Levi Strauss & — Q3 2007 Earnings Presentation

5 slides from Levi Strauss &'s earnings presentation, Oct 10, 2007

Slide 1: Levi Strauss & Co. Third Quarter 2007
Levi Strauss & Co. Third Quarter 2007 Presented by: Hans Ploos van Amstel Chief Financial Officer October 10, 2007 This presentation should be read in conjunction with Levi Strauss & Co.'s annual report on Form 10-K for the fiscal year ended November 26, 2006 and quarterly report on Form 10-Q for th
Slide 2: Q3 2007 - Income Statement Overview
Net revenue growth, Levi's(r) brand growing worldwide. Operating income reflects higher sales allowances, lower benefit-plan curtailment gain. Continued strong gross and operating margins. Net income reflects lower interest and taxes. 1 LS&CO. Q3 2007 - Income Statement Overview
Slide 3: Q3 2007 - Regional Overview
2 LS&CO. Q3 2007 - Regional Overview North America net revenue reflects weak LSS(tm) performance. Europe shows strength. Asia Pacific growth from emerging markets, Japan beginning to stabilize. Corporate cost increase reflects lower curtailment gain.
Slide 4: Q3 2007 - Cash Flow Overview
3 LS&CO. Q3 2007 - Cash Flow Overview Operating activities: Timing of sales and investments in growth. Investing activities: Retail network and SAP. Financing activities: Q2 Refinancing and $50mm debt reduction.
Slide 5: Key Conclusions
4 Key Conclusions On track for FY revenue growth and solid operating margins. Operating cash flow fuels debt reduction and investments in the business. Net income up.