--- title: "Levi Strauss (LEVI) Could Be 11% Undervalued After Earnings Guidance And Dividend Lift" type: "News" locale: "en" url: "https://longbridge.com/en/news/292594688.md" description: "Levi Strauss (LEVI) reported Q2 earnings, raised its 2026 revenue guidance, and increased its quarterly dividend. Shares trade at $24.19, with analysis suggesting the stock is 11% undervalued against a fair value of $27.13. The company's shift to Direct-to-Consumer sales is driving margin expansion, though risks include tariff exposure and reliance on the core brand." datetime: "2026-07-14T09:00:26.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/292594688.md) - [en](https://longbridge.com/en/news/292594688.md) - [zh-HK](https://longbridge.com/zh-HK/news/292594688.md) --- # Levi Strauss (LEVI) Could Be 11% Undervalued After Earnings Guidance And Dividend Lift ## Levi Strauss earnings, guidance and dividend move into focus Levi Strauss (LEVI) drew attention after reporting second quarter results, updating its outlook for 2026, lifting its quarterly dividend, and confirming guidance for third quarter revenue growth of 4% to 5%. See our latest analysis for Levi Strauss. Levi Strauss shares trade at $24.19, with a 90 day share price return of 8.04% and a year to date gain of 16.19%. The 3 year total shareholder return of 95.80% highlights how longer term holders have experienced much stronger compounding than more recent investors. If Levi Strauss's recent earnings beat caught your attention, it may be a good moment to widen your watchlist and consider 18 top founder-led companies Bulls point to Levi Strauss's recent earnings strength, higher 2026 revenue guidance and a bigger dividend, while bears question how much of that is already in the share price. Which side does the current valuation support? ## Most Popular Narrative: 11% Undervalued With Levi Strauss shares at $24.19 versus a narrative fair value of $27.13, the current setup reflects a modest valuation gap that hinges on brand strength and future earnings quality. > _Levi's decisive shift to a Direct-to-Consumer-first business, now representing over half of sales, is delivering higher margins (DTC EBIT up 400bps YTD), greater control over brand experience, and faster innovation cycles, driving sustained improvements in net margins and future earnings._ Read the complete narrative. Want to see what this DTC shift really implies for Levi Strauss? The narrative ties together revenue growth, margin expansion and a lower future P/E to justify that fair value. **Result: Fair Value of $27.13 (UNDERVALUED)** Have a read of the narrative in full and understand what's behind the forecasts. However, there are still pressure points for Levi Strauss, including tariff exposure and heavy reliance on the core Levi’s brand if denim demand weakens. Find out about the key risks to this Levi Strauss narrative. ## Next Steps With both risks and rewards in play for Levi Strauss, this is a moment to move quickly, review the full picture, and shape your own view with the 4 key rewards and 2 important warning signs ## Looking for more investment ideas beyond Levi Strauss? If Levi Strauss has sharpened your focus, do not stop here. Use the Simply Wall Street Screener to uncover more opportunities that fit your style. - Spot underappreciated quality by checking out 46 high quality undervalued stocks that combine solid fundamentals with pricing that may not fully reflect their strengths. - Build a sturdier core for your portfolio with the solid balance sheet and fundamentals stocks screener (47 results) to focus on companies with healthier financial footing. - Hunt for lesser known potential by using the screener containing 20 high quality undiscovered gems before they land on everyone else's radar. _This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. 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Explore Now for Free ### Related Stocks - [LEVI.US](https://longbridge.com/en/quote/LEVI.US.md) ## Related News & Research - [Levi Strauss CFO and Chief Growth Officer Harmit Singh disposes of USD 2.38 million in common shares](https://longbridge.com/en/news/293807801.md) - [What Levi Strauss (LEVI)'s Upgraded Outlook and Higher Dividend Means For Shareholders](https://longbridge.com/en/news/293143824.md) - [This Clorox Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Tuesday](https://longbridge.com/en/news/294064954.md) - [Levi Strauss Is About to Report Q2 Earnings; Options Traders Expect 9.64% Move in LEVI Stock](https://longbridge.com/en/news/291842023.md) - [Levi Strauss Posts Beat-And-Raise Quarter, Analysts See ‘More Upside In 2H’](https://longbridge.com/en/news/292220786.md)