Oxford Industries (OXM)
Runs a portfolio of acquired lifestyle apparel brands with direct-to-consumer reach.
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Designs, sources, markets, and distributes apparel and related lifestyle products under Tommy Bahama, Lilly Pulitzer, Johnny Was, and emerging brands. Most sales come through direct-to-consumer channels, so performance depends on store, e-commerce, food-and-beverage, and discretionary apparel execution.
Owns and operates lifestyle apparel brands led by Tommy Bahama, Lilly Pulitzer, Johnny Was, and the Emerging Brands group of Southern Tide, TBBC, Duck Head, and Jack Rogers. The portfolio sells apparel, accessories, and related lifestyle products through brand stores, e-commerce sites, outlets, wholesale partners, and Tommy Bahama restaurants and bars.
The business is concentrated in the United States, with a smaller international footprint. Execution centers on designing, sourcing, marketing, and distributing distinct brand assortments while keeping customer traffic moving through stores, digital channels, and food-and-beverage locations.
Its structure depends on discretionary apparel demand, direct-to-consumer operations, and competitive digital retail standards. Recent Johnny Was and Jack Rogers impairments also make acquired-brand integration a live operating dependency.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 4, 2026 | Truist Financial | Target | Target: $40 | Target: $33 |
| Jun 12, 2026 | UBS | Target | Target: $42 | Target: $40 |
| Jun 11, 2026 | Telsey Advisory | Target | Target: $36 | Target: $44 |
| Jun 11, 2026 | Truist Financial | Target | Target: $43 | Target: $40 |
| Jun 4, 2026 | Truist Financial | Target | Target: $32 | Target: $43 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 1, 2026Cash & short-term investments $9.0M · Total debt $524.1M · Total assets $1.30B · Shareholders' equity $564.5M
- Revenue
- $394.4M
- Operating income
- $61.7M
- Net income
- $49.0M
HistoryDividendAnnual yieldUpcoming
| Institutions | 109.47% | 16.40M shares | |
|---|---|---|---|
| 203 holders · as of Jun 30, 2026 | |||
| Insiders | 3.23% | 484.3K shares | |
| 17 holders · as of Sep 15, 2026 | |||
| Adds to | 112.70% | ||
14.98M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 112.70%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 10.01% | 1.50M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 7.87% | 1.18M | as of Jun 30, 2026 |
American Century Companies IncInstitution | 4.92% | 736,899 | as of Jun 30, 2026 |
Charles Schwab Investment Management IncInstitution | 4.73% | 709,138 | as of Jun 30, 2026 |
Sixth Street Partners Management Company, L.P.Institution | 4.73% | 709,138 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 15, 2026 | Scott Grassmyer | officer: EVP | +1,000 | $29.73 |
| Sep 9, 2026 | Thomas Caldecot III Chubb | director, officer: CEO and President | +3,500 | $30.93 |
| Jun 12, 2026 | Thomas Caldecot III Chubb | director, officer: CEO and President | +2,500 | $36.90 |
| Dec 12, 2025 | Thomas Caldecot III Chubb | director, officer: CEO and President | +5,000 | $35.12 |
- Ralph Lauren
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- Urban Outfitters
Women's lifestyle retail, boho apparel, and digital specialty channels
- PVH
Global casual-apparel brands with large Tommy Hilfiger and Calvin Klein scale
- G-III Apparel Group
Owned and licensed apparel portfolio across dresses, sportswear, and swimwear
- Abercrombie & Fitch
Omnichannel casual apparel for younger lifestyle shoppers
- J.Jill
Women's lifestyle apparel with a balanced store and direct channel mix
- Lands' End
Digital-first casual apparel, swimwear, outerwear, and uniforms
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Oxford Industries | $26.80 | −4.66% | $419.7M | — | 12.0 | 0.3 | −2.2% |
| Ralph Lauren | $342.04 | −1.16% | $21.11B | 21.8 | 17.5 | 2.5 | +14.0% |
| Urban Outfitters | $74.25 | −1.03% | $6.42B | 11.7 | 11.4 | 1.0 | +10.4% |
| PVH | $77.00 | +1.46% | $3.50B | — | 6.9 | 0.4 | −3.2% |
| G-III Apparel Group | $27.74 | −1.70% | $1.19B | 9.3 | 11.4 | 0.4 | −9.7% |
| Abercrombie & Fitch | $132.47 | −2.75% | $6.05B | 11.7 | 10.7 | 1.1 | +4.8% |
| J.Jill | $24.23 | −1.30% | $278.3M | 13.7 | 11.2 | 0.5 | +0.6% |
| Lands' End | $10.38 | −3.08% | $329.2M | 1.0 | 30.3 | 0.2 | +2.7% |
| Median | 11.7 | 11.4 | 0.5 | +2.7% |