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Levi Strauss: Fully Priced Despite Being An Apparel Retailer In A Consumer Storm
Seeking Alpha· 2025-07-11 23:48
Levi Strauss & Co. (NYSE: LEVI ) presented a very good quarter , with continued growth, mainly driven by DTC and female apparel. Margins expanded significantly, much more on a GAAP basis than adjusted, due to restructuring costs lastLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, ...