Levi Strauss Q2 Earnings: A Historical Perspective on Performance

Levi Strauss & Co. is set to report Q2 earnings on July 10, 2025. Analysts expect adjusted earnings of $0.13 per share and revenue of $1.37 billion, a 19% YoY decline in earnings and a 5% fall in sales. Historically, LEVI's stock has shown a 53% tendency to outperform after earnings announcements, with a median one-day rise of 4.2%. U.S. tariffs may pressure costs, but management anticipates minimal impact on Q2 margins and selective price increases.

Title: Levi Strauss & Co. Q2 Earnings Preview: Analysts Expect $0.13 EPS on $1.37B Revenue

Levi Strauss & Co. (NYSE: LEVI) is scheduled to release its fiscal second-quarter earnings on Thursday, July 10, 2025. Analysts are projecting adjusted earnings of $0.13 per share on revenue of $1.37 billion, representing a 19% year-over-year (YoY) decline in earnings and a 5% fall in sales compared to the prior year’s figures of $0.16 per share and $1.44 billion in revenue [2].

Historically, LEVI's stock has shown a tendency to outperform following earnings announcements, having increased 53% of the time with a median one-day rise of 4.2% and a maximum observed increase of 9% [2]. U.S. tariffs may pressure costs, but management anticipates minimal impact on Q2 margins and is contemplating selective price increases.

Key Insights

1. Earnings Expectations: Analysts expect an EPS of $0.13, which is slightly lower than the EPS of $0.16 reported in the same period last year. This indicates a decline in earnings, but the magnitude of the decrease is relatively modest.

2. Revenue Decline: Revenue is expected to fall by 5% YoY to $1.37 billion. This decline is partly attributed to the impact of U.S. tariffs, which could increase costs but are anticipated to have a minimal effect on Q2 margins.

3. Historical Performance: LEVI's stock has historically shown positive returns after earnings announcements. Over the past five years, positive one-day returns were observed about 53% of the time, with a median one-day rise of 4.2% [2].

4. Market Sentiment: Analysts have a consensus rating of "Outperform" for LEVI, with an average one-year price target of $20.5, suggesting a potential 5.02% upside [1]. This positive sentiment is driven by the company's strong financial performance and market position.

5. Peer Analysis: Comparing LEVI with its peers, such as VF, PVH, and Kontoor Brands, reveals that LEVI ranks first in revenue growth and gross profit margin among its peers. However, it has the lowest return on equity (ROE) [1].

Conclusion

Investors and financial professionals should closely monitor Levi Strauss & Co.'s Q2 earnings release on July 10, 2025. The company's ability to navigate the challenges posed by U.S. tariffs and maintain positive revenue growth will be crucial for its stock performance. Historical data suggests that LEVI's stock tends to react positively to earnings announcements, providing opportunities for investors to capitalize on potential upside.

References

[1] https://www.nasdaq.com/articles/glimpse-levi-strausss-earnings-potential
[2] https://www.forbes.com/sites/greatspeculations/2025/07/09/how-will-levis-stock-react-to-its-upcoming-earnings/
[3] https://www.nasdaq.com/articles/will-levis-q2-earnings-follow-historical-patterns