Levi Strauss & Co.

NYSE:LEVI Stok Raporu

Piyasa değeri: US$8.5b

Levi Strauss Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Levi Strauss kazanç ve gelirin sırasıyla yıllık 13.8% ve 5.1% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 14.8% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 31% olacağı tahmin edilmektedir.

Anahtar bilgiler

13.8%

Kazanç büyüme oranı

14.78%

EPS büyüme oranı

Luxury kazanç büyümesi11.5%
Gelir büyüme oranı5.1%
Gelecekteki özkaynak getirisi30.99%
Analist kapsamı

Good

Son güncelleme04 Aug 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi Aug 18

LEVI: Viral Marketing And Brand Momentum Will Support Future Upside Potential

Levi Strauss' analyst price target has shifted higher, with the updated fair value estimate moving from about $32.64 to roughly $33.99. Analysts are factoring in Street research that points to sustained revenue momentum, a slightly higher assumed future P/E multiple, and ongoing debate around margin progress.
Anlatı Güncellemesi Aug 04

LEVI: Future Returns Will Be Driven By Premium Lifestyle Brand Momentum

The analyst price target for Levi Strauss has moved from $27.13 to $28.20 as analysts factor in updated expectations for revenue growth, profit margins, and a modestly higher future P/E multiple, alongside mixed views on valuation after the recent rally. Analyst Commentary Recent research on Levi Strauss highlights a mix of optimism around growth and brand momentum alongside some caution on margins and valuation after the stock's rally.
Seeking Alpha Jul 25

Levi Strauss: Strong DTC Sales At A Cheap P/E Multiple

Summary Levi Strauss is poised for continued outperformance, driven by robust sales momentum and a compelling valuation. LEVI's Q2 beat-and-raise, fueled by accelerated marketing and strong comparable sales growth, underpins my reiterated buy rating. The company’s focus on its core brand, high-teens growth in value-oriented segments, and ~60% gross margins support a bullish thesis. Raised FY26 outlook, aided by a weaker U.S. dollar and operational discipline, further strengthens the investment case. Read the full article on Seeking Alpha
Anlatı Güncellemesi Jul 20

LEVI: Brand Momentum And Cautious Guidance Will Shape Post Beat And Raise Outlook

Levi Strauss' analyst fair value estimate is now set at $25.00, a $1.00 move higher. Analysts point to stronger modeled revenue growth, a slightly higher future P/E assumption, and recent price target increases across the Street following a broad-based Q2 "beat and raise" and positive channel checks.
Anlatı Güncellemesi Jul 06

LEVI: Brand Momentum And Cautious Guidance Will Shape Upcoming Earnings Reaction

Levi Strauss' analyst fair value estimate has been revised to $24.00 from $23.00 as analysts factor in stronger recent topline trends, slightly higher projected revenue growth and profit margins, and updated P/E assumptions reflected in a series of higher Street price targets. Analyst Commentary Street research on Levi Strauss currently leans positive, with several firms lifting price targets following recent updates on sales trends, margins, and marketing activity.
Anlatı Güncellemesi Jun 22

LEVI: Future Returns Will Be Driven By Brand Momentum And Legal Defenses

Analysts lifted their average price target on Levi Strauss to about $27.13, up roughly $0.13, citing updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions. What’s in the News for Levi Strauss Levi Strauss reported Q1 revenue growth of 14.1% year on year, coming in 5.6% above analyst expectations, with management highlighting broad-based strength across channels, regions, and categories.
Analiz Makalesi Jun 18

Levi Strauss (LEVI) Stock Could Be 12.2% Undervalued After Revenue Beat

Levi Strauss (LEVI) stock has been in focus after quarterly results showed 14.1% year on year revenue growth, beating analyst expectations by 5.6% and coinciding with a 22.3% share price move since the report. See our latest analysis for Levi Strauss. Beyond the immediate reaction to earnings, Levi Strauss shares have gained 14.05% over the past 30 days and 32.18% over 90 days, while a 38.13% 1 year total shareholder return suggests momentum has been building, even as the recent resignation...
Anlatı Güncellemesi Jun 05

LEVI: Brand Durability And Execution Will Support Future Upside Potential

Levi Strauss' analyst price target has been adjusted slightly higher to $32.64 from $32.51. Analysts point to updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E to support the change.
Anlatı Güncellemesi May 22

