Oxford Industries (OXM)
Market Price (4/8/2026): $39.99 | Market Cap: $595.1 MilSector: Consumer Discretionary | Industry: Apparel, Accessories & Luxury Goods
Oxford Industries (OXM)
Market Price (4/8/2026): $39.99Market Cap: $595.1 MilSector: Consumer DiscretionaryIndustry: Apparel, Accessories & Luxury Goods
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldDividend Yield is 7.1% Megatrend and thematic driversMegatrends include Experience Economy & Premiumization, and E-commerce & Digital Retail. Themes include Experiential Retail, Luxury Consumer Goods, Show more. | Weak multi-year price returns2Y Excs Rtn is -86%, 3Y Excs Rtn is -120% Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 13.45 | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 94% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -2.6%, Rev Chg QQuarterly Revenue Change % is -4.1% Significant short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 24% Key risksOXM key risks include [1] significant costs from Chinese tariffs during its ongoing supply chain realignment and [2] weaker performance and margin pressures impacting certain brands in its portfolio. |
| Attractive yieldDividend Yield is 7.1% |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization, and E-commerce & Digital Retail. Themes include Experiential Retail, Luxury Consumer Goods, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -86%, 3Y Excs Rtn is -120% |
| Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 13.45 |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 94% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -2.6%, Rev Chg QQuarterly Revenue Change % is -4.1% |
| Significant short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 24% |
| Key risksOXM key risks include [1] significant costs from Chinese tariffs during its ongoing supply chain realignment and [2] weaker performance and margin pressures impacting certain brands in its portfolio. |
Qualitative Assessment
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Oxford Industries (OXM) stock has gained about 20% since 12/31/2025 because of the following key factors:
1. Oxford Industries provided a positive fiscal year 2026 outlook, projecting a return to profitability and modest sales growth. Specifically, the company initiated guidance for fiscal year 2026 with expected net sales between $1.475 billion and $1.53 billion, an approximate flat to 4% increase compared to fiscal year 2025. Furthermore, adjusted diluted earnings per share (EPS) for fiscal 2026 are forecast to be in the range of $2.10 to $2.70, signaling an anticipated earnings rebound from the $2.11 reported in fiscal 2025. This forward-looking guidance, particularly the expectation of improved profitability driven by brands like Tommy Bahama, reassured investors despite a weak fourth quarter of fiscal 2025.
2. The company demonstrated confidence in its financial stability and commitment to shareholder returns by increasing its quarterly dividend. Oxford Industries raised its quarterly cash dividend by 1% to $0.70 per share, payable on May 1, 2026. This increase signals management's positive outlook and dedication to returning value to its shareholders, which often positively influences stock performance.
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1. Oxford Industries provided a positive fiscal year 2026 outlook, projecting a return to profitability and modest sales growth. Specifically, the company initiated guidance for fiscal year 2026 with expected net sales between $1.475 billion and $1.53 billion, an approximate flat to 4% increase compared to fiscal year 2025. Furthermore, adjusted diluted earnings per share (EPS) for fiscal 2026 are forecast to be in the range of $2.10 to $2.70, signaling an anticipated earnings rebound from the $2.11 reported in fiscal 2025. This forward-looking guidance, particularly the expectation of improved profitability driven by brands like Tommy Bahama, reassured investors despite a weak fourth quarter of fiscal 2025.
2. The company demonstrated confidence in its financial stability and commitment to shareholder returns by increasing its quarterly dividend. Oxford Industries raised its quarterly cash dividend by 1% to $0.70 per share, payable on May 1, 2026. This increase signals management's positive outlook and dedication to returning value to its shareholders, which often positively influences stock performance.
