Key Takeaways Levi Strauss saw international markets reach 60% of revenues in the first half of fiscal 2026.Mexico grew 15%, while Brazil, the Andes and Colombia posted double-digit growth in the quarter.Levi Strauss raised organic net revenue growth expectations to 5.5-6% for fiscal 2026. Levi Strauss & Co. (LEVI - Free Report) continues to gain traction in the international markets, strengthening its position as a global denim lifestyle brand. International markets represented approximately 60% of the company’s revenues in the first half of fiscal 2026, up from 57% a year ago. In the second quarter of fiscal 2026, international revenues increased 6% organically, led by double-digit growth in Asia and Latin America.
Asia remained a key growth engine, with second-quarter revenues increasing 12% organically. Growth was broad-based across direct-to-consumer (DTC) and wholesale channels, while the operating margin expanded 350 basis points to 15%. Turkey, Japan and India led growth across the region. Meanwhile, China showed early signs of recovery, supported by new leadership and improvements in product and execution, with management encouraged by a return to growth.
Latin America continued to build momentum. Mexico, Levi Strauss’ second-largest market globally, delivered 15% growth in the quarter. Across Latin America, Brazil, the Andes and Colombia posted double-digit growth. Management sees additional opportunities to build on this momentum through store openings, e-commerce and wholesale expansion.
Europe’s reported revenues increased 4%, while organic revenues declined 1% due entirely to the impacts of last year’s distribution-center transition. Underlying trends remained healthy, with DTC revenues increasing 7% and strength in Germany and the U.K. The completed European distribution-network remap is already supporting operational efficiency, distribution expense leverage and profitability. Management is encouraged by high-single-digit wholesale pre-order growth for the second half.
Levi Strauss’ expanding international footprint provides meaningful runway for future growth, particularly as several markets remain in the early stages of development. Management’s confidence is reflected in its raised fiscal 2026 outlook, with organic net revenues expected to increase 5.5-6% compared with the previous 4.5-5.5%. Higher DTC penetration, continued international expansion and broader lifestyle offerings are expected to support the company’s growth trajectory.
LEVI’s Price Performance, Valuation & EstimatesShares of Levi Strauss have gained 3.3% in the year-to-date period against the industry’s 13.4% decline.
Image Source: Zacks Investment Research
From a valuation standpoint, LEVI trades at a trailing price-to-sales ratio of 1.18X, below the industry’s average of 1.63X. It has a Value Score of B.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Levi Strauss’ fiscal 2026 earnings implies year-over-year growth of 14.9%, while the same for fiscal 2027 indicates an uptick of 11.3%. Estimates for fiscal 2026 and 2027 have been revised upward by 4 cents each over the past 60 days.
Image Source: Zacks Investment Research
Levi Strauss currently carries a Zacks Rank #3 (Hold).
Better-Ranked PicksFIGS, Inc. (FIGS - Free Report) is an apparel company focused on the healthcare industry. Its offerings include lab coats, jackets, footwear, bags, socks and other accessories used by healthcare professionals. The company carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for FIGS’s current financial-year earnings and sales suggests growth of 89.5% and 18.2%, respectively, from the year-ago actuals. FIGS delivered a trailing four-quarter average earnings surprise of 201.8%.
Boot Barn Holdings, Inc. (BOOT - Free Report) is the largest lifestyle retailer in the United States, specializing in western and work-related footwear, apparel and accessories. The company has a Zacks Rank #2 at present.
The Zacks Consensus Estimate for Boot Barn’s current fiscal-year earnings and sales suggests growth of 22.6% and 15.7%, respectively, from the year-ago actuals. BOOT delivered a trailing four-quarter average earnings surprise of 11.4%.
American Eagle Outfitters Inc. (AEO - Free Report) is a specialty retailer of casual apparel, accessories and footwear. It carries a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for American Eagle's current fiscal-year earnings and sales suggests growth of 17.3% and 5.7%, respectively, from the year-ago actuals. AEO delivered a trailing four-quarter average earnings surprise of 48.5%.
Levi Strauss ve 2. čtvrtletí zvýšil organické tržby z přímého prodeje spotřebitelům (DTC) o 8 % a tržby z e-commerce o 17 %, což podpořilo zvýšení výhledu tržeb i upraveného EPS pro fiskální rok 2026.
Key Takeaways Levi Strauss' DTC revenues grew 8% organically, marking its 17th straight quarter of comparable sales growth.E-commerce revenues rose 17% organically, fueled by higher traffic, conversion, UPT and AUR.LEVI raised fiscal 2026 revenues and adjusted EPS guidance on stronger DTC execution and digital gains. Levi Strauss & Co. (LEVI - Free Report) is strengthening its direct-to-consumer (DTC) business as continued investments in retail execution, digital capabilities and customer engagement drive growth. During the second quarter of fiscal 2026, DTC revenues increased 8% organically, while comparable sales rose 6%, marking the company's 17th consecutive quarter of comparable sales growth. The DTC business accounted for 51% of total company revenues, reinforcing its role as Levi Strauss' primary growth engine.
Levi Strauss continued to build momentum across physical stores and digital channels. Management highlighted stronger retail execution, with improvements in key performance indicators such as units per transaction (UPT) and average unit retail (AUR). E-commerce revenues grew 17% organically, supported by higher traffic, improved conversion rates, higher UPT and AUR, and lower promotional activity. Despite growing nearly 60% over the past three years, e-commerce still represents only about 12% of total company revenues, providing significant runway for future expansion.
