Strauss Group Ltd.·Consumer Defensive

Levi Strauss & Co. NYSE: LEVI saw big gains the morning after the company reported a double beat in its Q1 2026 earnings report. The company released earnings after the market closed on April 7, and investors liked what they heard.

LEVI posts Q1 beats on EPS and revenues, driven by strong DTC and e-commerce growth, while raising its fiscal 2026 outlook.

Levi's direct-to-consumer sales are booming. The company's wholesale business is also performing well.

Levi Strauss & Co. is making progress on its drive to become a “DTC-first denim lifestyle brand,” executives said Tuesday (April 7) during an earnings call. During the quarter ended March 1, direct-to-consumer (DTC) sales accounted for 52% of the company's total net revenues, according to a Tuesday earnings release.

Levi Strauss & Co. delivered strong Q1 results, with accelerating comp sales and raised full-year guidance, fueling a 10% post-earnings rally. Despite recent gains and a 75% 12-month surge, LEVI remains attractively valued given improved execution and a positive outlook. LEVI is expanding market share internationally and growing its product portfolio, notably with Beyond Yoga.

Michelle Gass, president and CEO of Levi Strauss & Co., discusses the company's current tariff strategy.
Strauss Group Ltd., together with its subsidiaries, develops, manufactures, markets, and sells various food and beverage products in Israel, North America, Brazil, Europe, and internationally. The company operates through six segments: Health & Wellness; Fun & Indulgence; Israel Coffee; International Coffee; International Dips & Spreads; and Strauss Water. The Health & Wellness segment provides yogurts, dairy desserts, dairy-free tahini desserts, soft cheeses, flavored milk beverages, chilled salads, cut vegetables, fresh pasta products, cereal and granola bars, honey products, olive oils, fruit preserves, cooking sauces, lemon juices, and natural maple syrups. This segment also sells and distributes natural juices, butter spreads, and plant-based probiotic desserts. The Fun & Indulgence segment offers sweet snack bars, chocolate tablets, sweet spreads, candies, chewing gums, cakes and cookies, biscuits, wafers, and salty snacks. The Israel Coffee segment develops, manufactures, sells, markets, and distributes a range of coffee products, chocolate powders, and other drink powders; sells coffee beans; and retails coffee products. The International Coffee segment develops and manufactures various coffee products and powder drinks; markets and distributes coffee machines; and purchases and processes green coffee, corn products, cashew-based dairy substitutes and juice powders. The International Dips & Spreads segment manufactures, markets, and sells chilled dips and spreads under the Sabra, Obela, and Florentin brands. The Strauss Water segment also develops, manufactures, distributes, and sells filtration, purification, and carbonation systems for drinking water. The company was formerly known as Strauss-Elite Ltd. and changed its name to Strauss Group Ltd. in February 2007. Strauss Group Ltd. was incorporated in 1933 and is headquartered in Petah Tikva, Israel. Strauss Group Ltd. is a subsidiary of Strauss Holdings Ltd.
Consumer Defensive
Packaged Foods
17,484
2013-04-24
0.44