Levi Strauss And Co's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Levi Strauss And Co (LEVI) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Levi Strauss And Co vs Its Competitors
- TTM: Trailing 12-month revenue of 6,614M vs 120,614M combined for tracked competitors (5.2% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-5.5% annualized vs trailing 12 months), vs decelerating (-8.6%) for its tracked peer group.
- Growth: Levi Strauss And Co generated 8.0% revenue growth year over year in Q2 2026, vs 0.9% for its tracked competitors combined.
- Profitability: Its 5.6% net margin compares with 9.8% for the peer group.
- Scale: Levi Strauss And Co ranks #9 of 49 companies by market capitalization in the Apparel, Footwear & Accessories industry, holding 2.7% of industry market cap.
- Peer revenue share: Levi Strauss And Co accounted for 5.4% of combined revenue among its tracked peer group, up from 5.0% a year earlier.
- Peer differentiation: Revenue per employee of $0.35M compares with $0.30M for the peer group (1.2x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
LEVI Sales vs. its Competitors, Q2 2026
Levi Strauss And Co reported revenue growth of 8.04 % year on year in Q2 2026, above its competitors' combined revenue growth of 0.90 %.
With a net margin of 5.59 %, Levi Strauss And Co reported lower profitability than its competitors (9.81 %).
Levi Strauss And Co generated 5.36 % of the combined sales of its peer group, up from 5.03 % a year earlier.
Levi Strauss And Co vs. its Competitors, Q2 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Levi Strauss And Co and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Levi Strauss and Co | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (5) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Levi Strauss And Co's competitor groups requires a Commercial License.
For context: the Apparel, Footwear & Accessories industry grew revenue 8.8% year over year, combined, vs 8.0% for Levi Strauss And Co. Levi Strauss And Co's share of combined industry revenue moved from 2.13% to 2.12%, a loss of 0.01 percentage points.
Levi Strauss And Co's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Levi Strauss and Co | Yes | Yes | No | No |
| Competitors combined (38) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 75.00 % (6 of 8) | 75.00 % (6 of 8) | 0.00 % (0 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
LEVI Stock Performance relative to its Competitors
LEVI Stock Performance relative to Similar-Size Competitors
LEVI Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Fossil Group inc | 282.9% | Outperformed |
| 2 | Vera Bradley Inc | 282.9% | Outperformed |
| 3 | Movado Group Inc | 282.9% | Outperformed |
| 4 | Jerash Holdings Us Inc | 282.9% | Outperformed |
| 5 | Ross Stores Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Levi Strauss And Co's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Levi Strauss And Co's Comment on Competition and Industry Peers
Publicly Traded Peers of Levi Strauss and Co
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Levi Strauss and Co | 7,718.55 | 6,613.70 |
| Ross Stores Inc | 76,160.66 | 23,776.06 |
| Nike Inc | 53,863.97 | 46,398.00 |
| Tapestry Inc | 23,847.19 | 8,004.00 |
| Ralph Lauren Corporation | 21,893.91 | 8,355.20 |
| Amer Sports Inc | 15,552.15 | 6,565.30 |
| SUBTOTAL | 306,842.01 | 239,789.55 |
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Sources: Levi Strauss and Co's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Levi Strauss and Co versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Levi Strauss And Co's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Levi Strauss and Co | Americas 52.21 % |
| Ross Stores Inc | Reportable 100.00 % |
| Nike Inc | North America 44.56 % |
| Tapestry Inc | Coach 88.57 % |
| Ralph Lauren Corporation | North America 41.03 % |
| Dick s Sporting Goods inc | Dick's 78.09 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Levi Strauss And Co's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Levi Strauss and Co | 7,719 | 348,089 | 33,642 |
| Ross Stores Inc | 76,161 | 214,199 | 20,863 |
| Nike Inc | 53,864 | 635,589 | 42,575 |
| Tapestry Inc | 23,847 | 388,544 | 74,160 |
| Ralph Lauren Corporation | 21,894 | 357,060 | 42,004 |
| Amer Sports Inc | 15,552 | 426,318 | 28,597 |
| PEERS TOTAL | 299,123 | 302,531 | 23,110 |
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Levi Strauss And Co's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Tapestry Inc | North America 57.37 % |
| Ralph Lauren Corporation | Americas 43.07 % |
| Lululemon Athletica Inc | Americas 71.41 % |
| Deckers Outdoor Corp | United States 58.33 % |
| Skechers Usa Inc | Americas 45.63 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Levi Strauss And Co's Position in Industry Market Structure
Market-capitalization share and concentration across all 45 companies in Levi Strauss And Co's industry classification, broader than the peer set above. Market cap in millions of $.Levi Strauss And Co ranks #9 of 45 companies by market capitalization in its industry, holding 2.67 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,369, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Cintas Corporation | 81,475 | 28.18 % |
| 2 | Nike Inc | 53,864 | 18.63 % |
| 3 | Tapestry Inc | 23,847 | 8.25 % |
| 4 | Ralph Lauren Corporation | 21,894 | 7.57 % |
| 5 | Amer Sports Inc | 1,234 | 5.2% |
| 6 | Lululemon Athletica Inc | 1,234 | 5.2% |
| 7 | Deckers Outdoor Corp | 1,234 | 5.2% |
| 8 | On Holding Ag | 1,234 | 5.2% |
| 9 | Levi Strauss and Co | 7,719 | 2.67 % |
| 10 | Gildan Activewear Inc | 1,234 | 5.2% |