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Stock Movement Drivers
Fundamental Drivers
The 17.7% change in OXM stock from 12/31/2025 to 4/7/2026 was primarily driven by a 19.1% change in the company's P/S Multiple.| (LTM values as of) | 12312025 | 4072026 | Change |
|---|---|---|---|
| Stock Price ($) | 33.65 | 39.60 | 17.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,494 | 1,478 | -1.1% |
| P/S Multiple | 0.3 | 0.4 | 19.1% |
| Shares Outstanding (Mil) | 15 | 15 | -0.1% |
| Cumulative Contribution | 17.7% |
Market Drivers
12/31/2025 to 4/7/2026| Return | Correlation | |
|---|---|---|
| OXM | 17.7% | |
| Market (SPY) | -5.4% | 41.7% |
| Sector (XLY) | -9.7% | 19.1% |
Fundamental Drivers
The 1.1% change in OXM stock from 9/30/2025 to 4/7/2026 was primarily driven by a 2.3% change in the company's P/S Multiple.| (LTM values as of) | 9302025 | 4072026 | Change |
|---|---|---|---|
| Stock Price ($) | 39.16 | 39.60 | 1.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,495 | 1,478 | -1.1% |
| P/S Multiple | 0.4 | 0.4 | 2.3% |
| Shares Outstanding (Mil) | 15 | 15 | 0.0% |
| Cumulative Contribution | 1.1% |
Market Drivers
9/30/2025 to 4/7/2026| Return | Correlation | |
|---|---|---|
| OXM | 1.1% | |
| Market (SPY) | -2.9% | 29.4% |
| Sector (XLY) | -9.9% | 30.3% |
Fundamental Drivers
The -27.9% change in OXM stock from 3/31/2025 to 4/7/2026 was primarily driven by a -29.8% change in the company's P/S Multiple.| (LTM values as of) | 3312025 | 4072026 | Change |
|---|---|---|---|
| Stock Price ($) | 54.89 | 39.60 | -27.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,517 | 1,478 | -2.6% |
| P/S Multiple | 0.6 | 0.4 | -29.8% |
| Shares Outstanding (Mil) | 16 | 15 | 5.5% |
| Cumulative Contribution | -27.9% |
Market Drivers
3/31/2025 to 4/7/2026| Return | Correlation | |
|---|---|---|
| OXM | -27.9% | |
| Market (SPY) | 16.3% | 41.3% |
| Sector (XLY) | 9.8% | 47.1% |
Fundamental Drivers
The -57.6% change in OXM stock from 3/31/2023 to 4/7/2026 was primarily driven by a -61.4% change in the company's P/S Multiple.| (LTM values as of) | 3312023 | 4072026 | Change |
|---|---|---|---|
| Stock Price ($) | 93.41 | 39.60 | -57.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,412 | 1,478 | 4.7% |
| P/S Multiple | 1.0 | 0.4 | -61.4% |
| Shares Outstanding (Mil) | 16 | 15 | 5.0% |
| Cumulative Contribution | -57.6% |
Market Drivers
3/31/2023 to 4/7/2026| Return | Correlation | |
|---|---|---|
| OXM | -57.6% | |
| Market (SPY) | 63.3% | 39.2% |
| Sector (XLY) | 47.4% | 43.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| OXM Return | 58% | -6% | 10% | -19% | -54% | 13% | -31% |
| Peers Return | 21% | -23% | 14% | 18% | 24% | 1% | 57% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -3% | 76% |
Monthly Win Rates [3] | |||||||
| OXM Win Rate | 75% | 58% | 42% | 42% | 33% | 50% | |
| Peers Win Rate | 55% | 38% | 48% | 55% | 53% | 50% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| OXM Max Drawdown | -4% | -21% | -8% | -25% | -57% | -5% | |
| Peers Max Drawdown | -8% | -45% | -24% | -26% | -33% | -12% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: RL, PVH, TPR, CPRI, VFC.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/7/2026 (YTD)
How Low Can It Go
| Event | OXM | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -31.2% | -25.4% |
| % Gain to Breakeven | 45.3% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -58.9% | -33.9% |
| % Gain to Breakeven | 143.5% | 51.3% |
| Time to Breakeven | 341 days | 148 days |
| 2018 Correction | ||
| % Loss | -32.2% | -19.8% |
| % Gain to Breakeven | 47.6% | 24.7% |
| Time to Breakeven | 885 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -93.5% | -56.8% |
| % Gain to Breakeven | 1432.2% | 131.3% |
| Time to Breakeven | 1,058 days | 1,480 days |
Compare to RL, PVH, TPR, CPRI, VFC
In The Past
Oxford Industries's stock fell -31.2% during the 2022 Inflation Shock from a high on 2/2/2023. A -31.2% loss requires a 45.3% gain to breakeven.
