Levi's (LEVI): FY25 Q2 earnings call, Jul 10, 2025

Thu, Jul 10Earnings callSpeaker-labelled transcriptLevi's

No Kalshi or Polymarket word markets were listed for Levi's Jul 10, 2025 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

5 matches for “Commerce”; 5 quoted, at least 25 words apart.

Michelle D. Gasscompanyprepared

…accelerating our shift toward becoming a DTC-first business across both brick-and-mortar and e-commerce. Today, our owned and operated channels represent over half of our business,…

Michelle D. Gasscompanyprepared

…reflect our enhanced denim lifestyle offer. We drove another quarter of double-digit e-commerce growth, up 13% in Q2, with both traffic and AURs increasing as…

Harmit J. Singhcompanyprepared

…as evidenced by the fact that DTC grew 10% and wholesale 7%, e-commerce grew 13% and brick-and-mortar 10%. International grew 10% and the U.S. 7%.…

Harmit J. Singhcompanyprepared

…up 9%, driven by comp sales, reflecting strength across mainline, outlet, and e-commerce. And our wholesale business was up 23%, benefiting from the resumption of…

Harmit J. Singhcompanyqa

…only other factor I would say sometimes gets lost in translation, our e-commerce business is now a profitable business. It used to be a drag.…

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