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Levi Strauss (GB:0A14)
NYSE:0A14
UK Market

Levi Strauss & Co (0A14) Earnings Dates, Call Summary & Reports

4 Followers

Earnings Data

Report Date
Jul 02, 2026
During Market Hours (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
0.2
Last Year’s EPS
0.19
Same Quarter Last Year
Based on 12 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Apr 07, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed strong, broad-based operational momentum: double-digit growth in key channels and categories, improved profitability and raised full-year guidance. These positive results were balanced by near-term margin pressure from tariffs, elevated SG&A driven by marketing timing and distribution transition costs that the company is actively managing. Leadership changes were announced (CFO retirement) but framed as a planned transition with continuity. Overall the company demonstrated confidence in sustaining growth while addressing known cost and execution risks.
Company Guidance
Management raised full‑year fiscal 2026 expectations, guiding reported net revenue growth to +5.5%–+6.5% and organic net revenue to +4.5%–+5.5% (a 0.5‑point increase driven by stronger U.S. wholesale), with global wholesale now expected to be up low‑single‑digits; full‑year gross margin is expected to be flat to slightly up, adjusted EBIT margin about 12% (up from a prior 11.8%–12% range) and adjusted diluted EPS roughly $1.42–$1.48 (up from $1.40–$1.46). For Q2 the company expects reported revenues +4%–+5% (organic +3%–+4%), gross margin slightly down due to FX, adjusted EBIT margin of 8%–9% and adjusted diluted EPS of ~$0.22–$0.24. Management framed the margin cadence as H1 EBIT margins ~10%–11% and H2 ~13%–14% (anchoring the full‑year ~12%), assumes tariffs at 30% U.S./20% ROW in its plan (not reflecting recent legal developments), notes a potential incremental benefit of ~$35M to COGS and ~$0.07 to EPS if 10% tariffs remain, and expects marketing to be roughly flat at ~7% of sales.
Top-Line Growth Exceeds Expectations
Organic net revenue grew 9% in Q1 (reported +14%), with broad-based strength across regions and channels.
Direct-to-Consumer (DTC) Momentum
Global DTC net revenues grew 10% with comparable sales up 7%, marking the company's 16th consecutive quarter of positive comps; DTC now represents about 50% of the business.
Wholesale Outperformance
Wholesale exceeded expectations, delivering 8% growth in the quarter, driven by increased buys from partners on women's and tops assortments.
Category and Product Strength
Women's grew 13% and men's grew 7%; tops were up 13% and bottoms up 7%. Notable product wins: 517s up 25%, expansion of baggy/loose fits and successful new innovations (e.g., Thermodapt).
International Strength
International net revenues grew 12% overall: Europe +10% (with Italy revenues nearly doubling since 2021) and Asia +12% (DTC in Asia up 16%); LatAm grew 14% within the Americas.
Margin and Profitability Progress
Adjusted EBIT margin was 12.5% in Q1 (would be 14.1% excluding A&P timing), showing strong flow-through (~40%); adjusted diluted EPS was $0.42, up 11% year-over-year.
Cash Flow and Shareholder Returns
Adjusted free cash flow was $152M in Q1; shareholder returns totaled $214M (up 163% YoY) and the company declared a $0.14 per share dividend (+8% YoY).
Loyalty and Digital Engagement
Loyalty membership reached 46 million (up 17% YoY) with ~2 million net adds in Q1; 70% of new U.S. e-commerce orders came from Gen Z and millennials; e-commerce grew 17%.
Raised Full-Year Guidance
Company raised FY26 guidance: reported revenue growth to 5.5%–6.5% and organic to 4.5%–5.5% (both +0.5 pt vs prior); adjusted EBIT margin now ~12%; adjusted diluted EPS raised to $1.42–$1.48.

Levi Strauss & Co (GB:0A14) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

GB:0A14 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jul 02, 2026
2026 (Q2)
0.20 / -
0.189
Apr 07, 2026
2026 (Q1)
0.31 / 0.36
0.32610.53% (+0.03)
Nov 30, 2025
2025 (Q4)
0.34 / 0.35
0.429-18.00% (-0.08)
Oct 09, 2025
2025 (Q3)
0.26 / 0.29
0.2833.03% (<+0.01)
Jul 10, 2025
2025 (Q2)
0.11 / 0.19
0.13737.50% (+0.05)
Apr 07, 2025
2025 (Q1)
0.24 / 0.33
0.22346.15% (+0.10)
Jan 29, 2025
2024 (Q4)
0.41 / 0.43
0.37713.64% (+0.05)
Oct 02, 2024
2024 (Q3)
0.27 / 0.28
0.2417.86% (+0.04)
Jun 26, 2024
2024 (Q2)
0.09 / 0.14
0.034300.00% (+0.10)
Apr 03, 2024
2024 (Q1)
0.18 / 0.22
0.292-23.53% (-0.07)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

GB:0A14 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 07, 2026
€17.80€17.800.00%
Oct 09, 2025
€17.80€17.800.00%
Jul 10, 2025
€17.80€17.800.00%
Apr 07, 2025
€17.80€17.800.00%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Levi Strauss (GB:0A14) report earnings?
Levi Strauss (GB:0A14) is schdueled to report earning on Jul 02, 2026, During Market Hours (Confirmed).
    What is Levi Strauss (GB:0A14) earnings time?
    Levi Strauss (GB:0A14) earnings time is at Jul 02, 2026, During Market Hours (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Levi Strauss stock?
          The P/E ratio of Levi Strauss & Co is N/A.
            What is GB:0A14 EPS forecast?
            GB:0A14 EPS forecast for the fiscal quarter 2026 (Q2) is 0.2.

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