Oxford Industries Q1 EPS falls 23% on $11M tariff hit; narrows FY26 sales outlook

Filed June 10, 2026 · Period ending June 10, 2026 · ~1 min read

Key Changes

• high

  Q1 adjusted EPS fell to $1.39 from $1.82 prior year, driven by $11M ($0.55/share) in incremental tariff costs; gross margin compressed 190 bps to 62.3% despite pricing and sourcing adjustments.

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• high

  Tommy Bahama grew 3.9% with mid-single-digit comps, but Lilly Pulitzer declined 8.8% (softer than expected) and Johnny Was fell 12.9%, reflecting uneven consumer demand.

  Item 2.02 verify on EDGAR →
• high

  Full-year sales guidance narrowed to $1.475B–$1.505B (lowered high end); adjusted EPS range tightened to $2.30–$2.70 (raised low end from prior), citing macro pressures and expectation of sustained lower tariff rates.

  Item 2.02 verify on EDGAR →