LEVI: Top Pick Status And Brand Strength Will Support Future Upside

Analysts have adjusted their price target on Levi Strauss slightly lower to $32.51 from $32.66, citing updated assumptions around discount rates, revenue growth, profit margins and forward P/E after recent research highlighting the stock, including a price target increase and a Top Pick designation from major firms. Analyst Commentary Bullish analysts have highlighted Levi Strauss with fresh research that includes higher price targets and a Top Pick designation, signaling confidence in the stock's setup and the company’s execution path.
Anlatı Güncellemesi Apr 28

LEVI: Top Pick Endorsements And Guidance Shift Will Frame Balanced Return Outlook

Analysts now view Levi Strauss shares as fairly valued around a $23.00 price target, supported by recent positive views that added the stock to a Top Pick list and initiated coverage with a bullish stance. Analyst Commentary Recent research has highlighted Levi Strauss as a favored name, with the stock added to a Top Pick list and new coverage launched with a bullish stance.
Anlatı Güncellemesi Apr 14

LEVI: Top Pick Status And Margin Stability Will Support Future Upside

Analysts have nudged their price target for Levi Strauss higher to about $32.66 from roughly $32.11, citing fresh bullish research that points to steadier profit margins and a lower expected future P/E multiple following recent positive coverage and a Top Pick designation. Analyst Commentary Recent research has reinforced a constructive view on Levi Strauss, with bullish analysts pointing to steadier profit margins and a valuation that they see as more attractive after the latest price target revisions.
Anlatı Güncellemesi Mar 30

LEVI: Future Returns Will Be Driven By Top Pick Endorsements

Analysts have nudged their average price target for Levi Strauss modestly higher to around $33, citing the stock's addition to a major firm’s top pick list and supportive new bullish coverage that highlights confidence in the company’s long term earnings profile and price-to-earnings (P/E) potential. Analyst Commentary Bullish Takeaways Bullish analysts view the stock’s inclusion on a top pick list as a sign that execution on the core business and brand is tracking well enough to stand out within the apparel group.
Anlatı Güncellemesi Mar 16

LEVI: Future Returns Will Be Driven By Brand Execution And Research Support

Analysts keep their fair value estimate for Levi Strauss steady at $27.00, citing recent upbeat research that includes a Jefferies initiation with a positive view and a $1 increase in a key Street price target to $33.00, while making only minor tweaks to the discount rate and P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see recent research support as consistent with the current US$27.00 fair value estimate, pointing to external targets around US$33.00 as a sign that the stock is viewed as having headroom within existing P/E assumptions.
Anlatı Güncellemesi Mar 02

LEVI: Bullish Coverage And Brand Strength Will Support Future Margin Resilience

Analysts have trimmed their fair value estimate for Levi Strauss by about $0.87 to $32.11. This reflects updated assumptions around a slightly higher discount rate, stronger revenue growth, modestly improved profit margins, and a lower future P/E, alongside recent bullish coverage and a $1 increase in a key Street price target to $33.
Anlatı Güncellemesi Feb 16

LEVI: Future Returns Will Be Driven By AI Productivity And Margin Execution

Analysts have nudged their average price target on Levi Strauss slightly lower to about $27, reflecting updated assumptions for revenue growth, profit margins, and a modestly lower future P/E multiple. The changes still point to constructive views, as highlighted by a recent bullish initiation and a $1 increase in a separate $33 target.
Anlatı Güncellemesi Feb 02

LEVI: Higher UBS Price Objective Will Support Richer Future Earnings Multiple

Analysts have raised their fair value estimate for Levi Strauss from US$14.00 to US$23.00, citing updated assumptions for revenue growth, margins and future P/E, along with recent Street research that includes a higher US$33 price target from UBS. Analyst Commentary The move in the fair value estimate to US$23 sits below the recent US$33 price target cited in Street research, which highlights a gap between more optimistic expectations and a more tempered view on execution and valuation risk.
Anlatı Güncellemesi Jan 19

LEVI: Future Returns Will Be Driven By AI Productivity And Direct To Consumer Strength

Analysts have nudged their price target on Levi Strauss higher to US$33 from US$32, pointing to modest adjustments in fair value estimates, discount rate, revenue growth, profit margin and future P/E assumptions as support for the new level. Analyst Commentary Recent research points to a slightly higher fair value for Levi Strauss at US$33 per share, with the move linked to fine tuning of core assumptions around growth, margins, the discount rate and future P/E levels.
Analiz Makalesi Jan 06

