Earnings summaries and quarterly performance for LEVI STRAUSS &.
Executive leadership at LEVI STRAUSS &.
Michelle Gass
Detailed
Chief Executive Officer
CEO
BB
Bernard Bedon
Detailed
Chief Human Resources Officer
DJ
David Jedrzejek
Detailed
Senior Vice President and General Counsel
GF
Gianluca Flore
Detailed
Executive Vice President and Chief Commercial Officer
HS
Harmit Singh
Detailed
Executive Vice President and Chief Financial and Growth Officer
TD
Timothy Davis
Detailed
Senior Vice President, Global Controller and Principal Accounting Officer
Board of directors at LEVI STRAUSS &.
AP
Artemis Patrick
Detailed
Director
CM
Christopher McCormick
Detailed
Director
DG
Daniel Geballe
Detailed
Director
DM
David Marberger
Detailed
Director
ER
Elliott Rodgers
Detailed
Director
JM
Jenny Ming
Detailed
Director
JB
Jill Beraud
Detailed
Director
JP
Joshua Prime
Detailed
Director
RE
Robert Eckert
Detailed
Chair of the Board
TA
Troy Alstead
Detailed
Director
YG
Yael Garten
Detailed
Director
Research analysts who have asked questions during LEVI STRAUSS & earnings calls.
JS
Jay Sole
UBS
8 questions for LEVI
Also covers: , AEO, AS +27 more
LV
Laurent Vasilescu
BNP Paribas S.A.
8 questions for LEVI
Also covers: AS, BIRK, CLAR +9 more
MB
Matthew Boss
JPMorgan Chase & Co.
7 questions for LEVI
Also covers: , AEO, ANF +38 more
BR
Brooke Roach
Goldman Sachs Group, Inc.
6 questions for LEVI
Also covers: , AS, BURL +23 more
OC
Oliver Chen
TD Cowen
5 questions for LEVI
Also covers: BJ, BRLT, COST +21 more
PL
Paul Lejuez
Citigroup
5 questions for LEVI
Also covers: , ACI, AEO +36 more
Dana Telsey
Telsey Advisory Group
4 questions for LEVI
Also covers: , AEO, AKA +44 more
Paul Kearney
Barclays
4 questions for LEVI
Also covers: COLM, CRI, GIII +6 more
IB
Irwin Boruchow
Wells Fargo Securities
3 questions for LEVI
Also covers: , BBWI, BURL +18 more
BD
Bob Drbul
Guggenheim Securities
2 questions for LEVI
Also covers: CPRI, GIII, JWN +4 more
Christopher Nardone
Bank of America
2 questions for LEVI
Also covers: AEO, BOOT, CRI +5 more
GG
Gabriella Garr
TD Cowen
2 questions for LEVI
IB
Ike Boruchow
Wells Fargo
2 questions for LEVI
Also covers: AS, BBWI, BURL +18 more
Rick Patel
Raymond James Financial
2 questions for LEVI
Also covers: AEO, ANF, CPRI +8 more
TN
Tom Nikic
Wedbush Securities
2 questions for LEVI
Also covers: COLM, CROX, FL +6 more
TK
Tracy Kogan
Citigroup
2 questions for LEVI
Also covers: COLM, JWN, KSS +5 more
Alex Straton
Morgan Stanley
1 question for LEVI
Also covers: AEO, ANF, AS +17 more
JD
Jim Duffy
Stifel Financial Corp.
1 question for LEVI
Also covers: BIRK, CLAR, COLM +9 more
MB
Matt Boss
JPMorgan Chase & Co.
1 question for LEVI
Also covers: ANF, BURL, CCL +10 more
PM
Peter McGoldrick
Stifel
1 question for LEVI
Also covers: BIRK, CLAR, COLM +10 more
RD
Robert Drbul
Guggenheim Securities
1 question for LEVI
Also covers: COLM, CPRI, CROX +13 more
Recent press releases and 8-K filings for LEVI.
Levi Strauss & Co. Reports Strong Q4 and Full-Year 2025 Results, Provides Positive 2026 Outlook
LEVI
Earnings
Guidance Update
Share Buyback
- Levi Strauss & Co. delivered strong full-year 2025 financial results, with 7% organic net revenue growth and 70 basis points of adjusted EBIT margin expansion, driven by its DTC-first strategy which grew 11% and now comprises approximately half of its total business.
- For Q4 2025, total company revenues increased 5% and adjusted diluted EPS was $0.41, exceeding expectations.
- The company announced a $200 million Accelerated Share Repurchase (ASAP) program and returned $363 million to shareholders in 2025, including a 7% dividend increase.
