Oxford: Owner of Tommy Bahama, Lilly Pulitzer and Johnny Was Reports Second Quarter Results
Oxford Industries reported Q2 fiscal 2026 net sales of $394 million, down 2.2% year-over-year, with GAAP EPS of $3.25 including a $2.07 tariff-refund benefit and adjusted EPS of $1.34 versus $1.26 a year ago. Tommy Bahama grew sales 0.8% with a comparable sales gain, while Lilly Pulitzer fell 5.6% and Johnny Was fell 8.8%; management cited softness outside Tommy Bahama and macro consumer pressure as it lowered fiscal 2026 guidance to net sales of $1.430-$1.470 billion and adjusted EPS of $1.60-$2.00 versus $2.11 last year.
Key figures
- Eps
- 3.25
- Revenue
- $394 million
- Guidance
- FY26 net sales $1.430B-$1.470B (vs $1.478B in FY25); GAAP EPS $3.07-$3.47; adjusted EPS $1.60-$2.00 (vs $2.11 in FY25); Q3 net sales $280M-$300M with adjusted loss per share $1.40-$1.20
- Revenue Yoy
- -2.2%
- Adjusted eps
- 1.34
- Gaap gross margin
- 73.8%
- Tommy bahama sales
- $230.9 million
- Capex fy26 guidance
- $60 million
- Adjusted gross margin
- 63.1%
- Inventory change lifo
- -12%
- Borrowings outstanding
- $73 million
- Adjusted eps prior year
- 1.26
- Cash from operations h1
- $97 million
- Johnny was sales change
- -8.8%
- Adjusted operating income
- $29 million
- Tariff refunds recognized
- $42 million
- Lilly pulitzer sales change
- -5.6%
- Quarterly dividend per share
- 0.7
- Tariff refund impact per share
- $2.07
AI analysis
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