Oxford Industries Gestion
Gestion contrôle des critères 2/4
Le PDG Oxford Industries est Tom Chubb, nommé en Jun2009, a un mandat de 17.08 ans. La rémunération annuelle totale est $ 5.53M, composée du salaire de 16.3% et des bonus 83.7%, y compris les actions et options de la société. détient directement 1.15% des actions de la société, d'une valeur de $ 6.29M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 6.5 ans et 14.6 ans.
Informations clés
Tom Chubb
Directeur général
US$5.5m
Rémunération totale
| Pourcentage du salaire du PDG | 16.28% |
| Durée du mandat du directeur général | 17.1yrs |
| Propriété du PDG | 1.1% |
| Durée moyenne d'occupation des postes de direction | 6.5yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 14.6yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • Jun 11
Oxford Industries Remains Expensive After Q1 Earnings And Price Fall
Summary Oxford Industries, Inc. reported weak Q1 '26 results, with flat sales, falling margins, and underperformance in two core brands. OXM's FY26 guidance calls for flat to modestly up sales and adjusted EPS of $2.30–$2.70, with sales guidance lowered due to softness in key months. Tommy Bahama and Emerging Brands showed growth, but Lilly Pulitzer and Johnny Was remain challenged, with negative comps and margin pressure. I maintain a Hold rating, as OXM still trades at a mid-teens multiple despite operational and financial headwinds, lack of growth, and margin erosion. Read the full article on Seeking Alpha
Mise à jour du récit • Mar 19
OXM: Fair Outlook Will Balance Higher Required Returns And Softer Profit Assumptions
Analysts have slightly reduced their price target on Oxford Industries to $36.50 from $36.75, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. Valuation Changes Fair value was trimmed slightly to $36.50 from $36.75.Mise à jour du récit • Mar 05
OXM: Fair Outlook Will Balance Impairment Charges And Softer Earnings Guidance
Analysts have maintained their $36.75 price target on Oxford Industries, citing only very small adjustments in assumptions for the discount rate, long-term revenue growth, profit margins, and future P/E as the basis for this consistent view. What's in the News Reported impairment of goodwill and intangible assets of $60,980,000 for the third quarter of fiscal 2025 ended November 1, 2025, affecting reported earnings for the period (Key Developments) Issued earnings guidance for the fourth quarter of fiscal 2025, with expected net sales between $365 million and $385 million and GAAP EPS in a range from a loss per share of $0.10 to earnings per share of $0.10, compared with prior year fourth quarter net sales of $391 million and GAAP EPS of $1.13 (Key Developments) Revised fiscal 2025 guidance, now expecting net sales between $1.47b and $1.49b, compared with fiscal 2024 net sales of $1.52b, and a GAAP loss per share between $1.52 and $1.32, including noncash impairment charges of $61 million, or $3.05 per share, primarily associated with Johnny Was, versus fiscal 2024 GAAP EPS of $5.87 (Key Developments) Updated share repurchase activity, with no shares bought back between August 4, 2025 and November 1, 2025, and a total of 114,477 shares, or 0.77% of shares, repurchased for $4.63 million under the buyback announced on March 27, 2025 (Key Developments) Valuation Changes Fair Value: The $36.75 fair value estimate is unchanged, indicating no adjustment to the overall valuation level.Mise à jour du récit • Feb 18
OXM: Fair Outlook Will Balance Impairment Charges And Softer Earnings Guidance
Analysts have maintained their fair value estimate for Oxford Industries at $36.75, while reducing assumptions related to the discount rate, revenue growth, profit margin, and future P/E. These changes have resulted in only a modest adjustment to their price target framework.Mise à jour du récit • Feb 03
OXM: Fair Outlook Will Balance Impairment Charges And Revised Earnings Guidance
Analysts have modestly adjusted their price targets on Oxford Industries, with updated fair value holding at $36.75. They are factoring in slightly higher assumed revenue growth, a marginally lower profit margin, a higher discount rate and a small increase in the future P/E multiple used in their models.Mise à jour du récit • Jan 20
OXM: Future Outlook Will Be Pressured By Goodwill Impairment And Expected Loss
Analysts have lifted their fair value estimate for Oxford Industries from US$34.50 to US$36.75, pointing to updated assumptions for revenue growth, profit margins and a slightly lower discount rate, while keeping the forward P/E estimate broadly in line. What's in the News Oxford Industries reported an impairment of goodwill and intangible assets of US$60,980,000 for the third quarter of fiscal 2025 ended November 1, 2025, including charges primarily associated with Johnny Was (Key Developments).Mise à jour du récit • Jan 06
OXM: Future Outlook Will Balance Impairment Charges With Stable Margin Expectations
Analysts have lifted their price target on Oxford Industries to reflect a higher assumed future P/E multiple, while keeping fair value at $34.50 as they fine tune discount rate and margin assumptions. What's in the News Oxford Industries reported a goodwill and intangible asset impairment of $60,980,000 for the third quarter of fiscal 2025, tied to noncash charges primarily associated with Johnny Was.Mise à jour du récit • Dec 15
OXM: Future Outlook Will Balance Impairment Risks And Margin Improvement
Analysts have reduced their price target on Oxford Industries from approximately 47.25 dollars to 34.50 dollars, citing a combination of lower expected revenue growth and valuation multiples, partly offset by higher projected profit margins and a modestly higher discount rate. What's in the News Recorded a noncash impairment charge of approximately $61 million on goodwill and intangible assets in the third quarter of fiscal 2025, primarily related to the Johnny Was brand (Key Developments) Issued revised full year fiscal 2025 guidance, now expecting net sales of $1.47 billion to $1.49 billion, compared with $1.52 billion in fiscal 2024 (Key Developments) Now projects a GAAP loss per share of $1.52 to $1.32 for fiscal 2025, including the $61 million impairment, compared with GAAP earnings per share of $5.87 in fiscal 2024 (Key Developments) Forecasts fourth quarter fiscal 2025 net sales of $365 million to $385 million, down from $391 million in the prior year quarter.Article d’analyse • Nov 20
Is Oxford Industries, Inc. (NYSE:OXM) Worth US$31.7 Based On Its Intrinsic Value?
