Oxford Industries, Inc. · NYSE:OXM
Oxford Industries — ICR Conference 2026
15 slides from Oxford Industries's conference presentation, Jan 12, 2026
Slide 1: ICR Conference 2026
NYSE: OXM ICR Conference 2026 January 12, 2026
Slide 2: Tom Chubb, Chairman, Chief Executive Officer and President
Tom Chubb Chairman, Chief Executive Officer and President
Slide 3: Cautionary Statement
ICR CONFERENCE 2026 3 NYSE: OXM Cautionary Statement This presentation was prepared as of January 12, 2026, and, except as otherwise provided herein, the information contained in th is presentation is as of January 12, 2026. Any subsequent distribution, dissemination or reproduction of this presenta
Slide 4: Our Objective, Strategy, Purpose and Focus
ICR CONFERENCE 2026 4 OUR OBJECTIVE To maximize long - term shareholder value OUR STRATEGY To create sustained profitable growth by driving excellent performance across our portfolio of businesses OUR PURPOSE To evoke happiness in our customers by bringing our iconic lifestyle brands to life through
Slide 5: Powering Brands People Love
ICR CONFERENCE 2026 5 • Portfolio of happy, upbeat, high - margin lifestyle brands • Founded in 1942 and headquartered in Atlanta, GA • Significant opportunity for profitable growth: • Digital capabilities driving customer reach and engagement • Omnichannel expertise • Compelling and growing bricks
Slide 6: Tommy Bahama
ICR CONFERENCE 2026 6 • Full lifestyle brand covering a broad array of categories • Aspirational and inspiring messaging • Unique, complementary food and beverage concepts • Advanced omnichannel capabilities • Focus on key regional markets TTM Revenue by Operating Group (1) 1. TTM as of 11/ 1 /202 5
Slide 7: Lilly Pulitzer
ICR CONFERENCE 2026 7 1. TTM as of 11/ 1 /202 5 • Vibrant colors and proprietary prints • Favorable product mix trends • Advanced omnichannel capabilities • Focus on top 20% of customers TTM Revenue by Operating Group (1) Lilly Pulitzer 23%
Slide 8: Johnny Was
ICR CONFERENCE 2026 8 1. TTM as of 11/ 1 /202 5 • Affordable luxury price point drives high spend • Diversifies OXM portfolio across fashion points of view, seasons and geographies • New management team, including new Brand President, Head of Retail and Head of Design • Executing management led turn
Slide 9: Emerging Brands
ICR CONFERENCE 2026 9 • Meaningful source of energy and growth within the portfolio • 10% TTM revenue growth (1) 1. TTM as of 11/ 1 /202 5 Emerging Brands TTM Revenue by Operating Group (1) Emerging Brands 9%
Slide 10: Key Direct-to-Consumer Stats
ICR CONFERENCE 2026 10 2.6M TTM Known Unique Active Consumers $395+ Average Annual Spend 62% Customer Retention 82% TTM DTC Sales Key Direct - to - Consumer Stats
Slide 11: Total Capital Allocation and Cash Flow (TTM)
ICR CONFERENCE 2026 11 (51) 161 (135) (42) (7) (55) (2) (132) Beginning Net Cash/Debt Cash Flow from Operations Capital Expenditures Dividends Acquisitions Share Repurchases Other Ending Net Cash/Debt Increase Decrease Total Capital Allocation and Cash Flow (TTM) 1. TTM as of 11/ 1 /202 5 2. Primari
Slide 12: Fiscal 2025 Recap
ICR CONFERENCE 2026 12 NYSE: OXM Fiscal 2025 Recap • Challenging consumer and promotional environment pressured traffic, conversion, and margins throughout the year. • Incremental U.S. tariffs represented a significant earnings headwind, driving approximately $25 million to $30 million of ant ici pa
Slide 13: Holiday and Resort Update
Holiday and Resort Update • Performance during the holiday and Resort selling season to date is on track to meet the lower end of our previous guidance range issued on December 10, 2025 • January is a very important month given our Resort focus
Slide 14: Fiscal 2026 Outlook
ICR CONFERENCE 2026 14 NYSE: OXM Fiscal 2026 Outlook • Clear focus on improving profitability, supported by confidence in the operational and strategic levers already put in place. • Cost - reduction initiatives expected to deliver operational efficiencies and margin improvement. • Merchandising and
Slide 15: Oxford
OXFORD OXFORDINC.COM