Levi Strauss & Co.: Product Innovation & Expansion, International Market Penetration & Other Factors Driving Our Optimism! 

Levi Strauss & Co. presented a solid performance for its fiscal third quarter of 2025, characterized by notable revenue growth and strategic business transformations. The company reported a fourth consecutive quarter of high single-digit organic revenue growth, underscoring its continued momentum. A key driver of this success is Levi Strauss & Co.’s shift towards a direct-to-consumer (DTC) approach, as the DTC channel posted a strong 9% increase in sales, powered by higher units per transaction, average unit retail, and full-price sales. This strategy is not only enhancing consumer experience but also contributing significantly to profitability improvements, marked by over 400 basis points of margin expansion during the quarter.