Levi Strauss & Co


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SKU: LEVI-1 Category:


Levi Strauss & Co. delivered a mixed set of results for the quarter, with revenues well below analyst expectations but managed earnings beat. Despite facing headwinds, reported revenues remained steady compared to the previous year and decreased by 2% on a constant currency basis. This performance was driven by remarkable double-digit growth in Levi’s direct-to-consumer Business. However, persistent challenges in the wholesale sector partly offset it, particularly in the US. Their Brands segment, consisting of Dockers and Beyond Yoga, is performing impressively, generating nearly $0.5 billion in annual revenue. Beyond Yoga had a standout quarter, with a 25% increase compared to the previous year. Their strategic priorities are also yielding positive results. The focus on being brand-led has paid off, and their DTC business has grown by 13% in Q3, with positive comps across all regions and channels. E-commerce results have also accelerated, growing by 18% this quarter. Lastly, the company is keen to diversify its operations, focusing on international markets, women’s apparel, and tops. The international Business continues to outpace the company’s overall growth, with strong performances in Asia. Additionally, the women’s and tops segments have shown promising growth.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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