-
Posted by
Two Blokes Jun 12 -
Filed in
Stock
-
5 views
Oxford Industries faces structural demand issues, margin compression, and supply chain risks, despite strong legacy brands and targeted successes like Lilly Pulitzer. Q1 2025 results highlight declining same-store sales, eroding margins, and rising costs from tariffs, SG&A, and physical expansion, with no near-term rebound expected. Valuation appears cheap at a P/E below historical averages, but negative earnings and cash flow trends suggest ongoing headwinds outweigh potential recovery.
