Levi Strauss Survives Tariffs

Plus, Sui surges after integration.

July 11, 2025

In partnership with

Today is Friday, July 11, 2025.

The Early Bird Index today is 88.82

New to this newsletter? Sign up here

Levi Strauss Survives Tariffs

Levi Strauss & Co. $LEVI ( ▲ 1.7% ) jumped 6.79% in after-hours trading on Thursday after the clothing company posted strong financial earnings results.

Financials: Levi Strauss reported earnings of 22 cents per share and revenue of $1.4 billion in the past quarter. Both were better than expected.

Details: Net revenues increased 6%, including a 5% jump in the Americas and a 14% increase in Europe. The operating margin also increased.

Powering the Story: The company's direct-to-consumer business was the big winner in the past quarter. Revenue for that unit grew 11% and now it accounts for half of the company’s total net revenues.

Quote: “Given our strong H1 and continued momentum across the business—and despite higher tariffs—we are raising our full-year revenue and EPS expectations.” - Harmit Singh, Chief Financial and Growth Officer.

Early Bird’s Nest Egg Gains: Levi Strauss faced significant new tariffs. Despite these challenges, the company managed to survive.

  • The bulk of the company’s production is based in countries such as Pakistan, Bangladesh, and Indonesia. This limited the direct impact of the highest tariffs from China.

  • Most of the company’s revenue now comes from outside the United States, providing a buffer against U.S.-specific tariff impacts.

  • The company implemented very targeted, modest price hikes only where necessary.

Final Thoughts: Levi Strauss was already up 13% this year. After a strong quarter, the company is raising its dividend.

Expert investment picks that have returned 200%+

AIR Insiders get picks from expert investors and industry leaders sent straight to their inbox every week. Picks like:

Jason Calacanis recommending Uber at $25/share (200%+ return)

Anthony Scaramucci recommending Bitcoin at $29,863 (200%+ return)

Sim Desai recommending OpenAI at an $86 billion market cap (200%+ return)

Looking to invest in real estate, private credit, pre-IPO ventures or crypto? Just sign up for our 2-week free trial so you can experience all the benefits of being an AIR Insider.

Notables

Notable Earnings Today: N/A.

Notable IPOs Today: Oyster Enterprises II Acquisition Corp Class A Ordinary Shares (Nasdaq: OYSE).

Notable Equity Crowdfunding Campaigns Ending Today: Downtown Delights (Honeycomb), TRAiNED (StartEngine).

Notable Economic Events Today: WASDE Report (12:00 p.m. ET), Federal Budget Balance (2:00 p.m. ET).

Sui Surges After Integration

Source: Sui Foundation

The price of the cryptocurrency Sui $SUI.X ( ▲ 9.08% ) jumped about 11% on Thursday to reach its highest value since May.

Details: One reason the price is up is because of the launch of Threshold Network’s tBTC on the Sui blockchain. This could bring a lot of funding to Sui’s DeFi ecosystem. 

Final Thoughts: Despite the recent increase, Sui’s price is down since the start of 2025.

Drone Stocks Jump After Pentagon Report

Several drone-related stocks jumped in after-hours trading on Thursday after a report said the Pentagon will fast-track drone production and deployment.

Final Thoughts: AeroVironment $AVAV ( ▲ 0.34% ) grew 4.18% and Red Cat Holdings $RCAT ( ▼ 1.6% ) jumped 16.37%.

Soaring High: Delta Sparks Airline Rally After Restoring Outlook, Hiking Dividend (Investor’s Business Daily)

Thank you for reading!

Forward to a friend and tell them to sign up here.

Pick winning stocks: Upgrade to Early Bird Prime.

Want more investing tips? Listen to the podcast.

Show Your Support: Buy Me a Coffee.

Questions or comments? Hit reply to reach out.

The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.