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

…delivered another quarter of high single-digit organic net revenue growth, up 9%. Direct-to-consumer was up 10%, reflecting the 13th consecutive quarter of positive comparable sales…

…improving profitability. This progress reflects our disciplined shift toward becoming a truly consumer-led DTC-first retailer. Second, we are making measurable progress in our evolution from…

…us to deliberately distort focus to the Levi's brand, putting brand equity, consumer connection and category leadership at the center of every decision. Fourth, underpinning…

…operating environment has become more challenging with uncertainty around tariffs and broader consumer behavior, we are navigating this period from a position of strength. I'll…

…and we'll continue to fuel this trend throughout the year as more consumers look for lighterweight offerings year round. Another notable style trend gaining momentum…