Levi Strauss Gestione
Criteri Gestione verificati 3/4
Levi Strauss Il CEO è Michelle Gass, nominato in Jan2024, e ha un mandato di 2.67 anni. la retribuzione annua totale è $ 16.15M, composta da 9.1% di stipendio e 90.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.13% delle azioni della società, per un valore di $ 10.34M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.3 anni e 5.2 anni.
Informazioni chiave
Michelle Gass
Amministratore delegato
US$16.1m
Compenso totale
| Percentuale dello stipendio del CEO | 9.14% |
| Mandato del CEO | 2.7yrs |
| Proprietà del CEO | 0.1% |
| Durata media del management | 4.3yrs |
| Durata media del Consiglio di amministrazione | 5.2yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Aug 18
LEVI: Viral Marketing And Brand Momentum Will Support Future Upside Potential
Levi Strauss' analyst price target has shifted higher, with the updated fair value estimate moving from about $32.64 to roughly $33.99. Analysts are factoring in Street research that points to sustained revenue momentum, a slightly higher assumed future P/E multiple, and ongoing debate around margin progress.
Aggiornamento narrativa • Aug 04
LEVI: Future Returns Will Be Driven By Premium Lifestyle Brand Momentum
The analyst price target for Levi Strauss has moved from $27.13 to $28.20 as analysts factor in updated expectations for revenue growth, profit margins, and a modestly higher future P/E multiple, alongside mixed views on valuation after the recent rally. Analyst Commentary Recent research on Levi Strauss highlights a mix of optimism around growth and brand momentum alongside some caution on margins and valuation after the stock's rally.Seeking Alpha • Jul 25
Levi Strauss: Strong DTC Sales At A Cheap P/E Multiple
Summary Levi Strauss is poised for continued outperformance, driven by robust sales momentum and a compelling valuation. LEVI's Q2 beat-and-raise, fueled by accelerated marketing and strong comparable sales growth, underpins my reiterated buy rating. The company’s focus on its core brand, high-teens growth in value-oriented segments, and ~60% gross margins support a bullish thesis. Raised FY26 outlook, aided by a weaker U.S. dollar and operational discipline, further strengthens the investment case. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 20
LEVI: Brand Momentum And Cautious Guidance Will Shape Post Beat And Raise Outlook
Levi Strauss' analyst fair value estimate is now set at $25.00, a $1.00 move higher. Analysts point to stronger modeled revenue growth, a slightly higher future P/E assumption, and recent price target increases across the Street following a broad-based Q2 "beat and raise" and positive channel checks.Aggiornamento narrativa • Jul 06
LEVI: Brand Momentum And Cautious Guidance Will Shape Upcoming Earnings Reaction
Levi Strauss' analyst fair value estimate has been revised to $24.00 from $23.00 as analysts factor in stronger recent topline trends, slightly higher projected revenue growth and profit margins, and updated P/E assumptions reflected in a series of higher Street price targets. Analyst Commentary Street research on Levi Strauss currently leans positive, with several firms lifting price targets following recent updates on sales trends, margins, and marketing activity.Aggiornamento narrativa • Jun 22
LEVI: Future Returns Will Be Driven By Brand Momentum And Legal Defenses
Analysts lifted their average price target on Levi Strauss to about $27.13, up roughly $0.13, citing updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions. What’s in the News for Levi Strauss Levi Strauss reported Q1 revenue growth of 14.1% year on year, coming in 5.6% above analyst expectations, with management highlighting broad-based strength across channels, regions, and categories.Articolo di analisi • Jun 18
Levi Strauss (LEVI) Stock Could Be 12.2% Undervalued After Revenue Beat
Levi Strauss (LEVI) stock has been in focus after quarterly results showed 14.1% year on year revenue growth, beating analyst expectations by 5.6% and coinciding with a 22.3% share price move since the report. See our latest analysis for Levi Strauss. Beyond the immediate reaction to earnings, Levi Strauss shares have gained 14.05% over the past 30 days and 32.18% over 90 days, while a 38.13% 1 year total shareholder return suggests momentum has been building, even as the recent resignation...Aggiornamento narrativa • Jun 05
LEVI: Brand Durability And Execution Will Support Future Upside Potential
Levi Strauss' analyst price target has been adjusted slightly higher to $32.64 from $32.51. Analysts point to updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E to support the change.Aggiornamento narrativa • May 22
LEVI: Top Pick Status And Brand Strength Will Support Future Upside
Analysts have adjusted their price target on Levi Strauss slightly lower to $32.51 from $32.66, citing updated assumptions around discount rates, revenue growth, profit margins and forward P/E after recent research highlighting the stock, including a price target increase and a Top Pick designation from major firms. Analyst Commentary Bullish analysts have highlighted Levi Strauss with fresh research that includes higher price targets and a Top Pick designation, signaling confidence in the stock's setup and the company’s execution path.Aggiornamento narrativa • Apr 28
LEVI: Top Pick Endorsements And Guidance Shift Will Frame Balanced Return Outlook
Analysts now view Levi Strauss shares as fairly valued around a $23.00 price target, supported by recent positive views that added the stock to a Top Pick list and initiated coverage with a bullish stance. Analyst Commentary Recent research has highlighted Levi Strauss as a favored name, with the stock added to a Top Pick list and new coverage launched with a bullish stance.Aggiornamento narrativa • Apr 14
LEVI: Top Pick Status And Margin Stability Will Support Future Upside
Analysts have nudged their price target for Levi Strauss higher to about $32.66 from roughly $32.11, citing fresh bullish research that points to steadier profit margins and a lower expected future P/E multiple following recent positive coverage and a Top Pick designation. Analyst Commentary Recent research has reinforced a constructive view on Levi Strauss, with bullish analysts pointing to steadier profit margins and a valuation that they see as more attractive after the latest price target revisions.Aggiornamento narrativa • Mar 30
LEVI: Future Returns Will Be Driven By Top Pick Endorsements
Analysts have nudged their average price target for Levi Strauss modestly higher to around $33, citing the stock's addition to a major firm’s top pick list and supportive new bullish coverage that highlights confidence in the company’s long term earnings profile and price-to-earnings (P/E) potential. Analyst Commentary Bullish Takeaways Bullish analysts view the stock’s inclusion on a top pick list as a sign that execution on the core business and brand is tracking well enough to stand out within the apparel group.Aggiornamento narrativa • Mar 16
LEVI: Future Returns Will Be Driven By Brand Execution And Research Support
Analysts keep their fair value estimate for Levi Strauss steady at $27.00, citing recent upbeat research that includes a Jefferies initiation with a positive view and a $1 increase in a key Street price target to $33.00, while making only minor tweaks to the discount rate and P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see recent research support as consistent with the current US$27.00 fair value estimate, pointing to external targets around US$33.00 as a sign that the stock is viewed as having headroom within existing P/E assumptions.Aggiornamento narrativa • Mar 02
LEVI: Bullish Coverage And Brand Strength Will Support Future Margin Resilience
Analysts have trimmed their fair value estimate for Levi Strauss by about $0.87 to $32.11. This reflects updated assumptions around a slightly higher discount rate, stronger revenue growth, modestly improved profit margins, and a lower future P/E, alongside recent bullish coverage and a $1 increase in a key Street price target to $33.Aggiornamento narrativa • Feb 16
LEVI: Future Returns Will Be Driven By AI Productivity And Margin Execution
Analysts have nudged their average price target on Levi Strauss slightly lower to about $27, reflecting updated assumptions for revenue growth, profit margins, and a modestly lower future P/E multiple. The changes still point to constructive views, as highlighted by a recent bullish initiation and a $1 increase in a separate $33 target.Aggiornamento narrativa • Feb 02
LEVI: Higher UBS Price Objective Will Support Richer Future Earnings Multiple
Analysts have raised their fair value estimate for Levi Strauss from US$14.00 to US$23.00, citing updated assumptions for revenue growth, margins and future P/E, along with recent Street research that includes a higher US$33 price target from UBS. Analyst Commentary The move in the fair value estimate to US$23 sits below the recent US$33 price target cited in Street research, which highlights a gap between more optimistic expectations and a more tempered view on execution and valuation risk.Aggiornamento narrativa • Jan 19
LEVI: Future Returns Will Be Driven By AI Productivity And Direct To Consumer Strength
Analysts have nudged their price target on Levi Strauss higher to US$33 from US$32, pointing to modest adjustments in fair value estimates, discount rate, revenue growth, profit margin and future P/E assumptions as support for the new level. Analyst Commentary Recent research points to a slightly higher fair value for Levi Strauss at US$33 per share, with the move linked to fine tuning of core assumptions around growth, margins, the discount rate and future P/E levels.Articolo di analisi • Jan 06
Estimating The Fair Value Of Levi Strauss & Co. (NYSE:LEVI)
Key Insights The projected fair value for Levi Strauss is US$25.40 based on 2 Stage Free Cash Flow to Equity Levi...Aggiornamento narrativa • Jan 05
LEVI: Brand Strength And Casualization Trends Will Support Future Margin Resilience
Analysts have made a small adjustment to their fair value estimate for Levi Strauss to about $32.98. This reflects a blend of recent buy initiation and positive brand commentary, alongside ongoing questions about spending and margins that are influencing updated price targets.Aggiornamento narrativa • Dec 21
LEVI: Brand Strength And Margin Resilience Will Drive Upside Ahead
Analysts have raised their fair value estimate for Levi Strauss from $24.82 to $33.00 per share, citing a strengthening brand, resilient gross margins despite tariff and spending headwinds, and a constructive setup for continued beat-and-raise potential. Analyst Commentary Bullish analysts are increasingly constructive on Levi Strauss, highlighting a combination of brand strength, margin resilience, and conservative guidance that underpins the recent reset higher in fair value estimates.Aggiornamento narrativa • Dec 06
LEVI: Future Returns Will Be Driven By International And Direct To Consumer Strength
Analysts have nudged their price target for Levi Strauss slightly higher to about $27 from roughly $26.80 as they grow more confident in the brand's competitive strength, direct-to-consumer momentum, and the company's ability to manage near term margin headwinds while benefiting from enduring denim and casualization trends. Analyst Commentary Recent Street research reflects a generally constructive stance on Levi Strauss, with multiple firms raising price targets into the mid to high $20s and highlighting durable brand momentum, direct to consumer growth, and manageable macro and cost headwinds.Aggiornamento narrativa • Nov 22
LEVI: Future Performance Will Be Driven By 60% International Revenue Strength
Levi Strauss saw its analyst price target increase to $27. Analysts cited continued brand strength, momentum in strategic initiatives, and better-than-expected revenue and margin trends as key drivers for the upward revision.Aggiornamento narrativa • Nov 08
LEVI: Future Will Be Driven By Strong Brand Momentum And International Sales
Levi Strauss's analyst price target has increased to approximately $27. Analysts cite strong brand momentum, resilient gross margin performance, and optimism around international growth as key drivers behind the new valuation.Aggiornamento narrativa • Oct 25
Brand Strength And Global Reach Will Drive Momentum Amid Mixed Outlook
Levi Strauss's analyst price target has increased modestly to $26.79 per share, as analysts point to ongoing brand strength and manageable near-term headwinds that support a positive outlook. Analyst Commentary Recent street research shows a mixed but overall positive sentiment among analysts regarding Levi Strauss, reflecting both optimism and caution around the company’s near-term prospects and longer-term positioning.Aggiornamento narrativa • Oct 11
International Markets And DTC Focus Will Reshape Retail Landscape
Levi Strauss received an increase in analyst price target, rising from $24.23 to $26.46 per share. Analysts cited strong recent earnings, robust direct-to-consumer growth, and manageable tariff-related margin headwinds as reasons for their upward revisions.Aggiornamento narrativa • Sep 27
International Markets And DTC Focus Will Reshape Retail Landscape
Levi Strauss’s analyst price target was raised to $24.23, reflecting strong direct-to-consumer growth, positive gross margin trends, and ongoing strategic execution, supported by raised annual guidance and conservative management outlooks. Analyst Commentary Stronger North America direct-to-consumer growth, supported by positive currency tailwinds and higher gross margin from improved product mix and full-priced selling.Seeking Alpha • Apr 08
Levi Strauss & Co. Has Finally Gone On Sale, If Just Barely (Rating Upgrade)
Summary Despite market pessimism, Levi Strauss & Co. presents a buying opportunity due to its attractive pricing and strong financial performance. Levi Strauss reported higher-than-expected earnings per share and adjusted earnings per share, despite revenue falling slightly short of analysts' expectations. The company's revenue growth was driven by its Levi’s brands and Beyond Yoga products, with significant contributions from new store openings and e-commerce sales. Management's guidance indicates continued organic revenue growth and improved EBIT margins, although new tariffs pose a significant challenge moving forward. Read the full article on Seeking AlphaSeeking Alpha • Feb 06
