What the latest earnings mean for Levi Strauss (LEVI) shareholders

Levi Strauss (LEVI) just released fourth quarter and full year 2025 results, showing higher annual sales and net income, alongside new 2026 revenue guidance and a maintained cash dividend.

For investors, this earnings update brings three key pieces together in one moment: full year performance, management’s outlook for revenue growth in 2026, and confirmation of ongoing cash returns through the quarterly dividend.

Despite the fresh earnings, Levi Strauss’ share price has eased recently, with a 1-day share price return of a 3.67% decline and a 7-day share price return of a 6.23% decline. Its 1-year total shareholder return of 16.49% points to longer term gains that investors may weigh against the new 2026 revenue guidance and steady dividend.

If this earnings update has you thinking beyond a single brand, it could be a good moment to broaden your watchlist with fast growing stocks with high insider ownership.

With LEVI trading at US$20.47, showing an intrinsic discount of 16% and sitting about 34% below the average analyst price target, you have to ask: is this a value opening, or is future growth already reflected?

Most Popular Narrative: 25% Undervalued

Against Levi Strauss’ last close at $20.47, the most widely followed narrative pegs fair value closer to the high twenties, using a detailed cash flow and earnings framework.

The analysts have a consensus price target of $23.75 for Levi Strauss based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $28.0, and the most bearish reporting a price target of just $19.0.

Want to see what is sitting behind that fair value gap? The narrative leans heavily on gradual revenue growth, fatter margins, and a lower future earnings multiple than many peers. Curious how those moving parts add up in the model, and what kind of cash flow path is baked in?

Result: Fair Value of $27.29 (UNDERVALUED)

However, this story can change quickly if Levi’s tariff exposure bites harder than expected, or if denim demand softens and weighs on the core brand.

Build Your Own Levi Strauss Narrative

If you see the numbers differently or prefer to test your own assumptions, you can build a complete Levi view in just a few minutes with Do it your way.

A great starting point for your Levi Strauss research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.

Looking for more investment ideas?

If Levi has your attention, do not stop here. Use this momentum to size up new opportunities and keep your watchlist working hard for you.

• Spot potential value candidates early by scanning these 877 undervalued stocks based on cash flows that trade at prices some investors may see as below their estimated cash flow potential.
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• Strengthen your income watchlist by reviewing these 14 dividend stocks with yields > 3% that currently offer yields above 3% alongside equity exposure.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.