Levi Strauss: Expect Demand Momentum To Continue

Levi Strauss remains a buy as DTC and e-commerce channels drive robust, organic growth and brand momentum. Q4 2025 saw organic revenue up 5% y/y, with DTC up 10% and e-commerce surging 22% organically, despite reported margin pressure from tariffs. Strategic investments in AI-powered digital features and high-visibility marketing campaigns are expected to further accelerate DTC and e-commerce mix.

Seeking Alpha • Feb 10, 2026

Levi's® Brand Debuts “Behind Every Original” Campaign With Super Bowl Film Highlighting Backstories and Backsides

SAN FRANCISCO--(BUSINESS WIRE)--The Levi's® brand today launched “Behind Every Original,” a bold new global campaign that celebrates the people who push culture forward — with one cheeky twist. Debuting during the Super Bowl with the anthem film “Backstory,” directed by Kim Gehrig, the Levi's® brand flips expectations by showcasing both celebrity icons and everyday Originals exclusively from the backside, letting them share their game-changing Levi's® backstory. Why the backside? Because it's t.

Business Wire • Feb 9, 2026

Is the Options Market Predicting a Spike in Levi Strauss & Co. Stock?

Investors need to pay close attention to LEVI stock based on the movements in the options market lately.

Zacks Investment Research • Feb 6, 2026

Levi Strauss May Be a Super Buying Opportunity After the Earnings Dip

The key theme for this earnings season is that good enough isn't good enough. Levi Strauss & Co. NYSE: LEVI scored a double beat in its fourth-quarter earnings report.

MarketBeat • Feb 2, 2026

Levi Strauss tops quarterly estimates as direct-to-consumer growth offsets wholesale weakness

Levi Strauss & Co (NYSE:LEVI) beat Wall Street estimates for fourth-quarter profit and revenue, helped by continued strength in its direct-to-consumer business, though pressures from tariffs and a sluggish wholesale segment weighed on margins and investor sentiment. The denim maker reported adjusted earnings of $0.41 per share for the quarter ended November 24, topping analysts' expectations by $0.02.

Proactive Investors • Jan 29, 2026

Levi Strauss: Organic Growth And A Healthy Dividend

Levi Strauss (LEVI) remains a buy as organic sales growth trends in the mid single digits and core denim focus drives brand strength. LEVI's divestiture of Dockers and Denizen sharpens its product lineup, supporting improved sales growth and operational focus. Despite tariff headwinds, LEVI sustains gross margins in the low 60s and expects flat margins with slight EBIT margin expansion for FY26.

Seeking Alpha • Jan 29, 2026

More tops, more dresses and an AI ‘stylist' — here's what 2026 could look like for Levi's

Levi Strauss, known for generations for its jeans, doesn't expect to rely on them as much for sales growth this year, as it banks more on tops and clothes that aren't made from denim.

Market Watch • Jan 29, 2026

Levi Strauss beats quarterly results estimates on strong denim demand

Levi Strauss beat Wall Street estimates for fourth-quarter sales and profit on Wednesday, buoyed by strong demand for its wide-leg denim jeans despite pressure from higher U.S. import tariffs and dampened consumer spending in the country.

Reuters • Jan 28, 2026

Levi Strauss Stock Slips Despite Q4 Beat: What You Need To Know

Levi Strauss & Co. (NYSE: LEVI) shares slipped in Wednesday's extended trading after the company released its fourth-quarter earnings report and fiscal 2026 earnings guidance below estimates.

Benzinga • Jan 28, 2026

Levi Strauss Sales Tick Up as Turnaround Progresses

Chief Executive Michelle Gass said the results reflect the company's steps to elevate its namesake brand, doubling down on its direct-to-consumer business and narrowing its focus.

WSJ • Jan 28, 2026