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Half Moon Capital on Oxford Industries $OXM
Yet Another Value Podcast
Oxford Industry Raising Organic Growth Guidance
Q three is a seasonal low quarter for Tommy Bahman and Lily Pulitzer. So when Q two was really strong, we're like, okay, everyone just want to vacation on they keep going. And then Q three is coming on a little stronger. Now we look where Q four estimates are, and you know, maybe we'll dive in this a little bit later where we kind of differentiate from consensus estimates. But if we just assume Q four say like a seasonally in line, a quarter like it has in 2019 and years prior, there's a decent amount of upside to those Q four estimates. We don't really think they're reflecting how strong is a push Tommy Bahama makes usually
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