<p>牛津工業公司（Oxford Industries, Inc.）((OXM)) 已舉行其第三季度財報電話會議。請繼續閲讀以瞭解會議的主要亮點。</p>
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<p>牛津工業公司最近舉行了財報電話會議，反映出一種混合的情緒，既有成就也有挑戰。公司在 Lilly Pulitzer 和新興品牌部門報告了顯著的成功，以及戰略擴展。然而，這些積極因素被 Tommy Bahama 和 Johnny Was 面臨的重大障礙、SG&amp;A 費用的增加以及與關税相關的產品限制所抵消，導致財務展望被修訂，預計將出現下降。</p>
<h2>新興品牌和 Lilly Pulitzer 的增長</h2>
<p>財報電話會議強調了新興品牌集團和 Lilly Pulitzer 的強勁銷售增長，幫助抵消了 Tommy Bahama 和 Johnny Was 的下降。Lilly Pulitzer 再次交出了一份強勁的季度業績，總銷售額同比增長，展示了該品牌的韌性和市場吸引力。</p>
<h2>新開業和戰略擴展</h2>
<p>牛津工業公司在 Tommy Bahama 進行了戰略擴展，開設了兩家重要的餐廳。公司在聖阿曼德圈重新開設了一家全方位服務的餐廳，並在夏威夷大島開設了一家新的 Marlin Bar，表明其致力於提升客户體驗和擴大市場足跡。</p>
<h2>商業改善計劃的進展</h2>
<p>在 Johnny Was 的商業改善計劃中取得了顯著進展，包括領導層變動和關鍵角色的更新，旨在改善商品銷售和零售表現。這些努力預計將推動未來的增長和運營效率。</p>
<h2>直接面向消費者的銷售增長</h2>
<p>公司報告了直接面向消費者渠道的增長，公司的同店銷售增長了 2%。這一增長主要得益於電子商務銷售增長 5% 以及食品和飲料及全價實體店銷售增長 31%，突顯了其直接銷售策略的有效性。</p>
<h2>Tommy Bahama 和 Johnny Was 的下降</h2>
<p>儘管在其他領域取得了成功，Tommy Bahama 經歷了低個位數的負同店銷售，而 Johnny Was 則面臨高個位數的負同店銷售，導致這兩個業務的銷售下降。這些下降突顯了這些部門在當前市場環境中面臨的挑戰。</p>
<h2>與關税相關的產品限制</h2>
<p>與關税相關的採購決策導致產品種類減少，特別是在毛衣和寒冷天氣產品方面，影響了假日季節的表現。這突顯了影響公司產品供應和銷售的外部挑戰。</p>
<h2>SG&amp;A 費用增加</h2>
<p>調整後的 SG&amp;A 費用增加了 4%，達到 2.09 億美元，主要由於僱傭成本、佔用成本和因開設 16 家新實體店而增加的折舊費用。這些增加的成本反映了公司在增長和擴展方面的持續投資。</p>
<h2>財務展望修訂</h2>
<p>牛津工業公司修訂了其財務展望，預計第四季度的表現將低於之前的預期。公司預計與 2024 財年相比，全年淨銷售額將下降 2% 至 3%。這一修訂反映了當前經濟環境中面臨的挑戰及其對公司財務表現的影響。</p>
<h2>債務水平增加</h2>
<p>公司的長期債務從 2024 財年末的 3100 萬美元增加至 1.4 億美元，主要由於收益下降和現金需求增加。這一債務水平的上升突顯了牛津工業公司在其戰略投資和市場挑戰中面臨的財務壓力。</p>
<h2>前瞻性指導</h2>
<p>展望未來，牛津工業公司報告 2025 財年第三季度的合併淨銷售額為 3.07 億美元，符合其指導範圍，但略低於去年同期的表現。公司將年度淨銷售預測修訂為在 14.7 億至 14.9 億美元之間，反映出與 2024 財年相比下降 2% 至 3%。調整後的每股收益預計在 2.20 美元至 2.40 美元之間，較去年 6.68 美元大幅下降。</p>
<p>總之，牛津工業公司的財報電話會議呈現出一種混合的局面，既有成就也有挑戰。儘管公司在新興品牌和 Lilly Pulitzer 部門經歷了增長、戰略擴展和直接面向消費者銷售的增加，但在 Tommy Bahama 和 Johnny Was 方面也面臨顯著下降、費用增加和與關税相關的限制。修訂後的財務展望和債務水平的增加突顯了公司在應對複雜市場環境中面臨的挑戰。</p>

