Pulling SEC filings + quote and writing the call…

LEVI STRAUSS & CO
Next earnings Jul 2, 2026 · consensus $0.25 EPS, $1.55B rev
Last earnings +0.3% on 2026-04-07
DTC-led turnaround driving 7.2% organic growth and margin recovery; a re-rating apparel name at a reasonable 16x with a 4% dividend.
Sources: SEC EDGAR (CIK 0000094845, latest 10-Q filed 2026-04-07) · EODHD · analysis by claude-code · as of 6/21/2026, 8:48:59 PM.
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Quality fundamentals and an attractive price line up (~136% below fair value) — the rarer case where both the business and the entry look good.
Levi Strauss delivered a clean turnaround in fiscal 2025. Reported revenue grew 4.1% to $6.28B, but organic revenue — which strips out the 53rd-week effect and the Denizen/footwear wind-downs — rose a healthier 7.2%, led by direct-to-consumer (DTC up 9.5% to $3,076.8M) across all three regions. Crucially, the business is structurally healthier: operating income jumped 157.9% to $677.6M and operating margin expanded to 10.8% from 4.4%, as the prior year's $185.6M of restructuring and $116.9M of impairment charges fell away (restructuring was just $24.5M in FY2025). Gross margin expanded to 61.7% from 60.6%. Net income rose 174.5% to $578.1M with diluted EPS of $1.45, and ROE reached an attractive 25.4%.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $5.76B | $6.17B | $5.84B | $6.03B | $6.28B |
| Gross profit | $3.35B | $3.55B | $3.36B | $3.66B | $3.88B |
| Operating income | $686M | $647M | $354M | $263M | $678M |
| Net income | $554M | $569M | $250M | $211M | $578M |
| Diluted EPS | $1.35 | $1.41 | $0.62 | $0.52 | $1.45 |
| Net margin | 9.6% | 9.2% | 4.3% | 3.5% | 9.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 8 sales
| 2026-06-12 | Haas Robert D. 10% owner | Acquired (C) | 202K | |
| 2026-06-12 | Haas Robert D. 10% owner | Sell | 202K @ $24.02 | $4.86M |
| 2026-06-11 | Peter E. Haas Jr. Family Fund 10% owner | Acquired (C) | 146K | |
| 2026-06-11 | Peter E. Haas Jr. Family Fund 10% owner | Sell | 146K @ $24.01 | $3.50M |
| 2026-06-11 | Haas Margaret E. 10% owner | Acquired (C) | 47.7K | |
| 2026-06-11 | Haas Margaret E. 10% owner | Sell | 47.7K @ $24.01 | $1.15M |
| 2026-06-11 | Haas Robert D. 10% owner | Acquired (C) | 489K | |
| 2026-06-11 | Haas Robert D. 10% owner | Sell | 489K @ $24.11 | $11.8M |
| 2026-06-10 | Haas Robert D. 10% owner | Acquired (C) | 3.18K | |
| 2026-06-10 | Haas Robert D. 10% owner | Sell | 3.18K @ $24.00 | $76.4K |
| 2026-06-03 | Jedrzejek David SVP and General Counsel | Sell | 336.00 @ $22.82 | $7.67K |
| 2026-06-01 | Jedrzejek David SVP and General Counsel | Tax | 634.00 @ $23.18 | $14.7K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.