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About Oxford Industries (OXM)
Oxford Industries, Inc., an apparel company, designs, sources, markets, and distributes products of lifestyle and other brands worldwide. The company offers men's and women's sportswear and related products under the Tommy Bahama brand; women's and girl's dresses and sportswear, scarves, bags, jewelry, and belts, as well as footwear and children's apparel and swimwear under the Lilly Pulitzer brand; and men's shirts, pants, shorts, outerwear, ties, swimwear, footwear, and accessories, as well as women and youth products under the Southern Tide brand. It also designs, sources, markets, and distributes premium childrenswear, including bonnets, hats, apparel, swimwear, and accessories through thebeaufortbonnetcompany.com and wholesale specialty retailers; men's apparel, which include pants, shorts, and tops through duckhead.com and wholesale specialty retailers. In addition, the company licenses Tommy Bahama brand for various products, such as indoor and outdoor furniture, beach chairs, bedding and bath linens, fabrics, leather goods and gifts, headwear, hosiery, sleepwear, shampoo, toiletries, fragrances, cigar accessories, distilled spirits, and other products; Lilly Pulitzer for stationery and gift products, home furnishing products, and eyewear; and Southern Tide trademark for bed and bath product. Oxford Industries, Inc. offers products through its retail stores, department stores, specialty stores, multi-branded e-commerce retailers, off-price retailers, and other retailers, as well as e-commerce sites. As of January 29, 2022, it operated 186 brand-specific full-price retail stores; 21 Tommy Bahama food and beverage locations; and 35 Tommy Bahama outlet stores. Oxford Industries, Inc. was founded in 1942 and is headquartered in Atlanta, Georgia.
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Here are 1-2 brief analogies to describe Oxford Industries (OXM):
- A **VF Corporation** (Vans, The North Face) for premium, resort-style apparel.
- Like a more premium **Gap Inc.** (Gap, Banana Republic) for distinct lifestyle brands.
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- Apparel: A diverse range of men's, women's, girls', and children's clothing, including sportswear, dresses, shirts, pants, shorts, outerwear, and swimwear, distributed across multiple brands.
- Footwear and Accessories: Products such as shoes, sandals, scarves, bags, jewelry, belts, headwear, and hosiery complementing their apparel lines.
- Home Furnishings and Linens: Licensed products including indoor and outdoor furniture, bedding, bath linens, and other home goods.
- Personal Care and Fragrances: Licensed goods such as shampoo, toiletries, and various fragrances.
- Distilled Spirits: Licensed alcoholic beverages offered under specific brands.
- Food and Beverage Services: Restaurant and bar services provided at certain brand-specific locations.
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Major Customers of Oxford Industries (OXM)
Oxford Industries, Inc. primarily sells its products directly to individual consumers through its extensive network of owned retail stores (including full-price stores, food and beverage locations, and outlet stores) and its e-commerce websites for brands such as Tommy Bahama, Lilly Pulitzer, Southern Tide, The Beaufort Bonnet Company, and Duck Head. While the company also distributes products wholesale to other retailers, its direct-to-consumer channels represent a significant portion of its sales.
The company serves the following categories of individual customers:
- Affluent Consumers Seeking Premium Lifestyle Apparel: This category includes adults who are drawn to Oxford Industries' brands for their distinctive casual, resort, and sophisticated lifestyle offerings. These customers, often with disposable income, value quality, comfort, and unique styles for leisure, vacation, and everyday wear, as exemplified by brands like Tommy Bahama, Lilly Pulitzer, and Southern Tide.
- Parents of Young Children Seeking High-Quality Childrenswear: This segment consists of parents who prioritize premium, often classic or traditional, apparel and accessories for infants and young children. They are the target demographic for The Beaufort Bonnet Company, valuing craftsmanship, unique designs, and durability.
- Men Valuing Classic, Heritage-Inspired Casual Wear: This category caters to men interested in timeless, refined casual apparel. These customers appreciate traditional styles, quality materials, and a sophisticated yet relaxed aesthetic in their wardrobe, primarily served by brands such as Duck Head and the men's lines of Southern Tide.
