Levi提出2025年利润预测, 但错过了估计, 股价下跌了 以关税驱动的差价警告。 Levi's raised 2025 profit forecast but missed estimates, shares dropped on tariff-driven margin warning.

Levi Strauss & Co. 将2025年调整后的收入预测提高到每股1.27美元至1.32美元,但错过了华尔街1.31美元的共识,在课后交易中,股价下降7.5-7.9%。 Levi Strauss & Co. raised its 2025 adjusted earnings forecast to $1.27–$1.32 per share but missed Wall Street’s $1.31 consensus, sending shares down 7.5–7.9% in after-hours trading. 尽管第三季度成果强劲——收入15.4亿美元,每股34美分,均高于上述估计——该公司警告说,由于美国对来自中国(30%)和其他国家(20%)的进口品征收关税,Q4的基点总差值将下降130点。 Despite strong third-quarter results—$1.54 billion in revenue and 34 cents per share, both above estimates—the company warned of a 130-basis-point gross margin decline in Q4 due to U.S. tariffs on imports from China (30%) and other countries (20%). 为了抵消成本,Levi提前获得70%的假日库存,并略微提高了价格。 To offset costs, Levi secured 70% of holiday inventory early and implemented modest price increases. 该公司列举了直接对消费者销售、国际市场和非猎人类别的增长,同时将SKUs减少了15%以提高效率。 The company cited growth in direct-to-consumer sales, international markets, and non-jeans categories, while reducing SKUs by 15% to improve efficiency.