Oxford Industries (NYSE: OXM) reported disappointing Q1 results, missing both earnings and forward guidance targets, as macroeconomic pressures and softer apparel demand continue to weigh on performance.

Q1 Highlights

• Earnings per share (EPS): $1.82 vs. $1.98 estimated — a miss of $0.16

• Revenue: $393 million vs. $383.54 million consensus — a narrow beat

Despite a slight top-line beat, the lower-than-expected profitability triggered concern among investors, particularly when paired with weaker future outlooks.

Slashed Guidance for Q2 and FY 2025

Oxford Industries issued sharply downgraded forecasts for both Q2 and the full fiscal year:

• Q2 2025 EPS: $1.05-$1.25 vs. $2.20 expected

• Q2 2025 Revenue: $395M-$415M vs. $409.4M expected

• FY 2025 EPS: $2.80-$3.20 vs. $4.35 expected

• FY 2025 Revenue: $1.48B-$1.52B vs. $1.49B expected

The company's earnings outlook reflects continued softness in consumer discretionary spending and potential margin pressure amid promotional activity.

Market Reaction and Stock Performance

Oxford Industries closed at $50.07, with the stock:

• Down 11.77% over the past 3 months

• Down 50.44% over the past 12 months

This performance trails most sector peers and indicates sustained bearish sentiment around its core lifestyle brands.

EPS Revisions Signal Caution

In the last 90 days:

• 0 positive EPS revisions

• 3 negative EPS revisions

This trend reflects analysts' growing pessimism and likely underscores macro headwinds facing the premium apparel segment.

Investor Takeaway

Oxford Industries' results show a company facing operational challenges and recalibrating expectations. The disparity between revenue and EPS guidance also raises questions about cost controls and gross margin pressure heading into the second half of the fiscal year.

To dive deeper into Oxford Industries' forward-looking metrics, explore:

• Up/Down Grades by Company — for the latest analyst sentiment shifts.

• Earnings Historical — for a detailed timeline of past performance trends.

As Oxford Industries navigates 2025, investors will need to watch both operational execution and shifting consumer behavior in the mid-to-premium retail category.