Levi Strauss & Co. reported a strong quarter with significant revenue growth and margin expansion, driven by successful execution of its direct-to-consumer strategy and strong performance in the women's and European segments. However, challenges remain in the Asian market, and the company is navigating potential impacts from tariffs and increased inventory levels.

Company Guidance -

Q3 2025

During the Levi Strauss & Co. Second Quarter Fiscal 2025 Earnings Conference Call, the company reported robust performance metrics, showcasing a 9% increase in organic net revenue. Direct-to-consumer (DTC) sales were up 10%, marking the 13th consecutive quarter of positive comparable sales growth, while the wholesale business grew by 7%. The U.S. market saw a 7% growth, and international sales increased by 10%, driven by a strong 15% growth in Europe. Women's sales surged 14%, and men's sales grew 6%. The tops segment achieved a 16% growth, and bottoms were up 7%. Gross margin reached a record 62.6%, expanding by 140 basis points, and adjusted EBIT margin increased by 190 basis points to 8.3%. The company raised its full-year guidance, expecting organic net revenue growth between 4.5% to 5.5%, and adjusted diluted EPS between $1.25 and $1.30, despite an anticipated 20 basis point headwind on gross margin due to tariffs.

Strong Revenue Growth

Levi Strauss & Co. delivered a standout quarter with 9% organic net revenue growth, reflecting strong performance across direct-to-consumer (up 10%) and wholesale channels (up 7%).

Margin Expansion

The company achieved a record gross margin of 62.6%, expanding by 140 basis points year-over-year, driven by lower product costs and favorable channel mix.

Improved Financial Outlook

Levi Strauss & Co. raised its full-year top and bottom line outlook, with expectations for organic net revenue growth between 4.5% and 5.5%.

Direct-to-Consumer Strategy Success

The DTC channel showed strong performance with a 10% increase in revenue and improved EBIT margins by approximately 300 basis points.

Women's Segment Growth

Women's segment experienced 14% growth, showcasing the company's success in expanding its apparel lifestyle brand beyond denim bottoms.

European Market Growth

Net revenues in Europe increased by 15%, with double-digit growth in several key markets, including France, the UK, Italy, and Spain.

Levi Strauss & Co (LEVI) Earnings, Revenues Date & History

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LEVI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 01, 2025	2025 (Q3)	0.30 / -	0.33	―	―	―
Jul 10, 2025	2025 (Q2)	0.13 / 0.22	0.16	37.50% (+0.06)	―
Apr 07, 2025	2025 (Q1)	0.28 / 0.38	0.26	46.15% (+0.12)	―
Jan 29, 2025	2024 (Q4)	0.48 / 0.50	0.44	13.64% (+0.06)	―
Oct 02, 2024	2024 (Q3)	0.31 / 0.33	0.28	17.86% (+0.05)	―
Jun 26, 2024	2024 (Q2)	0.11 / 0.16	0.04	300.00% (+0.12)	―
Apr 03, 2024	2024 (Q1)	0.21 / 0.26	0.34	-23.53% (-0.08)	―
Jan 25, 2024	2023 (Q4)	0.43 / 0.44	0.34	29.41% (+0.10)	―
Oct 05, 2023	2023 (Q3)	0.27 / 0.28	0.4	-30.00% (-0.12)	―
Jul 06, 2023	2023 (Q2)	0.03 / 0.04	0.29	-86.21% (-0.25)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LEVI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 10, 2025	$19.73	$21.95	+11.25%
Apr 07, 2025	$13.39	$12.32	-7.99%
Jan 29, 2025	$17.81	$18.56	+4.21%
Oct 02, 2024	$20.58	$19.00	-7.68%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.