Oxford Industries Inventory Suffers from Tariff-Related Cutbacks -- Market Talk

Dow Jones12-12

1321 ET - Oxford Industries' inventory is still recovering from the era of high China tariffs, even though rates have since fallen, Chief Executive Thomas Chubb tells analysts. Oxford's brands, such as Tommy Bahama and Lilly Pulitzer, stocked up in the spring for the current winter holiday season. At that time, "the tariff landscape was highly uncertain with the potential for substantial increases on certain China-origin categories," Chubb says. The brands cut back how much inventory they bought from China, including sweaters and cold-weather products. The reduced inventory is a headwind, as sweaters in particular drove prior 4Q sales, Chubb says. Oxford Industries tumbles 20%. (katherine.hamilton@wsj.com)

(END) Dow Jones Newswires

December 11, 2025 13:22 ET (18:22 GMT)

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The brands cut back how much inventory they bought from China, including sweaters and cold-weather products. The reduced inventory is a headwind, as sweaters in particular drove prior 4Q sales, Chubb says. Oxford Industries tumbles 20%. 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