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Thomas C. Chubb III, Chairman, Chief Executive Officer and President
Thomas C. Chubb III has served as CEO and President of Oxford Industries since 2013, and was elected Chairman in 2015. He has a long tenure with the company, having joined full-time in 1989 as an in-house attorney after interning in 1988. Prior to his current role, he held positions as General Counsel (1999), Executive Vice President (2004), and President (2009). He has been instrumental in the company's strategic and operational evolution, including playing a key role in the acquisitions of brands like Tommy Bahama (2003) and Lilly Pulitzer (2010).
K. Scott Grassmyer, Executive Vice President, Chief Financial Officer and Chief Operating Officer
K. Scott Grassmyer joined Oxford Industries in 2002 as Controller. He was appointed Chief Financial Officer in 2014 and took on the additional role of Chief Operating Officer in 2022. Mr. Grassmyer is a Certified Public Accountant with over 30 years of financial experience. Before joining Oxford Industries, he was the Senior Vice President and Chief Financial Officer at Duck Head Apparel Company, Inc., a publicly-traded apparel wholesaler and retailer, where he started in 1990. He has played a key role in Oxford Industries' acquisitions and integrations of brands such as Tommy Bahama, Lilly Pulitzer, Southern Tide, and The Beaufort Bonnet Company.
Thomas E. Campbell, Executive Vice President and Chief Information Officer
Thomas E. Campbell serves as the Executive Vice President and Chief Information Officer for Oxford Industries.
Tracey Hernandez, Senior Vice President and Chief Human Resources Officer
Tracey Hernandez holds the position of Senior Vice President and Chief Human Resources Officer at Oxford Industries.
Raj Palakshappa, Senior Vice President, General Counsel, Treasurer and Secretary
Raj Palakshappa (also referred to as Suraj A Palakshappa in some sources) is the Senior Vice President, General Counsel, Treasurer, and Secretary for Oxford Industries.
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Key Risks to Oxford Industries (OXM)
- Economic Downturns and Shifting Consumer Spending: Oxford Industries, an apparel company with premium lifestyle brands, is highly susceptible to macroeconomic fluctuations and changes in consumer discretionary spending. Recent results show decreasing sales, lower store productivity, and increased promotional activities. The company has significantly reduced its adjusted earnings per share (EPS) guidance for fiscal 2025, underscoring the impact of cautious consumer behavior on its predominantly non-essential product offerings.
- Tariffs and Supply Chain Disruptions: The company faces significant challenges from rising tariffs, particularly on Chinese imports, with an anticipated increase of approximately $40 million in costs for fiscal year 2025. Oxford Industries is actively working to diversify its sourcing away from China to mitigate these impacts, aiming to reduce reliance from 40% in 2024 to under 10% by late 2026. This strategic shift, while necessary, also introduces operational complexities and potential costs. Broader global supply chain issues, including fluctuations in raw material costs, labor, and freight, also pose ongoing risks.
- Brand Performance and Intense Competition: While Oxford Industries possesses a diverse portfolio of lifestyle brands, some key brands, such as Tommy Bahama and Johnny Was, have shown declining profitability and worsening performance trends. The apparel industry is characterized by intense competition and rapidly changing fashion trends, requiring continuous innovation and adaptation to maintain market share and brand relevance. Failure to effectively manage brand portfolios and respond to evolving consumer preferences could negatively impact the company's reputation and financial results.
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Oxford Industries, Inc. operates in several addressable markets through its diverse portfolio of lifestyle brands. The estimated market sizes for their main products and services in 2025 are as follows:
- Global Apparel Market: The global apparel market was estimated at USD 1.84 trillion in 2025.
- U.S. Apparel Market: The United States apparel market was valued at USD 365.70 billion in 2025.
- Global Women's Apparel Market: This market was valued at USD 930 billion in 2025.
- Global Men's Apparel Market: The global men's apparel market was worth USD 587.61 billion in 2025.
- U.S. Men's Apparel Market: The U.S. menswear market size is anticipated to reach USD 154.5 billion in 2025.
- Global Children's Apparel Market: This market was valued at USD 274.25 billion in 2025.
- Global Luxury Apparel Market: The global luxury apparel market size was estimated at USD 70.44 billion in 2025. Separately, the global luxury clothing market was valued at USD 274.8 billion as of 2025. The broader global luxury fashion market was valued at USD 261.0 billion in 2025, with clothing and apparel being the largest product type, holding approximately 50.7% of the market.
