Levi Strauss & Co. (NYSE: LEVI) Q3 2025 Earnings Call | 10/10/2025

5 months ago

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Earnings Calls

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Levi Strauss & Co. (NYSE: LEVI) reported strong Q3 2025 results, delivering net revenue of $1.54 billion—up 7% year-over-year—and adjusted earnings per share of $0.34, beating analyst consensus of $0.31. The quarter benefited from ongoing price increases, strong direct-to-consumer (DTC) momentum (+11% to $711 million), and resilient U.S. market demand, with global comps positive for the 14th straight quarter and e-commerce sales up 16%. Gross margin expanded by 110 basis points to a record 61.7%, lifting adjusted EBIT margin to 11.8% despite new tariff pressures and increased SG&A costs. Net income for the quarter was $218 million, and the company returned $151 million to shareholders (up 118%), including $55 million in dividends and a $120 million accelerated buyback program. Growth was robust across geographies, with Americas revenue rising 6%, Europe 5%, and Asia 12%. Women's sales increased 9%, and Levi's continued to diversify beyond denim, growing tops and other apparel categories to comprise nearly 40% of business. Beyond Yoga revenue was $33 million, though down significantly year-over-year due to industry trends. The company raised its full-year revenue guidance to 3% (+6% organic), narrowed adjusted EPS guidance to $1.27–$1.32, and maintained adjusted EBIT margin expectations at 11.4–11.6%. However, Q4 guidance was conservative due to anticipated gross margin impact (down 100 basis points) from tariffs, a 53rd week, and higher logistics costs, with adjusted EPS between $0.36–$0.38 (below analyst expectations). About Inside Ticker: Inside Ticker provides clear, timely, and professional coverage of earnings reports, market updates, and financial insights. Stay informed with in-depth analysis at https://www.insideticker.com/. #levistrauss #levi #q32025 #earnings #financialresults #revenue #netincome #eps #EBITMargin #grossmargin #dtc #denim #fashion #retail #tops #ecommerce #apparel #growth #Women #shareholderreturns #guidance #dividend #buyback #américas #europe #asia #investorupdate #tariffs #OperatingMargin #insideticker #quarterlyresults #brandexpansion

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