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Aug 31
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.
Levi's
Levi's
Levi's Revenue by Segment
Levi's Revenue by Geographic Location
Revenue by Segment
Americas Revenue
CapyFin.comEurope Revenue
CapyFin.comAsia Revenue
CapyFin.comBeyond Yoga Revenue
CapyFin.comWholesale Revenue
CapyFin.comDirect to Consumer Revenue
CapyFin.comLevi’s Revenue
CapyFin.comLevi Strauss Signature Revenue
CapyFin.comTotal Levi’s Brands Revenue
CapyFin.comRevenue by Geographic Location
United States Revenue
CapyFin.comForeign Countries Revenue
CapyFin.com 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