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LEVI LEVI STRAUSS & CO

Trailing twelve months to 2026-05-31 · as filed 2026-07-08, not restated
Consumer Disc

Scale

Market cap
$8.1bn
Revenue TTM
$6.6bn
Net income TTM
$639m
Free cash flow
$559m
Composite score
61.7
Sector rank
#820

Valuation

P / E
12.7
EV / EBITDA
8.9
EV / sales
1.2
FCF yield
6.89%
Earnings yield vs 10-yr
3.14pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
9.7%
EBITDA margin
13.9%
ROE
28.1%
ROIC
29.9%
Revenue growth
4.5%

Insider activity, last 90 days

Net open-market
$-23.74m
Buyers
0
Sellers
5

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Sales of Levi’s ® brand products represented approximately 94% of our net revenues in the first six months of both 2026 and 2025. Sales to franchise partners, included as a component of our wholesale channel, generated 6% of our net revenues in the first six months of both 2026 and 2025. Gross margin in our Europe segment is generally higher than in our Americas and Asia segments. Gross margin on tops is generally lower than our bottoms category. Consolidated net revenues increased 8.0% on a reported basis and 5.7% on an organic net revenues basis compared to the second quarter of 2025 reflecting net revenue growth driven by Americas and Asia and in both DTC and wholesale channels. …LEVI STRAUSS & CO, 10-Q, period ended 2026-05-31, filed 2026-07-08

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