Levi’s Q2 could become the apparel industry’s first real benchmark for post-IEEPA tariff economics.
With just ~1 per cent China sourcing, a potential $35 million COGS benefit, $0.07 EPS upside and an $80 million tariff refund in play, its guidance will determine whether diversified sourcing now delivers a structural margin edge—and reshape sourcing, pricing and supplier strategies across global apparel.
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Levi's Q2 to test apparel's new tariff-driven margin playbook
By Saartaj
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