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Aug 31, 2025
Levi's Q3 2025 Earnings Report
Levi Strauss & Co. posted strong Q3 results, with sales, margins, and EPS surpassing guidance.
Key Takeaways
Levi’s Q3 2025 was marked by strong revenue growth, higher gross margins, and a significant rise in profitability. Continued momentum in its direct-to-consumer business and disciplined cost management contributed to record earnings.
Revenue rose to $1.543 billion, up 7% year-over-year.
Net income from continuing operations surged to $122 million.
Adjusted EPS came in at $0.34, above guidance.
Company raised full-year revenue and EPS outlook.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Levi Strauss raised its full-year revenue and EPS guidance, driven by strong Q3 results and continued growth in DTC and gross margin expansion.
Positive Outlook
- Raised FY25 adjusted EPS guidance to $1.27–$1.32.
- Organic net revenue growth outlook increased to ~6%.
- Gross margin expected to expand 100 basis points.
- Strength across all regions and channels.
- Strong momentum entering the holiday season.
Challenges Ahead
- Tariffs on China and rest-of-world imports remain elevated.
- Inventory levels up 12% year-over-year.
- Macro environment remains complex and volatile.
- SG&A expenses continue to rise.
- Continued restructuring charges from Project Fuel.
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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