牛津工業

<p>牛津工業第三季度的財報電話會議顯示出混合的結果。Lilly Pulitzer 和新興品牌的成功被 Tommy Bahama 和 Johnny Was 的下滑、增加的銷售和管理費用以及與關税相關的限制所抵消。戰略擴展包括新餐廳的開業。直接面向消費者的銷售有所上升，但財務前景被下調，預計淨銷售額將下降 2-3%，債務水平也有所增加。調整後的每股收益預計將大幅下降。公司在複雜的市場環境中面臨挑戰</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>牛津工業公司（Oxford Industries, Inc.）((OXM)) 已舉行其第三季度財報電話會議。請繼續閲讀以瞭解會議的主要亮點。</p>
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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>解鎖對沖基金級別的數據和強大的投資工具，幫助您做出更聰明、更精準的決策</li>
<li>通過最新的新聞和分析保持市場領先，使您的投資組合始終處於最大潛力的狀態</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>牛津工業公司最近舉行了財報電話會議，反映出一種混合的情緒，既有成就也有挑戰。公司在 Lilly Pulitzer 和新興品牌部門報告了顯著的成功，以及戰略擴展。然而，這些積極因素被 Tommy Bahama 和 Johnny Was 面臨的重大障礙、SG&amp;A 費用的增加以及與關税相關的產品限制所抵消，導致財務展望被修訂，預計將出現下降。</p>
</div><h2>Emerging Brands and Lilly Pulitzer Growth</h2>
<div class="lb-trans"><h2>新興品牌和 Lilly Pulitzer 的增長</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>財報電話會議強調了新興品牌集團和 Lilly Pulitzer 的強勁銷售增長，幫助抵消了 Tommy Bahama 和 Johnny Was 的下降。Lilly Pulitzer 再次交出了一份強勁的季度業績，總銷售額同比增長，展示了該品牌的韌性和市場吸引力。</p>
</div><h2>New Openings and Strategic Expansions</h2>
<div class="lb-trans"><h2>新開業和戰略擴展</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>牛津工業公司在 Tommy Bahama 進行了戰略擴展，開設了兩家重要的餐廳。公司在聖阿曼德圈重新開設了一家全方位服務的餐廳，並在夏威夷大島開設了一家新的 Marlin Bar，表明其致力於提升客户體驗和擴大市場足跡。</p>
</div><h2>Progress in Business Improvement Plans</h2>
<div class="lb-trans"><h2>商業改善計劃的進展</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 的商業改善計劃中取得了顯著進展，包括領導層變動和關鍵角色的更新，旨在改善商品銷售和零售表現。這些努力預計將推動未來的增長和運營效率。</p>
</div><h2>Direct-to-Consumer Sales Increase</h2>
<div class="lb-trans"><h2>直接面向消費者的銷售增長</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>公司報告了直接面向消費者渠道的增長，公司的同店銷售增長了 2%。這一增長主要得益於電子商務銷售增長 5% 以及食品和飲料及全價實體店銷售增長 31%，突顯了其直接銷售策略的有效性。</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>儘管在其他領域取得了成功，Tommy Bahama 經歷了低個位數的負同店銷售，而 Johnny Was 則面臨高個位數的負同店銷售，導致這兩個業務的銷售下降。這些下降突顯了這些部門在當前市場環境中面臨的挑戰。</p>
</div><h2>Tariff-Related Product Limitations</h2>
<div class="lb-trans"><h2>與關税相關的產品限制</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>與關税相關的採購決策導致產品種類減少，特別是在毛衣和寒冷天氣產品方面，影響了假日季節的表現。這突顯了影響公司產品供應和銷售的外部挑戰。</p>
</div><h2>Increased SG&amp;A Expenses</h2>
<div class="lb-trans"><h2>SG&amp;A 費用增加</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>調整後的 SG&amp;A 費用增加了 4%，達到 2.09 億美元，主要由於僱傭成本、佔用成本和因開設 16 家新實體店而增加的折舊費用。這些增加的成本反映了公司在增長和擴展方面的持續投資。</p>
</div><h2>Revised Financial Outlook</h2>
<div class="lb-trans"><h2>財務展望修訂</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>牛津工業公司修訂了其財務展望，預計第四季度的表現將低於之前的預期。公司預計與 2024 財年相比，全年淨銷售額將下降 2% 至 3%。這一修訂反映了當前經濟環境中面臨的挑戰及其對公司財務表現的影響。</p>
</div><h2>Increased Debt Levels</h2>
<div class="lb-trans"><h2>債務水平增加</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>公司的長期債務從 2024 財年末的 3100 萬美元增加至 1.4 億美元，主要由於收益下降和現金需求增加。這一債務水平的上升突顯了牛津工業公司在其戰略投資和市場挑戰中面臨的財務壓力。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指導</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>展望未來，牛津工業公司報告 2025 財年第三季度的合併淨銷售額為 3.07 億美元，符合其指導範圍，但略低於去年同期的表現。公司將年度淨銷售預測修訂為在 14.7 億至 14.9 億美元之間，反映出與 2024 財年相比下降 2% 至 3%。調整後的每股收益預計在 2.20 美元至 2.40 美元之間，較去年 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>總之，牛津工業公司的財報電話會議呈現出一種混合的局面，既有成就也有挑戰。儘管公司在新興品牌和 Lilly Pulitzer 部門經歷了增長、戰略擴展和直接面向消費者銷售的增加，但在 Tommy Bahama 和 Johnny Was 方面也面臨顯著下降、費用增加和與關税相關的限制。修訂後的財務展望和債務水平的增加突顯了公司在應對複雜市場環境中面臨的挑戰。</p>
</div>

牛津工業在戰略擴張過程中面臨着喜憂參半的結果