Levi Strauss Rides DTC Momentum—But Will Tariffs Dent the Denim Giant?

Levi Strauss & Co. reported strong first-quarter fiscal 2025 results, exhibiting growth across key financial metrics amidst a challenging macroeconomic environment. The company’s strategic shift towards a Direct-to-Consumer (DTC) model has begun to bear fruit, as evidenced by a 9% increase in organic net revenue, primarily driven by a 12% rise in DTC sales. These results showcase the impact of successful new store openings, positive comparable growth, and robust e-commerce performance.