Dec. 24 at 5:17 AM
$LEVI
Simply Wall St
Tue, December 23, 2025 at 8:25 PM PST
Most Popular Narrative: 23.2% Undervalued
With Levi Strauss closing at
$20.97 against a narrative fair value near
$27.31, the current gap frames a compelling upside story for long term investors.
Direct to consumer strength, particularly in North America, is seen as a key driver of higher gross margins and more resilient revenue growth, reinforcing confidence in the company’s ability to compound earnings beyond near term volatility.
Result: Fair Value of
$27.31 (UNDERVALUED)
However, this upside narrative could be undermined if tariff pressures intensify or denim demand weakens, crimping margins and slowing Levi’s direct-to-consumer growth.