Levi Strauss & Co. Stock Price, News & Analysis

Levi Strauss & Co. (NYSE:LEVI) has announced a private placement of up to €475 million senior notes due 2030. The company plans to use the proceeds, along with cash on hand, to fully redeem its existing 3.375% senior notes due 2027.

The notes will be offered exclusively to qualified institutional buyers in the U.S. under Rule 144A, and to qualified investors outside the U.S. under Regulation S. The offering is being conducted as a private placement and is not registered under the U.S. Securities Act of 1933.

Levi Strauss (NYSE:LEVI) reported strong Q2 2025 financial results with net revenues of $1.4 billion, up 6% reported and 9% organic versus Q2 2024. The company achieved record gross margin of 62.6%, expanding 140 basis points year-over-year. Direct-to-Consumer (DTC) net revenues increased 11% reported, marking the 13th consecutive quarter of global DTC growth.

Key highlights include diluted EPS of $0.20 from continuing operations and adjusted diluted EPS of $0.22, up 37% year-over-year. The company raised its full-year guidance, now expecting reported net revenue growth of 1-2% and organic growth of 4.5-5.5%. The quarterly dividend was increased to $0.14 per share, payable August 8, 2025.

Levi Strauss & Co. (NYSE: LEVI) has announced its upcoming second quarter 2025 earnings conference call, scheduled for Thursday, July 10, 2025, at 2 p.m. Pacific Time / 5 p.m. Eastern Time. The call will feature presentations from Michelle Gass, president and chief executive officer, and Harmit Singh, chief financial and growth officer.

Investors can pre-register for the conference call through a provided link to receive dial-in details. A live webcast will be available, and a replay will be accessible on the company's investor relations website for one quarter following the event. The Q2 2025 earnings press release will be published on the same day.

Levi Strauss & Co. (NYSE: LEVI) has announced that their Chief Financial and Growth Officer, Harmit Singh, will participate in a fireside chat at the Deutsche Bank Global Consumer Conference in Paris. The event is scheduled for June 5, 2025, at 12:30 p.m. CEST (6:30 a.m. ET). Investors and interested parties can access the live webcast through the provided link, and a replay will be available on the company's investor relations website.

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.