Research Feed
LEVI: Record Buyback Into Operational Headwinds Signals Contrarian Opportunity
Levi Strauss deploying record $200M accelerated share repurchase (+33% vs FY2025) while guiding modest near-term profitability due to temporary distribution center transition costs. Management's contrarian capital allocation at 12x forward P/E with stock down 6% post-earnings suggests they see sever