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Oxford Industries Stock Falls. China Tariffs Are to Blame. - Barron's

1. OXM slashes fiscal-year outlook amid increased tariff costs from China. 2. Expected earnings now at $2.80 to $3.20, down from $4.60 to $5. 3. Tariffs forecast to reduce gross margins by $40 million, up from $9-10 million. 4. Citi Research issued a Sell rating with a $44 price target. 5. CEO states substantial sourcing changes won't happen until 2026.

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FAQ

Why Very Bearish?

The drastic outlook downgrade and sell rating by analysts indicate significant pressure on OXM's stock.

How important is it?

The article highlights critical earnings revisions and external economic pressures affecting OXM directly.

Why Short Term?

Immediate effects from tariff impacts and earnings revisions are expected in upcoming quarters.

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