Levi Strauss & Co. Stock Price, News & Analysis

Levi Strauss & Co. (NYSE: LEVI) has announced the sale of its Dockers® brand to Authentic Brands Group for an initial value of $311 million, with potential to reach $391 million through an $80 million earnout based on future performance. The transaction will close in two phases: US and Canada operations by July 31, 2025, and remaining operations by January 31, 2026. LEVI plans to return $100 million to shareholders through share repurchases from the proceeds. The divestment aligns with LEVI's strategic focus on direct-to-consumer approach, international expansion, and investment in women's and denim lifestyle categories. The company will continue developing its core Levi's® brand and scaling Beyond Yoga®.

Levi Strauss & Co. (LEVI) has announced "These City Walls," an initiative to create 25 new murals across San Francisco in celebration of their 25th Annual Community Day. The project, partnering with 1AM Projects and local artists, will transform various neighborhoods including the Financial District, Union Square, Tenderloin, and others. The first project involves refurbishing the "West Coastin'" mural in Potrero Hill, which will be visible to approximately 150,000 daily drivers. As part of their community engagement, 600 San Francisco employees are volunteering with 20 nonprofits, supported by $150,000 in grants. Over the past two years, LS&Co. has contributed over $1.2 million to local nonprofits and logged 4,700 volunteer hours. The company also offers employees paid time off for volunteering and matches charitable donations up to $2,000 annually.

Levi's (LEVI) has launched 'Refrigerator', the third chapter of its REIIMAGINE campaign in collaboration with Beyoncé. The campaign, directed by Grammy Award-winner Melina Matsoukas, reimagines Levi's 1988 Refrigerator commercial in a modern setting featuring Beyoncé at a roadside diner, wearing the brand's Iconic Western Shirt and 501® Original Shorts.

The campaign includes a special cameo from Willie Jones, a collaborator on Cowboy Carter, and will be distributed through television, digital, social media, out-of-home, and brand activations. The creative team includes Emmy Award-winning cinematographer Marcell Rév and photographer Mason Poole.

This follows the campaign's previous chapters, Launderette and Pool Hall, which highlighted Levi's heritage and musical connections. Levi's reported net revenues of $6.4 billion in 2024, with products sold in over 120 countries through retailers, department stores, online sites, and approximately 3,400 brand-dedicated stores.

Levi Strauss & Co. (NYSE: LEVI) reported strong Q1 2025 financial results, with net revenues reaching $1.5 billion, up 3% reported and 9% organic year-over-year. The company achieved significant margin expansion with operating margin at 12.5% and adjusted EBIT margin increasing 400 basis points to 13.4%.

Key highlights include:

• Levi's® brand grew 8% globally on organic basis
• DTC net revenues increased 9% reported (12% organic), comprising 52% of total revenues
• E-commerce grew 13% reported (16% organic)
• Gross margin improved 330 basis points to 62.1%
• Diluted EPS from continuing operations was $0.35, with adjusted diluted EPS at $0.38

The company maintains its 2025 outlook excluding recent tariff impacts, projecting organic net revenue growth of 3.5-4.5% and adjusted diluted EPS of $1.20-$1.25. Notably, Dockers® business has been reclassified as discontinued operations.

Levi Strauss & Co. (NYSE: LEVI) reported strong Q1 2025 financial results, with reported net revenues up 3% and organic net revenues up 9% to $1.5 billion. The company achieved an operating margin of 12.5% and adjusted EBIT margin of 13.4%, up 400 basis points year-over-year.

Key highlights include:

• Continuing operations diluted EPS of $0.35, with adjusted diluted EPS of $0.38 (up 52% YoY)
• Gross margin increased 330 basis points to 62.1%
• DTC net revenues grew 9% (12% organic), comprising 52% of total revenues
• E-commerce revenues increased 13% (16% organic)

Regional performance showed Americas net revenues up 6% (11% organic), Europe down 5% (up 3% organic), and Asia up 7% (10% organic). The company maintains its full-year 2025 guidance excluding recent tariff impacts, with projected organic net revenue growth of 3.5% to 4.5% and adjusted diluted EPS of $1.20 to $1.25.

Levi Strauss & Co. (NYSE: LEVI) has announced its upcoming first quarter 2025 earnings conference call, scheduled for Monday, April 7, 2025. The call will take place at 2 p.m. Pacific Time / 5 p.m. Eastern Time to discuss financial results for the quarter ended March 2, 2025.

The conference call will be led by Michelle Gass, president and chief executive officer, and Harmit Singh, chief financial and growth officer. Interested participants must pre-register to receive dial-in details. A live webcast will be available, with a replay accessible on the investor relations website for one quarter following the event.

Levi Strauss & Co. (NYSE: LEVI) has announced its participation in two major upcoming investor conferences. Harmit Singh, the company's chief financial and growth officer, will engage in fireside chats and one-on-one meetings with analysts and institutional investors at:

• Citi's Global Consumer & Retail Conference on March 10, 2025, in Aventura, Florida (1:00pm ET)
• UBS's 2025 Global Consumer and Retail Conference on March 13, 2025, in New York (11:00am ET)

Both events will be accessible via webcasts, with replays available afterward on the company's investor relations website.

Levi's and Beyoncé have launched 'Pool Hall,' the second chapter of their REIIMAGINE campaign. This new collaboration reinterprets Levi's iconic 1991 advertisement, featuring Beyoncé in a high-stakes pool game against Timothy Olyphant. The campaign, directed by Grammy Award-winner Melina Matsoukas, showcases denim-on-denim looks and highlights products including Ribcage Wide Leg jeans, Braided Vest, and Spade Trench.

The global campaign includes television, digital, social media, out-of-home advertising, and brand activations. It was created in partnership with TBWA\Chiat\Day LA and produced by de la revolućion/PRETTYBIRD. The campaign builds on the success of Chapter 1 'Launderette,' which reimagined a 1985 advertisement, and continues Levi's tradition of collaborating with celebrated creative talents.

Levi Strauss & Co. (NYSE: LEVI) has received an upgrade from Fitch Ratings, raising its Long-Term Issuer Default Rating (IDR) to 'BBB-' from 'BB+' with a Stable Rating Outlook. The upgrade reflects improvements in LEVI's EBITDAR leverage following Fitch's lease criteria update.

The company's strong cash flow generation and strategic focus on direct-to-consumer channels and portfolio diversification have contributed to this positive outlook. Key financial metrics include $690 million in cash and $803 million in revolver availability as of December 1, 2024.

The company remains focused on becoming a $10B company with 15% EBIT margins through strategic growth initiatives, including product innovation, direct-to-consumer expansion, and portfolio diversification.