Customer engagement continued to improve during the quarter. Levi Strauss added approximately three million new loyalty members, taking its global membership base to nearly 50 million. The company is enhancing the program through more personalized experiences and greater use of customer data to deliver more relevant interactions, supporting stronger long-term relationships with consumers.
Alongside customer-facing initiatives, Levi Strauss is investing in infrastructure to support its DTC-first transformation. During the second quarter, the company completed the remapping of its European distribution network into an omnichannel model and consolidated e-commerce fulfillment into distribution centers in Germany and the United Kingdom. Management expects these initiatives, together with its ongoing global ERP rollout, to improve operational efficiency, inventory management and profitability while creating a stronger foundation for future growth.
The company's solid DTC execution is reflected in its improved outlook. Levi Strauss raised its fiscal 2026 reported revenue growth guidance to 7-7.5% from 5.5-6.5% previously and increased its organic revenue growth outlook to 5.5-6% from 4.5-5.5%. It raised adjusted EPS guidance to $1.46-$1.52 from $1.42-$1.48. The higher guidance underscores management's confidence that its DTC-first strategy and continued digital investments will support sustained growth and profitability.
LEVI’s Price Performance, Valuation & EstimatesShares of Levi Strauss have gained 11.8% in the year-to-date period compared with the industry’s 1.9% growth.
Image Source: Zacks Investment Research
From a valuation standpoint, LEVI trades at a trailing price-to-sales ratio of 1.34X, below the industry’s average of 1.60X. It has a Value Score of B.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Levi Strauss’ fiscal 2026 earnings implies year-over-year growth of 14.9%, while the same for fiscal 2027 indicates an uptick of 11.3%. Estimates for fiscal 2026 and 2027 have been revised upward by 4 cents each over the past 60 days.
Image Source: Zacks Investment Research
Levi Strauss currently carries a Zacks Rank #3 (Hold).
Key PicksFIGS, Inc. (FIGS - Free Report) is an apparel company focused on the healthcare industry. Its offerings include lab coats, jackets, footwear, bags, socks and other accessories used by healthcare professionals. The company carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for FIGS’ current financial-year earnings and sales suggests growth of 57.9% and 18.2%, respectively, from the year-ago actuals. FIGS delivered a trailing four-quarter average earnings surprise of 201.8%.
Boot Barn Holdings, Inc. (BOOT - Free Report) is the largest lifestyle retailer in the United States, specializing in western and work-related footwear, apparel and accessories. The company also holds a Zacks Rank #2 at present.
The Zacks Consensus Estimate for Boot Barn’s current fiscal-year earnings and sales suggests growth of 22.6% and 15.7%, respectively, from the year-ago actuals. BOOT delivered a trailing four-quarter average earnings surprise of 11.4%.
The Gap, Inc. (GAP - Free Report) is a premier international specialty retailer offering a diverse range of clothing, accessories and personal care products. It also carries a Zacks Rank #2.
The Zacks Consensus Estimate for Gap’s current fiscal-year earnings and sales suggests growth of 9.9% and 1.1%, respectively, from the year-ago actuals. GAP delivered a trailing four-quarter average earnings surprise of 2%.
Levi Strauss oznámila kybernetický incident po útoku sociálního inženýrství, při němž se neoprávněná třetí strana dostala do systémů přes útok cílený na tři zaměstnance a získala část firemních informací. Firma uvedla, že provoz nenarušil a nečeká materiální dopad na výsledky.
Aug 6, 2026; Santa Clara, CA, USA; A detail view of Levi’s Stadium signage during training camp at SAP Performance Facility. Mandatory Credit: Sergio Estrada-Imagn Images Purchase Licensing Rights, opens new tab
CompaniesAug 7 (Reuters) - Levi Strauss (LEVI.N), opens new tab on Friday disclosed a recent cybersecurity incident in which an unauthorized third party gained access to the company's systems through a social engineering attack targeting three employees.
The apparel maker joins a growing list of major firms worldwide that are facing a rise in cyberattacks and ransomware incidents that steal sensitive data and disrupt operations.
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Here are some more details:
Levi Strauss said in a regulatory filing, opens new tab that it has implemented containment measures and launched an investigation, the preliminary findings of which showed that certain corporate information was accessed and extracted.
The incident has not disrupted business operations and the company does not expect a material impact on its operations or financial results, it said.
Google and internet intelligence data reviewed by Reuters showed that ransom-seeking hackers who use phone calls to compromise victims targeted dozens of prominent U.S. financial institutions and other businesses over the past month. The data indicated cybercriminals created digital traps for more than 200 companies in the past five weeks, including Levi Strauss.
Levi's had raised its annual net sales forecast last month, betting that demand for its premium denim products would remain resilient among higher-income consumers.
Reporting by Neil J Kanatt in Bengaluru; Editing by Shailesh Kuber
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Levi Strauss zvýšil výhled tržeb i upraveného EPS pro fiskální rok 2026 po silném druhém čtvrtletí. Upravený volný peněžní tok vzrostl téměř o 60 % a dividenda se zvýšila o 14 %.
Key Takeaways Levi Strauss raised fiscal 2026 revenue growth and adjusted EPS guidance after strong Q2 results.LEVI generated nearly 60% higher adjusted free cash flow and increased its quarterly dividend by 14%.Levi Strauss cited tariffs, foreign exchange and higher costs as key factors to watch going forward. Levi Strauss & Co. (LEVI - Free Report) has given investors more to consider after its recent rally, including stronger earnings, a higher fiscal 2026 outlook and improving cash generation.
The operating story has improved, but the stock’s valuation, tariff exposure and execution risks make the investment case less straightforward after the move.