- Global Home Furnishings Market: The global home furnishings market is projected to grow from USD 906.74 billion in 2025. The global furniture market size was estimated at USD 786.13 billion in 2025.
- U.S. Home Decor Market: The United States home decor market is expected to reach USD 215.21 billion in 2025.
- U.S. Home Furniture Market: The US furniture market size was USD 173.27 billion in 2025.
- U.S. Restaurant and Foodservice Industry Sales: The U.S. restaurant and foodservice industry is projected to generate about USD 1.5 trillion in sales in 2025. The U.S. food service market size was projected to grow from USD 1,286.65 billion in 2025.
- Global Casual Dining Market: The global casual dining market size was valued at USD 333.02 billion in 2025.
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Oxford Industries (OXM) is expected to drive future revenue growth over the next two to three years through several strategic initiatives:
- Expansion of Retail Footprint and Experiential Stores: Oxford Industries plans to open approximately 15 net new stores in fiscal year 2025, including additional Tommy Bahama Marlin Bars. This physical expansion aims to enhance experiential retail and increase customer traffic.
- Lilly Pulitzer Brand Growth through Product Innovation and E-commerce: The company is focusing on increasing Lilly Pulitzer's "newness quotient" to over 50% in fiscal year 2025, building on its strong e-commerce performance and double-digit retail growth. Analysts project a 7% year-over-year growth in net sales for Lilly Pulitzer.
- Momentum in Emerging Brands: The Emerging Brands group has demonstrated consistent year-over-year sales gains and strong momentum. Analysts anticipate a 3.2% year-over-year increase in net sales for these brands.
- Enhanced Direct-to-Consumer (DTC) Capabilities and E-commerce: Oxford Industries is investing in a new distribution center to boost its direct-to-consumer capabilities and is focusing on digital transformation to improve customer experiences and streamline operations. This strategic emphasis on e-commerce aims to expand its consumer base.
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Capital Allocation Decisions (Last 3-5 Years) for Oxford Industries (OXM)
Share Repurchases
- Oxford Industries authorized a share buyback plan on December 10, 2024.
- During the first half of fiscal 2025, the company made $55 million in share repurchases.
- In the first nine months of fiscal 2025, share repurchases amounted to $55 million.
Outbound Investments
- In September 2022, Oxford Industries acquired Johnny Was, a private label manufacturer of women's apparel, for $270 million.
Capital Expenditures
- Capital expenditures in fiscal 2024 totaled $134 million.
- For fiscal 2025, capital expenditures are expected to be approximately $120 million to $125 million.
- The primary focus of recent capital expenditures has been the completion of a new distribution center in Lyons, Georgia, and the opening of new stores, including Tommy Bahama Marlin Bars and standalone stores for Tommy Bahama and Lilly Pulitzer.
- Capital expenditures are projected to moderate to around $75 million annually in fiscal 2026 and beyond, following the completion of the Lyons, Georgia distribution center, with plans for approximately 15 new store locations.
