View ValuationLevi Strauss 将来の成長Future 基準チェック /36Levi Strauss利益と収益がそれぞれ年間13.5%と4.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に25.1% 14.2%なると予測されています。主要情報13.5%収益成長率14.16%EPS成長率Luxury 収益成長13.4%収益成長率4.7%将来の株主資本利益率25.06%アナリストカバレッジGood最終更新日04 May 2026今後の成長に関する最新情報お知らせ • Oct 10+ 2 more updatesLevi Strauss & Co. Provides Revenue Guidance for the Fourth Quarter of 2025Levi Strauss & Co. provided revenue guidance for the fourth quarter of 2025. The company expects organic net revenue growth to be up approximately 1%. Reported net revenues expects to be down approximately 3% because of noncomparable items, including the 53rd week, Denizen and footwear, which are no longer included in the revenue base.お知らせ • Jul 11+ 1 more updateLevi Strauss & Co. Updates Earnings Guidance for Year 2025Levi Strauss & Co. updated earnings guidance for year 2025. For the year company Reported net revenue growth raised by three percentage points: 1% to 2%, up from (1%) to (2%); Organic net revenue growth raised by one percentage point: 4.5% to 5.5%, up from 3.5% to 4.5%.お知らせ • Apr 09+ 2 more updatesLevi Strauss & Co. Reaffirms Earnings Guidance for Fiscal Year 2025Levi Strauss & Co. reaffirmed earnings guidance for fiscal year 2025. For the period, the company reaffirmed organic net revenue to be 3.5% to 4.5%.お知らせ • Jan 30+ 1 more updateLevi Strauss & Co. Provides Earnings Guidance for the Year Ending November 30, 2025Levi Strauss & Co. provided earnings guidance for the year ending November 30, 2025. For the period, company expects net revenues of (1%) to (2%), Organic net revenues growth of 3.5% to 4.5%.お知らせ • Jan 26+ 1 more updateLevi Strauss & Co. Provides Earnings Guidance for Fiscal 2024Levi Strauss & Co. provided earnings guidance for fiscal 2024. For the period, company to Report net revenues growth of 1% to 3% year-over-year. This includes an expected 2-point negative impact primarily attributable to the strategic decision to exit the Denizen business, planned lower off-price sales and FX partially offset by a 53rd week.お知らせ • Oct 06+ 2 more updatesLevi Strauss & Co. Provides Revenue Guidance for the Fiscal Year 2023Levi Strauss & Co. provided revenue guidance for the fiscal year 2023. The company reported net revenues are expected flat to up 1% year-over-year.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €19.57, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Luxury industry in Italy. Total returns to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €26.90 per share.お知らせ • Apr 09Levi Strauss & Co. Announces Planned Retirement of Chief Financial Officer Harmit Singh, Effective No Later Than November 30, 2026Levi Strauss & Co. announced that Chief Financial Officer Harmit Singh will continue in his role as Chief Financial Officer until a successor is appointed and then transition to serve as Special Advisor, following which he will retire. Singh joined Levi Strauss & Co. in 2013 as Chief Financial Officer, taking responsibility for the company’s global finance, information technology, M&A, investor relations, strategic sourcing and global business services functions. Prior to joining Levi Strauss & Co., Singh served as Chief Financial Officer at Hyatt Hotels Corporation and held Division CFO roles at Yum! Restaurants International and Pizza Hut. To facilitate the transition and enable continuity, the Company and Mr. Singh have entered into a transition and separation agreement dated April 3, 2026 (the “Separation Agreement”) which will allow the Company to leverage Mr. Singh’s long tenure and Company expertise as Special Advisor beginning on the Transition Date and continuing through November 30, 2026. Until such time as his successor commences in the role as Chief Financial Officer, but no later than November 30, 2026.お知らせ • Apr 08+ 2 more updatesLevi Strauss & Co. Announces Planned Retirement of Harmit Singh as Executive Vice President and Chief Growth Officer, Effective No Later Than November 30, 2026Levi Strauss & Co. announced on April 7, 2026, that Harmit Singh, the Company's Executive Vice President and Chief Financial and Growth Officer, will transition to the role of Special Advisor to the Company. Until such time as his successor commences in the role as Chief Financial Officer, but no later than November 30, 2026 (the “Transition Date”), Mr. Singh will continue to serve as the Company’s Executive Vice President and Chief Financial and Growth Officer. Singh joined Levi Strauss & Co. in 2013 as Chief Financial Officer, taking responsibility for the company's global finance, information technology, M&A, investor relations, strategic sourcing and global business services functions. In 2023, his role expanded to include Chief Growth Officer, where he helped shape corporate strategy, accelerate transformation initiatives and advance several key enablers of the company's future, including global real estate, franchise expansion and the development of Global Talent Hubs. Prior to joining Levi Strauss & Co., Singh served as Chief Financial Officer at Hyatt Hotels Corporation and held Division CFO roles at Yum! Restaurants International and Pizza Hut.お知らせ • Mar 25Levi Strauss & Co. to Report Q1, 2026 Results on Apr 07, 2026Levi Strauss & Co. announced that they will report Q1, 2026 results on Apr 07, 2026お知らせ • Mar 12Levi Strauss & Co., Annual General Meeting, Apr 22, 2026Levi Strauss & Co., Annual General Meeting, Apr 22, 2026.Buy Or Sell Opportunity • Mar 03Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.5% to €17.81. The fair value is estimated to be €22.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Recent Insider Transactions • Feb 15Insider recently sold €736k worth of stockOn the 12th of February, Jason Gowans sold around 40k shares on-market at roughly €18.40 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €828k more than they bought in the last 12 months.New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.2% average weekly change).Buy Or Sell Opportunity • Feb 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €18.49. The fair value is estimated to be €23.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €19.45, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Luxury industry in Italy. Total returns to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.18 per share.Declared Dividend • Feb 02Dividend of US$0.14 announcedShareholders will receive a dividend of US$0.14. Ex-date: 9th February 2026 Payment date: 25th February 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (43% earnings payout ratio) and cash flows (71% cash payout ratio). The dividend has increased by an average of 11% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 69% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jan 30Full year 2025 earnings released: EPS: US$1.27 (vs US$0.53 in FY 2024)Full year 2025 results: EPS: US$1.27 (up from US$0.53 in FY 2024). Revenue: US$6.28b (up 4.1% from FY 2024). Net income: US$502.0m (up 139% from FY 2024). Profit margin: 8.0% (up from 3.5% in FY 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.Buy Or Sell Opportunity • Jan 29Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.2% to €16.45. The fair value is estimated to be €20.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.お知らせ • Jan 29+ 1 more updateLevi Strauss & Co. Declares Quarterly Cash Dividend on Class A Common Stock and Class B Common Stock, Payable on February 25, 2026Levi Strauss & Co. declared a dividend of $0.14 per share totaling approximately $55 million, payable in cash on February 25, 2026 to the holders of record of Class A common stock and Class B common stock at the close of business on February 10, 2026.お知らせ • Jan 14Levi Strauss & Co. to Report Q4, 2025 Results on Jan 28, 2026Levi Strauss & Co. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Jan 28, 2026New Risk • Jan 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.3% average weekly change).お知らせ • Dec 17Levi Strauss & Co. Appoints Jeffrey J. Jones II as Board Member and Committee Member, Effective January 21, 2026Levi Strauss & Co. announced that its board of directors has appointed Jeffrey J. Jones II to serve as a member of the board, effective January 21, 2026, at which time he will serve as a member of the board’s Nominating, Governance and Corporate Citizenship Committee as well as the Compensation and Human Capital Committee. Mr. Jones has served as President and CEO and Director of H&R Block Inc. since 2017 and brings more than 30 years of experience across five industries. Mr. Jones has served as President, Chief Executive Officer and Director of H&R Block Inc. since 2017 and will retire from the company on December 31, 2025. He previously served as President of Ride Sharing at Uber Technologies Inc., where he led operations, customer support, strategy and planning, product operations and marketing. Mr. Jones also served as Executive Vice President and Chief Marketing Officer at Target Corporation, overseeing brand, digital and guest experience strategy, corporate communications, investor relations and brand management of all owned brands and Target’s limited-time offering collaborations. Earlier in his career, Mr. Jones was partner and President of McKinney, an advertising agency, where he led major client engagements and organizational growth. Mr. Jones is a member of the Council for Inclusive Capitalism, the Fast Company Impact Council and the Kansas City Economic Club. He holds a Bachelor of Arts degree in Communications from the University of Dayton.Buy Or Sell Opportunity • Nov 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.6% to €17.61. The fair value is estimated to be €22.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 3.0% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.Buy Or Sell Opportunity • Oct 30Now 21% undervaluedOver the last 90 days, the stock has risen 15% to €17.97. The fair value is estimated to be €22.