders putting money in tends to read as conviction.

Wall Street analysts project Oxford Industries, Inc. revenue of about $1.46B for fiscal 2027, with EPS near $1.76. The estimate reflects 4 contributing analysts.

Oxford Industries, Inc. has beaten Wall Street's EPS estimate in 5 of its last 8 reported quarters — more hits than misses. Reported results have landed about 56.7% below estimates on average.

Oxford Industries, Inc.'s Piotroski F-Score is 4/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 1.89 places it in the grey zone, a middle ground that warrants monitoring.

Return on equity for Oxford Industries, Inc. stands at -7.2%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -2.9%, showing how much profit it generates from its asset base. Its free cash flow yield is 4.5%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.17 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -7.3%, the inverse of the P/E and a quick read on earnings relative to price.

Oxford Industries, Inc. (OXM) Valuation Context

Valued at $472M, OXM is classified as a small-cap stock. Analyst price targets span from $33.00 to $44.00, with a consensus of $39.00. At the current price of $31.60, that implies approximately 23% upside potential. Relative to its peer group, OXM's quantitative score of 51/100 is below the peer average of 66/100.

OXM Revenue & Earnings Trend

In Aug 2026, OXM generated $394.4M in top-line revenue, marking a sequential increase of 0.8%. The company recorded net income of $49.0M, with diluted EPS of $3.25. Revenue has increased across the last three reported quarters, suggesting sustained momentum for this small-cap Consumer Cyclical company. Across the four most recent quarters, OXM averaged $-0.13 in diluted EPS.

Company Profile

Oxford Industries, Inc. operates in the Apparel - Manufacturers industry within the Consumer Cyclical sector. It is headquartered in Atlanta, US. The company is led by CEO Thomas Caldecot Chubb. OXM has traded publicly since 1980.

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OXM Analyst Consensus

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Common Questions About OXM (Consumer Cyclical)

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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