- LEVI expects continued growth in fiscal year 2026, projecting organic net revenue growth of 4%-5% and adjusted diluted EPS between $1.40-$1.46, alongside an anticipated 40-60 basis points expansion in adjusted EBIT margin.
- The company is actively mitigating tariff impacts through pricing actions and cost reductions, and expects the transitory costs from the U.S. distribution network transition to ease by the second half of 2026.
Jan 28, 2026, 10:00 PM
Levi Strauss & Co. Reports Q4 and Full-Year 2025 Results, Provides 2026 Outlook
LEVI
Earnings
Guidance Update
Share Buyback
- Fiscal Year 2025 saw organic net revenue growth of 7%, driven by an 11% increase in the DTC business, which now accounts for approximately half of total sales.
- For Q4 2025, Levi Strauss & Co. reported organic net revenue growth of 5% and adjusted diluted EPS of $0.41.
- The company issued fiscal year 2026 guidance, expecting organic net revenue growth of 4%-5% and adjusted diluted EPS between $1.40-$1.46.
- Gross margin for fiscal year 2026 is projected to be flat due to an estimated 150 basis points impact from tariffs, which the company plans to mitigate through pricing actions, higher full-price selling, and product cost reductions.
- Levi Strauss & Co. announced a $200 million Accelerated Share Repurchase (ASAP) program and returned a total of $363 million to shareholders in fiscal year 2025.
Jan 28, 2026, 10:00 PM
Levi Strauss & Co. Reports Strong FY 2025 Results and Provides FY 2026 Outlook
LEVI
Earnings
Guidance Update
Share Buyback
- Levi Strauss & Co. (LEVI) reported strong financial results for fiscal year 2025, with organic net revenue growth of 7% and DTC growth of 11%, contributing to 110 basis points of gross margin expansion and approximately 16% operating margin.
- For fiscal year 2026, the company forecasts organic net revenue growth of 4%-5% and adjusted diluted EPS in the range of $1.40-$1.46.
- Gross margin for FY 2026 is expected to be flat to prior year, with a 150 basis points impact from tariffs projected to be fully offset by pricing actions, higher full-price selling, and lower product costs.
- The company announced a $200 million Accelerated Share Repurchase (ASR) program and returned a total of $363 million to shareholders in fiscal year 2025.
Jan 28, 2026, 10:00 PM
Levi Strauss & Co. Announces Q4 and FY 2025 Results and FY 2026 Guidance
LEVI
Earnings
Guidance Update
Share Buyback
- Levi Strauss & Co. reported Q4 2025 net revenues of $1.8 billion, a 1% increase on a reported basis and 5% on an organic basis, compared to Q4 2024. Diluted earnings per share from continuing operations was $0.40, and adjusted diluted earnings per share was $0.41.
- For the full fiscal year 2025, reported net revenues reached $6.3 billion, up 4% versus FY 2024 and 7% on an organic basis. Adjusted diluted earnings per share for FY 2025 was $1.34, an increase from $1.24 in FY 2024.
- The company provided FY 2026 guidance, projecting reported net revenues growth of 5% to 6% and organic net revenues growth of 4% to 5%. Adjusted diluted EPS is expected to be between $1.40 and $1.46, with adjusted EBIT margin expanding to 11.8% to 12%.
- In FY 2025, Levi Strauss & Co. returned $363 million to shareholders, including $213 million in dividends and $150 million in share repurchases. The company also announced a new $200 million accelerated share repurchase (ASR) program.
Jan 28, 2026, 9:22 PM
Levi Strauss Reports Strong Q3 2025 Earnings, Raises Annual Profit Forecast
LEVI
Earnings
Guidance Update
Dividends
- Levi Strauss & Co. reported strong third-quarter 2025 financial results, with revenue rising 7% to $1.54 billion and adjusted earnings per share of $0.34. The company also saw a significant increase in net profit to $218.1 million ($0.55 per share), compared to $20.7 million ($0.05 per share) in the previous year.
- The company raised its full-year profit forecast to $1.27-$1.32 per share and achieved gross margins of 61.7%, driven by strategic price hikes.
- Direct-to-consumer sales accounted for 46% of total sales, and the company reported growth across both men's (up 5%) and women's (up 9%) segments, reflecting its transformation into a broader denim lifestyle brand.
- Levi Strauss declared a steady quarterly dividend of $0.14 per share, continuing its history of paying cash dividends since 2008.
Oct 9, 2025, 11:14 PM
Levi Strauss & Co. Reports Strong Q3 2025 Results and Raises Full-Year Guidance
LEVI
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Levi Strauss & Co. delivered a strong Q3 2025, with net revenue growing 7% and adjusted diluted EPS reaching $0.34, driven by a 9% increase in global direct-to-consumer sales and a 5% rise in wholesale net revenues.