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 3.0% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.Declared Dividend • Oct 13Dividend of US$0.14 announcedShareholders will receive a dividend of US$0.14. Ex-date: 17th October 2025 Payment date: 4th November 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 11% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 10Third quarter 2025 earnings released: EPS: US$0.31 (vs US$0.057 in 3Q 2024)Third quarter 2025 results: EPS: US$0.31 (up from US$0.057 in 3Q 2024). Revenue: US$1.54b (up 7.0% from 3Q 2024). Net income: US$122.0m (up 437% from 3Q 2024). Profit margin: 7.9% (up from 1.6% in 3Q 2024). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Oct 10+ 2 more updatesLevi Strauss & Co. Provides Revenue Guidance for the Fourth Quarter of 2025Levi Strauss & Co. provided revenue guidance for the fourth quarter of 2025. The company expects organic net revenue growth to be up approximately 1%. Reported net revenues expects to be down approximately 3% because of noncomparable items, including the 53rd week, Denizen and footwear, which are no longer included in the revenue base.Buy Or Sell Opportunity • Oct 07Now 21% undervaluedOver the last 90 days, the stock has risen 25% to €20.65. The fair value is estimated to be €26.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 32%. Revenue is forecast to grow by 2.4% in 2 years. Earnings are forecast to grow by 53% in the next 2 years.お知らせ • Oct 04Levi Strauss & Co. Announces Board Changes, Effective October 2, 2025On October 2, 2025, having reached the mandatory retirement age, Spencer Fleischer, a Class I director, retired from Levi Strauss & Co’s. Board of Directors. The Company’s corporate governance guidelines provide that a director is deemed to have resigned automatically upon the director’s 72nd birthday unless the Nominating, Governance and Corporate Citizenship Committee of the Board or the Board, upon recommendation from the NGCC Committee, waives this requirement. Mr. Fleischer has served on the Company’s Board since 2013 and most recently served as the chair of the Compensation and Human Capital Committee and a member of the Finance Committee. Effective upon Mr. Fleisher’s retirement, Troy Alstead was named the Chair of the Company’s Compensation and Human Capital Committee. Mr. Fleischer’s retirement is not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. Following Mr. Fleischer’s departure, the Board consists of twelve directors.お知らせ • Sep 25Levi Strauss & Co. to Report Q3, 2025 Results on Oct 09, 2025Levi Strauss & Co. announced that they will report Q3, 2025 results on Oct 09, 2025お知らせ • Aug 20Levi Strauss & Co. Appoints Chris Callieri as Senior Vice President and Chief Supply Chain Officer, Effective September 15, 2025Levi Strauss & Co. announced the appointment of Chris Callieri as senior vice president and chief supply chain officer, effective September 15, 2025. Reporting to Michelle Gass, president and chief executive officer, Callieri will join the company’s executive leadership team and will be responsible for the global supply chain operations for the Levi’s brand. His responsibilities include product development, sourcing, global supply management, sustainability, and distribution and logistics. Callieri brings more than 20 years of international supply chain experience in the retail and consumer goods industries. He joins LS&Co. from Victoria’s Secret & Co., where he served as chief supply chain officer, leading a global team across multiple geographies and overseeing product development, sourcing, production, and distribution and logistics for various categories including intimates, apparel, accessories and beauty. Previously he was at Tory Burch, where he was pivotal in implementing systems like PLM, Merchandise Planning and SAP, and led the transformation of the supply chain. Chris has a long-standing commitment to sustainability and established Tory Burch’s sustainability team and strategy. Prior to Tory Burch, Callieri held senior roles at Adidas, including senior vice president, product operations,where he was responsible for materials development, product development, sourcing and logistics for Adidas Lifestyle Brands. Callieri's extensive experience also includes leadership roles at HRC Advisory and A.T. Kearney, where he led various transformation initiatives and developed strategies to improve supply chain responsiveness and product innovation for leading retailers.Declared Dividend • Jul 14Dividend of US$0.14 announcedShareholders will receive a dividend of US$0.14. Ex-date: 23rd July 2025 Payment date: 8th August 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 40% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 11Second quarter 2025 earnings released: EPS: US$0.20 (vs US$0.045 in 2Q 2024)Second quarter 2025 results: EPS: US$0.20 (up from US$0.045 in 2Q 2024). Revenue: US$1.45b (flat on 2Q 2024). Net income: US$79.6m (up 342% from 2Q 2024). Profit margin: 5.5% (up from 1.2% in 2Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Jul 11+ 1 more updateLevi Strauss & Co. Updates Earnings Guidance for Year 2025Levi Strauss & Co. updated earnings guidance for year 2025. For the year company Reported net revenue growth raised by three percentage points: 1% to 2%, up from (1%) to (2%); Organic net revenue growth raised by one percentage point: 4.5% to 5.5%, up from 3.5% to 4.5%.お知らせ • May 21Authentic Brands Group, LLC entered into a definitive agreement to acquire Levi Strauss & Co. (Canada) Inc. from Levi Strauss & Co. (NYSE:LEVI) for approximately CAD 390 million.Authentic Brands Group, LLC entered into a definitive agreement to acquire Levi Strauss & Co. (Canada) Inc. from Levi Strauss & Co. (NYSE:LEVI) for approximately CAD 390 million on May 18, 2025. The transaction has initial transaction value of CAD 311 million, subject to customary adjustments and closing conditions, with the potential to reach up to CAD 391 million through an CAD 80 million earnout opportunity in future years based on the performance of the Dockers® business under Authentic’s ownership. The transaction is subject to customary closing conditions, and the expected completion of the transaction is on or around July 31, 2025. BofA Securities, Inc. acted as financial advisor for Levi Strauss & Co. Cleary Gottlieb Steen & Hamilton LLP acted as legal advisor for Levi Strauss & Co.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €16.25, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Luxury industry in Italy. Total loss to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €23.83 per share.お知らせ • Apr 09+ 2 more updatesLevi Strauss & Co. Reaffirms Earnings Guidance for Fiscal Year 2025Levi Strauss & Co. reaffirmed earnings guidance for fiscal year 2025. For the period, the company reaffirmed organic net revenue to be 3.5% to 4.5%.Reported Earnings • Apr 08First quarter 2025 earnings released: EPS: US$0.35 (vs US$0.025 loss in 1Q 2024)First quarter 2025 results: EPS: US$0.35 (up from US$0.025 loss in 1Q 2024). Revenue: US$1.53b (up 3.1% from 1Q 2024). Net income: US$140.2m (up US$150.0m from 1Q 2024). Profit margin: 9.2% (up from net loss in 1Q 2024). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Luxury industry in Italy.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to €11.53, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Luxury industry in Italy. Total loss to shareholders of 37% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €17.10 per share.Buy Or Sell Opportunity • Apr 01Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.7% to €14.46. The fair value is estimated to be €18.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 47%. Revenue is forecast to grow by 3.6% in 2 years. Earnings are forecast to grow by 187% in the next 2 years.お知らせ • Mar 13Levi Strauss & Co., Annual General Meeting, Apr 23, 2025Levi Strauss & Co., Annual General Meeting, Apr 23, 2025.Declared Dividend • Feb 01Fourth quarter dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 11th February 2025 Payment date: 28th February 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio). However, it is well covered by cash flows (31% cash payout ratio). The dividend has increased by an average of 12% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 5.1% to bring the payout ratio under control. EPS is expected to grow by 161% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Jan 30Full year 2024 earnings released: EPS: US$0.53 (vs US$0.63 in FY 2023)Full year 2024 results: EPS: US$0.53 (down from US$0.63 in FY 2023). Revenue: US$6.36b (up 2.9% from FY 2023). Net income: US$210.6m (down 16% from FY 2023). Profit margin: 3.3% (down from 4.0% in FY 2023). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Italy.お知らせ • Jan 30+ 1 more updateLevi Strauss & Co. Provides Earnings Guidance for the Year Ending November 30, 2025Levi Strauss & Co. provided earnings guidance for the year ending November 30, 2025. For the period, company expects net revenues of (1%) to (2%), Organic net revenues growth of 3.5% to 4.5%.