Levi Strauss's Global Supply Chain Mutes Tariff Fears -- Market Talk

Dow Jones

Apr 09, 2025

1245 ET - UBS thinks Levi Strauss is better positioned than most to deal with tariffs because of its global supply chain network. In a research note, analysts also say the company continues to execute well on factors within its control and just had one of its best quarters over the past few years driven by better-than-anticipated revenue growth and gross margins. Overall, Levi's continuing transformation into a global, lifestyle brand for both men and women should continue to fuel share gains over the long term, the analysts add. UBS raises its FY25 EPS estimate by about 3% and leaves its FY26 and FY27 EPS views unchanged. Levi Strauss falls 5% to $12.82, and is off 25% year-to-date. (sabela.ojea@wsj.com; @sabelaojeaguix)

(END) Dow Jones Newswires

April 08, 2025 12:45 ET (16:45 GMT)

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In a research note, analysts also say the company continues to execute well on factors within its control and just had one of its best quarters over the past few years driven by better-than-anticipated revenue growth and gross margins. Overall, Levi's continuing transformation into a global, lifestyle brand for both men and women should continue to fuel share gains over the long term, the analysts add. UBS raises its FY25 EPS estimate by about 3% and leaves its FY26 and FY27 EPS views unchanged. Levi Strauss falls 5% to $12.82, and is off 25% year-to-date. (sabela.ojea@wsj.com; @sabelaojeaguix) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 08, 2025 12:45 ET (16:45 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Levi Strauss's Global Supply Chain Mutes Tariff Fears -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLevi Strauss's Global Supply Chain Mutes Tariff Fears -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-04-09 00:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1245 ET - UBS thinks Levi Strauss is better positioned than most to deal with tariffs because of its global supply chain network. In a research note, analysts also say the company continues to execute well on factors within its control and just had one of its best quarters over the past few years driven by better-than-anticipated revenue growth and gross margins. Overall, Levi's continuing transformation into a global, lifestyle brand for both men and women should continue to fuel share gains over the long term, the analysts add. UBS raises its FY25 EPS estimate by about 3% and leaves its FY26 and FY27 EPS views unchanged. Levi Strauss falls 5% to $12.82, and is off 25% year-to-date. (sabela.ojea@wsj.com; @sabelaojeaguix) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 08, 2025 12:45 ET (16:45 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1815336091.USD","symbol_name":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AUP\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2526843760","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2526843760","pubTimestamp":1744130700,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1245 ET - UBS thinks Levi Strauss is better positioned than most to deal with tariffs because of its global supply chain network. In a research note, analysts also say the company continues to execute well on factors within its control and just had one of its best quarters over the past few years driven by better-than-anticipated revenue growth and gross margins. Overall, Levi's continuing transformation into a global, lifestyle brand for both men and women should continue to fuel share gains over the long term, the analysts add. UBS raises its FY25 EPS estimate by about 3% and leaves its FY26 and FY27 EPS views unchanged. Levi Strauss falls 5% to $12.82, and is off 25% year-to-date. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1815336091.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AUP\" (USD) INC","LU0757428866.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AE\" (USD) ACC","BK4202":"服装、服饰与奢侈品","LEVI":"李维斯"},"translate_title":"李维斯的全球供应链平息了关税担忧——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LEVI":0.9},"content_text":"1245 ET - UBS thinks Levi Strauss is better positioned than most to deal with tariffs because of its global supply chain network. In a research note, analysts also say the company continues to execute well on factors within its control and just had one of its best quarters over the past few years driven by better-than-anticipated revenue growth and gross margins. Overall, Levi's continuing transformation into a global, lifestyle brand for both men and women should continue to fuel share gains over the long term, the analysts add. UBS raises its FY25 EPS estimate by about 3% and leaves its FY26 and FY27 EPS views unchanged. Levi Strauss falls 5% to $12.82, and is off 25% year-to-date. (sabela.ojea@wsj.com; @sabelaojeaguix) \n\n\n  (END) Dow Jones Newswires\n\n\n  April 08, 2025 12:45 ET (16:45 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}