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    Levi Strauss (LEVI) Is Up 9.8% After 2025 Earnings Beat And New Global Brand Campaign Launch

    Simply Wall St·02/10/2026 09:15:15
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    • Levi Strauss & Co. recently reported full-year 2025 results showing higher sales of US$6.28 billion and net income of US$578.1 million, declared a US$0.14 per-share dividend, completed a multi-year share repurchase program, and saw director Christopher McCormick announce his planned retirement at the 2026 annual meeting.
    • At the same time, the company launched its “Behind Every Original” global campaign with a high-profile Super Bowl spot, underlining Levi’s emphasis on brand storytelling and cultural relevance as key levers for its business.
    • With this backdrop and Levi’s Super Bowl-backed “Behind Every Original” campaign, we’ll examine how these developments shape the company’s broader investment narrative.

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    What Is Levi Strauss' Investment Narrative?

    To own Levi Strauss today, you need to believe in a brand-led, cash-generating apparel business that can convert cultural relevance into steady earnings, even if top-line growth remains moderate. The latest full-year 2025 numbers, with higher sales of US$6.28 billion and net income of US$578.1 million, reinforce that story, while the US$0.14 dividend and completed buyback highlight ongoing capital returns. Management’s 5% to 6% revenue growth guidance for 2026 keeps expectations grounded and frames short-term catalysts around execution: sustaining recent margin gains, keeping inventory disciplined, and translating the high-profile “Behind Every Original” Super Bowl campaign into demand across channels. The McCormick retirement looks immaterial for now, given an experienced, largely independent board, but it does underline the need to watch how fresh voices shape Levi’s next phase.

    However, one key risk is how dependent Levi’s remains on keeping its brand culturally front and center for consumers. Levi Strauss' shares have been on the rise but are still potentially undervalued by 21%. Find out what it's worth.

    Exploring Other Perspectives

    LEVI 1-Year Stock Price Chart
    LEVI 1-Year Stock Price Chart
    Seven fair value estimates from the Simply Wall St Community range from US$10.77 to a very large US$1,010.96, underlining just how far apart views can be. Set against Levi’s recent profit rebound, marketing spend around “Behind Every Original,” and modest revenue guidance, these gaps show why it helps to weigh several contrasting opinions before deciding what the stock’s story really implies for future performance.

    Explore 7 other fair value estimates on Levi Strauss - why the stock might be a potential multi-bagger!

    Build Your Own Levi Strauss Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.