Estimating The Fair Value Of Levi Strauss & Co. (NYSE:LEVI)

Key Insights The projected fair value for Levi Strauss is US$25.40 based on 2 Stage Free Cash Flow to Equity Levi...
Anlatı Güncellemesi Jan 05

LEVI: Brand Strength And Casualization Trends Will Support Future Margin Resilience

Analysts have made a small adjustment to their fair value estimate for Levi Strauss to about $32.98. This reflects a blend of recent buy initiation and positive brand commentary, alongside ongoing questions about spending and margins that are influencing updated price targets.
Anlatı Güncellemesi Dec 21

LEVI: Brand Strength And Margin Resilience Will Drive Upside Ahead

Analysts have raised their fair value estimate for Levi Strauss from $24.82 to $33.00 per share, citing a strengthening brand, resilient gross margins despite tariff and spending headwinds, and a constructive setup for continued beat-and-raise potential. Analyst Commentary Bullish analysts are increasingly constructive on Levi Strauss, highlighting a combination of brand strength, margin resilience, and conservative guidance that underpins the recent reset higher in fair value estimates.
Anlatı Güncellemesi Dec 06

LEVI: Future Returns Will Be Driven By International And Direct To Consumer Strength

Analysts have nudged their price target for Levi Strauss slightly higher to about $27 from roughly $26.80 as they grow more confident in the brand's competitive strength, direct-to-consumer momentum, and the company's ability to manage near term margin headwinds while benefiting from enduring denim and casualization trends. Analyst Commentary Recent Street research reflects a generally constructive stance on Levi Strauss, with multiple firms raising price targets into the mid to high $20s and highlighting durable brand momentum, direct to consumer growth, and manageable macro and cost headwinds.
Anlatı Güncellemesi Nov 22

LEVI: Future Performance Will Be Driven By 60% International Revenue Strength

Levi Strauss saw its analyst price target increase to $27. Analysts cited continued brand strength, momentum in strategic initiatives, and better-than-expected revenue and margin trends as key drivers for the upward revision.
Anlatı Güncellemesi Nov 08

LEVI: Future Will Be Driven By Strong Brand Momentum And International Sales

Levi Strauss's analyst price target has increased to approximately $27. Analysts cite strong brand momentum, resilient gross margin performance, and optimism around international growth as key drivers behind the new valuation.
Anlatı Güncellemesi Oct 25

Brand Strength And Global Reach Will Drive Momentum Amid Mixed Outlook

Levi Strauss's analyst price target has increased modestly to $26.79 per share, as analysts point to ongoing brand strength and manageable near-term headwinds that support a positive outlook. Analyst Commentary Recent street research shows a mixed but overall positive sentiment among analysts regarding Levi Strauss, reflecting both optimism and caution around the company’s near-term prospects and longer-term positioning.
Anlatı Güncellemesi Oct 11

International Markets And DTC Focus Will Reshape Retail Landscape

Levi Strauss received an increase in analyst price target, rising from $24.23 to $26.46 per share. Analysts cited strong recent earnings, robust direct-to-consumer growth, and manageable tariff-related margin headwinds as reasons for their upward revisions.
Anlatı Güncellemesi Sep 27

International Markets And DTC Focus Will Reshape Retail Landscape

Levi Strauss’s analyst price target was raised to $24.23, reflecting strong direct-to-consumer growth, positive gross margin trends, and ongoing strategic execution, supported by raised annual guidance and conservative management outlooks. Analyst Commentary Stronger North America direct-to-consumer growth, supported by positive currency tailwinds and higher gross margin from improved product mix and full-priced selling.
Seeking Alpha Apr 08

Levi Strauss & Co. Has Finally Gone On Sale, If Just Barely (Rating Upgrade)

Summary Despite market pessimism, Levi Strauss & Co. presents a buying opportunity due to its attractive pricing and strong financial performance. Levi Strauss reported higher-than-expected earnings per share and adjusted earnings per share, despite revenue falling slightly short of analysts' expectations. The company's revenue growth was driven by its Levi’s brands and Beyond Yoga products, with significant contributions from new store openings and e-commerce sales. Management's guidance indicates continued organic revenue growth and improved EBIT margins, although new tariffs pose a significant challenge moving forward. Read the full article on Seeking Alpha
Seeking Alpha Feb 06