お知らせ • Jan 23+ 1 more updateLevi Strauss & Co. Appoints Artemis Patrick to Board of Directors and Member of the Board’s Audit and Nominating, Governance and Corporate Citizenship CommitteesLevi Strauss & Co. announced that its board of directors has elected Artemis Patrick, age 53, to serve as a member of the board, effective February 1, 2025. The Board also appointed Ms. Patrick to serve as a member of the Board’s Audit and Nominating, Governance and Corporate Citizenship Committees, effective March 1, 2025. As a Class I director, Ms. Patrick will serve as a member of the Board until the Company’s 2026 annual meeting of shareholders and until her successor is elected and qualified, or until her earlier death, resignation, retirement or removal. The Board determined that Ms. Patrick is an “independent” director under the New York Stock Exchange rules and meets all applicable requirements to serve on the Audit Committee. Patrick currently serves as president and CEO of Sephora North America, where she is responsible for the strategy, vision and financial performance of Sephora’s United States and Canadian businesses. As CEO of Sephora North America, Patrick is responsible for shaping the retailer’s strategic multiyear growth for the U.S. and Canada. She also is a member of Sephora’s Global Leadership Team (SLT) and leads Sephora North America’s Operating Committee. During her 19 years at Sephora, Patrick has been a consistent leader across several business functions, most recently serving as global merchandising officer for Sephora and chief merchandising officer for Sephora Americas prior to being appointed CEO. She also plays an active role on Cosmetic Executive Women’s board, supporting and promoting the many talented women in the beauty industry. Patrick has a Bachelor of Arts in economics from University of California, Santa Cruz, as well as Master of Business Administration from San Francisco State University.お知らせ • Jan 15Levi Strauss & Co. to Report Q4, 2024 Results on Jan 29, 2025Levi Strauss & Co. announced that they will report Q4, 2024 results on Jan 29, 2025New Risk • Dec 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (126% payout ratio). Share price has been volatile over the past 3 months (5.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.5% net profit margin).お知らせ • Oct 29Levi Strauss & Co. Appoints Dario Aguilar as Managing Director, Latin America, Effective December 2, 2024Levi Strauss & Co. announced the appointment of Dario Aguilar as the company’s managing director for Latin America, effective December 2, 2024. Reporting to EVP and Chief Commercial Officer Gianluca Flore, Aguilar will be responsible for overseeing the company’s commercial operations in the region across channels and driving long-term, sustainable growth as a brand-led, DTC-first apparel leader. With more than 25 years of commercial experience, Aguilar most recently served as CEO of Sephora Mexico, where he oversaw the growth of the brand’s retail network in the country, tripling top and bottom-line growth since joining the LVMH Group in 2021. Aguilar also previously led commercial operations for C&A as CEO of Mexico, where he oversaw the brand’s retail fleet and e-commerce launch, in addition to its local logistics and manufacturing operations. Prior to this, he served in various commercial leadership roles at Adidas and Nike across Latin America, as well as in Europe, where he expanded the brands’ owned-and-operated and franchise retail operations across markets.Upcoming Dividend • Oct 21Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 28 October 2024. Payment date: 14 November 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.8%. Lower than top quartile of Italian dividend payers (5.3%). Higher than average of industry peers (1.9%).お知らせ • Oct 16Levi Strauss & Co. Announces Board ChangesLevi Strauss & Co. announced that its board of directors has elected Daniel Geballe to serve as a member of the board, effective April 26, 2025, which is when current member David Friedman is set to retire from the board upon reaching the mandatory retirement age. Geballe currently serves as a managing director at SJF Ventures, where he leads investments in early-stage companies creating positive social and environmental impacts. Prior to SJF Ventures, Geballe worked for The Corporation for Enterprise Development and Fisher Investments. He holds a bachelor’s degree in anthropology and a master’s degree in environmental management, both from Yale University, and an M.B.A. from the Stanford Graduate School of Business. Geballe also serves as Vice President and a member of the Board of Directors of the Levi Strauss Foundation, where he chairs the Finance Committee.Declared Dividend • Oct 06Third quarter dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 29th October 2024 Payment date: 14th November 2024 Dividend yield will be 2.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (126% earnings payout ratio). However, it is well covered by cash flows (33% cash payout ratio). The dividend has increased by an average of 12% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 40% to bring the payout ratio under control. EPS is expected to grow by 208% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Buy Or Sell Opportunity • Oct 04Now 25% undervaluedThe stock has been flat over the last 90 days, currently trading at €17.52. The fair value is estimated to be €23.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 41%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 45% per annum over the same time period.Reported Earnings • Oct 03Third quarter 2024 earnings released: EPS: US$0.052 (vs US$0.024 in 3Q 2023)Third quarter 2024 results: EPS: US$0.052 (up from US$0.024 in 3Q 2023). Revenue: US$1.52b (flat on 3Q 2023). Net income: US$20.7m (up 116% from 3Q 2023). Profit margin: 1.4% (up from 0.6% in 3Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Luxury industry in Italy.お知らせ • Oct 03+ 1 more updateLevi Strauss & Co. Declares Dividend Class A Common Stock and Class B Common Stock, Payable on November 14, 2024Levi Strauss & Co. declared a dividend of $0.13per share totaling approximately $52 million. The dividend is payable in cash on November 14, 2024, to the holders of record of Class A common stock and Class B common stock at the close of business on October 29, 2024.お知らせ • Sep 18Levi Strauss & Co. to Report Q3, 2024 Results on Oct 02, 2024Levi Strauss & Co. announced that they will report Q3, 2024 results on Oct 02, 2024Upcoming Dividend • Jul 26Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 02 August 2024. Payment date: 20 August 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.8%. Lower than top quartile of Italian dividend payers (5.4%). Higher than average of industry peers (1.9%).Declared Dividend • Jul 05Second quarter dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 2nd August 2024 Payment date: 20th August 2024 Dividend yield will be 2.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (133% earnings payout ratio). However, it is well covered by cash flows (31% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 48% to bring the payout ratio under control. EPS is expected to grow by 170% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Jun 15Levi Strauss & Co. to Report Q2, 2024 Results on Jun 26, 2024Levi Strauss & Co. announced that they will report Q2, 2024 results on Jun 26, 2024お知らせ • Apr 12Levi Strauss & Co. Appoints Gianluca Flore as Chief Commercial OfficerLevi Strauss & Co announced the appointment of Gianluca Flore as executive vice president and chief commercial officer, effective July 29. Reporting to Michelle Gass, president and chief executive officer, Flore will join the company’s executive leadership team and will be responsible for the commercial operations of the Levi’s® brand across all global channels, including stores, e-commerce and wholesale. Flore brings more than 20 years of international commercial experience in the luxury apparel and lifestyle sector. He joins LS&Co. from Burberry, where he was appointed chief commercial officer in 2021, overseeing five regions and a network of more than 400 stores. Prior to this, he served as the company’s president for the Americas and Global Retail Excellence, spearheading the expansion and productivity of the brand’s retail footprint, and elevating distribution and positioning across wholesale. Flore has also held leadership roles at the luxury group Kering, including CEO of Brioni, where he established a profitable retail business model for the brand, and at Bottega Veneta, where he led double-digit revenue increases across wholesale and retail channels. Flore holds a BBA and post-graduate certificate from LUISS University in Rome, Italy, as well as a post-graduate certificate from the London School of Economics.お知らせ • Apr 05+ 1 more updateLevi Strauss Factory in Central Poland to Close by End NovemberLevi Strauss plant in Plock, central Poland, will cease in mid-June and the factory will close by the end of November, the city's mayor has announced. During a press conference held at the city hall on April 4, 2024, Andrzej Nowakowski said that he had received information about the planned closure of the Levi Strauss clothing factory on the previous day, shortly before the factory director met with trade union representatives. When he asked about reasons for the plant's closure, Nowakowski was told that the decision was based on "high labour costs and high energy costs, which make production in Plock, and in Europe in general, far more expensive than in Asian countries". Nowakowski said that a few months before he talked to the factory's management about its development, as well as about investments that were planned and have already been implemented. Nowakowski said that 650 people will lose their jobs due to the closure of the plant, approximately half of them being local residents. The Levi Strauss plant in Plock started production in 1992. It operates on land belonging to the city, leased on preferential terms.お知らせ • Apr 04+ 2 more updatesLevi Strauss & Co. Reports Unaudited Consolidated Impairment Changes for the First Quarter Ended February 25, 2024Levi Strauss & Co. reported unaudited consolidated impairment changes for the first quarter ended February 25, 2024. For the period, the company reported goodwill impairment of $5.5 million.Reported Earnings • Apr 04First quarter 2024 earnings released: US$0.027 loss per share (vs US$0.29 profit in 1Q 2023)First quarter 2024 results: US$0.027 loss per share (down from US$0.29 profit in 1Q 2023). Revenue: US$1.56b (down 7.8% from 1Q 2023). Net loss: US$10.6m (down 109% from profit in 1Q 2023). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Luxury industry in Italy.お知らせ • Mar 15Levi Strauss & Co., Annual General Meeting, Apr 24, 2024Levi Strauss & Co., Annual General Meeting, Apr 24, 2024, at 10:30 Pacific Standard Time. Agenda: To consider Election of Class II Directors; to consider Advisory Vote on Executive Compensation; to consider Ratification of Selection of Independent Registered Public Accounting Firm; and to consider Corporate Financial Sustainability Report.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €16.05, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Luxury industry in Italy. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at €21.16 per share.Buy Or Sell Opportunity • Feb 04Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at €13.75. The fair value is estimated to be €17.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.Upcoming Dividend • Jan 30Upcoming dividend of US$0.12 per share at 2.9% yieldEligible shareholders must have bought the stock before 06 February 2024. Payment date: 23 February 2024. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of Italian dividend payers (5.1%). Higher than average of industry peers (1.8%).Declared Dividend • Jan 29Fourth quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 6th February 2024 Payment date: 23rd February 2024 Dividend yield will be 3.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (159% cash payout ratio). The dividend has increased by an average of 12% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 102% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jan 26Full year 2023 earnings released: EPS: US$0.63 (vs US$1.43 in FY 2022)Full year 2023 results: EPS: US$0.63 (down from US$1.43 in FY 2022). Revenue: US$6.18b (flat on FY 2022). Net income: US$249.6m (down 56% from FY 2022). Profit margin: 4.0% (down from 9.2% in FY 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Luxury industry in Italy.お知らせ • Jan 26+ 1 more updateLevi Strauss & Co. Provides Earnings Guidance for Fiscal 2024Levi Strauss & Co. provided earnings guidance for fiscal 2024. For the period, company to Report net revenues growth of 1% to 3% year-over-year. This includes an expected 2-point negative impact primarily attributable to the strategic decision to exit the Denizen business, planned lower off-price sales and FX partially offset by a 53rd week.お知らせ • Jan 10Levi Strauss & Co. Appoints David Marberger to the Board of Directors and Member of Audit CommitteeLevi Strauss & Co. announced that its board of directors has appointed David Marberger as a member of the board and to serve on the board’s Audit Committee, effective immediately. With more than 30 years of finance and leadership experience, Marberger currently serves as the executive vice president and chief financial officer for Conagra Brands Inc. As CFO of Conagra Brands, Marberger oversees the company's finances and information technology functions. He joined Conagra Brands in August 2016. Prior to joining Conagra Brands, Marberger served as chief financial officer at Prestige Brands. Marberger also served as chief financial officer of Godiva Chocolatier for seven years, where he was responsible for the finance, accounting, audit, tax and IT functions, in addition to overseeing Godiva’s worldwide strategic planning process. And before that, Marberger served as chief financial officer of Tasty Baking Company and spent 10 years at Campbell Soup Company, where he held finance roles with increasing responsibility. Marberger holds an M.B.A. from The Wharton School, University of Pennsylvania, and a B.B.A. from the University of Massachusetts.お知らせ • Dec 19Levi Strauss & Co. Announces Patricia Salas Pineda, A Class III Director, Retires from Board of DirectorOn December 18, 2023, having reached the mandatory retirement age, Patricia Salas Pineda, a Class III director, retired from the Levi Strauss & Co’s. Board of Directors. The Company’s corporate governance guidelines provide that a director is deemed to have resigned automatically upon the director’s 72nd birthday unless the Nominating, Governance and Corporate Citizenship Committee of the Board (the “NGCC Committee”) or the Board, upon recommendation from the NGCC Committee, waives this requirement. Ms. Pineda served on the Company’s Board since 1991 and she most recently served as a member of the NGCC Committee and the Finance Committee of the Board. Ms. Pineda’s retirement is not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. The Board intends to fill the resulting vacancy in due course pursuant to the Company’s Amended and Restated Bylaws. Following Ms. Pineda’s departure, the Board consists of eleven directors.お知らせ • Dec 08+ 1 more updateLevi Strauss & Co. Announces CEO ChangesLevi Strauss & Co. announced that Chip Bergh has decided to retire from the company as of April 26, 2024. In anticipation of Bergh's retirement, the company's board of directors has elected Michelle Gass, currently the company's president, to succeed Bergh as president and chief executive officer effective January 29, 2024, completing the transition plan announced on November 8, 2022. In addition, the board has elected Bergh as executive vice chair of the board until his retirement date. Thereafter, Bergh will transition to the role of senior advisor until the end of the company's 2024 fiscal year. Over the course of his tenure, Bergh evolved the company into one of the world's best apparel companies and advanced the Levi's(R) business from a predominantly men's U.S. wholesale bottoms business to a global, DTC-driven one, in addition to reinvigorating the women's business. Bergh also revitalized the Levi's(R) brand, repositioning it at the center of culture through strategic initiatives like claiming the naming rights for Levi's(R) Stadium and deepening the brand's connection to the music industry. Bergh was also recognized in 2019 as one of the World's 50 Greatest Leaders by Fortune magazine. Notably, LS&Co. returned to the public markets with a successful IPO in March 2019 and expanded the company's brand portfolio with the acquisition of Beyond Yoga in 2021. Since starting as president of LS&Co. in January 2023, Gass has been responsible for leading the Levi's(R) brand, including its product, merchandising and marketing functions, as well as the company's digital and global commercial operations, while working closely with Bergh. As a former Fortune 500 CEO, Gass has been focused on accelerating international growth, positioning the Levi's(R) brand as a head-to-toe denim lifestyle apparel business and transitioning LS&Co.'s operating model to a DTC-first organization.Reported Earnings • Oct 06Third quarter 2023 earnings released: EPS: US$0.024 (vs US$0.43 in 3Q 2022)Third quarter 2023 results: EPS: US$0.024 (down from US$0.43 in 3Q 2022). Revenue: US$1.51b (flat on 3Q 2022). Net income: US$9.60m (down 94% from 3Q 2022). Profit margin: 0.6% (down from 11% in 3Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Luxury industry in Italy.お知らせ • Oct 06+ 2 more updatesLevi Strauss & Co. Provides Revenue Guidance for the Fiscal Year 2023Levi Strauss & Co. provided revenue guidance for the fiscal year 2023. The company reported net revenues are expected flat to up 1% year-over-year.業績と収益の成長予測BIT:1LEVI - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数11/30/20287,438814659N/A411/30/20277,0196695568351411/30/20266,692604470775143/1/20266,498539474689N/A11/30/20256,282502308530N/A8/31/20256,266522324560N/A6/1/20256,166423366588N/A3/2/20256,079360442665N/A12/1/20246,032210671898N/A8/25/20245,924157635860N/A5/26/20245,992144615859N/A2/25/20245,970125608882N/A11/26/20235,842251122436N/A8/27/20236,125273-127194N/A5/28/20236,132437-122208N/A2/26/20236,266488-324-19N/A11/27/20226,169569-39228N/A8/28/20226,265571193449N/A5/29/20226,245592415635N/A2/27/20226,050607550754N/A11/28/20215,764554570737N/A8/29/20215,465457578728N/A5/30/20215,031291554676N/A2/28/20214,252-137218341N/A11/29/20204,453-127339470N/A8/23/20204,635-89311448N/A5/24/20205,0199118292N/A2/23/20205,835401N/A554N/A11/24/20195,763395N/A412N/A8/25/20195,786396N/A421N/A5/26/20195,733402N/A355N/A2/24/20195,666449N/A410N/A11/25/20185,575283N/A420N/A8/26/20185,449302N/A436N/A5/27/20185,324260N/A536N/A2/25/20185,146202N/A543N/A11/26/20174,904281N/A526N/A8/27/20174,738262N/A498N/A5/28/20174,654272N/A420N/A2/26/20174,598285N/A310N/A11/27/20164,553291N/A307N/A8/28/20164,538296N/A211N/A5/29/20164,495256N/A219N/A2/28/20164,496237N/A227N/A11/29/20154,494209N/A218N/A8/30/20154,597102N/A262N/A5/31/20154,60995N/A263N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1LEVIの予測収益成長率 (年間13.5% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1LEVIの収益 ( 13.5% ) はItalian市場 ( 10.6% ) よりも速いペースで成長すると予測されています。高成長収益: 1LEVIの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 1LEVIの収益 ( 4.7% ) Italian市場 ( 5.6% ) よりも低い成長が予測されています。高い収益成長: 1LEVIの収益 ( 4.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1LEVIの 自己資本利益率 は、3年後には高くなると予測されています ( 25.1 %)成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 16:10終値2026/05/07 00:00収益2026/03/01年間収益2025/11/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Levi Strauss & Co. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21 アナリスト機関Adrienne Yih-TennantBarclaysPaul KearneyBarclaysLaurent VasilescuBNP Paribas18 その他のアナリストを表示
お知らせ • Oct 10+ 2 more updatesLevi Strauss & Co. Provides Revenue Guidance for the Fourth Quarter of 2025Levi Strauss & Co. provided revenue guidance for the fourth quarter of 2025. The company expects organic net revenue growth to be up approximately 1%. Reported net revenues expects to be down approximately 3% because of noncomparable items, including the 53rd week, Denizen and footwear, which are no longer included in the revenue base.
