)
Visual
earnings real time
Levi Strauss & Co
Levi Strauss & Co (LEVI) investor relations material
Levi Strauss & Co Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary28 Jan, 2026
Executive summary
Achieved 7% organic net revenue growth for FY 2025, with broad-based gains across brands, channels, and geographies, and DTC comprising 49% of Q4 revenues with 19% e-commerce growth.
Adjusted EBIT margin improved for the third consecutive year, reaching 11.4% for FY 2025, with significant margin expansion in DTC and strong holiday sales.
Women's business grew 11%, outpacing men's at 5%, with both tops and bottoms delivering double-digit growth.
Sale of Dockers® U.S. and Canada operations completed; global sale expected by Q1 2026.
Brand momentum supported by innovative product pipeline, cultural marketing, and premium segment expansion.
Financial highlights
FY 2025 net revenues: $6.3B (+4% reported, +7% organic); Q4 net revenues: $1.8B (+1% reported, +5% organic).
Gross margin for FY 2025 reached a record 61.7% (+110 bps), with Q4 gross margin at 60.8% (down 100 bps due to tariffs).
Adjusted EBIT margin for Q4 was 12.1% (down from 13.9%), and for FY 2025 expanded 70 basis points year-over-year.
Returned $363 million to shareholders in 2025, including a 7% dividend increase and $150 million in share buybacks.
Adjusted free cash flow for FY 2025: $308M; cash and cash equivalents at year-end: $758M.
Outlook and guidance
FY 2026 guidance: reported net revenues growth of 5–6%, organic growth of 4–5%.
DTC projected to grow high single digits, with 50-60 net new stores and continued e-commerce expansion.
Adjusted EBIT margin expected to expand to 11.8–12.0%, with full-year adjusted diluted EPS forecasted at $1.40–$1.46.
CapEx planned at $230 million, 3.5%-4% of revenues, focused on store openings and digital investments.
Guidance assumes stable macroeconomic conditions and no significant new tariffs or disruptions.
Mitigation strategy for 2026 tariff impact on GM?
What drives future DTC margin expansion?
US wholesale rationalization impact on 2026 growth?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 323410
Strong growth in customers, profits, and deposits, with stable asset quality and global milestones. - 3407
Net income rose 22.7% year-over-year, with improved financials and a revised upward forecast. - RYM
Refreshed strategy targets NZD 150m cash flow uplift, NZD 500m cash release, and resumed dividends by FY 2028. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out. - 4626
Double-digit profit and sales growth, with strong segment results and a stock split impact. - 2371
Revenue up 21.5% YoY, but profit down on higher investments; LiPLUS Holdings acquired. - 3401
Major impairments and divestitures led to a net loss and lower revenue across all segments. - 8002
Profit forecast raised to ¥540.0B and annual dividend to ¥107.50 per share after strong results. - COF
Profit rebounded, NTA and occupancy rose, with strong leasing and premium divestment. - NUF
Statutory loss reported, seeds business repositioned, new CEO appointed, all resolutions passed.
Next Levi Strauss & Co earnings date
Q1 20266 Apr, 2026
Levi Strauss & Co
Next Levi Strauss & Co earnings date
Q1 20266 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
The King of Jeans
As the world's largest maker of pants, especially known for their iconic blue denim jeans, Levi Strauss has over 500 stores worldwide and products in more than 100 countries. Not only do customers like what Levi’s offers, but insiders own around 55 percent of the more than 7 billion dollar company.
Originating from the Bavarian immigrant Levi Strauss
The company originates from the Bavarian immigrant Levi Strauss, who arrived in San Francisco in 1850 during the Gold Rush. Strauss overheard the miners’ need for durable work pants, so he hired a tailor to make garments out of tent canvas. Denim soon substituted the tent canvas, adding copper riveting to the seams - the first Levi’s denim jeans were made.
Besides their flagship jeans, Levi’s, the company offers tailored slacks, jackets, hats, shirts, skirts, and belts.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage