(OXM, $41.21, +1.18% as of Jun-20-2025) 🧵 
📍 Atlanta, GA
🎯 Brands You Know: Tommy Bahama, Lilly Pulitzer, and Johnny Was

👔 The Business (With a Hawaiian Shirt on Top)

Oxford Industries doesn’t just sell clothes—it sells lifestyle confidence, island dreams, and pastel-colored power. Whether it’s a Tommy Bahama camp shirt, a Lilly Pulitzer sunburst dress, or a luxurious Johnny Was wrap, this is resort wear for people who live every Tuesday like it’s a cruise stop.

From retail stores to ecommerce to specialty boutiques, Oxford is everywhere the upper-middle-class dreams of leisure.

🤑 Triggered by Insider Buying? Same Here.

When the CEO of Johnny Was buys 10,000 shares at $41.38? That’s not a vacation purchase. That’s conviction.
When CEO Tom Chubb and Director Milford McGuirt buy in too? You're getting a boardroom beach signal.

📈 Insider Buying Recap:

• Trauber (Johnny Was CEO): +297% stake increase

• Chubb (Chairman/CEO): +6,500 shares

• McGuirt (Director): Modest but confident top-up

💼 Add 122.06% institutional ownership and this thing is looking more dressed up than a yacht on Fourth of July.

🏦 Institutional Powerhouse: Who’s Really Behind the Curtain?

You know it’s serious when the financial giants come out to play. A whopping 122.06% of Oxford’s float is owned by institutions. That’s not just confidence — that’s Wall Street wearing Tommy Bahama flip-flops while sipping a dividend-yielding piña colada. 🍹

🔍 Top Institutional Holders (as of March 31, 2025)

🧠 Takeaway

When BlackRock, Vanguard, and Fidelity are throwing millions into a stock, it's worth paying attention. These aren’t your uncle’s stock picks. Institutions don’t go shopping unless the aisle looks promising. Still, even Wall Street titans can get it wrong — but at least you'll be in well-dressed company if Oxford tanks. 👔📉

🔍 For full Institutional Ownership breakdown, see here. 

💸 The Financial Fit Check

Full-Year 2024:

• Sales down 3% to $1.52B

• Adjusted EPS: $6.68 (↓ from $10.15 in 2023)

• But hey, last year had a one-time impairment party 🥴

Q1 2025:

• Sales dipped to $393M (from $398M YoY)

• Adjusted EPS: $1.82 (vs. $2.66 in Q1 ‘24)

• Gross margin still dreamy at 64%+

👙 Only Lilly Pulitzer is strutting the growth runway — double-digit sales growth. Tommy Bahama and Johnny Was? A little sunburned this quarter.

👉 Want the full picture? Dive into Oxford Industries’s financials here.

📊 Valuation Vibes

• P/E: 8.01

• Forward P/E: 14.20

• EV/EBITDA: 6.72

• Dividend: $0.69 per quarter = a sweet 6.7% yield 🪙

It’s not bargain-basement cheap, but it’s definitely outlet-store intriguing.

⚠️ Risks, Darling

1. Sales Plateau? Growth is more pastel than bold print right now.

2. Tariffs, Inflation, Consumer Poutiness? Yeah, they bite.

3. Earnings Softening: Not quite a crisis, but bring your floaties.

💡 Curious about another possible value play?
Check our takes on UnitedHealth Group or Oscar Health.

📌 So, Should You Buy?

If you love the brands and the math, this could be your aloha moment. Risk/reward feels compelling, especially with insiders shopping alongside you. Just remember: even the best shirts wrinkle in bad weather.

🚨 Disclaimer:

We wear Tommy Bahama. We like Lilly Pulitzer. We're biased. Also not financial advisors. Please consult your accountant, your conscience, and maybe your mother before investing. 

🧭 Want More Like This?

👉 Browse our Insider Purchases Center
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👉 Dive into Stock Market Humor & Serious-ish Plays
👉 International Investment Opportunities and value plays await here.
👉 For even older brands on new missions, explore our Corporate Resurrection Series. Nope, doesn't exist anymore.