お知らせ • Jul 11+ 1 more updateLevi Strauss & Co. Updates Earnings Guidance for Year 2025Levi Strauss & Co. updated earnings guidance for year 2025. For the year company Reported net revenue growth raised by three percentage points: 1% to 2%, up from (1%) to (2%); Organic net revenue growth raised by one percentage point: 4.5% to 5.5%, up from 3.5% to 4.5%.
お知らせ • Apr 09+ 2 more updatesLevi Strauss & Co. Reaffirms Earnings Guidance for Fiscal Year 2025Levi Strauss & Co. reaffirmed earnings guidance for fiscal year 2025. For the period, the company reaffirmed organic net revenue to be 3.5% to 4.5%.
お知らせ • Jan 30+ 1 more updateLevi Strauss & Co. Provides Earnings Guidance for the Year Ending November 30, 2025Levi Strauss & Co. provided earnings guidance for the year ending November 30, 2025. For the period, company expects net revenues of (1%) to (2%), Organic net revenues growth of 3.5% to 4.5%.
お知らせ • Jan 26+ 1 more updateLevi Strauss & Co. Provides Earnings Guidance for Fiscal 2024Levi Strauss & Co. provided earnings guidance for fiscal 2024. For the period, company to Report net revenues growth of 1% to 3% year-over-year. This includes an expected 2-point negative impact primarily attributable to the strategic decision to exit the Denizen business, planned lower off-price sales and FX partially offset by a 53rd week.
お知らせ • Oct 06+ 2 more updatesLevi Strauss & Co. Provides Revenue Guidance for the Fiscal Year 2023Levi Strauss & Co. provided revenue guidance for the fiscal year 2023. The company reported net revenues are expected flat to up 1% year-over-year.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €19.57, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Luxury industry in Italy. Total returns to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €26.90 per share.
お知らせ • Apr 09Levi Strauss & Co. Announces Planned Retirement of Chief Financial Officer Harmit Singh, Effective No Later Than November 30, 2026Levi Strauss & Co. announced that Chief Financial Officer Harmit Singh will continue in his role as Chief Financial Officer until a successor is appointed and then transition to serve as Special Advisor, following which he will retire. Singh joined Levi Strauss & Co. in 2013 as Chief Financial Officer, taking responsibility for the company’s global finance, information technology, M&A, investor relations, strategic sourcing and global business services functions. Prior to joining Levi Strauss & Co., Singh served as Chief Financial Officer at Hyatt Hotels Corporation and held Division CFO roles at Yum! Restaurants International and Pizza Hut. To facilitate the transition and enable continuity, the Company and Mr. Singh have entered into a transition and separation agreement dated April 3, 2026 (the “Separation Agreement”) which will allow the Company to leverage Mr. Singh’s long tenure and Company expertise as Special Advisor beginning on the Transition Date and continuing through November 30, 2026. Until such time as his successor commences in the role as Chief Financial Officer, but no later than November 30, 2026.
お知らせ • Apr 08+ 2 more updatesLevi Strauss & Co. Announces Planned Retirement of Harmit Singh as Executive Vice President and Chief Growth Officer, Effective No Later Than November 30, 2026Levi Strauss & Co. announced on April 7, 2026, that Harmit Singh, the Company's Executive Vice President and Chief Financial and Growth Officer, will transition to the role of Special Advisor to the Company. Until such time as his successor commences in the role as Chief Financial Officer, but no later than November 30, 2026 (the “Transition Date”), Mr. Singh will continue to serve as the Company’s Executive Vice President and Chief Financial and Growth Officer. Singh joined Levi Strauss & Co. in 2013 as Chief Financial Officer, taking responsibility for the company's global finance, information technology, M&A, investor relations, strategic sourcing and global business services functions. In 2023, his role expanded to include Chief Growth Officer, where he helped shape corporate strategy, accelerate transformation initiatives and advance several key enablers of the company's future, including global real estate, franchise expansion and the development of Global Talent Hubs. Prior to joining Levi Strauss & Co., Singh served as Chief Financial Officer at Hyatt Hotels Corporation and held Division CFO roles at Yum! Restaurants International and Pizza Hut.
お知らせ • Mar 25Levi Strauss & Co. to Report Q1, 2026 Results on Apr 07, 2026Levi Strauss & Co. announced that they will report Q1, 2026 results on Apr 07, 2026
お知らせ • Mar 12Levi Strauss & Co., Annual General Meeting, Apr 22, 2026Levi Strauss & Co., Annual General Meeting, Apr 22, 2026.
Buy Or Sell Opportunity • Mar 03Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.5% to €17.81. The fair value is estimated to be €22.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Recent Insider Transactions • Feb 15Insider recently sold €736k worth of stockOn the 12th of February, Jason Gowans sold around 40k shares on-market at roughly €18.40 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €828k more than they bought in the last 12 months.
New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.2% average weekly change).
Buy Or Sell Opportunity • Feb 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €18.49. The fair value is estimated to be €23.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €19.45, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Luxury industry in Italy. Total returns to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.18 per share.
Declared Dividend • Feb 02Dividend of US$0.14 announcedShareholders will receive a dividend of US$0.14. Ex-date: 9th February 2026 Payment date: 25th February 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (43% earnings payout ratio) and cash flows (71% cash payout ratio). The dividend has increased by an average of 11% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 69% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jan 30Full year 2025 earnings released: EPS: US$1.27 (vs US$0.53 in FY 2024)Full year 2025 results: EPS: US$1.27 (up from US$0.53 in FY 2024). Revenue: US$6.28b (up 4.1% from FY 2024). Net income: US$502.0m (up 139% from FY 2024). Profit margin: 8.0% (up from 3.5% in FY 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.
Buy Or Sell Opportunity • Jan 29Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.2% to €16.45. The fair value is estimated to be €20.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
お知らせ • Jan 29+ 1 more updateLevi Strauss & Co. Declares Quarterly Cash Dividend on Class A Common Stock and Class B Common Stock, Payable on February 25, 2026Levi Strauss & Co. declared a dividend of $0.14 per share totaling approximately $55 million, payable in cash on February 25, 2026 to the holders of record of Class A common stock and Class B common stock at the close of business on February 10, 2026.
お知らせ • Jan 14Levi Strauss & Co. to Report Q4, 2025 Results on Jan 28, 2026Levi Strauss & Co. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Jan 28, 2026
New Risk • Jan 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.3% average weekly change).
