| [: Ʒ Ư ũ(valuewalk.com) 2023 1 27 Դϴ. ֽĿ ǰ Դϴ.]
Ʈ콺 ǥ Ϸ ־ ұϰ 4б ߴ. ̴ , ͷ ϶ й ް ֱ ǰ ִ.
̰, ڵ 㿡 ϰ ִ..
4б ǥ Ʈ콺(Levi Strauss & Co: NYSE--LEVI) ֳθƮ Ϸ ־ ǥ Ǿ. ̷ Ʈ콺 귣 Ŀ, , ä(DTC: Direct-to-Consumer), ÷̼ǿ ִ Һ ݿ ̴.
(ڷ: )
̷ Ϸ Ұ ĥ Ʈ콺 4б ȣ ġ(guidance) ǥ, ̷ ǥ ְ 7% ̻ ߴ. ֳθƮ ɼ , ʴ ص, Ʈ콺 ż Ȥ ϰ ߱ ڵ鿡 ŷ ڻ̶ ̴.
4б
Ʈ콺 4б ǥ , ü ִ. 6.5% 15 9,000 , ̴ ϺƮ ġ ġ߰, ͷ ߴ.
ͷ ټ ϶ϱ , ϶ , ' ' ͷ 2023 ӵ ȴ. ټ ϶ ҿ DTC Ǹ Ȯ Ǹ ä ȯ δ.
, ȯ ϰ ʾ, ؿ ڱ 쿡 (ȯ ۿ) ȴ. DTC ι , ҵͿ ΰ 湮 ϸ鼭 ¶ ä ǸŰ ȭDZ ̰ , (浥 ) 2019 ´.
ͷ , ͷ ͷ ϶ؼ, ͷ EBIT( )ͷ 300bp ϶ߴ. ͷ й Ҹ ̰, ͷ ϶ ϱ ȸߴ.
ִ 0.34 ϺƮ ġ 0.04(1,340bp) ȸߴ. ̴ ַ ڻ Կ ̴. Ʈ콺 4б 220 ڻָ ߰ , 2022 δ 870 ڻָ ߴ. ̷ν ֽ 2.2% ߴ.
ȸ ̴, ġ ȣ
ȸ 2023 ̴. 2023 , ֳθƮ ͷ ξ ߴ. ȸ 1.5~3.0% ߰, ִ 1.45 1.30~1.40 ߴ. ȸ ִ ġ , Ϲ ֳθƮ ǥ ǰ, (ֳθƮ ƴ϶ ص) ̺ ξ ϰ ־.
ܱ ü ͺ , ̼, 翡 ָ
ǥ Ϸ ұϰ, 츮 ̽ ż ǰ Ѵ. ǥ 簡 20% ̸, ȣ ǥ߱ ڽɸ ǥ ߰ϰ ɼ . ̷ , ֳθƮ Ʈ콺 ְ 20 ر ̴.
絵 ָҸ ̴. ְ ͷ 2.9%̸, 2023 ̴ ϴ 缺 37%̴. 繫µ ſ ưưϴ. ä ڱں 1.1(ڱں ä110%) ߰, ݵ ϸ, Ȳ .
, 17 ܿ ֱ ܱⰣ ְ ϱ ִ. ְ ֳθƮ ̳ ż ȭ ֱ ؿ Ⱦ ִ. , Ʈ콺 Ǹ ̰, PER 12 ̸ֽ, 絵 ȣϴ.
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* ó: ӽ (Thomas Hughes), ϺƮ(MarketBeat) ֳθƮ, "Levi Strauss Is A Good Fit For Income Investors," 2023 1 27, https://www.valuewalk.com/levi-strauss-is-a-good-fit-for-income-investors/
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