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Levi Strauss & Co.

Levi Strauss & Co.

NYSE•LEVI
CEO: Ms. Michelle D. Gass
Sector: Consumer Cyclical
Industry: Apparel - Manufacturers
Listing Date: 2019-03-21
Levi Strauss & Co. designs, markets, and sells apparels and related accessories for men, women, and children worldwide. The company offers jeans, casual and dress pants, activewears, tops, shorts, skirts, dresses, jumpsuits, shirts, sweaters, jackets, footwear, and related accessories under the Levi's, Dockers, Signature by Levi Strauss & Co., Denizen, and Beyond Yoga brands. It also licenses Levi's and Dockers trademarks for various product categories, including footwear, belts, wallets, bags, outerwear, sweaters, dress shirts, kids wear, sleepwear, and hosiery. In addition, the company sells its products through third-party retailers, such as department stores, specialty retailers, third-party e-commerce sites, and franchisees; and directly to consumers through various formats, including company-operated mainline and outlet stores, company-operated e-commerce sites, and select shop-in-shops located in department stores and other third-party retail locations. Further, it operates brand-dedicated stores and shop-in-shops. The company was founded in 1853 and is headquartered in San Francisco, California.
Contact Information
Levi's Plaza, 1155 Battery Street, San Francisco, CA, 94111, United States
415-501-6000
www.levistrauss.com
Market Cap
$8.49B
P/E (TTM)
14.1
23.9
Dividend Yield
2.5%
52W High
$24.82
52W Low
$12.17
52W Range
73%
4.0
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2025 Data

Revenue

$1.54B+1.75%
4-Quarter Trend

EPS

$0.20+284.62%
4-Quarter Trend

FCF

-$39.40M-1813.04%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Revenue Growth Strong Q3 2025 net revenues totaled $1.54B USD, marking a 7.0% reported increase over prior year period; nine months revenue grew 5.5%.
Continuing Ops Profit Surge Net income from continuing operations reached $122.0M USD in Q3 2025, sharply higher than $22.7M USD reported last year.
Gross Margin Expansion Q3 Gross Margin improved to 61.7% driven by favorable channel mix and successful pricing actions implemented across regions.
Dockers Sale Realized Gain Recognized $139.0M USD gain on sale of Dockers IP and U.S./Canada operations completed on July 31, 2025.

Risk Factors

Macroeconomic Spending Risk Continued macroeconomic pressures, inflation, and recession fears create a challenging retail environment, potentially reducing consumer discretionary spending.
Tariff Cost Pressure New and potential tariffs increase inventory costs, threatening gross margin and requiring mitigation efforts like selective price increases.
Logistics Transition Issues Transitioning global distribution centers to third-party providers may cause shipping delays and increased operational costs temporarily.
Beyond Yoga Impairment Risk Beyond Yoga goodwill and trademark fair values were less than 10% above carrying values, signaling potential future impairment risk.

Outlook

Capital Return Plan Aiming to return 55-65% of Adjusted free cash flow to stockholders via dividends, targeting 25-35% of net income for dividends.
DTC Strategy Focus Executing DTC First strategy, expecting margin benefits from growth in higher-margin channels and improved e-commerce productivity.
Dockers Divestiture Final Remaining Dockers operations sale is expected to close around January 31, 2026, completing the strategic exit from the brand.
Productivity Initiative Ongoing Project Fuel productivity initiative is ongoing through 2025, potentially incurring additional significant restructuring charges in future periods.

Peer Comparison

Revenue (TTM)

AutoNation, Inc.AN
$27.92B
+6.1%
MGM Resorts InternationalMGM
$17.28B
+0.1%
The Gap, Inc.GAP
$15.17B
-0.0%

Gross Margin (Latest Quarter)

Levi Strauss & Co.LEVI
61.7%
+1.6 pp
Dillard's, Inc.DDS
41.2%
-3.9 pp
The Gap, Inc.GAP
41.2%
-1.3 pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
DDS$9.91B17.128.4%8.1%
VIPS$9.75B10.117.6%9.9%
ALV$9.35B12.331.2%25.4%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-5.7%
Growth Under Pressure
4Q Net Income CAGR
+6.1%
Profitability Improving
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Aug 31, 2025|Filed: Oct 9, 2025|
    Revenue: $1.54B+1.8%
    |
    EPS: $0.20+284.6%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Jun 1, 2025|Filed: Jul 10, 2025|
    Revenue: $1.45B+6.4%
    |
    EPS: $0.17+276.9%
    Beat

  • Form 10-Q - Q1 2025

    Period End: Mar 2, 2025|Filed: Apr 7, 2025|
    Revenue: $1.53B+3.1%
    |
    EPS: $0.34-1378.2%
    Beat

  • Form 10-K - FY 2024

    Period End: Dec 1, 2024|Filed: Jan 29, 2025|
    Revenue: $6.36B+2.9%
    |
    EPS: $0.53-15.9%
    Beat

  • Form 10-Q - Q3 2024

    Period End: Aug 25, 2024|Filed: Oct 2, 2024|
    Revenue: $1.52B+0.4%
    |
    EPS: $0.05+115.8%
    Miss

  • Form 10-Q - Q2 2024

    Period End: May 26, 2024|Filed: Jun 26, 2024|
    Revenue: $1.36B+1.6%
    |
    EPS: $0.05-1227.5%
    Miss

  • Form 10-Q - Q1 2024

    Period End: Feb 25, 2024|Filed: Apr 3, 2024|
    Revenue: $1.48B-12.4%
    |
    EPS: $-0.03-109.2%
    Miss

  • Form 10-K - FY 2023

    Period End: Nov 26, 2023|Filed: Jan 25, 2024|
    Revenue: $6.18B+0.2%
    |
    EPS: $0.63-55.9%
    Beat