LEVI Delivers a Broad Earnings BeatLevi Strauss reported adjusted earnings of 28 cents per share in the second quarter of fiscal 2026, beating the Zacks Consensus Estimate of 24 cents by 16.7%. The result also increased from 22 cents in the year-ago quarter.
Revenues rose 8% year over year to $1.56 billion and surpassed the consensus mark by 2.5%. Organic revenues advanced 5.7%, reflecting balanced growth across regions, channels and product categories.
Momentum was not concentrated in one area. DTC, wholesale, U.S. and international markets, women’s and men’s products, and tops and bottoms all contributed to the quarter’s performance.
Levi Strauss Raises Its Fiscal OutlookManagement raised fiscal 2026 reported revenue-growth guidance to 7%-7.5%, up from the prior 5.5%-6.5% view. Organic revenue growth is now expected at 5.5%-6%, compared with the earlier 4.5%-5.5% range.
Adjusted earnings per share guidance increased to $1.46-$1.52 from $1.42-$1.48. The updated outlook includes an estimated 4-cent headwind from a higher tax rate.
Levi Strauss also expects an adjusted EBIT margin of 12% for fiscal 2026. The company continues to plan 50-60 net new store openings during the year, with most planned for the second half.
LEVI Supports Returns With Cash FlowCash flow strengthens the shareholder-return story. Adjusted free cash flow increased nearly 60% year over year to roughly $231 million, helped by stronger earnings and disciplined inventory management.
Levi Strauss ended the quarter with $849.3 million in cash and cash equivalents and about $1.8 billion in total liquidity. Inventories declined 7% year over year.
The company increased its quarterly dividend 14% to 16 cents per share. It also had about $240 million remaining under its existing share-repurchase authorization.
Levi Strauss Faces a Fuller ValuationValuation is the main counterweight after the rally. LEVI shares have risen 17.4% in the past three months and 27.8% over the past year.
The stock trades at 15.45X forward 12-month earnings, above its five-year median of 13.26X and slightly ahead of the Zacks sub-industry’s 14.51X. It remains below the Zacks Retail-Wholesale sector’s 22.09X and the S&P 500’s 20.22X.
The $27 price target, based on 16.38X forward 12-month earnings, supports a balanced view. It suggests that Levi Strauss’ stronger operating progress may already be partly reflected in the shares.
American Eagle Outfitters, Inc. (AEO - Free Report) is a relevant apparel comparison because it operates American Eagle and Aerie as youth-focused lifestyle brands. Abercrombie & Fitch Co. (ANF - Free Report) also offers a useful comparison as a global omnichannel specialty retailer of apparel and accessories.
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LEVI’s Risk Factors Limit Near-Term UpsideTariffs and foreign exchange remain pressure points. Tariffs and currency already weighed on second-quarter gross margin, while management’s fiscal 2026 outlook assumes current tariff levels remain in place.
Foreign exchange is expected to create an approximately 70-basis-point gross-margin headwind in the third quarter. Higher taxes and currency are also projected to reduce earnings per share by 2-3 cents.
Expenses are another watch item. Reported SG&A increased to $843 million from $791 million a year earlier, while duplicate distribution costs tied to the U.S. distribution-network transition could persist until consolidation is completed. Expansion into more fashion-sensitive categories also raises execution risk.
LEVI’s Neutral Signal Favors PatienceThe bottom line is that Levi Strauss has a stronger fundamental profile, but the stock no longer looks as inexpensive after its rally. Earnings momentum, guidance and cash flow support investor interest, while valuation and cost risks argue against chasing the shares.
The stock currently carries a Zacks Rank #3 (Hold), which aligns with a balanced near-term investment case rather than a clear buying opportunity. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
LEVI has a Value Score of B, a favorable composite style signal that combines value, growth and momentum characteristics.
Levi Strauss zvýšil organické tržby z e-commerce o 17 % ve 2. čtvrtletí fiskálního roku 2026 a přidal téměř 3 miliony členů věrnostního programu, čímž se globální základna blíží 50 milionům.
Key Takeaways Levi Strauss grew e-commerce 17% organically as traffic, conversion and pricing improved digital sales.LEVI added nearly 3 million loyalty members, lifting global enrollment to almost 50 million.Levi Strauss is modernizing core systems to improve inventory visibility and support AI-driven operations. Levi Strauss & Co. (LEVI - Free Report) is reshaping its operating model through digital commerce, loyalty data, technology modernization and automation.
These initiatives support faster decision-making, better inventory visibility and more personalized consumer engagement. Over time, they could also strengthen margin potential as Levi Strauss expands its direct-to-consumer business.
LEVI Turns E-Commerce Into a Growth DriverLevi Strauss’ e-commerce business increased 17% organically in the second quarter of fiscal 2026. The gain was supported by stronger traffic, better conversion, higher units per transaction and average unit retail growth.
The quality of that growth is important. Levi Strauss reduced promotional activity on its site, indicating that digital momentum was not dependent on heavier discounting.
That gives the company a stronger base for profitable digital expansion. A more productive e-commerce channel can help LEVI control pricing, improve merchandising and deepen consumer data across owned channels.
Levi Strauss Builds a Data-Rich Consumer BaseLevi Strauss added nearly 3 million loyalty members in the quarter, bringing global enrollment to almost 50 million.
A larger first-party customer base can support more personalized communication, better product recommendations and stronger retention. It also gives Levi Strauss more direct insight into shopping behavior across stores and online channels.
This matters in a competitive apparel market. American Eagle Outfitters, Inc. (AEO - Free Report) sells men’s and women’s jeans, tops, bottoms, activewear and related apparel through its American Eagle platform, making it relevant to LEVI’s digital and denim-led strategy. Abercrombie & Fitch Co. (ANF - Free Report) is a global omnichannel specialty retailer of apparel and accessories, making it another useful comparison for lifestyle-brand execution.
