Levi Strauss LEVI 2025Q3 Earnings Preview Upside Ahead on Elevated Outlook

Forward-Looking Analysis
Levi Strauss raised its full-year 2025 revenue guidance to growth of 1% to 2%, reversing a prior projection of a 1% to 2% decline. The company now expects fiscal 2025 earnings per share between $1.25 and $1.30, above the $1.23 analyst consensus. However, the brand warned that rising tariffs under President Trump could pressure costs. Despite the cautious tone on profit, the improved EPS and revenue outlook suggest momentum. Analysts remain optimistic about the company’s ability to drive performance through strategic pricing and demand in key markets.

Historical Performance Review
Levi Strauss reported Q2 2025 revenue of $1.45 billion and net income of $67.00 million, translating to EPS of $0.17. The company also generated gross profit of $905.80 million, surpassing expectations on both the top and bottom lines.

Additional News
Levi Strauss saw its stock jump 7% in premarket trading after reporting strong Q2 results and raising its full-year outlook. The company announced a "rosy outlook" for the remainder of 2025, despite potential cost pressures from increased tariffs. Additionally, the brand exceeded expectations with broad outperformance in Q2, according to its earnings report. The company also upgraded its revenue and EPS guidance following the strong quarter.

Summary & Outlook
Levi Strauss delivered a solid Q2 performance with revenue and EPS above expectations, supported by strong demand and pricing discipline. The raised full-year revenue and EPS guidance signals improving momentum. However, risks from rising tariffs could pressure gross margins and net income in the near term. The company’s elevated outlook and improved market sentiment position it with a bullish bias, though caution is warranted on margin pressures. Overall, Levi Strauss appears to be on a positive trajectory with upside potential in Q3 and beyond.