earnings
confidence high
sentiment positive
materiality 0.75
Levi Strauss Q1 beats: adj EPS $0.38 vs $0.25, revenue up 9% organic, margin expands
LEVI STRAUSS & CO
2025-Q1 EPS reported
$0.34
revenue$1,526,800,000
- Net revenues of $1.5B up 3% reported, 9% organic; Levi's brand up 8% organic globally.
- Adjusted diluted EPS $0.38 vs $0.25 YoY (up 52%); GAAP diluted EPS $0.35 vs ($0.03).
- Operating margin 12.5% vs 0.04%; adjusted EBIT margin 13.4% up 400 bps YoY.
- Americas organic revenue +11%, Europe +3%, Asia +10%; DTC organic +12%, 52% of sales.
- Dockers reclassified as discontinued ops; maintains FY2025 guidance excluding recent tariffs.