Key Insights Oxford Industries' estimated fair value is US$25.62 based on 2 Stage Free Cash Flow to Equity Oxford...Article d’analyse • Jul 02
Returns At Oxford Industries (NYSE:OXM) Are On The Way Up
What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Article d’analyse • Jun 13
Investors Don't See Light At End Of Oxford Industries, Inc.'s (NYSE:OXM) Tunnel And Push Stock Down 26%
Oxford Industries, Inc. ( NYSE:OXM ) shareholders that were waiting for something to happen have been dealt a blow with...Article d’analyse • May 22
Is Oxford Industries (NYSE:OXM) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Article d’analyse • Apr 09
Oxford Industries, Inc. (NYSE:OXM) Not Doing Enough For Some Investors As Its Shares Slump 26%
To the annoyance of some shareholders, Oxford Industries, Inc. ( NYSE:OXM ) shares are down a considerable 26% in the...Article d’analyse • Apr 01
Oxford Industries' (NYSE:OXM) Upcoming Dividend Will Be Larger Than Last Year's
Oxford Industries, Inc. ( NYSE:OXM ) has announced that it will be increasing its dividend from last year's comparable...Seeking Alpha • Mar 21
Oxford Industries: Q4 Is Unlikely To Be As Bad As Q3
Summary Oxford Industries has seen a disastrous 42% stock price decline over the past year, underperforming both small-caps and small-cap discretionary stocks quite significantly. OXM could take baby steps in changing the script with its Q4 results due to be announced on the 27th of March post market hours. We touch upon the major expectations from that event, which could also include a potential dividend hike. Oxford Industries P/E valuations are cheap, but that is a function of a weak earnings outlook, while the current FCF yield of the stock is sub-par. OXM has been in the grip of the bears for quite some time now, although there are signs that they are losing interest, with the stock potentially poised to see a bounce, even if it is unlikely to last for too long. Read the full article on Seeking AlphaArticle d’analyse • Mar 14
A Look At The Fair Value Of Oxford Industries, Inc. (NYSE:OXM)
Key Insights Oxford Industries' estimated fair value is US$65.29 based on 2 Stage Free Cash Flow to Equity Oxford...Article d’analyse • Feb 06
Investor Optimism Abounds Oxford Industries, Inc. (NYSE:OXM) But Growth Is Lacking
With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Luxury industry in the United States, you could...Article d’analyse • Jan 24
Is Oxford Industries (NYSE:OXM) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Jan 04
Oxford Industries Challenges Are Worsening, The Name Is Not Attractive.
Summary Oxford Industries' 3Q24 results show worsening sales trends across major brands, with internal factors likely contributing more than macroeconomic conditions. Despite trading at 12x FY24 earnings, the stock isn't attractive due to deteriorating margins and the need for product and assortment improvements. Management's focus on cost control is crucial, but significant investments and rising SG&A expenses pose challenges to margin recovery. Stable balance sheet, but growth in sales and earnings is essential for a sensible valuation; I maintain a Hold rating on OXM. Read the full article on Seeking AlphaArticle d’analyse • Dec 28
Oxford Industries (NYSE:OXM) Has Some Way To Go To Become A Multi-Bagger
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Seeking Alpha • Dec 16
Earnings Slip As Oxford Industries Stitches Together A Recovery Story
Summary Oxford Industries, Inc. missed Q3 earnings and revenue expectations, highlighting challenges like reduced consumer spending, inflation, and hurricane impacts in key markets. Despite a YTD performance of -17%, Oxford's strong brand lineup and focus on innovation offer potential for a high-risk, high-reward investment. Financial health shows manageable debt but tight cash flow, with profitability metrics under pressure due to rising costs and capital expenditures. Valuation suggests upside potential, but growth depends on leveraging strategic investments; I recommend a “hold” rating amid operational and market uncertainties. Read the full article on Seeking AlphaArticle d’analyse • Nov 19
What Is Oxford Industries, Inc.'s (NYSE:OXM) Share Price Doing?
