Levi Strauss Target Expansion Widens Wholesale Reach And Valuation Debate

• Levi Strauss and Target announced an expansion of their partnership, extending Levi’s assortment to more Target stores across the U.S.
• Target plans to add Levi’s denim merchandise to 150 additional locations, reaching more than 1,000 stores by the end of 2026.
• Target will also grow its Levi’s women’s assortment by 20%, with a focus on trend driven styles.

For investors watching NYSE:LEVI, this partnership expansion comes with the stock trading at $22.09 and a 1 year return of 25.2%. Over 3 years the stock has returned 34.5%, and over 5 years 4.9%, providing a view of how Levi Strauss has performed across different holding periods.

Levi Strauss is highlighting wholesale relationships as a key distribution channel, and this broader Target rollout aligns with that approach. As Target increases Levi’s presence and assortment, investors may monitor how this wider reach into more than 1,000 stores relates to brand visibility, volume through wholesale, and the balance between wholesale and direct to consumer over time.

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We've flagged 2 risks for Levi Strauss. See which could impact your investment.

Quick Assessment

• ✅ Price vs Analyst Target: At $22.09, Levi Strauss trades about 18% below the US$27.00 analyst price target.
• ✅ Simply Wall St Valuation: Shares are described as trading 17.9% below an estimated fair value.
• ✅ Recent Momentum: The 30 day return of roughly 4.0% suggests recent positive price momentum.

To assess whether it may be the right time to buy, sell or hold Levi Strauss, see Simply Wall St's company report for the latest analysis of Levi Strauss's fair value.

Key Considerations

• 📊 The wider Target rollout increases Levi’s wholesale reach, which could be important for supporting volumes alongside direct to consumer channels.
• 📊 Investors may want to track wholesale revenue trends, gross margins and how pricing holds up as Levi’s assortment grows in more than 1,000 Target stores.
• ⚠️ Simply Wall St flags two minor risks, including dividend stability, which some income focused investors might weigh against the expansion story.

Dig Deeper

For the full picture including more risks and rewards, check out the complete Levi Strauss analysis. Alternatively, you can visit the community page for Levi Strauss to see how other investors believe this latest news will impact the company's narrative.

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.

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