Levi Strauss (LEVI) Q2 2025

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Earnings

Levi Strauss delivered a solid second quarter of fiscal 2025, posting adjusted diluted EPS of $0.22, up 37% from $0.16 a year ago, on net revenues of $1.45 billion that rose 6% on a reported basis and 9% organically. The primary engine behind the res… Read more Levi Strauss delivered a solid second quarter of fiscal 2025, posting adjusted diluted EPS of $0.22, up 37% from $0.16 a year ago, on net revenues of $1.45 billion that rose 6% on a reported basis and 9% organically. The primary engine behind the results was the company's accelerating shift toward direct-to-consumer selling, with DTC now representing 50% of total net revenues and global DTC comparable sales extending their growth streak to 13 consecutive quarters. Gross margin expanded 140 basis points to 62.6%, aided by lower product costs and a richer channel mix, while adjusted EBIT margin climbed 190 basis points to 8.3%. Europe was the standout region, delivering 15% organic revenue growth, and e-commerce rose 13%. Looking ahead, Levi's raised its full-year adjusted diluted EPS guidance by $0.05 to a range of $1.25 to $1.30 and lifted its organic revenue growth outlook to 4.5% to 5.5%, even as management absorbed an assumed 30% tariff on China imports into the updated forecast.