While Oxford Industries, Inc. ( NYSE:OXM ) might not have the largest market cap around , it received a lot of...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| May 02 2026 | n/a | n/a | -US$39m |
| Jan 31 2026 | US$6m | US$900k | -US$28m |
| Nov 01 2025 | n/a | n/a | -US$3m |
| Aug 02 2025 | n/a | n/a | US$57m |
| May 03 2025 | n/a | n/a | US$81m |
| Feb 01 2025 | US$5m | US$900k | US$93m |
| Nov 02 2024 | n/a | n/a | US$15m |
| Aug 03 2024 | n/a | n/a | US$30m |
| May 04 2024 | n/a | n/a | US$41m |
| Feb 03 2024 | US$6m | US$935k | US$61m |
| Oct 28 2023 | n/a | n/a | US$153m |
| Jul 29 2023 | n/a | n/a | US$162m |
| Apr 29 2023 | n/a | n/a | US$167m |
| Jan 28 2023 | US$5m | US$897k | US$166m |
| Oct 29 2022 | n/a | n/a | US$159m |
| Jul 30 2022 | n/a | n/a | US$165m |
| Apr 30 2022 | n/a | n/a | US$160m |
| Jan 29 2022 | US$5m | US$850k | US$131m |
| Oct 30 2021 | n/a | n/a | US$94m |
| Jul 31 2021 | n/a | n/a | US$57m |
| May 01 2021 | n/a | n/a | -US$440k |
| Jan 30 2021 | US$2m | US$702k | -US$96m |
| Oct 31 2020 | n/a | n/a | -US$68m |
| Aug 01 2020 | n/a | n/a | -US$56m |
| May 02 2020 | n/a | n/a | -US$20m |
| Feb 01 2020 | US$3m | US$880k | US$68m |
Rémunération vs marché: La rémunération totale de Tom ($USD 5.53M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 2.41M ).
Rémunération et revenus: La rémunération de Tom a augmenté alors que l'entreprise n'est pas rentable.
PDG
Tom Chubb (62 yo)
17.1yrs
Titularisation
US$5,529,136
Compensation
Mr. Thomas Caldecot Chubb, III, also known as Tom, J.D., served as Independent Director at Flowers Foods, Inc. since August 14, 2020 until June 04, 2026 also served as Lead Director since May 25, 2023 unti...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman | 17.1yrs | US$5.53m | 1.15% $ 6.3m | |
| Executive VP | 18.5yrs | US$2.13m | 0.25% $ 1.4m | |
| EVP & Chief Information Officer | 5.3yrs | US$1.29m | 0.20% $ 1.1m | |
| Vice President of Corporate Accounting & Assistant Controller | 4.6yrs | pas de données | pas de données | |
| General Counsel & Corporate Secretary | no data | pas de données | pas de données | |
| Senior VP & Chief Human Resources Officer | 6.5yrs | pas de données | 0.030% $ 162.4k | |
| Senior Vice President of Finance & Legal | no data | pas de données | 0.11% $ 585.0k |
6.5yrs
Durée moyenne de l'emploi
62yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de OXM est chevronnée et expérimentée (6.5 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman | 14.1yrs | US$5.53m | 1.15% $ 6.3m | |
| Independent Director | 18.1yrs | US$257.21k | 0.20% $ 1.1m | |
| Independent Director | 28.5yrs | US$225.31k | 0.16% $ 904.3k | |
| Presiding Independent Director | 31.5yrs | US$257.81k | 0.16% $ 882.7k | |
| Independent Director | 15.1yrs | US$225.31k | 0.16% $ 868.0k | |
| Independent Director | 17.3yrs | US$226.68k | 0.30% $ 1.6m | |
| Independent Director | 3.9yrs | US$225.31k | 0.075% $ 410.5k | |
| Independent Director | 10.1yrs | US$249.06k | 0.11% $ 625.7k | |
| Independent Director | 8.1yrs | US$225.31k | 0.86% $ 4.7m | |
| Independent Director | 5.9yrs | US$225.31k | 0.096% $ 529.4k |
14.6yrs
Durée moyenne de l'emploi
68.5yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la OXM est chevronné et expérimenté ( 14.6 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/12 07:39 |
| Cours de l'action en fin de journée | 2026/07/10 00:00 |
| Les revenus | 2026/05/02 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Oxford Industries, Inc. est couverte par 14 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jeffrey Lick | B. Riley Securities, Inc. |
| Janine Hoffman Stichter | BTIG |
| Paul Lejuez | Citigroup Inc |