Why CEO Michelle Gass is thriving at Levi's after stumbling at Kohl's | Fortune
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Why CEO Michelle Gass is thriving at Levi's after stumbling at Kohl's | Fortune
Michelle Gass's strategy at Levi's has proven successful, with net revenue rising 14% in the first quarter. Her tenure has seen consistent growth, with shares nearly doubling in a year. Gass's experience at Starbucks has informed her brand-oriented approach, allowing her to innovate at Levi's. Unlike her previous role at Kohl's, which required a turnaround, Gass has built on a foundation established by her predecessor, focusing on expanding Levi's own stores and reducing reliance on other retailers.
"Levi's reported a stellar first quarter in which net revenue rose 14%—those results may have quieted Gass's critics for good. Revenue grew 3% in her first year, then 4% in 2025 and growth is now accelerating."
"Gass's role taps into the consumer brands exposure she gained earlier in her career at Starbucks, where she honed her analytically rigorous and brand-oriented approach to management."
"Kohl's needed a turnaround CEO, whereas at Levi's, Gass inherited a company turned around years earlier by Bergh but where her zest for innovation and experience in running stores could flourish."
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