Professional
Added to YB: 2025-02-17
Pitch date: 2025-01-17
OXM [bullish]
Oxford Industries, Inc.
-57.6%
current return
Author Info
No bio for this author
Company Info
Oxford Industries, Inc., an apparel company, designs, sources, markets, and distributes lifestyle products worldwide.
Market Cap
$539.2M
Pitch Price
$82.17
Price Target
N/A
Dividend
7.61%
EV/EBITDA
3.75
P/E
9.89
EV/Sales
0.70
Sector
Textiles, Apparel and Luxury Goods
Category
growth
SouthernSun Small Cap Strategy New Position: Oxford Industries, Inc.
OXM: Portfolio of high-margin clothing brands (Tommy Bahama, Lilly Pulitzer, Johnny Was). 50% sales growth, 63% gross margin in 8 years. 330+ stores, expanding. Strong DTC strategy. Acquisition opportunities. Tommy Bahama (57% sales) includes profitable Marlin Bars. Lilly Pulitzer growing, 50% e-commerce. Cost reduction at Johnny Was. Low debt, consistent dividends. Entry point amid consumer challenges.
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