UBS is positive on Levi Strauss(LEVI+1.6%) after meeting with upper management. The firm reiterates a Buy rating on LEVIon what it sees as a very attractive near-term and long-term opportunity.
Analyst Jay Sole: "We expect strong EPS growth to drive the stock to our $34 Price Target. The market doesn't fully appreciate the positive impact on Levi's future earnings from the combined power of reopening, an emerging denim cycle, brand investments, mix shifts, and cost savings. We forecast LEVI EPS reaching $1.40 in FY22. This is 25% above LEVI's prepandemic level and 4% ahead of consensus. Our view is this type of growth plus regular earnings beats will cause the stock's P/E to remain in the low 20x range."
Importantly, Sole and team think LEVI's long-term margin opportunity is greater than many realize.
It is a clean sweep of bull ratings on Levi Strauss on Wall Street, with all 9 ratings on the books at Buy-equivalent or better.
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