Market cap and industry share for the rest of Levi Strauss And Co's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Levi Strauss And Co's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 4 | Ralph Lauren Corporation | 21,894 | 17.08 % |
| 5 | Amer Sports Inc | 15,552 | -20.10 % |
| 6 | Lululemon Athletica Inc | 11,357 | -41.83 % |
| 7 | Deckers Outdoor Corp | 10,857 | -26.44 % |
| 8 | On Holding Ag | 1,234 | 12.3% |
| 9 | Levi Strauss and Co | 7,719 | -13.72 % |
| 10 | Gildan Activewear Inc | 1,234 | 12.3% |
| 11 | Crocs inc | 1,234 | 12.3% |
| 12 | Birkenstock Holding Plc | 1,234 | 12.3% |
| 13 | V F Corporation | 1,234 | 12.3% |
| 14 | Kontoor Brands Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Levi Strauss And Co's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Levi Strauss And Co's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Apparel, Footwear & Accessories industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (58 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 61.72 % | 47.01 % (avg) | +14.7 pp |
| Operating Margin | 10.57 % | industry median | +4.3 pp |
| EBITDA Margin | 14.70 % | 3.73 % (avg) | +11.0 pp |
| Capital Intensity (Capex / Revenue) | 3.24 % | 3.06 % (avg) | +0.2 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Levi Strauss And Co's Valuation vs Competitive Position
Valuation multiples vs the Apparel, Footwear & Accessories industry average (58 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 14.5x | 19.0x | -4.5x |
| EV / EBITDA | 9.7x | 12.9x | -3.1x |
| P/B | 4.1x | 2.7x | +1.4x |
| Return on Equity | 28.66 % | industry aggregate | 1.84 % |
| Return on Invested Capital | 9.84 % | 2.80 % (avg) | 7.04 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Levi Strauss And Co's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 13.69 % | 3.37 % | -22.74 % | 29.45 % | 7.02 % | -0.23 % | 2.95 % | -1.15 % |
| Operating Margin | 9.63 % | 9.83 % | -1.91 % | 11.91 % | 10.48 % | 4.66 % | 4.16 % | 10.79 % |
| Return on Invested Capital | 17.92 % | 13.82 % | -1.60 % | 12.14 % | 10.88 % | 4.74 % | 4.21 % | 9.93 % |
| P/E | - | 19.0x | - | 18.3x | 11.5x | - | 34.0x | 14.6x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Levi Strauss And Co's Strategic Group Map
Every company in Levi Strauss And Co's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Levi Strauss And Co is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Levi Strauss And Co's BCG Growth-Share Matrix
Relative market share (vs Levi Strauss And Co's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Levi Strauss And Co falls in the Dog quadrant: relative market share of 0.09x vs its largest competitor, in an industry growing revenue 5.8% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Levi Strauss And Co's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 1,369 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Moderate, in line with the industry | Capital intensity (capex / revenue) of 3.24 % vs industry average 3.06 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Levi Strauss And Co's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Levi Strauss And Co's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Levi Strauss And Co's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Levi Strauss And Co falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Levi Strauss And Co's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
No rule matched.
Weaknesses
- Latest-quarter revenue run-rate is decelerating (-5.5% annualized vs trailing 12 months).
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.09x).
Opportunities
- Trades at a lower P/E than the industry average (14.5x vs 19.0x) despite a higher return on invested capital -- a possible re-rating opportunity.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-8.6% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Levi Strauss And Co's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Levi Strauss and Co | 0.38 | 1.56 | 0.47 |
| Ross Stores Inc | 0.87 | 1.55 | 0.23 |
| Nike Inc | 0.64 | 2.12 | 0.61 |
| Tapestry Inc | 0.60 | 1.74 | 3.73 |
| Ralph Lauren Corporation | 0.93 | 1.99 | 0.46 |
| Amer Sports Inc | 0.30 | 1.50 | 0.05 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Levi Strauss And Co's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Levi Strauss and Co | Q2 2026 | +8.0 % | +30.3 % |
| Ross Stores Inc | Q1 2026 | +20.6 % | +35.6 % |
| Nike Inc | Q2 2026 | -1.1 % | +406.6 % |
| Tapestry Inc | Q2 2026 | +8.8 % | - |
| Ralph Lauren Corporation | Q2 2026 | +14.0 % | +19.0 % |
| Amer Sports Inc | Q4 2025 | +26.7 % | +461.7 % |
| PEERS TOTAL | +10.3 % | +82.1 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Levi Strauss And Co's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Levi Strauss and Co | Q2 2026 | +7.9 % | +1.0 % |
| Ross Stores Inc | Q1 2026 | +18.1 % | +0.8 % |
| Nike Inc | Q2 2026 | -15.8 % | +38.0 % |
| Tapestry Inc | Q2 2026 | -23.5 % | +50.7 % |
| Ralph Lauren Corporation | Q2 2026 | +8.1 % | -71.5 % |
| Amer Sports Inc | Q4 2025 | +19.6 % | -5.5 % |
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Levi Strauss And Co's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Levi Strauss and Co | 9.57% | 13.08% | 28.66% |
| Ross Stores Inc | 15.18% | 23.36% | 38.42% |
| Nike Inc | 8.32% | 13.87% | 22.35% |
| Tapestry Inc | 23.41% | 28.75% | 232.19% |
| Ralph Lauren Corporation | 13.20% | 14.27% | 36.63% |
| Amer Sports Inc | 4.38% | 3.89% | 7.57% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Levi Strauss And Co's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Levi Strauss and Co | 12.25 | 1.17 |
| Ross Stores Inc | 33.16 | 3.20 |
| Nike Inc | 17.40 | 1.16 |
| Tapestry Inc | 15.63 | 2.98 |
| Ralph Lauren Corporation | 22.53 | 2.62 |
| Amer Sports Inc | 36.34 | 2.37 |
| PEERS AVERAGE | 16.63 | 1.28 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.