Levi Strauss 'A'

Levi Strauss raised its full-year adjusted EPS guidance to $1.54–$1.56 after receiving tariff refunds, but cut its net revenue growth forecast to 7%. In fiscal Q3, net revenues rose 4% in the Americas while U.S. revenue fell 1%, with sales at $1.61 billion and net income of $168.6 million. Operating margin improved to 13.8%, aided by tariff refunds that added 4.9 percentage points to margin and contributed $0.16 to EPS (with $0.05 redeployed to the business). Shares climbed about 5% in after-hours trading. » More on cnbc.com

Levi Strauss will publish the balance sheet for the quarter ended August 31, 2026 on October 7, 2026. Fifteen analysts expect on average earnings of USD 0.358 per share (+79% year‑over‑year) and 14 analysts forecast revenue of around USD 1.62 billion (+4.8% versus the same quarter last year). For the current fiscal year, the average estimates are USD 1.54 earnings per share and USD 6.76 billion in revenue. » More on finanzen.net

Levi Strauss said that Robert Eckert left the board on August 14 upon reaching the mandatory retirement age. The board appointed Joshua Prime as chair and member of the Nominating, Governance and Corporate Citizenship Committee (NGCC) and reduced the number of seats to ten. The company also reported that fiscal Q2 2026 results beat expectations for both profit and revenue, and confirmed a cybersecurity incident involving unauthorized access to company files, with no customer data affected. Analysts including UBS, Stifel and Needham remained positive, raising or reaffirming price targets and/or ratings. » More on de.investing.com