Levi Strauss' Q2 Earnings Beat Estimates on Solid DTC Business
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 11 2025
0mins
Should l Buy GOOS?
Source: NASDAQ.COM
Levi Strauss & Co. Financial Performance: Levi Strauss reported strong second-quarter fiscal 2025 results with adjusted EPS of 22 cents and net revenues of $1.45 billion, both exceeding estimates and showing year-over-year growth. The company's Direct-to-Consumer (DTC) segment was a significant growth driver, contributing to a 50% share of overall net revenues.
Future Outlook and Shareholder Returns: Management raised the dividend to 14 cents per share for Q3 and projected an increase in net revenue growth expectations for the fiscal third quarter. The company plans to utilize proceeds from the sale of Dockers for share repurchases, indicating a commitment to returning value to shareholders.
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Analyst Views on GOOS
Wall Street analysts forecast GOOS stock price to rise
6 Analyst Rating
2 Buy
3 Hold
1 Sell
Hold
Current: 11.910
Low
8.65
Averages
13.09
High
16.00
Current: 11.910
Low
8.65
Averages
13.09
High
16.00
About GOOS
Canada Goose Holdings Inc. is a Canada-based company that operates a performance luxury outerwear, apparel, footwear and accessories brand. The Company designs, manufactures, and sells performance luxury apparel for men, women, youth, children, and babies. The Company’s product offerings include various styles of down-filled outerwear, rain and everyday jackets, fleece, vests, apparel, footwear, and accessories for the fall, winter, and spring seasons. The products it manufactures and sells are marketed under the Company’s brands: Canada Goose, Snow Goose and Baffin. Its apparel products include men’s and women’s leisure wear, including knitwear, sweats, and t-shirts. Its other outerwear products include rain and everyday collections, jackets for everyday occasions, fleece, and vests. The Company’s footwear and accessories products encompass men’s, women’s, and children’s products, including sneakers, boots, hats, scarves, gloves, hood trims, socks, bags and eyewear.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Earnings Announcement Schedule: Canada Goose plans to announce its fourth quarter and fiscal year 2026 results on May 14, 2026, before market open, reflecting the company's ongoing growth in high-performance outerwear and accessories.
- Conference Call Details: The company will host a conference call and webcast at 8:30 AM ET on the same day to discuss the earnings report, which is expected to attract significant attention from investors and analysts, enhancing market transparency.
- Webcast Access Link: Investors can access the live webcast link through the company's website, and after registration, they will receive an email with the call link, ensuring timely information dissemination.
- Brand Mission: Canada Goose is dedicated to pushing the boundaries of design, functionality, and style, emphasizing its leadership in the high-performance outerwear market while advocating for sustainability to enhance brand image.
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- Investigation Launched: Kirby McInerney LLP is investigating on behalf of Canada Goose Holdings Inc. (NYSE:GOOS) investors regarding potential violations of federal securities laws by the company and its senior management, indicating concerns over corporate governance.
- Earnings Report Impact: On February 5, 2026, Canada Goose reported its Q3 fiscal 2026 results, stating that “Margins this quarter reflected deliberate choices we made to expand product relevance and fuel brand momentum,” which led to a share price decline of $2.57, or approximately 19.4%.
- Stock Price Volatility: Prior to the earnings report, Canada Goose shares were priced at $13.22, closing at $10.65 post-announcement, reflecting diminished market confidence in the company's future performance, which could influence investor decisions.
- Legal Risks: No lawsuit has been filed yet, but the ongoing investigation may lead to claims under securities laws, potentially resulting in further legal and financial repercussions for the company.
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- Shareholder Rights Investigation: Bragar Eagel & Squire, P.C. is investigating whether Canada Goose (GOOS) has violated federal securities laws, potentially impacting shareholder rights, aiming to provide legal support for affected investors.
- Earnings Report Impact: On February 5, 2026, Canada Goose reported its Q3 results, revealing that strategic choices to enhance brand relevance led to a margin decline, causing shares to drop by $2.57, or approximately 19.4%.
- Legal Consultation Opportunity: Affected shareholders can contact Brandon Walker or Melissa Fortunato at Bragar Eagel & Squire to learn about their legal rights and potential claims, with no cost or obligation for the consultation.
- National Law Firm: Bragar Eagel & Squire, P.C. is a nationally recognized law firm with offices in New York, South Carolina, and California, specializing in securities, derivative, and commercial litigation, showcasing extensive legal expertise.
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- Investigation Launched: Kirby McInerney LLP is investigating whether Canada Goose Holdings Inc. violated federal securities laws or engaged in other unlawful business practices, indicating significant scrutiny over the company's compliance.
- Earnings Report Impact: On February 5, 2026, Canada Goose reported its Q3 fiscal 2026 results, stating that “Margins this quarter reflected deliberate choices we made to expand product relevance and fuel brand momentum,” which led to a share price decline of $2.57, or approximately 19.4%.
- Stock Price Volatility: Following the earnings report, Canada Goose's stock price fell from $13.22 on February 4, 2026, to $10.65, reflecting market concerns about the company's future performance and potentially impacting investor confidence.
- Legal Risks: Although no lawsuit has been filed yet, the ongoing investigation may uncover evidence supporting claims, which could lead to further legal and financial repercussions for the company.
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- Share Acquisition Details: Kessler Investment Group disclosed on February 3, 2026, via an SEC filing, the acquisition of 379,516 shares of Canada Goose (GOOS) with an estimated transaction value of $5.05 million, reflecting confidence in the luxury market.
- Asset Management Proportion: This transaction brings Kessler's total GOOS holdings to 678,892 shares valued at $8.79 million, representing 3.7% of its 13F reportable assets, making it the fund's 10th-largest holding and indicating a strategic focus on luxury goods.
- Market Performance Analysis: As of February 6, 2026, GOOS shares were priced at $11.24, up 14.7% over the past year, outperforming the S&P 500 by one percentage point, demonstrating its competitive position in the luxury market.
- Financial Health Status: Despite Canada Goose reporting a 14% increase in total sales and a 20% rise in North American revenue in its recent Q3 earnings, its margins and earnings fell short of expectations, prompting investors to monitor its future financial performance and market reactions.
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- Share Acquisition: On February 3, 2026, Kessler Investment Group purchased an additional 379,516 shares of Canada Goose (GOOS) for approximately $5.05 million, reflecting confidence in the luxury market.
- Asset Allocation Shift: This acquisition brings GOOS to 3.7% of Kessler's reportable assets under management, indicating its increasing significance within the investment portfolio.
- Performance Overview: Despite GOOS shares priced at $11.24 on February 6, 2026, reflecting a 14.7% increase over the past year, the stock fell over 10% following disappointing earnings, prompting caution among investors.
- Market Outlook: Kessler's increased stake suggests optimism about GOOS's long-term potential, particularly as sales in new product categories have doubled year-over-year, indicating that if the company can manage costs and maintain brand premium, substantial returns may be on the horizon.
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