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| 03312026 | SKY | Champion Homes | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
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| 03272026 | ETSY | Etsy | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 5.6% | 5.6% | 0.0% |
| 03272026 | OLLI | Ollie's Bargain Outlet | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 3.1% | 3.1% | 0.0% |
| 03272026 | PATK | Patrick Industries | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 3.4% | 3.4% | -1.6% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 61.11 |
| Mkt Cap | 5.2 |
| Rev LTM | 7,674 |
| Op Inc LTM | 584 |
| FCF LTM | 424 |
| FCF 3Y Avg | 609 |
| CFO LTM | 574 |
| CFO 3Y Avg | 781 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.6% |
| Rev Chg 3Y Avg | 0.8% |
| Rev Chg Q | 3.6% |
| QoQ Delta Rev Chg LTM | 1.0% |
| Op Mgn LTM | 6.3% |
| Op Mgn 3Y Avg | 7.8% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 7.8% |
| CFO/Rev 3Y Avg | 10.5% |
| FCF/Rev LTM | 4.6% |
| FCF/Rev 3Y Avg | 6.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 5.2 |
| P/S | 0.6 |
| P/EBIT | 16.7 |
| P/E | 26.5 |
| P/CFO | 9.9 |
| Total Yield | 2.7% |
| Dividend Yield | 1.0% |
| FCF Yield 3Y Avg | 7.2% |
| D/E | 0.7 |
| Net D/E | 0.6 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 3.1% |
| 3M Rtn | 1.0% |
| 6M Rtn | 7.2% |
| 12M Rtn | 43.2% |
| 3Y Rtn | -7.2% |
| 1M Excs Rtn | 4.9% |
| 3M Excs Rtn | 7.7% |
| 6M Excs Rtn | 6.5% |
| 12M Excs Rtn | 14.7% |
| 3Y Excs Rtn | -73.6% |
Price Behavior
Price Behavior
| Market Price | $39.60 | |
| Market Cap ($ Bil) | 0.6 | |
| First Trading Date | 12/30/1987 | |
| Distance from 52W High | -28.8% | |
| 50 Days | 200 Days | |
| DMA Price | $37.66 | $38.57 |
| DMA Trend | down | indeterminate |
| Distance from DMA | 5.2% | 2.7% |
| 3M | 1YR | |
| Volatility | 55.0% | 70.1% |
| Downside Capture | 0.09 | 0.95 |
| Upside Capture | 68.96 | 92.37 |
| Correlation (SPY) | 39.2% | 42.9% |
OXM Betas & Captures as of 3/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.74 | 1.68 | 1.72 | 1.40 | 1.53 | 1.28 |
| Up Beta | 3.94 | 2.97 | 1.29 | 1.86 | 1.98 | 1.64 |
| Down Beta | 2.09 | 2.84 | 2.84 | 2.46 | 1.07 | 0.92 |
| Up Capture | -45% | 59% | 130% | 46% | 91% | 73% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 10 | 22 | 32 | 67 | 119 | 360 |
| Down Capture | 176% | 111% | 107% | 101% | 140% | 109% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 12 | 20 | 31 | 59 | 132 | 390 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OXM | |
|---|---|---|---|---|
| OXM | -22.9% | 70.4% | -0.08 | - |
| Sector ETF (XLY) | 13.6% | 22.8% | 0.48 | 45.4% |
| Equity (SPY) | 21.3% | 18.3% | 0.94 | 39.2% |
| Gold (GLD) | 51.9% | 28.0% | 1.49 | -1.9% |
| Commodities (DBC) | 20.3% | 17.2% | 1.02 | 6.2% |
| Real Estate (VNQ) | 6.9% | 16.1% | 0.23 | 39.2% |
| Bitcoin (BTCUSD) | -17.5% | 44.0% | -0.31 | 24.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OXM | |
|---|---|---|---|---|
| OXM | -11.6% | 46.3% | -0.11 | - |
| Sector ETF (XLY) | 6.1% | 23.7% | 0.22 | 47.4% |
| Equity (SPY) | 11.7% | 17.0% | 0.53 | 44.2% |
| Gold (GLD) | 22.5% | 17.8% | 1.04 | 2.5% |
| Commodities (DBC) | 12.0% | 18.8% | 0.52 | 11.0% |
| Real Estate (VNQ) | 3.4% | 18.8% | 0.09 | 38.0% |
| Bitcoin (BTCUSD) | 3.1% | 56.5% | 0.28 | 20.0% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OXM | |
|---|---|---|---|---|
