Levi Strauss & Co.
LEVIHIGH VELOCITYFILING INTENSITYLevi Strauss & Co. reads as High Velocity (composite 70/100); pressure / disclosure signals dominate the posture this cycle · primary market Consumer Products.
Lens
Disclosed M&A capital (2023–2025)
$47M
vs $7M in 2020–2022
Disclosed transactions
N/A
2/3 active fiscal years in window
Buyer archetype
Consistent Strategic Buyer
Meaningful spend appears across repeat years.
Composite score
70
High Velocity dominates · Filing Intensity
Behavioral posture, nine reads.
Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.
Active Acquirer
Companies actively deploying disclosed capital into M&A
- $161M disclosed buyer spend
Buyer Cadence
Buyer-side companies with recent filing activity
- Filed within 43d
- 353 8-Ks
Target Probability
Issuers showing target-side patterns from filings
- 3 activism filings
Spin/Carve
Issuers showing spin-off, carve-out, or sum-of-parts posture
- 3 activism filings
Pressure Watch
Issuers facing activism, governance, or control pressure
- 3 activism filings
- Latest activism 4.4y ago; discounted
Distress Watch
Issuers showing financial-distress filing patterns
- 3 activism filings
Restatement Risk
Issuers with accounting-integrity flags from filings
Capital Velocity
DominantIssuers with the highest filing-activity intensity
- 353 8-Ks
- 5 form types
Quiet Power
Large issuers with low signal volume and clean disclosure cadence
- Enterprise value $9.3B
- 10-Q 63d ago
- 2 active signals
Capital cadence.
Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.
Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $34M · Peak count: 1
| FY | Disclosed buys | Disclosed spend | Avg ticket | Audited tier |
|---|---|---|---|---|
| 2025 | N/A | N/A | N/A | N/A |
| 2024 | N/A | $34M | N/A | N/A |
| 2023 | N/A | $12M | N/A | N/A |
| 2022 | 1 | $3M | $3M | N/A |
| 2021 | 1 | $4M | $4M | N/A |
| 2020 | N/A | N/A | N/A | N/A |
Strategy posture.
The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.
Archetype mix
- Bolt On50%
- Geographic Expansion50%
Strategy keywords
Terms recurring across recent 10-K acquisition disclosures.
- bolt_on
- geographic_expansion
Filing language.
Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.
“Consolidation in the retail industry has typically resulted in store closures, centralized purchasing decisions and increased emphasis by retailers on inventory management and productivity, which could result in fewer stores carrying our products or reduced demand by retailers for our products.”
“The goodwill is attributable to the Company's ability to expand the Beyond Yoga® brand to more consumers through direct-to-consumer expansion, including brick-and-mortar retail, gender and category growth, and further development of the wholesale footprint with premium partners.”
“Just recently in December 2019, we acquired the assets of one of our distributors within Latin America in order to take direct control of our Levi's® and Docker's® brands within the Americas region and accelerate growth.”
“In addition, the retail industry in the United States has experienced substantial consolidation over the last decade, and further consolidation may occur.”
“We expect to opportunistically pursue acquisitions to supplement our strong organic growth profile and drive further brand and category diversification.”
Market context.
Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.
Primary market
Consumer Products
- Market spend (2023–2025)
- $145.2B
- Market spend (2020–2022)
- $102.1B
- Recent vs prior
- +42%
- Issuer rank in market
- N/A
- Share of market capital
- 0.0%
Valuation positioning
LEVI trades at a -1.3-turn discount to the Consumer Products peer median of 12.2×.
- EV / Revenue
- 1.4×
- Net debt / EBITDA
- 0.4×
- Peer median EV / EBITDA
- 12.2×
Trading comparables
FMP market data · 2026-05-10
| Company | EV / EBITDA | EV / Rev | Net debt / EBITDA | Revenue | M&A 2023–2025 |
|---|---|---|---|---|---|
| 15.7× | 2.3× | 2.0× | $164.7B | $24.6B | |
Levi Strauss & Co.LEVI | 10.9× | 1.4× | 0.4× | $6.5B | $47M |
| 8.7× | 1.3× | -0.1× | $10B | $5.5B |
Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Consumer Products. Bars scaled to the highest EV/EBITDA in the set.
Buyer landscape.
Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.
Likely buyers
No public buyers surface as a strong target-side fit on current signal.
Likely sellers / divestiture partners
No reciprocal divestiture / strategic-alternatives matches identified.
Filing activity & signal stream.
Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.
Filing cadence
- 10-K (annual)292026-01-28
- 10-Q (quarterly)802026-04-07
- 8-K (event)3532026-04-27
- Proxy / DEF 14A182026-03-11
- Activism (13D / DFAN / PREC)32022-01-20
Signals on file
- elevated
Activism on file
2022-01-203 activist filings on file (13D, DFAN14A, PREC14A series).
- info
Signal
Serial acquisition history
- info
Signal
10-K strategy themes
Audited corpus.
No audited record on file for this CIK in the current v6 corpus.
This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.