LEVI

Recap: Levi’s and Lululemon

2022-12-21T23:52:25+02:00

Use the podcast player below to listen to our recap on Levi's and Lululemon's recent results, which accompanies the detailed write-up below: (Date of report: 22 December 2022) They both start with the letter L. They are both retailers. They both sell directly to consumers. There are other similarities too, as we will discover. In this recap show, we update our research on Lululemon and Levi’s, two iconic clothing brands that trade at vastly different valuation multiples. Facing a critical Christmas period with full shelves and consumers under pressure, it’s all to play for. We covered Lululemon back in April (read [...]

Recap: Levi’s and Lululemon2022-12-21T23:52:25+02:00

Levi’s: Selling Jeans in a Gold Rush

2022-07-18T15:56:28+02:00

Use the podcast player below to listen to our discussion on Levi Strauss & Co and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 13 July 2022) Levi Strauss was a Bavarian emigrant who arrived in San Francisco in 1850 during the gold rush. He sold the miners durable pants rather than shovels, bucking the trend of the old saying about selling shovels in a gold rush! The patent to add metal rivets to work pants was granted in 1873 and blue jeans were born. Levi’s traded publicly between 1971 and 1985 before being taken private in [...]

Levi’s: Selling Jeans in a Gold Rush2022-07-18T15:56:28+02:00
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