LEVI Modernizes Its Global Technology PlatformLevi Strauss is upgrading its enterprise resource planning platform, a core system used to manage business data and operations. Asia and Beyond Yoga have migrated to the new platform, following North America.
Europe and the remaining Latin American markets are expected to move to the platform by mid-2027. Once completed, Levi Strauss should operate with a more unified global system.
That can reduce complexity across regions and channels. It can also improve reporting, planning and execution as the company grows across direct-to-consumer, wholesale and international markets.
Levi Strauss Lays the Groundwork for AIThe global enterprise resource planning platform is intended to improve inventory visibility and speed up decision-making. Those capabilities matter as Levi Strauss manages demand across product categories, stores, regions and digital channels.
Management also sees the platform as a foundation for broader artificial intelligence and automation initiatives. These tools can support faster allocation, improved inventory management and more efficient operations.
For a DTC-first retailer, better data is strategic. It can help Levi Strauss match inventory with demand, improve fulfillment and create more relevant consumer engagement.
LEVI Streamlines Its Distribution NetworkLevi Strauss completed its European omni-channel distribution-network transition, consolidating e-commerce fulfillment into distribution centers in Germany.
The company is also shifting its U.S. distribution network to Maersk. The goal is to improve service levels and eventually eliminate duplicated costs.
The transition is not without friction. The U.S. process has taken longer than originally planned, requiring parallel operations and duplicate expenses until consolidation is completed.
Image Source: Zacks Investment Research
LEVI’s Trend Exposure Carries Mixed SignalsThe bottom line is that digital growth, loyalty data, enterprise resource planning modernization and automation are becoming central to Levi Strauss’ next phase. These investments can support a faster, more responsive and more profitable operating model over time.
The stock currently carries a Zacks Rank #3 (Hold), which points to a balanced near-term setup. You can see the complete list of today’s Zacks #1 (Strong Buy) Rank stocks here.
LEVI’s Value Score of B is a favorable composite signal across value, growth and momentum characteristics, but the company still needs to turn technology and digital progress into durable earnings gains.
Key Takeaways Levi Strauss generated 51% of quarterly revenue from DTC, with organic DTC sales up 8% in Q2.LEVI grew e-commerce 17% organically as higher traffic, conversion and pricing boosted digital sales.Levi Strauss expanded beyond denim as women's apparel, shorts and tops contributed to growth. Levi Strauss & Co. (LEVI - Free Report) is reshaping its business from a denim-bottoms specialist into a broader direct-to-consumer lifestyle company.
The shift is built around stronger digital engagement, wider product categories and international expansion. Together, those priorities could support higher-quality revenue by giving Levi Strauss more direct control over pricing, merchandising and customer relationships.
LEVI’s DTC Engine Gains ScaleLevi Strauss’ direct-to-consumer channel remains central to its growth plan. Organic DTC revenues rose 8% in the second quarter of fiscal 2026, while comparable sales increased 6%.
The channel accounted for 51% of quarterly revenues, showing how much the business has moved toward owned retail and digital channels. That mix gives Levi Strauss better visibility into consumer behavior and more control over the brand experience.
The quality of that growth also matters. Higher store productivity helped lift results, while reduced online promotions supported average unit retail and made the digital sales gain more durable.
Levi Strauss Finds More Digital RunwayE-commerce increased 17% organically in the quarter, supported by higher traffic, better conversion, higher units per transaction and average unit retail growth.
Digital commerce has grown nearly 60% over the past three years. Even after that expansion, it still represents only about 12% of total revenues.
That leaves Levi Strauss with room to deepen penetration as its DTC-first model matures. For a global apparel brand, a larger digital base can improve personalization, repeat purchasing and margin potential over time.
LEVI Broadens Its Lifestyle PortfolioLevi Strauss is also expanding its addressable market by selling more than denim bottoms. Categories outside traditional denim bottoms generated roughly one-third of quarterly revenue growth.
Women’s apparel rose 11%, shorts increased 11% and tops advanced 5% on a reported basis. Seasonal products also performed well, including white denim, which surged 70%.
The premium Blue Tab collection adds another growth layer. It is helping Levi Strauss reach new consumers and gain traction in a premium segment where the company remains underpenetrated.
American Eagle Outfitters, Inc. (AEO - Free Report) is a relevant comparison because it operates in specialty apparel through the American Eagle and Aerie brands, with youth-focused lifestyle positioning. Abercrombie & Fitch Co. (ANF - Free Report) is another useful peer because it is a global omnichannel specialty retailer of apparel and accessories across multiple brands.
Levi Strauss Expands Its Global ReachInternational growth gives Levi Strauss another runway. Asia increased 12% organically in the second quarter, while Mexico, the company’s second-largest market globally, grew 15%.
Parts of Latin America also delivered double-digit gains, including Brazil, Colombia and the Andes region. These results show that Levi Strauss is not relying only on the U.S. market for growth.
The company has several levers abroad. Store openings, e-commerce expansion and wholesale distribution can each help Levi Strauss build scale in markets that are still early in their growth cycle.
Image Source: Zacks Investment Research
LEVI’s Growth Case Meets a Neutral SignalThe bottom line is that Levi Strauss is making visible progress toward a faster-growing lifestyle model. DTC scale, digital momentum, broader assortments and international growth all support a stronger long-term revenue profile.
