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Earnings Data
Report Date
Jul 08, 2026During Market Hours (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.24Last Year’s EPS
0.22Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
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
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 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 |
|---|---|---|---|
Apr 07, 2026 | $19.59 | $21.68 | +10.66% |
Oct 09, 2025 | $24.07 | $21.05 | -12.55% |
Jul 10, 2025 | $19.22 | $21.39 | +11.25% |
Apr 07, 2025 | $13.04 | $12.00 | -8.00% |
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 (LEVI) report earnings?
Levi Strauss (LEVI) is schdueled to report earning on Jul 08, 2026, During Market Hours (Confirmed).
What is Levi Strauss (LEVI) earnings time?
Levi Strauss (LEVI) earnings time is at Jul 08, 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 (Q2) is 0.24.
