Levi Strauss & Co. (NYSE: LEVI) Q2 2025 Earnings | 07/11/2025

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Levi Strauss & Co. reported strong Q2 2025 results, with net revenues rising 6% year-over-year to $1.4 billion (9% organic growth), driven by robust direct-to-consumer (DTC) sales and margin expansion. DTC revenues grew 11%, now accounting for over half of total sales, while wholesale revenues increased 3%. Gross margin reached a record 62.6%, up 140 basis points, reflecting lower product costs and a favorable sales mix. Adjusted EBIT margin improved by 190 basis points to 8.3%, and adjusted diluted EPS climbed 37% to $0.22. Net income from continuing operations was $80 million, a significant jump from $17 million last year. Regional and Segment Highlights Americas: Net revenues up 5% reported and 9% organic; U.S. organic growth was 7%. Europe: Net revenues rose 14% reported and 15% organic, with double-digit growth in key markets. Asia: Revenues were flat. Beyond Yoga: Continued double-digit growth. E-commerce: Revenues climbed 13%; brick-and-mortar DTC up 10%. Women’s: Grew 13%; Men’s: Up 6%; Tops: Up 15%; Bottoms: Up 7%. Operational and Strategic Updates Marked the 13th consecutive quarter of global DTC comparable sales growth. Raised full-year 2025 guidance despite higher tariffs, now expecting reported net revenue growth of 1–2% and organic growth of 4.5–5.5%. Adjusted diluted EPS guidance increased to $1.25–$1.30. Continued focus on transforming into a denim lifestyle brand and best-in-class DTC retailer, with ongoing investments in product innovation, digital, and store expansion. Returned $51 million to shareholders via dividends in Q2, with a dividend increase to $0.14 per share for Q3. Outlook Full-year 2025: Raised revenue and EPS guidance, with ongoing margin expansion and strategic investments. Continued DTC and e-commerce growth, product innovation, and global brand strength. Management remains confident in long-term growth and value creation despite macroeconomic and tariff-related headwinds. About Inside Ticker: For more expert analysis and real-time updates on Levi Strauss & Co. (NYSE: LEVI) and other market movers, follow Inside Ticker and visit InsideTicker.com for in-depth reports, financial insights, and the latest news on leading companies. #LeviStrauss #LEVI #Q22025 #Earnings #Denim #Retail #DTC #FinancialResults #Growth #Innovation #GrossMargin #BrandStrength #Fashion #Apparel #Dividend #InvestorUpdate #InsideTicker #Profitability #Ecommerce #GlobalExpansion #Strategy #OperationalExcellence