お知らせ • Dec 17Levi Strauss & Co. Appoints Jeffrey J. Jones II as Board Member and Committee Member, Effective January 21, 2026Levi Strauss & Co. announced that its board of directors has appointed Jeffrey J. Jones II to serve as a member of the board, effective January 21, 2026, at which time he will serve as a member of the board’s Nominating, Governance and Corporate Citizenship Committee as well as the Compensation and Human Capital Committee. Mr. Jones has served as President and CEO and Director of H&R Block Inc. since 2017 and brings more than 30 years of experience across five industries. Mr. Jones has served as President, Chief Executive Officer and Director of H&R Block Inc. since 2017 and will retire from the company on December 31, 2025. He previously served as President of Ride Sharing at Uber Technologies Inc., where he led operations, customer support, strategy and planning, product operations and marketing. Mr. Jones also served as Executive Vice President and Chief Marketing Officer at Target Corporation, overseeing brand, digital and guest experience strategy, corporate communications, investor relations and brand management of all owned brands and Target’s limited-time offering collaborations. Earlier in his career, Mr. Jones was partner and President of McKinney, an advertising agency, where he led major client engagements and organizational growth. Mr. Jones is a member of the Council for Inclusive Capitalism, the Fast Company Impact Council and the Kansas City Economic Club. He holds a Bachelor of Arts degree in Communications from the University of Dayton.
Buy Or Sell Opportunity • Nov 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.6% to €17.61. The fair value is estimated to be €22.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 3.0% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.
Buy Or Sell Opportunity • Oct 30Now 21% undervaluedOver the last 90 days, the stock has risen 15% to €17.97. The fair value is estimated to be €22.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 3.0% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.
Declared Dividend • Oct 13Dividend of US$0.14 announcedShareholders will receive a dividend of US$0.14. Ex-date: 17th October 2025 Payment date: 4th November 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 11% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 10Third quarter 2025 earnings released: EPS: US$0.31 (vs US$0.057 in 3Q 2024)Third quarter 2025 results: EPS: US$0.31 (up from US$0.057 in 3Q 2024). Revenue: US$1.54b (up 7.0% from 3Q 2024). Net income: US$122.0m (up 437% from 3Q 2024). Profit margin: 7.9% (up from 1.6% in 3Q 2024). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Oct 10+ 2 more updatesLevi Strauss & Co. Provides Revenue Guidance for the Fourth Quarter of 2025Levi Strauss & Co. provided revenue guidance for the fourth quarter of 2025. The company expects organic net revenue growth to be up approximately 1%. Reported net revenues expects to be down approximately 3% because of noncomparable items, including the 53rd week, Denizen and footwear, which are no longer included in the revenue base.
Buy Or Sell Opportunity • Oct 07Now 21% undervaluedOver the last 90 days, the stock has risen 25% to €20.65. The fair value is estimated to be €26.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 32%. Revenue is forecast to grow by 2.4% in 2 years. Earnings are forecast to grow by 53% in the next 2 years.
お知らせ • Oct 04Levi Strauss & Co. Announces Board Changes, Effective October 2, 2025On October 2, 2025, having reached the mandatory retirement age, Spencer Fleischer, a Class I director, retired from Levi Strauss & Co’s. Board of Directors. The Company’s corporate governance guidelines provide that a director is deemed to have resigned automatically upon the director’s 72nd birthday unless the Nominating, Governance and Corporate Citizenship Committee of the Board or the Board, upon recommendation from the NGCC Committee, waives this requirement. Mr. Fleischer has served on the Company’s Board since 2013 and most recently served as the chair of the Compensation and Human Capital Committee and a member of the Finance Committee. Effective upon Mr. Fleisher’s retirement, Troy Alstead was named the Chair of the Company’s Compensation and Human Capital Committee. Mr. Fleischer’s retirement is not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. Following Mr. Fleischer’s departure, the Board consists of twelve directors.
お知らせ • Sep 25Levi Strauss & Co. to Report Q3, 2025 Results on Oct 09, 2025Levi Strauss & Co. announced that they will report Q3, 2025 results on Oct 09, 2025
お知らせ • Aug 20Levi Strauss & Co. Appoints Chris Callieri as Senior Vice President and Chief Supply Chain Officer, Effective September 15, 2025Levi Strauss & Co. announced the appointment of Chris Callieri as senior vice president and chief supply chain officer, effective September 15, 2025. Reporting to Michelle Gass, president and chief executive officer, Callieri will join the company’s executive leadership team and will be responsible for the global supply chain operations for the Levi’s brand. His responsibilities include product development, sourcing, global supply management, sustainability, and distribution and logistics. Callieri brings more than 20 years of international supply chain experience in the retail and consumer goods industries. He joins LS&Co. from Victoria’s Secret & Co., where he served as chief supply chain officer, leading a global team across multiple geographies and overseeing product development, sourcing, production, and distribution and logistics for various categories including intimates, apparel, accessories and beauty. Previously he was at Tory Burch, where he was pivotal in implementing systems like PLM, Merchandise Planning and SAP, and led the transformation of the supply chain. Chris has a long-standing commitment to sustainability and established Tory Burch’s sustainability team and strategy. Prior to Tory Burch, Callieri held senior roles at Adidas, including senior vice president, product operations,where he was responsible for materials development, product development, sourcing and logistics for Adidas Lifestyle Brands. Callieri's extensive experience also includes leadership roles at HRC Advisory and A.T. Kearney, where he led various transformation initiatives and developed strategies to improve supply chain responsiveness and product innovation for leading retailers.
Declared Dividend • Jul 14Dividend of US$0.14 announcedShareholders will receive a dividend of US$0.14. Ex-date: 23rd July 2025 Payment date: 8th August 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 40% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 11Second quarter 2025 earnings released: EPS: US$0.20 (vs US$0.045 in 2Q 2024)Second quarter 2025 results: EPS: US$0.20 (up from US$0.045 in 2Q 2024). Revenue: US$1.45b (flat on 2Q 2024). Net income: US$79.6m (up 342% from 2Q 2024). Profit margin: 5.5% (up from 1.2% in 2Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Jul 11+ 1 more updateLevi Strauss & Co. Updates Earnings Guidance for Year 2025Levi Strauss & Co. updated earnings guidance for year 2025. For the year company Reported net revenue growth raised by three percentage points: 1% to 2%, up from (1%) to (2%); Organic net revenue growth raised by one percentage point: 4.5% to 5.5%, up from 3.5% to 4.5%.
お知らせ • May 21Authentic Brands Group, LLC entered into a definitive agreement to acquire Levi Strauss & Co. (Canada) Inc. from Levi Strauss & Co. (NYSE:LEVI) for approximately CAD 390 million.Authentic Brands Group, LLC entered into a definitive agreement to acquire Levi Strauss & Co. (Canada) Inc. from Levi Strauss & Co. (NYSE:LEVI) for approximately CAD 390 million on May 18, 2025. The transaction has initial transaction value of CAD 311 million, subject to customary adjustments and closing conditions, with the potential to reach up to CAD 391 million through an CAD 80 million earnout opportunity in future years based on the performance of the Dockers® business under Authentic’s ownership. The transaction is subject to customary closing conditions, and the expected completion of the transaction is on or around July 31, 2025. BofA Securities, Inc. acted as financial advisor for Levi Strauss & Co. Cleary Gottlieb Steen & Hamilton LLP acted as legal advisor for Levi Strauss & Co.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €16.25, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Luxury industry in Italy. Total loss to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €23.83 per share.
お知らせ • Apr 09+ 2 more updatesLevi Strauss & Co. Reaffirms Earnings Guidance for Fiscal Year 2025Levi Strauss & Co. reaffirmed earnings guidance for fiscal year 2025. For the period, the company reaffirmed organic net revenue to be 3.5% to 4.5%.
Reported Earnings • Apr 08First quarter 2025 earnings released: EPS: US$0.35 (vs US$0.025 loss in 1Q 2024)First quarter 2025 results: EPS: US$0.35 (up from US$0.025 loss in 1Q 2024). Revenue: US$1.53b (up 3.1% from 1Q 2024). Net income: US$140.2m (up US$150.0m from 1Q 2024). Profit margin: 9.2% (up from net loss in 1Q 2024). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Luxury industry in Italy.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to €11.53, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Luxury industry in Italy. Total loss to shareholders of 37% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €17.10 per share.
