Levi Strauss & Co. designs, markets, and sells apparel and related accessories for men, women, and children in the United States and internationally. Its products include jeans, casual and dress pants, activewear, tops, shorts, skirts, dresses, jumpsuits, shirts, sweaters, jackets, footwear, and related accessories, offered under the Levi's, Levi Strauss Signature, Denizen, and Beyond Yoga brands. The company sells through third-party retailers such as department stores, specialty retailers, third-party e-commerce sites, and franchisees, as well as directly to consumers through company-operated mainline and outlet stores, company-operated e-commerce sites, and select shop-in-shops in department stores and other third-party retail locations. It also operates brand-dedicated stores and shop-in-shops, and was founded in 1853 with headquarters in San Francisco, California.
Levi's profit beats and buyback offset slowing D2C growth
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Q3 profit beat and raised outlook Levi's earned $0.48 per share, far above the $0.36 expected, and raised full-year profit guidance. Gross margin jumped to 66.2%, helped by $79 million in tariff refunds. Higher profits and margins make the stock more attractive to investors.
This is the core new positive event that directly lifts earnings expectations and investor confidence.
$100 million buyback announced Levi's launched a $100 million accelerated share repurchase, which reduces the number of shares outstanding and can boost earnings per share. Buybacks often signal management confidence and support the stock price.
This is a new capital return action that directly supports the share price.
Slowest D2C growth since 2022 Levi's direct-to-consumer sales grew at the slowest pace since late 2022, partly due to a marketing misstep. D2C is a key profit driver, so slower growth worries investors about future sales momentum.
This is a new negative development that offsets the positive earnings news and explains recent stock weakness.
Revenue slightly misses estimates Q3 revenue of $1.61 billion came in just below the $1.615 billion consensus, and shares fell 2.4% on the report. Even a small miss can disappoint investors when expectations are high, especially after a strong profit beat.
This is a new negative data point that explains the immediate stock reaction and shows the top-line challenge.
Tilray, PepsiCo, Levi Strauss Report Mixed Quarterly Results
Tilray Brands reported a first-quarter fiscal 2027 loss of $0.32 per share, wider than the Zacks Consensus Estimate of a loss of $0.19 per share, sending its shares down 3.4%. PepsiCo reported third-quarter 2026 earnings of $2.34 per share, beating the Zacks Consensus Estimate of $2.29 per share, and its shares gained 3.7%. Levi Strauss & Co. reported third-quarter fiscal 2026 revenues of $1,610 million, lagging the Zacks Consensus Estimate of $1,615 million, and its shares tumbled 2.4%. Micron Technology shares fell 4.8% on a broader tech decline.
PepsiCo Cuts Profit Outlook as Levi Strauss D2C Growth Slows
PepsiCo lowered its profit outlook as its North American recovery takes longer than expected, sending shares lower. The company is facing higher costs in North America that are weighing on margins, and it plans to raise some prices in the coming months after cutting prices on some marquee brands earlier this year. Microsoft shares moved on news that its Xbox unit is formalizing its film and TV foray with a new division called XP to expand its franchises into other media. Levi Strauss fell after posting the slowest growth in its direct-to-consumer channels since late 2022, partly due to a marketing misstep, and it expects direct-to-consumer growth for the current quarter to rise by a mid-single digit after shifting its marketing to focus on low-rise jeans.
LEVI · Demand · Negative Levi Strauss posted its slowest direct-to-consumer growth since late 2022, partly due to a marketing misstep.
PEP · · Neutral PepsiCo plans to raise some prices in the coming months after earlier cutting prices on marquee brands.
PEP · Capital · Negative PepsiCo cut its profit outlook as its North American recovery takes longer than expected, with higher costs weighing on margins.
MSFT · Technology · Neutral Microsoft's Xbox unit is formalizing a film and TV division called XP to expand franchises into other media.