The stock currently carries a Zacks Rank #3 (Hold), which points to a balanced near-term setup rather than a clear buying opportunity. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Value Score of B is a favorable composite style signal, suggesting that LEVI has constructive combined value, growth and momentum characteristics. That does not remove the need for execution. Levi Strauss still has to convert its strategic progress into sustained earnings growth while managing costs, tariffs and competitive pressure.
Allspring Global Investments Holdings zvýšil ve 1. čtvrtletí podíl v Levi Strauss & Co. o 12,6 % na 1 325 256 akcií. Hodnota pozice činila 25,18 milionu USD.
Allspring Global Investments Holdings LLC increased its stake in Levi Strauss & Co. (NYSE:LEVI – Free Report) by 12.6% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,325,256 shares of the blue-jean maker’s stock after buying an additional 148,067 shares during the period. Allspring Global Investments Holdings LLC owned 0.34% of Levi Strauss & Co. worth $25,180,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in LEVI. Vanguard Group Inc. boosted its stake in Levi Strauss & Co. by 3.8% in the 4th quarter. Vanguard Group Inc. now owns 9,320,747 shares of the blue-jean maker’s stock worth $193,312,000 after purchasing an additional 342,009 shares in the last quarter. Bank of New York Mellon Corp grew its holdings in shares of Levi Strauss & Co. by 462.4% during the first quarter. Bank of New York Mellon Corp now owns 4,839,861 shares of the blue-jean maker’s stock valued at $89,489,000 after buying an additional 3,979,223 shares during the last quarter. Goldman Sachs Group Inc. increased its position in shares of Levi Strauss & Co. by 44.0% during the fourth quarter. Goldman Sachs Group Inc. now owns 4,243,680 shares of the blue-jean maker’s stock valued at $88,014,000 after acquiring an additional 1,296,474 shares in the last quarter. Balyasny Asset Management L.P. increased its position in shares of Levi Strauss & Co. by 9.3% during the third quarter. Balyasny Asset Management L.P. now owns 3,457,702 shares of the blue-jean maker’s stock valued at $80,564,000 after acquiring an additional 294,053 shares in the last quarter. Finally, GW&K Investment Management LLC raised its holdings in Levi Strauss & Co. by 31.5% in the 4th quarter. GW&K Investment Management LLC now owns 2,219,599 shares of the blue-jean maker’s stock worth $46,034,000 after acquiring an additional 531,963 shares during the last quarter. Institutional investors own 69.14% of the company’s stock.
Insider Buying and Selling at Levi Strauss & Co. In other news, major shareholder Margaret E. Haas sold 47,721 shares of the company’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $24.01, for a total transaction of $1,145,781.21. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder E. Haas Jr. Family Fund Peter sold 145,662 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $24.01, for a total transaction of $3,497,344.62. Following the completion of the transaction, the insider owned 145,662 shares in the company, valued at $3,497,344.62. This trade represents a 50.00% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,236,803 shares of company stock worth $28,742,192 in the last three months. 1.08% of the stock is currently owned by company insiders.
Levi Strauss & Co. Price Performance Shares of LEVI opened at $23.98 on Tuesday. The firm has a market cap of $9.23 billion, a PE ratio of 14.81, a P/E/G ratio of 1.61 and a beta of 1.33. The company has a current ratio of 1.60, a quick ratio of 0.98 and a debt-to-equity ratio of 0.46. The firm has a fifty day simple moving average of $23.33 and a two-hundred day simple moving average of $21.78. Levi Strauss & Co. has a 1-year low of $17.72 and a 1-year high of $25.58.
Levi Strauss & Co. (NYSE:LEVI – Get Free Report) last released its quarterly earnings results on Wednesday, July 8th. The blue-jean maker reported $0.28 earnings per share for the quarter, beating the consensus estimate of $0.24 by $0.04. The firm had revenue of $1.56 billion for the quarter, compared to analysts’ expectations of $1.52 billion. Levi Strauss & Co. had a return on equity of 25.79% and a net margin of 9.66%.The company’s revenue was up 8.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.22 EPS. Levi Strauss & Co. has set its FY 2026 guidance at 1.460-1.520 EPS. On average, equities analysts anticipate that Levi Strauss & Co. will post 1.54 EPS for the current year.
Levi Strauss & Co. Increases Dividend The company also recently declared a quarterly dividend, which will be paid on Wednesday, August 5th. Shareholders of record on Wednesday, July 22nd will be paid a dividend of $0.16 per share. The ex-dividend date is Wednesday, July 22nd. This represents a $0.64 dividend on an annualized basis and a dividend yield of 2.7%. This is an increase from Levi Strauss & Co.’s previous quarterly dividend of $0.14. Levi Strauss & Co.’s dividend payout ratio is presently 34.57%.
Wall Street Analysts Forecast Growth LEVI has been the topic of several analyst reports. Raymond James Financial upped their price objective on Levi Strauss & Co. from $25.00 to $27.00 and gave the company an “outperform” rating in a research report on Thursday, July 2nd. UBS Group reissued a “buy” rating and issued a $34.00 target price on shares of Levi Strauss & Co. in a report on Thursday, July 9th. Barclays boosted their price target on Levi Strauss & Co. from $26.00 to $27.00 and gave the stock an “overweight” rating in a research note on Friday, July 10th. Wall Street Zen raised Levi Strauss & Co. from a “hold” rating to a “strong-buy” rating in a report on Saturday, April 11th. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $28.00 price objective on shares of Levi Strauss & Co. in a research report on Thursday, July 9th. Twelve equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, Levi Strauss & Co. currently has a consensus rating of “Moderate Buy” and an average target price of $27.46.
View Our Latest Stock Analysis on Levi Strauss & Co.
