Overview

• The company reported $1.45 billion in second-quarter revenue and adjusted EPS of $0.22, surpassing analysts’ projections.
• Levi Strauss raised its fiscal 2025 revenue growth forecast to 1–2% and boosted its adjusted EPS guidance to $1.25–$1.30 per share.
• Chief Financial Officer Harmit Singh said tariff impacts would total $25–30 million for the year, which Levi plans to largely absorb.
• Direct-to-consumer sales now constitute half of Levi’s business and have driven stronger full-price selling and premium innovation.
• European net revenue jumped 14% in Q2, and the company is diversifying its supply chain beyond China into markets like Bangladesh and Cambodia.