Oxford Industries Inc's shares fell by 19.18% as the stock crossed below its 5-day SMA, reflecting a challenging market environment.
The decline is attributed to the company's reported Q3 loss of $4.28 per share, primarily due to a $61 million non-cash impairment charge related to Johnny Was. This disappointing performance highlights ongoing challenges in brand management and market adaptability, leading to a cautious outlook for future sales.
The implications of this loss raise concerns about the company's ability to navigate a competitive market, especially as consumer preferences shift. The stock's performance, down approximately 49.5% year-to-date, contrasts sharply with broader market trends, indicating potential sector rotation as investors reassess their positions.
Wall Street analysts forecast OXM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for OXM is 34.67 USD with a low forecast of 33.00 USD and a high forecast of 36.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
Wall Street analysts forecast OXM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for OXM is 34.67 USD with a low forecast of 33.00 USD and a high forecast of 36.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
5 Hold
0 Sell
Hold
Current: 36.950
Low
33.00
Averages
34.67
High
36.00
Current: 36.950
Low
33.00
Averages
34.67
High
36.00
UBS
Neutral
maintain
$35 -> $36
2026-01-08
Reason
UBS
Price Target
$35 -> $36
AI Analysis
2026-01-08
maintain
Neutral
Reason
UBS raised the firm's price target on Oxford Industries to $36 from $35 and keeps a Neutral rating on the shares. CY26 EPS upside for Softline stocks is expected to be driven by a stronger-than-expected U.S. consumer and an underappreciated "Health & Wellness 2.0" trend, with estimates at least 4% above consensus for 16 names, the analyst tells investors in a research note. Earnings momentum is projected to extend into CY27, with EPS forecasts averaging about 5% above consensus, the firm adds.
Citi
Neutral
downgrade
$35 -> $33
2025-12-12
Reason
Citi
Price Target
$35 -> $33
2025-12-12
downgrade
Neutral
Reason
Citi lowered the firm's price target on Oxford Industries to $33 from $35 and keeps a Neutral rating on the shares.
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Truist
Hold
downgrade
$50 -> $35
2025-12-11
Reason
Truist
Price Target
$50 -> $35
2025-12-11
downgrade
Hold
Reason
Truist lowered the firm's price target on Oxford Industries to $35 from $50 and keeps a Hold rating on the shares. The company posted an in-line Q3 but materially reduced its FY25 outlook as demand trends for all 3 major brands are being pressured by tariff-driven gaps in the assortments, the analyst tells investors in a research note. The wholesale channel also remains challenged as retailers are more hesitant on orderbooks for less-proven sellers, the firm added.
Telsey Advisory
Market Perform
downgrade
$52 -> $35
2025-12-11
Reason
Telsey Advisory
Price Target
$52 -> $35
2025-12-11
downgrade
Market Perform
Reason
Telsey Advisory lowered the firm's price target on Oxford Industries to $35 from $52 and keeps a Market Perform rating on the shares. While the firm continues to see the company's investments in stores, distribution, and its brands as healthy for long-term prospects, earnings expectations have taken a hit due to a cautious customer and production execution missteps. The firm maintains its rating on the stock due to a more challenging macro landscape.
About OXM
Oxford Industries, Inc. operates in the apparel industry, which owns, and markets the Tommy Bahama, Lilly Pulitzer, Johnny Was, Southern Tide, The Beaufort Bonnet Company, Duck Head and Jack Rogers lifestyle brands. It distributes its products through its direct-to-consumer channels, consisting of its brand specific full-price retail stores, e-commerce Websites and outlet stores, and its wholesale distribution channel, which includes sales to various specialty stores, signature stores, department stores, multi-branded e-commerce Websites and other retailers. Additionally, it operates Tommy Bahama food and beverage locations, including Marlin Bars and full-service restaurants, generally adjacent to a Tommy Bahama full-price retail store. Tommy Bahama designs, sources, markets, and distributes men’s and women’s sportswear and related products. Lilly Pulitzer designs, sources, markets, and distributes upscale collections of women’s and girls' dresses, sportswear, and related products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