Jeans giant Levi Strauss reported after the close on the 7th its third quarter results for the fiscal year ending November 2026, covering June to August 2026. Revenue rose 4 percent year on year to 1.61 billion dollars, net profit climbed 39 percent to 169 million dollars, and adjusted diluted earnings per share rose 41 percent to 0.48 dollars, though revenue fell short of market expectations. By region, the key Americas business grew 4 percent to 839 million dollars, but the United States alone was sluggish with a 1 percent decline, while Europe rose 4 percent to 442 million dollars and Asia gained 5 percent to 293 million dollars. By sales channel, the direct-to-consumer DTC segment grew just 2 percent, its slowest pace in about four years, while e-commerce rose 10 percent. For the full-year outlook, the company revised its revenue growth forecast to 7.0 percent from its previous estimate of 7.0 to 7.5 percent, while raising its earnings per share guidance to 1.54 to 1.56 dollars from the previous 1.46 to 1.52 dollars. The stock fell 4.97 percent in intraday trading on the 7th to 19.51 dollars, its first decline in three trading days, and in after-hours trading following the earnings release it dropped more than 2 percent from the intraday closing price at one point.
LEVI · Capital · Negative Q3 revenue of $1.61B missed market expectations and full-year revenue growth guidance was trimmed to 7.0%, sending shares down despite higher EPS guidance.
Levi Strauss Q3 Revenue Rises 4.3% to $1.61 Billion, EPS Tops Estimates
Levi Strauss reported $1.61 billion in revenue for the quarter ended August 2026, a year-over-year increase of 4.3%, with EPS of $0.48 versus $0.34 a year ago. The revenue came in just below the Zacks Consensus Estimate of $1.61 billion, a surprise of -0.3%, while EPS beat the $0.36 consensus by 33.33%. Within the quarter, Americas revenue was $839 million against a four-analyst average estimate of $834.05 million, up 4% year over year, and Europe revenue was $442 million versus an estimate of $451.47 million, up 3.7%. Asia revenue came in at $293 million compared to a $292.56 million estimate, up 5.5% year over year, while Beyond Yoga revenue was $36 million against a $36.81 million estimate. Total Levi's Brands net revenues were $1.57 billion versus a four-analyst average estimate of $1.58 billion, a year-over-year change of 4.2%.
PepsiCo, Levi Strauss and Constellation Brands Set to Report This Week
PepsiCo, Levi Strauss and Constellation Brands are all scheduled to report quarterly results this week, offering fresh reads on consumer demand. PepsiCo will release its Q3 results on Thursday, October 8th, before the market opens, after its latest quarter saw net revenue climb 6.4% YoY to $24.2 billion and organic revenue grow 2.4%, with full-year guidance reaffirmed. Levi Strauss reports Wednesday, October 7th, entering with 8% reported revenue growth and 6% organic growth in its latest quarter, adjusted EPS up 27% YoY to $0.28, and a raised full-year revenue and EPS outlook. Constellation Brands reports Tuesday, October 6th, after the market close with its fiscal Q2 results, following a quarter in which reported sales fell 3% YoY to $2.4 billion on prior wine divestitures while its Beer segment delivered 2% sales growth, and management maintained its fiscal 2027 comparable EPS outlook of $11.20-$11.90 per share. Volume trends, brand momentum and management commentary are expected to be the main focus across all three releases.
LEVI · Capital · Neutral Levi Strauss is set to report quarterly results Wednesday, with prior-quarter revenue growth and raised outlook as context; no new development stated.
PEP · Capital · Neutral PepsiCo is scheduled to report Q3 results Thursday, after prior-quarter revenue growth and reaffirmed guidance; no new development stated.
STZ · Capital · Neutral Constellation Brands reports fiscal Q2 Tuesday, following prior-quarter sales decline on wine divestitures and maintained EPS outlook; no new development stated.
Earnings Season Kicks Off With Constellation Brands, PepsiCo, Delta in Focus
Third quarter earnings season begins this week with results due from Constellation Brands, Levi's, PepsiCo and Delta, and Wall Street analysts are heading in with record optimism. According to new data from FactSet, 60% of S&P 500 stocks now carry a buy rating from Wall Street analysts, the highest level on record, leaving next to no margin for error if results or guidance come up short. The optimism is rooted in the earnings outlook: the S&P 500 is expected to report year-over-year earnings growth of 29.5% for the recently completed third quarter, while analysts are calling for growth of 27.6% in the fourth quarter and 32.4% for 2026. Yahoo Finance Executive Editor Brian Sozzi said he is most concerned about Constellation Brands and PepsiCo given pressured consumer wallets, and flagged Delta's outlook as at risk from soaring fuel prices even though sales trends likely stayed strong.