About Levi Strauss & Co. (Free Report)
Levi Strauss & Co is a global apparel company best known for its denim jeans and casual wear. Founded in 1853 in San Francisco by Bavarian immigrant Levi Strauss, the company pioneered the modern blue jean with the introduction of rivet-reinforced work pants. Over its more than 160-year history, Levi Strauss has evolved into a lifestyle brand, offering a broad portfolio that includes denim for men, women and children, as well as tops, outerwear, footwear and accessories.
The company’s flagship label, Levi’s®, is recognized worldwide for its iconic styles such as the 501® Original Fit Jeans, while additional brands, including Dockers®, Target core metric, and Denizen® by Levi’s, cater to diverse price points and consumer segments.
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Levi Strauss vykázal za čtvrtletí tržby 1,56 miliardy USD, meziročně o 8 % více, a EPS 0,28 USD nad odhadem 0,24 USD. Tržby i zisk překonaly očekávání Wall Street.
For the quarter ended May 2026, Levi Strauss (LEVI - Free Report) reported revenue of $1.56 billion, up 8% over the same period last year. EPS came in at $0.28, compared to $0.22 in the year-ago quarter.
The reported revenue represents a surprise of +2.52% over the Zacks Consensus Estimate of $1.52 billion. With the consensus EPS estimate being $0.24, the EPS surprise was +16.67%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Levi Strauss performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Geographic Revenues- Americas: $815 million versus $785.03 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +9% change.Geographic Revenues- Beyond Yoga: $43 million compared to the $39.46 million average estimate based on four analysts.Geographic Revenues- Asia: $284 million versus the four-analyst average estimate of $275.26 million. The reported number represents a year-over-year change of +10.1%.Geographic Revenues- Europe: $420 million compared to the $423.58 million average estimate based on four analysts. The reported number represents a change of +4.2% year over year.Total Levi?s Brands Net Revenues: $1.52 billion versus $1.48 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +7.8% change.View all Key Company Metrics for Levi Strauss here>>>
Shares of Levi Strauss have returned +4.6% over the past month versus the Zacks S&P 500 composite's +1.6% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
Levi Strauss překonal čtvrtletní očekávání, zvýšil celoroční výhled zisku i tržeb a navýšil dividendu. Akcie v prodlouženém obchodování klesly o více než 5%.
Levi Strauss beat Wall Street's quarterly expectations on the top and bottom lines on Wednesday, leading the retailer to increase its guidance and its dividend.
The denim maker is now expecting full-year adjusted earnings per share to be between $1.46 and $1.52, up from a prior range of between $1.42 and $1.48. At the high end, that's ahead of expectations of $1.50 per share, according to LSEG.
Levi also raised its top-line outlook and is now expecting full-year sales to rise between 7% and 7.5%, compared with a prior range of between 5.5% and 6.5%. That's ahead of expectations of 6.6%, according to LSEG. About half of that growth is expected to come from higher prices and the other half is expected to come from unit sales, said finance chief Harmit Singh.
Here's how Levi did in its second fiscal quarter compared with what Wall Street was anticipating, based on a survey of analysts by LSEG:
Earnings per share: 28 cents adjusted vs. 24 cents expectedRevenue: $1.56 billion vs. $1.52 billion expectedDespite the results, Levi's shares dropped more than 5% in extended trading.
The company's reported net income for the three-month period that ended May 31 was $87.3 million, or 22 cents per share, compared with $67 million, or 17 cents per share, a year earlier.
Sales rose to $1.56 billion, up about 8% from $1.45 billion a year earlier.
In an interview with CNBC, CEO Michelle Gass said the company's core consumer is proving to be resilient — even in the face of higher gas prices. She said about two-thirds of the quarter's sales growth came from units — not just higher prices — giving the company the confidence to raise guidance and its dividend.
"Our demand remains healthy," Gass said. "We're seeing strength across our key segments of consumers, so we have our core Levi's, but we're also seeing strength in signature, as well as our new premium blue tab."
Levi Strauss ve 2. čtvrtletí očekává růst tržeb o 4,8 % na 1,52 mld. USD a EPS 24 centů. Firma ale dál čelí tlaku dodavatelského řetězce, inflace a měnových kurzů.
Key Takeaways Levi Strauss likely benefited from omnichannel initiatives, brand strength and growth in its DTC business. LEVI expected Q2 reported revenue growth of 4-5% and adjusted EBIT margin of 8-9%. Levi Strauss continued to face supply-chain, inflation and foreign exchange pressures on profitability. Levi Strauss & Co. (LEVI - Free Report) is likely to register top and-bottom line growth when it reports second-quarter fiscal 2026 earnings on July 8, before market open. The Zacks Consensus Estimate for revenues is $1.52 billion, which indicates a rise of 4.8% from the year-ago quarter’s level.
The consensus estimate for quarterly earnings has been stable over the past 30 days at 24 cents per share and indicates a rise of 9.1% from the year-earlier quarter’s tally.
The company has an average trailing four-quarter earnings surprise of 21.4%. It delivered an earnings surprise of 13.5% in the last reported quarter.
Factors Likely to Influence LEVI’s Q2 ResultsLevi Strauss’ quarterly performance is likely to have benefited from omnichannel initiatives and brand strength, including jeanswear. The company has been strengthening its omni capabilities, including Buy Online, Pick-up in Store, line-queuing, same-day delivery, mobile checkout and return capabilities, including contactless returns. This ensures a seamless shopping experience for customers across online and offline channels.
