<p>牛津工业公司（Oxford Industries, Inc.）((OXM)) 已举行其第三季度财报电话会议。请继续阅读以了解会议的主要亮点。</p>
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<p>牛津工业公司最近举行了财报电话会议，反映出一种混合的情绪，既有成就也有挑战。公司在 Lilly Pulitzer 和新兴品牌部门报告了显著的成功，以及战略扩展。然而，这些积极因素被 Tommy Bahama 和 Johnny Was 面临的重大障碍、SG&amp;A 费用的增加以及与关税相关的产品限制所抵消，导致财务展望被修订，预计将出现下降。</p>
<h2>新兴品牌和 Lilly Pulitzer 的增长</h2>
<p>财报电话会议强调了新兴品牌集团和 Lilly Pulitzer 的强劲销售增长，帮助抵消了 Tommy Bahama 和 Johnny Was 的下降。Lilly Pulitzer 再次交出了一份强劲的季度业绩，总销售额同比增长，展示了该品牌的韧性和市场吸引力。</p>
<h2>新开业和战略扩展</h2>
<p>牛津工业公司在 Tommy Bahama 进行了战略扩展，开设了两家重要的餐厅。公司在圣阿曼德圈重新开设了一家全方位服务的餐厅，并在夏威夷大岛开设了一家新的 Marlin Bar，表明其致力于提升客户体验和扩大市场足迹。</p>
<h2>商业改善计划的进展</h2>
<p>在 Johnny Was 的商业改善计划中取得了显著进展，包括领导层变动和关键角色的更新，旨在改善商品销售和零售表现。这些努力预计将推动未来的增长和运营效率。</p>
<h2>直接面向消费者的销售增长</h2>
<p>公司报告了直接面向消费者渠道的增长，公司的同店销售增长了 2%。这一增长主要得益于电子商务销售增长 5% 以及食品和饮料及全价实体店销售增长 31%，突显了其直接销售策略的有效性。</p>
<h2>Tommy Bahama 和 Johnny Was 的下降</h2>
<p>尽管在其他领域取得了成功，Tommy Bahama 经历了低个位数的负同店销售，而 Johnny Was 则面临高个位数的负同店销售，导致这两个业务的销售下降。这些下降突显了这些部门在当前市场环境中面临的挑战。</p>
<h2>与关税相关的产品限制</h2>
<p>与关税相关的采购决策导致产品种类减少，特别是在毛衣和寒冷天气产品方面，影响了假日季节的表现。这突显了影响公司产品供应和销售的外部挑战。</p>
<h2>SG&amp;A 费用增加</h2>
<p>调整后的 SG&amp;A 费用增加了 4%，达到 2.09 亿美元，主要由于雇佣成本、占用成本和因开设 16 家新实体店而增加的折旧费用。这些增加的成本反映了公司在增长和扩展方面的持续投资。</p>
<h2>财务展望修订</h2>
<p>牛津工业公司修订了其财务展望，预计第四季度的表现将低于之前的预期。公司预计与 2024 财年相比，全年净销售额将下降 2% 至 3%。这一修订反映了当前经济环境中面临的挑战及其对公司财务表现的影响。</p>
<h2>债务水平增加</h2>
<p>公司的长期债务从 2024 财年末的 3100 万美元增加至 1.4 亿美元，主要由于收益下降和现金需求增加。这一债务水平的上升突显了牛津工业公司在其战略投资和市场挑战中面临的财务压力。</p>
<h2>前瞻性指导</h2>
<p>展望未来，牛津工业公司报告 2025 财年第三季度的合并净销售额为 3.07 亿美元，符合其指导范围，但略低于去年同期的表现。公司将年度净销售预测修订为在 14.7 亿至 14.9 亿美元之间，反映出与 2024 财年相比下降 2% 至 3%。调整后的每股收益预计在 2.20 美元至 2.40 美元之间，较去年 6.68 美元大幅下降。</p>
<p>总之，牛津工业公司的财报电话会议呈现出一种混合的局面，既有成就也有挑战。尽管公司在新兴品牌和 Lilly Pulitzer 部门经历了增长、战略扩展和直接面向消费者销售的增加，但在 Tommy Bahama 和 Johnny Was 方面也面临显著下降、费用增加和与关税相关的限制。修订后的财务展望和债务水平的增加突显了公司在应对复杂市场环境中面临的挑战。</p>

牛津工业

<p>牛津工业第三季度的财报电话会议显示出混合的结果。Lilly Pulitzer 和新兴品牌的成功被 Tommy Bahama 和 Johnny Was 的下滑、增加的销售和管理费用以及与关税相关的限制所抵消。战略扩展包括新餐厅的开业。直接面向消费者的销售有所上升，但财务前景被下调，预计净销售额将下降 2-3%，债务水平也有所增加。调整后的每股收益预计将大幅下降。公司在复杂的市场环境中面临挑战</p>

<p>Oxford Industries, Inc. ((OXM)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>牛津工业公司（Oxford Industries, Inc.）((OXM)) 已举行其第三季度财报电话会议。请继续阅读以了解会议的主要亮点。</p>
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<div class="lb-trans"><h3>享受 TipRanks Premium 50% 折扣，信心投资</h3>
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<li>Unlock hedge-fund level data and powerful investing tools designed to help you make smarter, sharper decisions</li>
<li>Stay ahead of the market with the latest news and analysis so your portfolio is always positioned for maximum potential</li>
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<li>解锁对冲基金级别的数据和强大的投资工具，帮助您做出更聪明、更精准的决策</li>
<li>通过最新的新闻和分析保持市场领先，使您的投资组合始终处于最大潜力的状态</li>
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</div><p>Oxford Industries, Inc. recently held its earnings call, reflecting a mixed sentiment characterized by both achievements and challenges. The company reported notable successes in its Lilly Pulitzer and Emerging Brands segments, as well as strategic expansions. However, these positives were tempered by significant hurdles faced by Tommy Bahama and Johnny Was, increased SG&amp;A expenses, and tariff-related product limitations, leading to a revised financial outlook with anticipated declines.</p>