Levi Strauss: Uncertain U.S. Macro Backdrop Makes Me Concerned

Summary I recommend a hold rating for Levi Strauss & Co. LEVI reported strong 4Q24 results with 12% y/y revenue growth, driven by 19% y/y DTC growth and 7% y/y wholesale growth, and margin expansion. Despite positive developments, concerns include a flat wholesale outlook for FY25 and heavy exposure to the North American market, which faces weak consumer spending. At 15x NTM P/E, LEVI's valuation offers little margin of safety. I prefer a wait-and-see approach until there's clearer evidence of a recovering macro situation. Read the full article on Seeking Alpha
Seeking Alpha Jan 30

Levi Strauss Wants To Grow MSD Next Year But Trades At 15x Earnings, Unattractive

Summary Levi Strauss & Co. maintained positive organic revenue trends in 4Q24, driven by strong DTC and e-commerce performance, but faced higher SG&A costs due to increased advertising. The company's FY25 guidance anticipates organic revenue growth of 3.5-4.5% and improved operating margins of 11%, despite headwinds from the Denizen sale and FX. Levi trades at a high P/E of 15x, which is not justified given its modest growth rate and reliance on a favorable fashion cycle. I maintain a Hold rating on LEVI stock due to its strong brand but limited growth prospects and high valuation. Read the full article on Seeking Alpha

Kazanç ve Gelir Büyüme Tahminleri

NYSE:LEVI - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
11/30/20287,554806352N/A5
11/30/20277,08567055782114
11/30/20266,76160155972814
5/31/20266,614554559774N/A
3/1/20266,498539474689N/A
11/30/20256,282502308530N/A
8/31/20256,266522324560N/A
6/1/20256,166423366588N/A
3/2/20256,079360442665N/A
12/1/20246,032210671898N/A
8/25/20245,924157635860N/A
5/26/20245,992144615859N/A
2/25/20245,970125608882N/A
11/26/20235,842251122436N/A
8/27/20236,125273-127194N/A
5/28/20236,132437-122208N/A
2/26/20236,266488-324-19N/A
11/27/20226,169569-39228N/A
8/28/20226,265571193449N/A
5/29/20226,245592415635N/A
2/27/20226,050607550754N/A
11/28/20215,764554570737N/A
8/29/20215,465457578728N/A
5/30/20215,031291554676N/A
2/28/20214,252-137218341N/A
11/29/20204,453-127339470N/A
8/23/20204,635-89311448N/A
5/24/20205,0199N/A292N/A
2/23/20205,835401N/A554N/A
11/24/20195,763395N/A412N/A
8/25/20195,786396N/A421N/A
5/26/20195,733402N/A355N/A
2/24/20195,666449N/A410N/A
11/25/20185,575283N/A420N/A
8/26/20185,449302N/A436N/A
5/27/20185,324260N/A536N/A
2/25/20185,146202N/A543N/A
11/26/20174,904281N/A526N/A
8/27/20174,738262N/A498N/A
5/28/20174,654272N/A420N/A
2/26/20174,598285N/A310N/A
11/27/20164,553291N/A307N/A
8/28/20164,538296N/A211N/A
5/29/20164,495256N/A219N/A
2/28/20164,496237N/A227N/A
11/29/20154,494209N/A218N/A
8/30/20154,597102N/A262N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: LEVI 'nin tahmini kazanç büyümesi (yıllık 13.8% ) tasarruf oranının ( 3.7% ) üzerindedir.

Kazançlar ve Piyasa: LEVI şirketinin kazançlarının (yıllık 13.8% ) US pazarından (yıllık 16.9% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: LEVI şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: LEVI şirketinin gelirinin (yıllık 5.1% ) US pazarından (yıllık 12.9% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: LEVI şirketinin gelirinin (yıllık 5.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: LEVI 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 31 %)


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/20 21:16
Gün Sonu Hisse Fiyatı2026/08/20 00:00
Kazançlar2026/05/31
Yıllık Kazançlar2025/11/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Levi Strauss & Co. 22 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Adrienne Yih-TennantBarclays
Paul KearneyBarclays
Laurent VasilescuBNP Paribas