The company is expanding its premium product offerings to attract higher-income consumers while maintaining value-oriented options for price-conscious shoppers. At the same time, Levi Strauss is streamlining its brand portfolio by placing greater emphasis on its flagship Levi's brand and other high-growth categories. The company continues to elevate its brands, invest in digital capabilities and diversify across geographies, product categories and distribution channels. These strategic initiatives, coupled with the strength of its direct-to-consumer business, are likely to have supported its quarterly performance. Such strengths, along with its solid direct-to-consumer business, are likely to have bolstered the quarterly performance.
On its last earnings call, management had expected reported revenues to grow in the range of 4-5% for the second quarter and organic growth of 3-4%. The company’s mitigation efforts are likely to have fully offset the tariff impacts. It had anticipated an adjusted EBIT margin in the range of 8-9%, with EPS of 22-24 cents.
The Zacks Consensus Estimate for quarterly revenues is currently pegged at $785 million for Americas, $424 million for Europe and $275 million for Asia, indicating respective increases of 4.9%, 5.2% and 6.6% year over year.
However, a challenging operating backdrop, including supply-chain disruptions, inflationary pressures and foreign currency translations, is likely to have been a concern. These headwinds, coupled with deleveraged selling, general and administrative costs, are expected to have somewhat weighed on the company’s profitability. Management had earlier projected the gross margin to be slightly down owing to unfavorable foreign exchange.
What the Zacks Model PredictsOur proven model doesn’t conclusively predict an earnings beat for Levi Strauss this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Levi Strauss has an Earnings ESP of -3.36% and a Zacks Rank of 2.
Valuation Picture of LEVI StockWith a forward 12-month price-to-earnings ratio of 15.30x, which is below the five-year high of 22.86x but above the Retail - Apparel and Shoes industry’s average of 14.33x, the stock is trading slightly higher than its industry. Additionally, the stock has a Value Score of B.
The recent market movements show that Levi’s shares have gained 14.6% in the past six months against the industry's 10% decline.
Stocks With The Favorable CombinationHere are a few companies, which according to our model, have the right combination of elements to come up with an earnings beat this reporting cycle:
Tapestry, Inc. (TPR - Free Report) has an Earnings ESP of +3.42% and a Zacks Rank of 1. TPR is likely to register a top and bottom-line increase when it reports fourth-quarter fiscal 2026 numbers. The Zacks Consensus Estimate for quarterly EPS of $1.23 suggests an increase of 18.3% from the year-ago fiscal quarter’s reported number. You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for quarterly revenues is pegged at $1.87 billion, suggesting growth of 8.3% from the prior-year fiscal quarter’s reported figure. TPR has a trailing four-quarter earnings surprise of 15.6%, on average.
Wingstop Inc. (WING - Free Report) currently has an Earnings ESP of +0.23% and a Zacks Rank of 3. WING is likely to register a bottom-line increase when it reports fourth-quarter 2026 numbers. The Zacks Consensus Estimate for quarterly EPS of $1.02 suggests an increase of 2% from the year-ago fiscal quarter’s reported number.
WING’s top line is expected to have improved from the prior-year fiscal quarter’s reported number. The consensus estimate for quarterly revenues is pegged at $190.3 million, suggesting growth of 9.1% from the prior-year fiscal quarter’s reported figure. WING has a trailing four-quarter earnings surprise of 17%, on average.
Designer Brands Inc. (DBI - Free Report) currently has an Earnings ESP of +0.09% and a Zacks Rank of 3. The company is expected to have registered a top-line increase when it reports second-quarter fiscal 2026 results. The consensus mark for revenues is pegged at $743 million, indicating a rise of 0.4% from the figure reported in the year-ago quarter.
The Zacks Consensus Estimate for quarterly EPS of 25 cents suggests a drop of 26.5% from the year-ago quarter. DBI has a trailing four-quarter earnings surprise of 112.8%, on average.
Levi's, VF Corp. i Columbia Sportswear zrychlují zaměření na ženy, aby podpořily růst tržeb a rozšířily zákaznickou základnu. U Levi's už dámské oblečení tvoří 38 % podnikání.
Iconic apparel brands that have historically been more popular with men are turning to women to help drive a new leg of growth.
The CEOs of Timberland owner VF Corp., Levi's, and Columbia Sportswear have all recently highlighted women as a key focus as they look to boost revenues and broaden their customer bases.
The opportunity is sizable. Needham analyst Tom Nikic estimates the U.S. women's apparel market is roughly 70% larger than the men's apparel market. In other words, women spend substantially more on clothing than men.
"If you're skewing very heavily towards men, then you're essentially leaving behind half the population," Nikic told CNBC.
The efforts at VF Corp., Levi's, and Columbia reflect a broader trend across the apparel industry as brands search for growth in an increasingly competitive market, according to analysts. While these companies have sold women's clothes and shoes for decades, executives are increasingly treating female consumers as a strategic priority rather than simply another customer segment.
For investors, the appeal is straightforward. Winning over more female shoppers allows brands to expand their addressable market without having to embark on a radical pivot.
"There was no good structural reason why some of these brands should skew as heavily male as they did," Nikic said. "If they can successfully grow with women while maintaining strength with men, that's a significant opportunity."
VF Corp. CEO Bracken Darrell, who took over three years ago to reinvigorate the company after a period of declining sales, described women as a major "unlock" for several of its brands, including Vans, The North Face, Timberland, and shoe maker Altra Running.
Darrell said the opportunity stems from both women's growing purchasing power and their influence on broader consumer trends.
"Women have influenced men's choices in a bigger way than a lot of us who ran predominantly men's brands gave credit for," Darrell said in an interview. "We always had opportunities across all our brands that were bigger for us if we tried to get in with women."