Buy Or Sell Opportunity • Apr 01Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.7% to €14.46. The fair value is estimated to be €18.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 47%. Revenue is forecast to grow by 3.6% in 2 years. Earnings are forecast to grow by 187% in the next 2 years.
お知らせ • Mar 13Levi Strauss & Co., Annual General Meeting, Apr 23, 2025Levi Strauss & Co., Annual General Meeting, Apr 23, 2025.
Declared Dividend • Feb 01Fourth quarter dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 11th February 2025 Payment date: 28th February 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio). However, it is well covered by cash flows (31% cash payout ratio). The dividend has increased by an average of 12% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 5.1% to bring the payout ratio under control. EPS is expected to grow by 161% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Jan 30Full year 2024 earnings released: EPS: US$0.53 (vs US$0.63 in FY 2023)Full year 2024 results: EPS: US$0.53 (down from US$0.63 in FY 2023). Revenue: US$6.36b (up 2.9% from FY 2023). Net income: US$210.6m (down 16% from FY 2023). Profit margin: 3.3% (down from 4.0% in FY 2023). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Italy.
お知らせ • Jan 30+ 1 more updateLevi Strauss & Co. Provides Earnings Guidance for the Year Ending November 30, 2025Levi Strauss & Co. provided earnings guidance for the year ending November 30, 2025. For the period, company expects net revenues of (1%) to (2%), Organic net revenues growth of 3.5% to 4.5%.
お知らせ • Jan 23+ 1 more updateLevi Strauss & Co. Appoints Artemis Patrick to Board of Directors and Member of the Board’s Audit and Nominating, Governance and Corporate Citizenship CommitteesLevi Strauss & Co. announced that its board of directors has elected Artemis Patrick, age 53, to serve as a member of the board, effective February 1, 2025. The Board also appointed Ms. Patrick to serve as a member of the Board’s Audit and Nominating, Governance and Corporate Citizenship Committees, effective March 1, 2025. As a Class I director, Ms. Patrick will serve as a member of the Board until the Company’s 2026 annual meeting of shareholders and until her successor is elected and qualified, or until her earlier death, resignation, retirement or removal. The Board determined that Ms. Patrick is an “independent” director under the New York Stock Exchange rules and meets all applicable requirements to serve on the Audit Committee. Patrick currently serves as president and CEO of Sephora North America, where she is responsible for the strategy, vision and financial performance of Sephora’s United States and Canadian businesses. As CEO of Sephora North America, Patrick is responsible for shaping the retailer’s strategic multiyear growth for the U.S. and Canada. She also is a member of Sephora’s Global Leadership Team (SLT) and leads Sephora North America’s Operating Committee. During her 19 years at Sephora, Patrick has been a consistent leader across several business functions, most recently serving as global merchandising officer for Sephora and chief merchandising officer for Sephora Americas prior to being appointed CEO. She also plays an active role on Cosmetic Executive Women’s board, supporting and promoting the many talented women in the beauty industry. Patrick has a Bachelor of Arts in economics from University of California, Santa Cruz, as well as Master of Business Administration from San Francisco State University.
お知らせ • Jan 15Levi Strauss & Co. to Report Q4, 2024 Results on Jan 29, 2025Levi Strauss & Co. announced that they will report Q4, 2024 results on Jan 29, 2025
New Risk • Dec 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (126% payout ratio). Share price has been volatile over the past 3 months (5.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.5% net profit margin).
お知らせ • Oct 29Levi Strauss & Co. Appoints Dario Aguilar as Managing Director, Latin America, Effective December 2, 2024Levi Strauss & Co. announced the appointment of Dario Aguilar as the company’s managing director for Latin America, effective December 2, 2024. Reporting to EVP and Chief Commercial Officer Gianluca Flore, Aguilar will be responsible for overseeing the company’s commercial operations in the region across channels and driving long-term, sustainable growth as a brand-led, DTC-first apparel leader. With more than 25 years of commercial experience, Aguilar most recently served as CEO of Sephora Mexico, where he oversaw the growth of the brand’s retail network in the country, tripling top and bottom-line growth since joining the LVMH Group in 2021. Aguilar also previously led commercial operations for C&A as CEO of Mexico, where he oversaw the brand’s retail fleet and e-commerce launch, in addition to its local logistics and manufacturing operations. Prior to this, he served in various commercial leadership roles at Adidas and Nike across Latin America, as well as in Europe, where he expanded the brands’ owned-and-operated and franchise retail operations across markets.
Upcoming Dividend • Oct 21Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 28 October 2024. Payment date: 14 November 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.8%. Lower than top quartile of Italian dividend payers (5.3%). Higher than average of industry peers (1.9%).
お知らせ • Oct 16Levi Strauss & Co. Announces Board ChangesLevi Strauss & Co. announced that its board of directors has elected Daniel Geballe to serve as a member of the board, effective April 26, 2025, which is when current member David Friedman is set to retire from the board upon reaching the mandatory retirement age. Geballe currently serves as a managing director at SJF Ventures, where he leads investments in early-stage companies creating positive social and environmental impacts. Prior to SJF Ventures, Geballe worked for The Corporation for Enterprise Development and Fisher Investments. He holds a bachelor’s degree in anthropology and a master’s degree in environmental management, both from Yale University, and an M.B.A. from the Stanford Graduate School of Business. Geballe also serves as Vice President and a member of the Board of Directors of the Levi Strauss Foundation, where he chairs the Finance Committee.
Declared Dividend • Oct 06Third quarter dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 29th October 2024 Payment date: 14th November 2024 Dividend yield will be 2.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (126% earnings payout ratio). However, it is well covered by cash flows (33% cash payout ratio). The dividend has increased by an average of 12% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 40% to bring the payout ratio under control. EPS is expected to grow by 208% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Buy Or Sell Opportunity • Oct 04Now 25% undervaluedThe stock has been flat over the last 90 days, currently trading at €17.52. The fair value is estimated to be €23.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 41%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 45% per annum over the same time period.
Reported Earnings • Oct 03Third quarter 2024 earnings released: EPS: US$0.052 (vs US$0.024 in 3Q 2023)Third quarter 2024 results: EPS: US$0.052 (up from US$0.024 in 3Q 2023). Revenue: US$1.52b (flat on 3Q 2023). Net income: US$20.7m (up 116% from 3Q 2023). Profit margin: 1.4% (up from 0.6% in 3Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Luxury industry in Italy.
お知らせ • Oct 03+ 1 more updateLevi Strauss & Co. Declares Dividend Class A Common Stock and Class B Common Stock, Payable on November 14, 2024Levi Strauss & Co. declared a dividend of $0.13per share totaling approximately $52 million. The dividend is payable in cash on November 14, 2024, to the holders of record of Class A common stock and Class B common stock at the close of business on October 29, 2024.
お知らせ • Sep 18Levi Strauss & Co. to Report Q3, 2024 Results on Oct 02, 2024Levi Strauss & Co. announced that they will report Q3, 2024 results on Oct 02, 2024
Upcoming Dividend • Jul 26Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 02 August 2024. Payment date: 20 August 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.8%. Lower than top quartile of Italian dividend payers (5.4%). Higher than average of industry peers (1.9%).
Declared Dividend • Jul 05Second quarter dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 2nd August 2024 Payment date: 20th August 2024 Dividend yield will be 2.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (133% earnings payout ratio). However, it is well covered by cash flows (31% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 48% to bring the payout ratio under control. EPS is expected to grow by 170% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Jun 15Levi Strauss & Co. to Report Q2, 2024 Results on Jun 26, 2024Levi Strauss & Co. announced that they will report Q2, 2024 results on Jun 26, 2024
お知らせ • Apr 12Levi Strauss & Co. Appoints Gianluca Flore as Chief Commercial OfficerLevi Strauss & Co announced the appointment of Gianluca Flore as executive vice president and chief commercial officer, effective July 29. Reporting to Michelle Gass, president and chief executive officer, Flore will join the company’s executive leadership team and will be responsible for the commercial operations of the Levi’s® brand across all global channels, including stores, e-commerce and wholesale. Flore brings more than 20 years of international commercial experience in the luxury apparel and lifestyle sector. He joins LS&Co. from Burberry, where he was appointed chief commercial officer in 2021, overseeing five regions and a network of more than 400 stores. Prior to this, he served as the company’s president for the Americas and Global Retail Excellence, spearheading the expansion and productivity of the brand’s retail footprint, and elevating distribution and positioning across wholesale. Flore has also held leadership roles at the luxury group Kering, including CEO of Brioni, where he established a profitable retail business model for the brand, and at Bottega Veneta, where he led double-digit revenue increases across wholesale and retail channels. Flore holds a BBA and post-graduate certificate from LUISS University in Rome, Italy, as well as a post-graduate certificate from the London School of Economics.
