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Impact · against what's priced in

The news regarding 90s nostalgia is not a catalyst for Levi's. The market has already priced in the current 6% organic growth and is discounting the acceleration required for higher targets, making a generic trend confirmation insufficient to move the stock.

LEVI+0.05

Already priced in

The price assumes

The current 6% organic revenue growth

The resurgence of 90s nostalgia supports the organic growth levels the market already accepts as today's run rate, but it does not provide evidence of the 11% CAGR the market currently refuses to credit.

What LEVI's price assumes · Sep 5

• retail
• LEVI
• apparel
• consumer trends
• fashion

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