<div class="lb-trans"><p>牛津工业公司最近举行了财报电话会议，反映出一种混合的情绪，既有成就也有挑战。公司在 Lilly Pulitzer 和新兴品牌部门报告了显著的成功，以及战略扩展。然而，这些积极因素被 Tommy Bahama 和 Johnny Was 面临的重大障碍、SG&amp;A 费用的增加以及与关税相关的产品限制所抵消，导致财务展望被修订，预计将出现下降。</p>
</div><h2>Emerging Brands and Lilly Pulitzer Growth</h2>
<div class="lb-trans"><h2>新兴品牌和 Lilly Pulitzer 的增长</h2>
</div><p>The earnings call highlighted strong sales growth in both the Emerging Brands Group and Lilly Pulitzer, which helped offset declines at Tommy Bahama and Johnny Was. Lilly Pulitzer delivered another robust quarter, with total sales increasing year-over-year, showcasing the brand’s resilience and market appeal.</p>
<div class="lb-trans"><p>财报电话会议强调了新兴品牌集团和 Lilly Pulitzer 的强劲销售增长，帮助抵消了 Tommy Bahama 和 Johnny Was 的下降。Lilly Pulitzer 再次交出了一份强劲的季度业绩，总销售额同比增长，展示了该品牌的韧性和市场吸引力。</p>
</div><h2>New Openings and Strategic Expansions</h2>
<div class="lb-trans"><h2>新开业和战略扩展</h2>
</div><p>Oxford Industries made strategic expansions with two important restaurant openings at Tommy Bahama. The company reentered Saint Armand Circle with a new full-service restaurant and opened a new Marlin Bar on the Big Island of Hawaii, signaling its commitment to enhancing customer experiences and expanding its footprint.</p>
<div class="lb-trans"><p>牛津工业公司在 Tommy Bahama 进行了战略扩展，开设了两家重要的餐厅。公司在圣阿曼德圈重新开设了一家全方位服务的餐厅，并在夏威夷大岛开设了一家新的 Marlin Bar，表明其致力于提升客户体验和扩大市场足迹。</p>
</div><h2>Progress in Business Improvement Plans</h2>
<div class="lb-trans"><h2>商业改善计划的进展</h2>
</div><p>Significant progress was made in the business improvement plan for Johnny Was, including leadership changes and refreshed key roles aimed at better merchandising and retail performance. These efforts are expected to drive future growth and operational efficiency.</p>
<div class="lb-trans"><p>在 Johnny Was 的商业改善计划中取得了显著进展，包括领导层变动和关键角色的更新，旨在改善商品销售和零售表现。这些努力预计将推动未来的增长和运营效率。</p>
</div><h2>Direct-to-Consumer Sales Increase</h2>
<div class="lb-trans"><h2>直接面向消费者的销售增长</h2>
</div><p>The company reported an increase in direct-to-consumer channels, with a company comp increase of 2%. This growth was led by a 5% rise in e-commerce sales and a substantial 31% increase in sales in food and beverage and full-price brick-and-mortar locations, highlighting the effectiveness of its direct sales strategy.</p>
<div class="lb-trans"><p>公司报告了直接面向消费者渠道的增长，公司的同店销售增长了 2%。这一增长主要得益于电子商务销售增长 5% 以及食品和饮料及全价实体店销售增长 31%，突显了其直接销售策略的有效性。</p>
</div><h2>Tommy Bahama and Johnny Was Declines</h2>
<div class="lb-trans"><h2>Tommy Bahama 和 Johnny Was 的下降</h2>
</div><p>Despite successes in other areas, Tommy Bahama experienced a low single-digit negative comp, while Johnny Was faced a high single-digit negative comp, resulting in sales decreases in both businesses. These declines underscore the challenges faced by these segments in the current market environment.</p>
<div class="lb-trans"><p>尽管在其他领域取得了成功，Tommy Bahama 经历了低个位数的负同店销售，而 Johnny Was 则面临高个位数的负同店销售，导致这两个业务的销售下降。这些下降突显了这些部门在当前市场环境中面临的挑战。</p>
</div><h2>Tariff-Related Product Limitations</h2>
<div class="lb-trans"><h2>与关税相关的产品限制</h2>
</div><p>Tariff-related sourcing decisions led to reduced assortments, particularly in sweaters and cold-weather products, impacting the holiday season performance. This highlights the external challenges impacting the company’s product offerings and sales.</p>
