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Nov 30, 2025
Levi's Q4 2025 Earnings Report
Levi Strauss & Co. reported modest growth in Q4 2025 with stronger performance in DTC and e-commerce channels.
Key Takeaways
Levi's Q4 2025 showed slight top-line growth and solid margins, led by DTC momentum and strong Beyond Yoga performance, despite softness in wholesale and Americas revenue.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Levi’s expects mid-single digit revenue growth and continued margin expansion in FY 2026.
Positive Outlook
- Organic net revenue expected to grow 4% to 5%
- Adjusted EBIT margin projected to reach 11.8% to 12%
- Adjusted diluted EPS guided to $1.40 to $1.46
- Strong confidence reflected in $200M new ASR program
- Continued DTC and e-commerce expansion
Challenges Ahead
- Higher effective tax rate (expected ~23%) may reduce EPS by ~$0.04
- Tariffs assumed to remain high (30% China, 20% RoW)
- Macro uncertainty may affect consumer demand
- Inventory increased 9% YoY
- Wholesale remains pressured with flat organic growth
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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