Levi Strauss

LEVI

Market cap $8.65B

Levi Strauss remains a buy as DTC and e-commerce channels drive robust, organic growth and brand momentum. Q4 2025 saw organic revenue up 5% y/y, with DTC up 10% and e-commerce surging 22% organically, despite reported margin pressure from tariffs. Strategic investments in AI-powered digital features and high-visibility marketing campaigns are expected to further accelerate DTC and e-commerce mix.

SAN FRANCISCO--(BUSINESS WIRE)--The Levi's® brand today launched “Behind Every Original,” a bold new global campaign that celebrates the people who push culture forward — with one cheeky twist. Debuting during the Super Bowl with the anthem film “Backstory,” directed by Kim Gehrig, the Levi's® brand flips expectations by showcasing both celebrity icons and everyday Originals exclusively from the backside, letting them share their game-changing Levi's® backstory. Why the backside? Because it's t.

Investors need to pay close attention to LEVI stock based on the movements in the options market lately.

The key theme for this earnings season is that good enough isn't good enough. Levi Strauss & Co. NYSE: LEVI scored a double beat in its fourth-quarter earnings report.

Levi Strauss & Co (NYSE:LEVI) beat Wall Street estimates for fourth-quarter profit and revenue, helped by continued strength in its direct-to-consumer business, though pressures from tariffs and a sluggish wholesale segment weighed on margins and investor sentiment. The denim maker reported adjusted earnings of $0.41 per share for the quarter ended November 24, topping analysts' expectations by $0.02.

Levi Strauss (LEVI) remains a buy as organic sales growth trends in the mid single digits and core denim focus drives brand strength. LEVI's divestiture of Dockers and Denizen sharpens its product lineup, supporting improved sales growth and operational focus. Despite tariff headwinds, LEVI sustains gross margins in the low 60s and expects flat margins with slight EBIT margin expansion for FY26.

Levi Strauss, known for generations for its jeans, doesn't expect to rely on them as much for sales growth this year, as it banks more on tops and clothes that aren't made from denim.

Levi Strauss & Co. (LEVI) Q4 2025 Earnings Call Transcript

The headline numbers for Levi Strauss (LEVI) give insight into how the company performed in the quarter ended November 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Levi Strauss & Co. (NYSE: LEVI) shares slipped in Wednesday's extended trading after the company released its fourth-quarter earnings report and fiscal 2026 earnings guidance below estimates.