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Oxford Industries Inc

oxfordinc.com

What Do They Do?

Designs and sells Tommy Bahama men’s and women’s sportswear and related products to consumers and retailers, and operates food and beverage locations; also sells branded apparel and related products under other lifestyle brands.

How Do They Make Money?

Consumers pay for direct-to-consumer products and food purchases, with card payments generally collected within days; wholesale retailers pay for shipped products, generally within one quarter. Licensees generally pay royalties quarterly, based on minimum payments or a share of licensed-product sales.

revenue

Segment	Share	How money arrives
Tommy Bahama Mix	56% FY2022: 62%	Mix
Lilly Pulitzer	23% FY2022: 24%
Johnny Was Sold outright	11% FY2022: 5.1%	Sold outright
Emerging Brands Sold outright	9.7% FY2022: 8.3%	Sold outright

Who Are Their Customers?

Consumers buy directly through brand stores, e-commerce sites, outlets and Tommy Bahama food and beverage locations. Department stores, specialty retailers and multi-brand online retailers buy wholesale products.

Do Revenues Turn Into Profits?

Not on paper. It lost $27.9M in FY2025, but brought in more cash than it spent: $11.3M of free cash flow.

Operating income, FY2025

−2% of revenue

▼ Now a loss vs FY2024 ($119M, 8%)

Net income, FY2025

−2% of revenue

▼ Now a loss vs FY2024 ($93M, 6%)

Free cash flow, FY2025

1% of revenue

▼ −81% vs FY2024 ($59.8M, 4%)

How Are They Changing?

Since the FY2025 annual report

Latest quarter: Q2 FY2026, the three months to Aug 1, 2026

Revenue: ▼ −2%; vs $403.1M in Q2 FY2025
Net income: ▲ +193%; vs $16.7M in Q2 FY2025

Tommy Bahama share of revenue vs 56.8% in Q2 FY2025

Growing. Revenue grew 29% in 4 years, from $1.1B in FY2021 to $1.5B in FY2025, about 7% a year.

Portfolio expansion The current brand portfolio names Jack Rogers alongside the lifestyle brands whose trademarks appear on products; the earlier lineup did not name Jack Rogers.

Revenue over time

Tommy Bahama Lilly Pulitzer Johnny Was Emerging Brands Lanier Apparel

$2B$1B$0

FY2021 FY2022 FY2023 FY2024 FY2025