The Investor
29 Jan 2026, 10:51
Levi Strauss & Co. reported solid fourth-quarter and full-year fiscal 2025 results, driven by continued momentum in its direct-to-consumer (DTC) strategy and global brand strength. Fourth-quarter net revenues rose 1% on a reported basis and 5% organically to $1.8 billion, with high-single-digit comparable growth in DTC and strong performance across Europe and Asia.
For the full year, Levi Strauss delivered accelerated revenue growth and margin expansion, reflecting its shift toward a DTC-first, head-to-toe denim lifestyle brand. Continuing operations diluted EPS was $0.40 in the fourth quarter, with adjusted diluted EPS of $0.41. Management highlighted sustained organic growth, improved adjusted EBIT margins for the third consecutive year, and announced a new $200 million accelerated share repurchase program.
Looking ahead, the company forecast mid-single-digit revenue growth in fiscal 2026 alongside further expansion in adjusted EBIT margins, signaling confidence in its strategy and long-term profitability trajectory.
For the full year, Levi Strauss delivered accelerated revenue growth and margin expansion, reflecting its shift toward a DTC-first, head-to-toe denim lifestyle brand. Continuing operations diluted EPS was $0.40 in the fourth quarter, with adjusted diluted EPS of $0.41. Management highlighted sustained organic growth, improved adjusted EBIT margins for the third consecutive year, and announced a new $200 million accelerated share repurchase program.
Looking ahead, the company forecast mid-single-digit revenue growth in fiscal 2026 alongside further expansion in adjusted EBIT margins, signaling confidence in its strategy and long-term profitability trajectory.