- The company reported its fourth consecutive quarter of high single-digit organic revenue growth and achieved a record Q3 gross margin of 61.7%, expanding 110 basis points versus the prior year.
- Strategic initiatives, including the pivot to a DTC-first, head-to-toe denim lifestyle retailer, are driving momentum, with international business up 9% and significant growth in women's and tops categories.
- LEVI raised its full-year 2025 guidance, now expecting reported net revenue growth of approximately 3% and organic net revenues of approximately 6%.
- Full-year adjusted diluted EPS guidance was increased by $0.02 to a range of $1.27 to $1.32, and gross margin is projected to expand 100 basis points.
Oct 9, 2025, 9:00 PM
Levi Strauss & Co. Reports Strong Q3 2025 Results and Raises Full-Year Outlook
LEVI
Earnings
Guidance Update
Share Buyback
- Levi Strauss & Co. reported strong third-quarter 2025 financial results, with net revenues of $1.5 billion, up 7% on both a reported and organic basis compared to Q3 2024, and adjusted diluted earnings per share of $0.34.
- The company's gross margin increased by 110 basis points to 61.7% in Q3 2025, primarily driven by favorable channel mix and price increases.
- Levi Strauss & Co. raised its full-year 2025 outlook, with reported net revenue growth now expected to be approximately 3% (up from 1% to 2%) and adjusted diluted EPS raised to $1.27 to $1.32 (up from $1.25 to $1.30).
- The company returned approximately $151 million to shareholders in the third quarter, including $55 million in dividends and the launch of a $120 million accelerated share repurchase program, which retired approximately 5 million shares.
Oct 9, 2025, 8:18 PM
Levi Strauss & Co. Reports Strong Third-Quarter 2025 Financial Results
LEVI
Earnings
Guidance Update
Share Buyback
- Net revenues for the third quarter ended August 31, 2025, increased 7% on both a reported and organic basis to $1.5 billion.
- Adjusted diluted EPS for Q3 2025 was $0.34, compared to $0.33 in Q3 2024.
- The company raised its full-year 2025 outlook, projecting reported net revenue growth of approximately 3% and adjusted diluted EPS of $1.27 to $1.32.
- In Q3 2025, Levi Strauss & Co. returned approximately $151 million to shareholders, including $55 million in dividends and initiating a $120 million accelerated share repurchase program.
- The company completed the sale of the Dockers® intellectual property and operations in the U.S. and Canada for gross proceeds of $194.7 million on July 31, 2025.
Oct 9, 2025, 8:15 PM
Levi Strauss & Co. Discusses Growth Strategy, Margin Expansion, and Financial Targets
LEVI
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Levi Strauss & Co. is targeting to become a $10 billion company with a 15% operating margin. A definitive timeline for these targets is being delayed due to tariffs uncertainty, but is expected within the next year.
- The company's direct-to-consumer (DTC) business now accounts for 50% of its total business and has achieved 13 consecutive quarters of positive comparable sales growth.
- Gross margin has dramatically improved, with a guide of over 61% for the current year, up from less than 58% in 2023, contributing to EBIT margin moving from 9% in 2023 to the mid-11s.
- Strategic exits of low-margin, low-growth businesses, including Denizen, a smaller footwear business, and Dockers (U.S. and Canada exited, rest of world by early next year), are contributing to improved profitability.
- The company is focused on expanding its denim lifestyle offerings, with non-denim products now representing 40% of the business, and is working to reduce distribution costs through a hybrid model and omnichannel approach.
Sep 16, 2025, 5:15 PM
Levi Strauss Outlines Strategic Vision and Growth Drivers at GS Retailing Conference
LEVI
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Levi Strauss aims for a long-term strategic vision of $10 billion in revenue and 15% operating margins.
- The company's direct-to-consumer (DTC) business has grown to 50% of total sales this year from 40% two to three years ago, with a long-term goal of 55% to 60%. This shift has contributed to operating margin growth.
- Gross margins are projected to reach over 62% this year, up from 57% three years ago, driven by structural shifts towards higher-margin DTC, women's, and international businesses, as well as increased full-price sales.
- The company is optimizing its portfolio by exiting low-margin businesses like Denizen, a small footwear business, and most of Dockers in the U.S. and Canada, to focus on the Levi's brand and accelerate Beyond Yoga, which has grown to nearly $150 million.
Sep 3, 2025, 7:52 PM
Quarterly earnings call transcripts for LEVI STRAUSS &.
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