| OXM | -2.9% | 45.1% | 0.10 | - |
| Sector ETF (XLY) | 11.8% | 22.0% | 0.49 | 48.3% |
| Equity (SPY) | 13.9% | 17.9% | 0.67 | 45.7% |
| Gold (GLD) | 13.9% | 15.9% | 0.73 | -1.9% |
| Commodities (DBC) | 8.4% | 17.6% | 0.40 | 16.7% |
| Real Estate (VNQ) | 4.9% | 20.7% | 0.20 | 40.2% |
| Bitcoin (BTCUSD) | 66.6% | 66.8% | 1.06 | 14.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 3/26/2026 | 8.7% | 23.3% | |
| 12/10/2025 | -21.2% | -9.2% | -5.3% |
| 9/10/2025 | 27.6% | 14.4% | -3.6% |
| 6/11/2025 | -13.9% | -18.6% | -13.4% |
| 3/27/2025 | -5.7% | -12.3% | -19.1% |
| 12/11/2024 | -8.6% | -2.5% | 2.4% |
| 9/11/2024 | 0.5% | 2.9% | -11.1% |
| 6/12/2024 | 0.8% | -0.7% | 0.3% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 7 | 7 |
| # Negative | 13 | 17 | 16 |
| Median Positive | 5.0% | 7.0% | 9.1% |
| Median Negative | -8.6% | -6.1% | -6.3% |
| Max Positive | 27.6% | 23.3% | 19.6% |
| Max Negative | -21.2% | -18.6% | -19.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 01/31/2026 | 03/27/2026 | 10-K |
| 10/31/2025 | 12/11/2025 | 10-Q |
| 07/31/2025 | 09/11/2025 | 10-Q |
| 04/30/2025 | 06/12/2025 | 10-Q |
| 01/31/2025 | 03/31/2025 | 10-K |
| 10/31/2024 | 12/12/2024 | 10-Q |
| 07/31/2024 | 09/12/2024 | 10-Q |
| 04/30/2024 | 06/13/2024 | 10-Q |
| 01/31/2024 | 04/01/2024 | 10-K |
| 10/31/2023 | 12/07/2023 | 10-Q |
| 07/31/2023 | 09/01/2023 | 10-Q |
| 04/30/2023 | 06/08/2023 | 10-Q |
| 01/31/2023 | 03/28/2023 | 10-K |
| 10/31/2022 | 12/08/2022 | 10-Q |
| 07/31/2022 | 09/02/2022 | 10-Q |
| 04/30/2022 | 06/09/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q4 2025 Earnings Reported 3/26/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Revenue | 385.00 Mil | 390.00 Mil | 395.00 Mil | 4.0% | Raised | Guidance: 375.00 Mil for Q4 2025 | |
| Q1 2026 GAAP EPS | 1.13 | 1.18 | 1.23 | ||||
| Q1 2026 Adjusted EPS | 1.2 | 1.25 | 1.3 | ||||
| 2026 Revenue | 1.48 Bil | 1.50 Bil | 1.53 Bil | 1.5% | Raised | Guidance: 1.48 Bil for 2025 | |
| 2026 GAAP EPS | 1.83 | 2.13 | 2.43 | ||||
| 2026 Adjusted EPS | 2.1 | 2.4 | 2.7 | 4.4% | Raised | Guidance: 2.3 for 2025 | |
| 2026 Capital Expenditures | 65.00 Mil | -45.8% | Lowered | Guidance: 120.00 Mil for 2025 | |||
Prior: Q3 2025 Earnings Reported 12/10/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2025 Revenue | 365.00 Mil | 375.00 Mil | 385.00 Mil | ||||
| Q4 2025 Adjusted EPS | 0 | 0.1 | 0.2 | -92.7% | Lower New | Actual: 1.37 for Q4 2024 | |
| 2025 Revenue | 1.47 Bil | 1.48 Bil | 1.49 Bil | -1.0% | Lowered | Guidance: 1.50 Bil for 2025 | |
| 2025 Adjusted EPS | 2.2 | 2.3 | 2.4 | -23.3% | Lowered | Guidance: 3 for 2025 | |
| 2025 Capital Expenditures | 120.00 Mil | 0 | Affirmed | Guidance: 120.00 Mil for 2025 | |||
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Chubb, Thomas Caldecot Iii | CEO and President | Direct | Buy | 12122025 | 35.12 | 5,000 | 175,585 | 797,472 | Form |
| 2 | Chubb, Thomas Caldecot Iii | CEO and President | Direct | Buy | 8042025 | 38.19 | 318 | 12,130 | 3,591,044 | Form |
| 3 | Trauber, Robert S | CEO, Johnny Was | Direct | Buy | 6202025 | 41.38 | 10,000 | 413,750 | 552,936 | Form |
| 4 | Chubb, Thomas Caldecot Iii | CEO and President | Direct | Buy | 6162025 | 40.12 | 6,500 | 260,774 | 2,369,548 | Form |
| 5 | McGuirt, Milford W | Direct | Buy | 4032025 | 58.70 | 1,000 | 58,700 | 421,466 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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