LEVI
Levi Strauss & Co.22.55
+0.61+2.78%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q1 '26
Key Stats
Market Cap
8.92BP/E (TTM)
17.21Basic EPS (TTM)
1.31Dividend Yield
0.02%Recent Filings
8-K
Director McCormick retiring
8-K
Q4 revenues up 1%, DTC shines
Levi Strauss reported Q4 net revenues up 1% to $1.8B (5% organic), with DTC surging 8% (10% organic) to 49% of total, while wholesale dipped 5%. Full-year revenues hit $6.3B (7% organic), adjusted EBIT margin expanded to 11.4%, and EPS rose to $1.34. Momentum builds. FY26 eyes mid-single-digit growth, EBIT margin to 11.8-12%, yet tariffs loom.
10-K
FY2025 results
Levi Strauss posted FY2025 net revenues of $6.3B, up 4% reported and 7% organic, with Q4 at 28% of the year accelerating from Q3's 25%. DTC drove gains across regions, hitting 49% of sales versus 47% last year, while wholesale grew organically 4% despite Denizen wind-down and prior 53rd week. Gross margin expanded to 61.7% from favorable mix and pricing, though tariffs pressured; operating margin leaped to 10.8% as restructuring fell to $25M from $186M. Q4 accelerated DTC momentum. $758M cash supports $1B debt; $440M remains for buybacks after $150M repurchases. Levi's Stadium commitments run through 2043. Global economic conditions threaten quarterly spending.
8-K
Appoints Jones to board
Levi Strauss & Co. elected Jeffrey J. Jones II, ex-CEO of H&R Block, to its board as a Class III director effective January 21, 2026, expanding to 13 members. Jones, with stints at Uber and Target, joins the Compensation and Nominating committees. His consumer insights and transformation expertise will aid DTC evolution. No related arrangements disclosed.
8-K
Levi's Q3 revenues rise 7%
Levi Strauss & Co. reported third-quarter 2025 net revenues of $1.5 billion, up 7% on both reported and organic bases, fueled by 11% DTC growth and Asia's 12% surge, while gross margin expanded 110 basis points to 61.7% despite tariffs. Adjusted diluted EPS hit $0.34, edging last year's $0.33, as the DTC pivot drives profitability. The Dockers sale fetched $194.7 million. Levi raised full-year organic revenue growth to 6% and adjusted EPS to $1.27-$1.32, yet tariffs pose risks.
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