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Mar 02, 2025
Levi's Q1 2025 Earnings Report
Levi Strauss & Co. reported stronger-than-expected results in Q1 2025, with solid gains in earnings and margins.
Key Takeaways
Levi's delivered a strong Q1 2025 with adjusted EPS rising to $0.38, net income of $140M, and revenue growth driven by direct-to-consumer and e-commerce channels. Margins expanded significantly, and the company reaffirmed its full-year guidance.
Adjusted EPS rose to $0.38, up from $0.25 last year
Net revenue reached $1.53B, driven by strong DTC and e-commerce growth
Operating margin climbed to 12.5%, while adjusted EBIT margin hit 13.4%
Net income improved to $140M from a $10M loss in Q1 2024
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Levi Strauss reaffirmed its fiscal 2025 guidance, maintaining expectations for adjusted EPS and margin expansion while excluding any potential impact from recent tariffs or macroeconomic pressures.
Positive Outlook
- Full-year organic net revenue expected to grow 3.5% to 4.5%
- Adjusted EBIT margin forecast raised to 11.4% to 11.6%
- Gross margin outlook improved to 61.6%
- Strong liquidity with $1.4B in total liquidity
- Majority of Q2 U.S. inventory needs already secured
Challenges Ahead
- Guidance excludes impact of newly announced tariffs
- Macroeconomic uncertainty remains a risk
- Continued cost pressures in supply chain
- Elevated inventory levels year-over-year
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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