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Levi Strauss (LEVI)
NYSE:LEVI
Earnings Data
Report Date
Apr 02, 2026During Market Hours (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.37Last Year’s EPS
0.38Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call was constructive and optimistic: the company delivered broad-based revenue growth, strong DTC and e‑commerce acceleration, international momentum, higher full‑year margins and robust capital returns. Key near-term headwinds are tariff pressure on gross margin, transitory distribution costs in the U.S., elevated inventory dollars, and some wholesale rationalization. Management provided detailed mitigation plans (pricing, higher full-price selling, product cost reductions, AI-driven efficiency) and reiterated mid-single-digit organic growth and margin expansion guidance for FY2026.Company Guidance
Full-Year Revenue Growth and Brand Momentum
Organic net revenue growth of 7% in FY2025; Levi's brand grew 7% and strengthened share (number one globally; more market share than next two competitors combined); November holiday season +7% and the highest holiday revenue in at least a decade.
Direct-to-Consumer (DTC) Transformation and E‑commerce Acceleration
DTC composed ~50% of the business and grew ~11% for the year (Q4 DTC +10%); e‑commerce grew +22% in Q4; DTC posted its 15th consecutive quarter of positive comps; Q4 saw improvements across store KPIs (traffic, conversion, UPT) and global retail expansion with 47 net new system stores opened in Q4 and a plan for 50–60 net new stores in FY2026.
Product Expansion — Tops, Women's and Premium Blue Tab
Tops grew double digits in Q4 and drove nearly half of Q4 revenue growth; women's accelerated +11% for the year (men's +5%); non-denim and head-to-toe categories contributed ~one-third of full‑year growth; global rollout of premium Blue Tab collection showed strong early consumer response, validating a new premium TAM.
International Strength
International (nearly 60% of sales): Q4 international +8%; Europe Q4 +10% with the UK and Germany delivering double-digit growth and operating margin expansion (+330 bps vs prior year); Asia Q4 +4%, full‑year Asia +7% with margin expansion.
Profitability and Capital Returns
Company delivered its highest-ever gross margin for the year (gross margin expanded ~110 bps in FY2025) and improved adjusted EBIT margin by ~70 bps for the year; ROIC ~16%; returned $363 million to shareholders in FY2025 (+26% YoY) including a 7% dividend increase and completed a $150M buyback (announced additional $200M ASAP repurchase).
2026 Financial Outlook and Guidance
FY2026 guidance: organic net revenue growth of 4–5% (company expects reported growth in the mid-single-digits after FX); full‑year adjusted EBIT margin expected to expand ~40–60 bps to ~11.8–12%; full‑year adjusted diluted EPS guided to $1.40–$1.46; CapEx roughly $230M (~3.5–4% of revenues).
Technology and Operational Initiatives (AI)
Launched AI-powered Outfitting in the Levi's app and plans for a consumer AI stylist chatbot; announced development/deployment of integrated AgenTeq AI platform in partnership with Microsoft to automate task-driven work—initiatives intended to drive productivity, improve personalization and support margin expansion.
LEVI Earnings History
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
LEVI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 09, 2025 | $24.38 | $21.32 | -12.55% |
Jul 10, 2025 | $19.47 | $21.66 | +11.25% |
Apr 07, 2025 | $13.21 | $12.15 | -8.00% |
Jan 29, 2025 | $17.57 | $18.31 | +4.20% |
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 (LEVI) report earnings?
Levi Strauss (LEVI) is schdueled to report earning on Apr 02, 2026, During Market Hours (Confirmed).
What is Levi Strauss (LEVI) earnings time?
Levi Strauss (LEVI) earnings time is at Apr 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 LEVI EPS forecast?
LEVI EPS forecast for the fiscal quarter 2026 (Q1) is 0.37.