お知らせ • Apr 05+ 1 more updateLevi Strauss Factory in Central Poland to Close by End NovemberLevi Strauss plant in Plock, central Poland, will cease in mid-June and the factory will close by the end of November, the city's mayor has announced. During a press conference held at the city hall on April 4, 2024, Andrzej Nowakowski said that he had received information about the planned closure of the Levi Strauss clothing factory on the previous day, shortly before the factory director met with trade union representatives. When he asked about reasons for the plant's closure, Nowakowski was told that the decision was based on "high labour costs and high energy costs, which make production in Plock, and in Europe in general, far more expensive than in Asian countries". Nowakowski said that a few months before he talked to the factory's management about its development, as well as about investments that were planned and have already been implemented. Nowakowski said that 650 people will lose their jobs due to the closure of the plant, approximately half of them being local residents. The Levi Strauss plant in Plock started production in 1992. It operates on land belonging to the city, leased on preferential terms.
お知らせ • Apr 04+ 2 more updatesLevi Strauss & Co. Reports Unaudited Consolidated Impairment Changes for the First Quarter Ended February 25, 2024Levi Strauss & Co. reported unaudited consolidated impairment changes for the first quarter ended February 25, 2024. For the period, the company reported goodwill impairment of $5.5 million.
Reported Earnings • Apr 04First quarter 2024 earnings released: US$0.027 loss per share (vs US$0.29 profit in 1Q 2023)First quarter 2024 results: US$0.027 loss per share (down from US$0.29 profit in 1Q 2023). Revenue: US$1.56b (down 7.8% from 1Q 2023). Net loss: US$10.6m (down 109% from profit in 1Q 2023). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Luxury industry in Italy.
お知らせ • Mar 15Levi Strauss & Co., Annual General Meeting, Apr 24, 2024Levi Strauss & Co., Annual General Meeting, Apr 24, 2024, at 10:30 Pacific Standard Time. Agenda: To consider Election of Class II Directors; to consider Advisory Vote on Executive Compensation; to consider Ratification of Selection of Independent Registered Public Accounting Firm; and to consider Corporate Financial Sustainability Report.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €16.05, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Luxury industry in Italy. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at €21.16 per share.
Buy Or Sell Opportunity • Feb 04Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at €13.75. The fair value is estimated to be €17.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
Upcoming Dividend • Jan 30Upcoming dividend of US$0.12 per share at 2.9% yieldEligible shareholders must have bought the stock before 06 February 2024. Payment date: 23 February 2024. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of Italian dividend payers (5.1%). Higher than average of industry peers (1.8%).
Declared Dividend • Jan 29Fourth quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 6th February 2024 Payment date: 23rd February 2024 Dividend yield will be 3.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (159% cash payout ratio). The dividend has increased by an average of 12% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 102% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jan 26Full year 2023 earnings released: EPS: US$0.63 (vs US$1.43 in FY 2022)Full year 2023 results: EPS: US$0.63 (down from US$1.43 in FY 2022). Revenue: US$6.18b (flat on FY 2022). Net income: US$249.6m (down 56% from FY 2022). Profit margin: 4.0% (down from 9.2% in FY 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Luxury industry in Italy.
お知らせ • Jan 26+ 1 more updateLevi Strauss & Co. Provides Earnings Guidance for Fiscal 2024Levi Strauss & Co. provided earnings guidance for fiscal 2024. For the period, company to Report net revenues growth of 1% to 3% year-over-year. This includes an expected 2-point negative impact primarily attributable to the strategic decision to exit the Denizen business, planned lower off-price sales and FX partially offset by a 53rd week.
お知らせ • Jan 10Levi Strauss & Co. Appoints David Marberger to the Board of Directors and Member of Audit CommitteeLevi Strauss & Co. announced that its board of directors has appointed David Marberger as a member of the board and to serve on the board’s Audit Committee, effective immediately. With more than 30 years of finance and leadership experience, Marberger currently serves as the executive vice president and chief financial officer for Conagra Brands Inc. As CFO of Conagra Brands, Marberger oversees the company's finances and information technology functions. He joined Conagra Brands in August 2016. Prior to joining Conagra Brands, Marberger served as chief financial officer at Prestige Brands. Marberger also served as chief financial officer of Godiva Chocolatier for seven years, where he was responsible for the finance, accounting, audit, tax and IT functions, in addition to overseeing Godiva’s worldwide strategic planning process. And before that, Marberger served as chief financial officer of Tasty Baking Company and spent 10 years at Campbell Soup Company, where he held finance roles with increasing responsibility. Marberger holds an M.B.A. from The Wharton School, University of Pennsylvania, and a B.B.A. from the University of Massachusetts.
お知らせ • Dec 19Levi Strauss & Co. Announces Patricia Salas Pineda, A Class III Director, Retires from Board of DirectorOn December 18, 2023, having reached the mandatory retirement age, Patricia Salas Pineda, a Class III director, retired from the Levi Strauss & Co’s. Board of Directors. The Company’s corporate governance guidelines provide that a director is deemed to have resigned automatically upon the director’s 72nd birthday unless the Nominating, Governance and Corporate Citizenship Committee of the Board (the “NGCC Committee”) or the Board, upon recommendation from the NGCC Committee, waives this requirement. Ms. Pineda served on the Company’s Board since 1991 and she most recently served as a member of the NGCC Committee and the Finance Committee of the Board. Ms. Pineda’s retirement is not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. The Board intends to fill the resulting vacancy in due course pursuant to the Company’s Amended and Restated Bylaws. Following Ms. Pineda’s departure, the Board consists of eleven directors.
お知らせ • Dec 08+ 1 more updateLevi Strauss & Co. Announces CEO ChangesLevi Strauss & Co. announced that Chip Bergh has decided to retire from the company as of April 26, 2024. In anticipation of Bergh's retirement, the company's board of directors has elected Michelle Gass, currently the company's president, to succeed Bergh as president and chief executive officer effective January 29, 2024, completing the transition plan announced on November 8, 2022. In addition, the board has elected Bergh as executive vice chair of the board until his retirement date. Thereafter, Bergh will transition to the role of senior advisor until the end of the company's 2024 fiscal year. Over the course of his tenure, Bergh evolved the company into one of the world's best apparel companies and advanced the Levi's(R) business from a predominantly men's U.S. wholesale bottoms business to a global, DTC-driven one, in addition to reinvigorating the women's business. Bergh also revitalized the Levi's(R) brand, repositioning it at the center of culture through strategic initiatives like claiming the naming rights for Levi's(R) Stadium and deepening the brand's connection to the music industry. Bergh was also recognized in 2019 as one of the World's 50 Greatest Leaders by Fortune magazine. Notably, LS&Co. returned to the public markets with a successful IPO in March 2019 and expanded the company's brand portfolio with the acquisition of Beyond Yoga in 2021. Since starting as president of LS&Co. in January 2023, Gass has been responsible for leading the Levi's(R) brand, including its product, merchandising and marketing functions, as well as the company's digital and global commercial operations, while working closely with Bergh. As a former Fortune 500 CEO, Gass has been focused on accelerating international growth, positioning the Levi's(R) brand as a head-to-toe denim lifestyle apparel business and transitioning LS&Co.'s operating model to a DTC-first organization.
Reported Earnings • Oct 06Third quarter 2023 earnings released: EPS: US$0.024 (vs US$0.43 in 3Q 2022)Third quarter 2023 results: EPS: US$0.024 (down from US$0.43 in 3Q 2022). Revenue: US$1.51b (flat on 3Q 2022). Net income: US$9.60m (down 94% from 3Q 2022). Profit margin: 0.6% (down from 11% in 3Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Luxury industry in Italy.
お知らせ • Oct 06+ 2 more updatesLevi Strauss & Co. Provides Revenue Guidance for the Fiscal Year 2023Levi Strauss & Co. provided revenue guidance for the fiscal year 2023. The company reported net revenues are expected flat to up 1% year-over-year.