Levi Strauss & Co. designs and sells jeans, casual wear, and accessories under brands like Levi's and Dockers, operating about 3,100 stores and selling through retailers and online.
Revenue is USD 6.28B annually, with a gross margin of 61.72% and net margin of 9.66%. Profit comes from selling apparel across wholesale, retail, and e-commerce, with recurring consumer demand.
Levi's brand heritage and iconic denim status create customer loyalty, but competition from Nike, H&M, and Zara pressures market share. Moat is eroding due to fast-fashion and athleisure trends.
Hold (sector percentile 65) — value B+, growth B-, profitability B+, momentum B-, revisions C. Updated daily, sector-relative, identical for every user.
Key events, in time order
Wells Fargo downgrades to Equal Weight with $25 PT; other rating changes show mixed views
Wells Fargo downgrades LEVI to Equal Weight with $25 PT, alongside other rating changes, highlighting valuation and tariff concerns.
Post-earnings details show 11% DTC and 19% e-commerce growth, reinforcing digital strategy
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