<div class="lb-trans"><p>与关税相关的采购决策导致产品种类减少，特别是在毛衣和寒冷天气产品方面，影响了假日季节的表现。这突显了影响公司产品供应和销售的外部挑战。</p>
</div><h2>Increased SG&amp;A Expenses</h2>
<div class="lb-trans"><h2>SG&amp;A 费用增加</h2>
</div><p>Adjusted SG&amp;A expenses increased by 4% to $209 million, driven by higher employment costs, occupancy costs, and depreciation expenses due to the opening of 16 net new brick-and-mortar locations. These increased costs reflect the company’s ongoing investments in growth and expansion.</p>
<div class="lb-trans"><p>调整后的 SG&amp;A 费用增加了 4%，达到 2.09 亿美元，主要由于雇佣成本、占用成本和因开设 16 家新实体店而增加的折旧费用。这些增加的成本反映了公司在增长和扩展方面的持续投资。</p>
</div><h2>Revised Financial Outlook</h2>
<div class="lb-trans"><h2>财务展望修订</h2>
</div><p>Oxford Industries revised its financial outlook, with guidance for fourth-quarter performance expected to fall below previous expectations. The company anticipates a full-year net sales decline of 2% to 3% compared to fiscal 2024. This revision reflects the challenges faced in the current economic climate and the impact on the company’s financial performance.</p>
<div class="lb-trans"><p>牛津工业公司修订了其财务展望，预计第四季度的表现将低于之前的预期。公司预计与 2024 财年相比，全年净销售额将下降 2% 至 3%。这一修订反映了当前经济环境中面临的挑战及其对公司财务表现的影响。</p>
</div><h2>Increased Debt Levels</h2>
<div class="lb-trans"><h2>债务水平增加</h2>
</div><p>The company’s long-term debt increased to $140 million from $31 million at the end of fiscal 2024, driven by lower earnings and increased cash needs. This rise in debt levels highlights the financial pressures Oxford Industries is facing amid its strategic investments and market challenges.</p>
<div class="lb-trans"><p>公司的长期债务从 2024 财年末的 3100 万美元增加至 1.4 亿美元，主要由于收益下降和现金需求增加。这一债务水平的上升突显了牛津工业公司在其战略投资和市场挑战中面临的财务压力。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, Oxford Industries reported consolidated net sales of $307 million for the third quarter of fiscal 2025, aligning with their guidance range but slightly below the previous year’s performance. The company revised its annual net sales forecast to between $1.47 billion and $1.49 billion, reflecting a decline of 2% to 3% compared to fiscal 2024. Adjusted EPS is expected to be between $2.20 and $2.40, significantly down from the previous year’s $6.68.</p>
<div class="lb-trans"><p>展望未来，牛津工业公司报告 2025 财年第三季度的合并净销售额为 3.07 亿美元，符合其指导范围，但略低于去年同期的表现。公司将年度净销售预测修订为在 14.7 亿至 14.9 亿美元之间，反映出与 2024 财年相比下降 2% 至 3%。调整后的每股收益预计在 2.20 美元至 2.40 美元之间，较去年 6.68 美元大幅下降。</p>
</div><p>In summary, Oxford Industries’ earnings call presented a mixed picture with both achievements and challenges. While the company experienced growth in its Emerging Brands and Lilly Pulitzer segments, strategic expansions, and an increase in direct-to-consumer sales, it also faced significant declines in Tommy Bahama and Johnny Was, increased expenses, and tariff-related limitations. The revised financial outlook and increased debt levels underscore the challenges ahead, as the company navigates a complex market environment.</p>
<div class="lb-trans"><p>总之，牛津工业公司的财报电话会议呈现出一种混合的局面，既有成就也有挑战。尽管公司在新兴品牌和 Lilly Pulitzer 部门经历了增长、战略扩展和直接面向消费者销售的增加，但在 Tommy Bahama 和 Johnny Was 方面也面临显著下降、费用增加和与关税相关的限制。修订后的财务展望和债务水平的增加突显了公司在应对复杂市场环境中面临的挑战。</p>
</div>

牛津工业在战略扩张过程中面临着喜忧参半的结果