To The Moon

$Levi Strauss & Co(LEVI)$ $Lululemon Athletica(LULU)$ $Nike(NKE)$ Levi Strauss delivered a decisive beat and raise, validating its DTC-first pivot and extending a four-quarter streak of high single-digit organic growth. The company set a credible path toward structurally higher profitability even with tariff and SG&A headwinds. The cadence across geographies, categories, and channels signals a brand that is not merely weathering the macro backdrop; it’s compounding through it. 🐳 Unusual Options Flow $74K premium swept into $LEVI 26C 17Oct25 contracts • 1,153 contracts traded • 1,019 open interest • Average fill: $0.74 (about 5% OTM) This flow hit just ahea

$Levi Strauss & Co(LEVI)$ $Lululemon Athletica(LULU)$ $Nike(NKE)$ Levi Strauss delivered a decisive beat and raise, validating its DTC-first pivot and extending a four-quarter streak of high single-digit organic growth. The company set a credible path toward structurally higher profitability even with tariff and SG&A headwinds. The cadence across geographies, categories, and channels signals a brand that is not merely weathering the macro backdrop; it’s compounding through it. 🐳 Unusual Options Flow $74K premium swept into $LEVI 26C 17Oct25 contracts • 1,153 contracts traded • 1,019 open interest • Average fill: $0.74 (about 5% OTM) This flow hit just ahea