Levi Strauss: Uncertain U.S. Macro Backdrop Makes Me Concerned
Summary I recommend a hold rating for Levi Strauss & Co. LEVI reported strong 4Q24 results with 12% y/y revenue growth, driven by 19% y/y DTC growth and 7% y/y wholesale growth, and margin expansion. Despite positive developments, concerns include a flat wholesale outlook for FY25 and heavy exposure to the North American market, which faces weak consumer spending. At 15x NTM P/E, LEVI's valuation offers little margin of safety. I prefer a wait-and-see approach until there's clearer evidence of a recovering macro situation. Read the full article on Seeking AlphaSeeking Alpha • Jan 30
Levi Strauss Wants To Grow MSD Next Year But Trades At 15x Earnings, Unattractive
Summary Levi Strauss & Co. maintained positive organic revenue trends in 4Q24, driven by strong DTC and e-commerce performance, but faced higher SG&A costs due to increased advertising. The company's FY25 guidance anticipates organic revenue growth of 3.5-4.5% and improved operating margins of 11%, despite headwinds from the Denizen sale and FX. Levi trades at a high P/E of 15x, which is not justified given its modest growth rate and reliance on a favorable fashion cycle. I maintain a Hold rating on LEVI stock due to its strong brand but limited growth prospects and high valuation. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| May 31 2026 | n/a | n/a | US$554m |
| Mar 01 2026 | n/a | n/a | US$539m |
| Nov 30 2025 | US$16m | US$1m | US$502m |
| Aug 31 2025 | n/a | n/a | US$522m |
| Jun 01 2025 | n/a | n/a | US$423m |
| Mar 02 2025 | n/a | n/a | US$360m |
| Dec 01 2024 | US$14m | US$2m | US$210m |
| Aug 25 2024 | n/a | n/a | US$157m |
| May 26 2024 | n/a | n/a | US$144m |
| Feb 25 2024 | n/a | n/a | US$125m |
| Nov 26 2023 | US$36m | US$1m | US$251m |
Compensazione vs Mercato: La retribuzione totale di Michelle ($USD 16.15M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.43M ).
Compensazione vs guadagni: La retribuzione di Michelle è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Michelle Gass (58 yo)
2.7yrs
Mandato
US$16,145,173
Compensazione
Ms. Michelle D. Gass serves as President & Director at Levi Strauss & Co. since January 02, 2023, and will serve as its CEO starting January 29, 2024. She has been an Independent Director at PepsiCo, Inc....
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 2.7yrs | US$16.15m | 0.13% $ 10.3m | |
| Executive VP & Chief Financial & Growth Officer | 13.7yrs | US$6.05m | 0% $ 0 | |
| Senior VP & General Counsel | 3.3yrs | US$2.44m | 0.028% $ 2.1m | |
| Executive VP & Chief Commercial Officer | 2.2yrs | US$5.70m | 0.020% $ 1.5m | |
| Executive Vice President and Chief Digital & Technology Officer | 1.6yrs | Nessun dato | 0.024% $ 1.9m | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Senior VP & Chief Human Resources Officer | 1.5yrs | Nessun dato | Nessun dato | |
| EVP & Chief Product Officer | 13.1yrs | Nessun dato | 0% $ 0 | |
| Senior Vice President of Finance - Europe | 9.3yrs | Nessun dato | Nessun dato | |
| Senior VP & MD for U.S. and Canada | 10.1yrs | Nessun dato | Nessun dato | |
| Managing Director of Greater China | 8.1yrs | Nessun dato | Nessun dato | |
| Senior VP & MD of South Asia-Middle East and Africa | 4.3yrs | Nessun dato | Nessun dato |
4.3yrs
Durata media
57.5yo
Età media
Gestione esperta: Il team dirigenziale di LEVI è considerato esperto (durata media dell'incarico 4.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 3.7yrs | US$16.15m | 0.13% $ 10.3m | |
| Independent Director | 12yrs | US$294.33k | 0.018% $ 1.4m | |
| Chairman Emeritus | no data | US$121.00k | 9.2% $ 713.7m | |
| Independent Director | 2.7yrs | US$309.14k | 0.0081% $ 630.8k | |
| Independent Director | less than a year | Nessun dato | 0.0027% $ 213.4k | |
| Independent Director | 14.4yrs | US$304.23k | 0.032% $ 2.5m | |
| Independent Director | 13.6yrs | US$305.14k | 0.045% $ 3.5m | |
| Independent Director | 1.4yrs | US$254.12k | 0.14% $ 10.5m | |
| Independent Director | 7yrs | US$297.39k | 0.50% $ 38.6m | |
| Independent Director | 1.6yrs | US$320.44k | 0.0037% $ 287.8k | |
| Independent Director | 6.7yrs | US$298.17k | 0.016% $ 1.2m |
5.2yrs
Durata media
58yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di LEVI sono considerati esperti (durata media dell'incarico 5.2 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/13 02:29 |
| Prezzo dell'azione a fine giornata | 2026/09/11 00:00 |
| Utili | 2026/05/31 |
| Utili annuali | 2025/11/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Levi Strauss & Co. è coperta da 22 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Adrienne Yih-Tennant | Barclays |
| Paul Kearney | Barclays |
| Laurent Vasilescu | BNP Paribas |