LEVI: RW MCP Promo Analysis
Data through: July 5
Promotional Outlier: Worsening
Materially more promotional than PY. The headline discount ceiling is unchanged at 50% off both years, but the saturation of discounting jumped sharply: this year roughly three-quarters of in-window sends carried the sale (an “Extra 50% off sale styles” event, “styles starting at $13,” “deeper discounts just taken”), with multiple ~10–11M-reach broadcasts all pushing 50% off. A year ago the same window was far more full-price and newness-weighted — only around a fifth of sends carried a coded discount, the 50%-off EOSS sale was layered under editorial/product content (new summer icons, the Oasis collab, fit guides), and several of the largest blasts were non-promotional. Net read: Levi’s shifted from a newness-led program with an end-of-season sale on top to a markdown-saturated one where an escalated “extra 50% off” clearance dominates nearly every send — a clear step up in promotional intensity and a negative signal for pricing power.
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