Oxford Industries Q1 FY2026 EPS misses guidance; tariffs and weak consumer demand cited

Oxford Industries reported Q1 FY2026 net sales of $391M versus $393M in Q1 FY2025, with adjusted EPS of $1.39 versus $1.82 year-over-year, impacted by $11M in incremental tariff costs and softer Lilly Pulitzer results. The company narrowed full-year sales guidance while raising EPS guidance, citing expected lower tariff rates and disciplined cost management to offset macroeconomic headwinds.