VF is incorporating that focus into more product development across its portfolio. Vans, a hallmark of skateboard culture, has introduced more women's apparel, pearlized footwear and shoe jewelry. Known for its iconic yellow boot, Timberland has expanded its lineup with products such as its Stone Street platform boots and other women's-focused silhouettes, leaning into elevated designs as it looks to broaden its appeal among female shoppers.
At The North Face, the company has collaborated with Kim Kardashian's Skims and other fashion brands, while also expanding its offerings for female outdoor enthusiasts. Its Advanced Mountain Kit line, one of the brand's premium performance collections, now includes a full women's assortment.
The North Face is the company's "single biggest opportunity with women," Darrell said. It's also the company's largest brand by revenue, accounting for roughly 42% of its $9.6 billion in fiscal 2026 sales.
"We believe North Face can double from $4 billion to $8 billion over some time frame," he said, estimating that women could account for more than $2 billion of that potential growth.
The focus on women could also play a role in helping Vans return to sustainable growth, according to Jefferies analyst Blake Anderson. He said younger women can act as "strong brand advocates and trendsetters," helping drive awareness through social media and online shopping channels.
Vans brand has struggled for years, predating Darrell's arrival. But revenue trends are improving. Sales on a constant-currency basis fell 11% in VF's fiscal year ended in March, compared with 15% and 27% in fiscal 2025 and 2024, respectively. For 2027, the company projects a mid-single decline.
In fiscal 2026, VF broke a streak of three consecutive years of declining companywide sales, with The North Face and Timberland both growing 5% on a constant-currency basis. It's guided for another year of growth in fiscal 2027.
So far in Darrell's tenure, shares of VF are down roughly 7%, when including dividends. That trails State Street's popular retail ETF known as the XRT, which is up 38% in that timeframe. Over the past year, though, the stock has trounced the XRT, returning almost 36% versus roughly 10%.
Levi's has emerged as one of the clearest examples of how expanding into women's apparel can translate into growth.
Former Kohl's CEO Michelle Gass became Levi's chief executive in January 2024 after a year as president. She was tasked with accelerating growth and advancing the company's transition to a direct-to-consumer-first business.
As part of that strategy, Gass made attracting female shoppers a key priority through the company's "Win With Her" initiative, which first launched in Europe and has since expanded more broadly throughout the business. On CNBC's "Mad Money" earlier this year, Gass told Jim Cramer that women's apparel now accounts for 38% of Levi's business, up from roughly a third in 2022. She is targeting a 50-50 revenue split between men and women.
"Women's was up 11% for [2025], and we have a long way to go between 38% and 50%, and that's incremental business for us," Gass said.
On the company's 2026 first-quarter earnings call, Gass said women's apparel grew 13% in the quarter, compared with 7% growth in men's. In its 2025 annual report, Levi's described the category as a "powerful growth engine," and noted that it carries higher gross margins while remaining underpenetrated.
The company has expanded beyond denim into dresses, skirts, tops and lifestyle apparel. It's also increased its marketing efforts, including its high-profile partnership with Beyoncé in 2024.
Levi's has also changed how it merchandises its stores. Women's apparel is now featured prominently at the front of many U.S. locations, supported by mannequins and lifestyle displays designed to showcase complete outfits.
Nikic, the Needham analyst, said Levi's demonstrates how brands can grow their women's businesses without sacrificing momentum among male shoppers.
"The women's business is performing even better, but men's product has continued to sell well," he said. "When you can get balanced growth across both men and women, it obviously does wonders for your P&L and for your stock price."
Shares of Levi's have returned 66%, including dividends, since Gass became CEO in January 2024. In that stretch, the stock has significantly outperformed the XRT's 28% return. It's also narrowly topped the S&P 500's total return of 58%.
Levi's reports its next set of quarterly earnings on Wednesday.
Columbia Sportswear is pursuing a similar strategy.
At a recent investor conference, CEO Tim Boyle pointed to the success of Columbia's Amaze Puff Jacket, a stylish winter coat, as an example of how the company is broadening its appeal beyond clothes and shoes popular for hiking, fishing and more.
"It's highly fashionable," said Boyle, who's been CEO since 1988. "It brought a lot of new people into the brand."
The jacket generated significant social media attention and helped introduce Columbia to consumers who may not have traditionally considered the company a fashion brand, Boyle said.
The company has continued to build on that momentum. During an appearance on CNBC's "Mad Money" in May, Boyle highlighted women's outerwear as a major area of focus, and said Columbia plans to expand the Amaze collection into additional seasons.
Columbia expects sales to grow between 1% to 3% this year, after falling 3% last year on a constant-currency basis. Over the past year, the stock has returned about 1%, trailing the XRT's 10% advance.
The stock performance across the group has been mixed, but their pursuits are aligned.
"Your average woman spends almost twice as much on their closet annually as the average man in the U.S.," Nikic said.
Darrell said that's an opportunity the company can no longer afford to overlook.
"You can't look away from the fact that more than 50% of the population is women, so that's always been a big opportunity for these brands," he said. "Investors should be excited to know that we're not ignoring them, we're going after them."
Levi Strauss & Co. (NYSE:LEVI) will release its second quarter earnings report after the closing bell on Wednesday, July 8.
Analysts expect the San Francisco, California-based company to report quarterly earnings of 24 cents per share, up from 22 cents per share in the year-ago period. The consensus estimate for Levi Strauss’ quarterly revenue is $1.52 billion. It reported $1.45 billion last year, according to Benzinga Pro.
On April 7, Levi Strauss reported better-than-expected first-quarter financial results and raised its FY26 guidance.
Levi Strauss shares gained 2.3% to close at $24.54 on Friday.
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