"Levi's posted Q1 FY2026 revenue of $1.742 billion, up 14.1% year over year, with net income rising 31.19% to $177.1 million. Management then raised full-year guidance, now targeting reported net revenue growth of 5.5% to 6.5% and adjusted diluted earnings per share (EPS) of $1.42 to $1.48."
"Nike's trajectory runs the other direction. Q3 FY2026 revenue was essentially flat at $11.279 billion, up just 0.09% year over year, while net income fell 34.51% to $520 million. For the full fiscal year 2025, annual revenue declined 9.84% and net income dropped 43.53%."
"Levi's trades at a compelling discount to Nike on a forward earnings basis. With a current price of $22.33 and FY2026 EPS guidance midpoint of $1.45, the stock trades at roughly 15x forward earnings."
"Nike carries a trailing P/E of 29x despite earnings in freefall. Its forward P/E of 22x assumes a recovery that has yet to materialize."
Levi Strauss reported a 14.1% revenue increase in Q1 FY2026, with net income rising 31.19%. The company raised its full-year guidance, targeting 5.5% to 6.5% revenue growth. Direct-to-consumer sales grew 16%, and European sales surged 24%. In contrast, Nike's Q3 FY2026 revenue was nearly flat, with a 34.51% drop in net income. For FY2025, Nike's revenue declined 9.84%, and net income fell 43.53%. Levi's trades at a lower valuation compared to Nike, making it a more attractive investment option.
Read at 24/7 Wall St.
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