Oxford Industries, Inc.

NYSE:OXM Stock Report

Market Cap: US$671.4m

Oxford Industries Management

Management criteria checks 2/4

Oxford Industries' CEO is Tom Chubb, appointed in Jun 2009, has a tenure of 16.92 years. total yearly compensation is $5.53M, comprised of 16.3% salary and 83.7% bonuses, including company stock and options. directly owns 1.1% of the company’s shares, worth $7.38M. The average tenure of the management team and the board of directors is 6.3 years and 14.4 years respectively.

Key information

Tom Chubb

Chief executive officer

US$5.5m

Total compensation

CEO salary percentage16.28%
CEO tenure16.9yrs
CEO ownership1.1%
Management average tenure6.3yrs
Board average tenure14.4yrs

Recent management updates

Recent updates

Seeking Alpha Mar 27

Oxford Industries: The Focus Shifts To FY2026

Summary Oxford Industries, Inc. reported weak Q4 financials. Sales declined across brands, and margins deteriorated. OXM's FY2026 guidance finally suggests stabilization. Tommy Bahama's momentum is expected to improve, and margins are guided to improve slightly. I estimate OXM stock to have 19% upside to a base scenario fair value of $37.9. Read the full article on Seeking Alpha
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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).
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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 Alpha
Analysis Article 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...
Analysis Article 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...
Analysis Article 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 Alpha
Analysis Article 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 Alpha
Analysis Article 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...
Analysis Article Oct 17

Oxford Industries, Inc.'s (NYSE:OXM) Business Is Yet to Catch Up With Its Share Price

There wouldn't be many who think Oxford Industries, Inc.'s ( NYSE:OXM ) price-to-sales (or "P/S") ratio of 0.8x is...
Analysis Article Oct 02

Is Oxford Industries, Inc. (NYSE:OXM) Trading At A 35% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Oxford Industries fair value estimate is US$129 Current share...
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New Narrative Sep 14

Revitalizing Brand Appeal And Expanding Consumer Reach To Secure Future Growth

Strategic brand initiatives and efficiency in operations point towards an emphasis on brand enhancement and operational cost reduction, aiming to boost net margins.
Seeking Alpha Sep 12

Oxford Industries: Weak Q2 Results, But Future Stability Expected

Summary Based on weak revisions, I am downgrading my rating on Oxford Industries stock to a Hold despite possible near-term alpha due to its potential undervaluation. Oxford faces ongoing contraction in H2, but 2025 will be much stronger based on the consensus estimates. However, growth beyond this looks only moderate. If management strategically refocuses on higher-value fashion products, it could face significant inhibition from established luxury powerhouses. As macroeconomic conditions ease and OXM's near-term investments begin to provide long-term benefits, I expect a short-term return of 20% or more. Read the full article on Seeking Alpha

CEO Compensation Analysis

How has Tom Chubb's remuneration changed compared to Oxford Industries's earnings?
DateTotal CompensationSalaryCompany Earnings
Jan 31 2026US$6mUS$900k

-US$28m

Nov 01 2025n/an/a

-US$3m

Aug 02 2025n/an/a

US$57m

May 03 2025n/an/a

US$81m

Feb 01 2025US$5mUS$900k

US$93m

Nov 02 2024n/an/a

US$15m

Aug 03 2024n/an/a

US$30m

May 04 2024n/an/a

US$41m

Feb 03 2024US$6mUS$935k

US$61m

Oct 28 2023n/an/a

US$153m

Jul 29 2023n/an/a

US$162m

Apr 29 2023n/an/a

US$167m

Jan 28 2023US$5mUS$897k

US$166m

Oct 29 2022n/an/a

US$159m

Jul 30 2022n/an/a

US$165m

Apr 30 2022n/an/a

US$160m

Jan 29 2022US$5mUS$850k

US$131m

Oct 30 2021n/an/a

US$94m

Jul 31 2021n/an/a

US$57m

May 01 2021n/an/a

-US$440k

Jan 30 2021US$2mUS$702k

-US$96m

Oct 31 2020n/an/a

-US$68m

Aug 01 2020n/an/a

-US$56m

May 02 2020n/an/a

-US$20m

Feb 01 2020US$3mUS$880k

US$68m

Compensation vs Market: Tom's total compensation ($USD5.53M) is above average for companies of similar size in the US market ($USD3.70M).

Compensation vs Earnings: Tom's compensation has increased whilst the company is unprofitable.


CEO

Tom Chubb (61 yo)

16.9yrs
Tenure
US$5,529,136
Compensation

Mr. Thomas Caldecot Chubb, III, also known as Tom, J.D., serves as Independent Director at Flowers Foods, Inc. since August 14, 2020 also serves as Lead Director since May 25, 2023. He has been the Preside...


Leadership Team

NamePositionTenureCompensationOwnership
Thomas Chubb
Chairman16.9yrsUS$5.53m1.1%
$ 7.4m
K. Grassmyer
Executive VP18.3yrsUS$2.13m0.24%
$ 1.6m
Thomas Campbell
EVP & Chief Information Officer5.2yrsUS$1.29m0.19%
$ 1.3m
Janice Tanner
Vice President of Corporate Accounting & Assistant Controller4.4yrsno datano data
Jonathan Leptich
General Counsel & Corporate Secretaryno datano datano data
Tracey Hernandez
Senior VP & Chief Human Resources Officer6.3yrsno data0.023%
$ 152.7k
Suraj Palakshappa
Senior Vice President of Finance & Legalno datano data0.097%
$ 650.4k
6.3yrs
Average Tenure
61yo
Average Age

Experienced Management: OXM's management team is seasoned and experienced (6.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Thomas Chubb
Chairman13.9yrsUS$5.53m1.1%
$ 7.4m
Dennis Love
Independent Director17.9yrsUS$257.21k0.15%
$ 1.0m
Helen Weeks
Independent Director28.3yrsUS$225.31k0.14%
$ 935.2k
E. Wood
Presiding Independent Director31.3yrsUS$257.81k0.16%
$ 1.1m
Clyde Tuggle
Independent Director14.9yrsUS$225.31k0.13%
$ 890.6k
John Holder
Independent Director17.2yrsUS$226.68k0.27%
$ 1.8m
Carol Yancey
Independent Director3.8yrsUS$225.31k0.049%
$ 329.2k
Virginia Hepner
Independent Director9.9yrsUS$249.06k0.088%
$ 593.3k
Stephen Lanier
Independent Director7.9yrsUS$225.31k3.23%
$ 21.7m
Milford McGuirt
Independent Director5.8yrsUS$225.31k0.071%
$ 475.1k
14.4yrs
Average Tenure
67.5yo
Average Age

Experienced Board: OXM's board of directors are seasoned and experienced ( 14.4 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/27 03:22
End of Day Share Price 2026/05/27 00:00
Earnings2026/01/31
Annual Earnings2026/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Oxford Industries, Inc. is covered by 15 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jeffrey LickB. Riley Securities, Inc.
Janine Hoffman StichterBTIG
Paul LejuezCitigroup Inc