Oxford Q2 adjusted EPS $1.34, sales down 2.2%; lowers FY26 guidance

OXFORD INDUSTRIES INC

Q2 net sales $394M, down 2.2% YoY; GAAP EPS $3.25 includes $2.07 tariff refund; adjusted EPS $1.34 vs $1.26.
Tommy Bahama sales +0.8% to $230.9M; Lilly Pulitzer -5.6% to $85.2M; Johnny Was -8.8% to $41.4M.
FY26 guidance cut: net sales $1.43-1.47B vs $1.478B; adjusted EPS $1.60-2.00 vs $2.11 prior year.
Q3 adjusted loss per share expected $1.40-1.20 vs $0.92 loss; cites Lilly Pulitzer promotional actions.
Borrowings reduced to $73M from $143M at Q1 end; dividend $0.70 payable Oct 30.

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