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    How Adding H&R Block’s CEO to Its Board Could Shape Levi (LEVI)’s DTC Growth Strategy

    Simply Wall St·12/19/2025 02:32:32
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    • Levi Strauss & Co. recently announced that Jeffrey J. Jones II, outgoing President and CEO of H&R Block, will join its board in January 2026, serving on both the Nominating, Governance and Corporate Citizenship Committee and the Compensation and Human Capital Committee.
    • His cross-industry background at H&R Block, Uber and Target adds rare depth in consumer insights, brand building and organizational transformation at a time when Levi’s is pushing further into direct-to-consumer growth.
    • We’ll now explore how Jones’s consumer and DTC experience could influence Levi Strauss’s existing investment narrative built around international and direct-to-consumer growth.

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    Levi Strauss Investment Narrative Recap

    To own Levi Strauss today, you need to believe its pivot to higher margin direct to consumer and lifestyle categories can offset tariff and denim cycle risks. The Jeffrey J. Jones II board appointment looks additive to execution on this DTC narrative but is unlikely to change the key near term catalyst, which remains management’s ability to sustain recent revenue and margin gains as it leans harder into its own stores and e commerce. The biggest risk, in my view, is still Levi’s dependence on denim and the core brand.

    In that context, the company’s raised 2025 guidance in October, with organic net revenue growth now expected around 6% and Q3 results ahead of expectations, feels directly relevant. Those results reflected traction in international markets and DTC, which is exactly where Jones’s experience in consumer insights, omnichannel branding and organizational change could matter most as Levi’s tries to keep the current momentum going.

    But against this momentum, investors should also be aware of how quickly fashion and denim preferences can turn...

    Read the full narrative on Levi Strauss (it's free!)

    Levi Strauss' narrative projects $6.8 billion revenue and $769.0 million earnings by 2028. This requires 1.4% yearly revenue growth and roughly a $346 million earnings increase from $423.1 million today.

    Uncover how Levi Strauss' forecasts yield a $27.31 fair value, a 25% upside to its current price.

    Exploring Other Perspectives

    LEVI 1-Year Stock Price Chart
    LEVI 1-Year Stock Price Chart

    Seven members of the Simply Wall St Community currently estimate Levi Strauss’s fair value anywhere between about US$11 and over US$1,000 per share. Against that wide spread, the company’s push into higher margin direct to consumer sales and ongoing investment needs gives you plenty of reason to compare several of these viewpoints before deciding what the story is really worth.

    Explore 7 other fair value estimates on Levi Strauss - why the stock might be worth less than half the current price!

    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.