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Posted by
Two Blokes Jul 15 -
Filed in
Stock
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LEVI's 2Q25 results confirm accelerating profitable growth, with broad-based 9% organic revenue growth and record gross margins, validating my bullish thesis. The DTC channel is now a key margin driver, with EBIT margin expansion signaling a new baseline for higher profitability as the channel scales further. LEVI's transformation into a lifestyle brand is succeeding, with strong growth in tops and women's categories, driving higher AUR and gross margins.