Earnings week ahead: PepsiCo, Delta, Constellation Brands, Levi Strauss and Tilray to report
A diverse earnings slate spanning consumer staples, beverages, travel, apparel and AI infrastructure is set for the week of October 5 to October 9, with PepsiCo, Constellation Brands, Lamb Weston, Levi Strauss and Tilray Brands offering reads on food, beverage and apparel spending while Delta Air Lines provides a key read on travel demand. Constellation Brands, the U.S. importer and marketer of Corona, Modelo Especial and Pacifico, reports fiscal Q2 FY2027 after Tuesday's close, with consensus EPS of $3.55 and revenue of $2.54B, as the stock sits near a 52-week low of $113.34. Levi Strauss reports fiscal Q3 2026 after Wednesday's close, with consensus EPS of $0.36 and revenue of $1.62B, after management guided to revenue growth of 4%-5% and adjusted EPS of $0.34-$0.36. PepsiCo reports Q3 2026 before Thursday's open, with consensus EPS of $2.30 and revenue of $24.97B, as the company plans to raise prices on select brands including Doritos and Ruffles by low-to-mid-single-digit percentages later this year or early next year, reversing price cuts of as much as 15% introduced earlier in 2026. Delta Air Lines reports Q3 2026 before Friday's open, with consensus EPS of $1.88 and revenue of $18.99B, as a dispute over its in-flight Wi-Fi strategy continues after Delta chose Amazon's LEO satellite network over SpaceX's Starlink for a rollout planned for 2028. Also reporting during the week are Saratoga Investment, Lamb Weston, RPM International, Apogee Enterprises, Tilray Brands, NOVAGOLD Resources, Helen of Troy, AngioDynamics, Richardson Electronics, Resources Connection, Penguin Solutions, Applied Digital and New Horizon Aircraft.
PEP · Pricing · Positive PepsiCo plans to raise prices on select brands like Doritos and Ruffles by low-to-mid-single digits, reversing earlier price cuts, a favorable pricing move ahead of its Q3 report.
DAL · · Neutral Delta is set to report Q3 earnings; article only previews consensus figures and notes an ongoing in-flight Wi-Fi dispute, no clear directional driver.
LEVI · · Neutral Levi Strauss is set to report Q3 earnings; article only previews consensus EPS/revenue and prior guidance, no new directional development.
STZ · · Neutral Constellation Brands is set to report fiscal Q2 earnings; article only previews consensus EPS/revenue and notes the stock near a 52-week low, no clear directional driver.
Levi Strauss & Co. has appointed John Vandemore, a finance leader with more than 25 years of consumer industry experience and former Skechers CFO, as its new Executive Vice President and Chief Financial Officer. Vandemore succeeds Harmit Singh, whose planned retirement and transition to Special Advisor runs through November 30, 2026. Vandemore's broad remit across finance, supply chain, digital, and IT at prior employers could influence how Levi Strauss prioritizes growth investments, cost control, and data-driven decision-making. The hire follows management's July decision to lift full year 2026 revenue growth guidance to 7.0% to 7.5%, while also raising the dividend twice this year. Levi Strauss' narrative projects $7.7 billion revenue and $839.5 million earnings by 2029, with a $28.20 fair value implying 42% upside to its current price.
LEVI · Capital · Neutral Levi Strauss appoints John Vandemore as new CFO, a leadership change that could affect growth investment and cost-control priorities.
Needham Backs Levi Strauss CFO Pick of John Vandemore
Needham praised Levi Strauss's appointment of John Vandemore as chief financial officer, replacing Harmit Singh. Vandemore previously served as CFO of Skechers for 9 years, helping build it into one of the world's largest footwear brands with over $9B in revenue, and earlier held senior finance roles at Mattel, Disney, and International Game Technology. Analyst Tom Nikic said the firm views the appointment positively, citing Vandemore's experience across a similar global lifestyle brand with roughly similar margin profiles of about 10% EBIT margin, about 50% of revenue from the Americas, and a split of roughly 55% wholesale and 45% DTC. Needham maintains a Buy rating on Levi Strauss with a price target of $28.00.
VF Corp Q2 Revenue Beats Estimates but EPS Miss Sends Shares Down 22.5%
VF Corp reported second-quarter revenues of $1.67 billion, up 1.3% year on year and 2% above analysts' expectations, but the owner of The North Face, Vans, and Supreme missed analysts' EPS estimates significantly, sending its stock down 22.5% since reporting to a current price of $14.15. The results came as the 15 consumer discretionary apparel and accessories stocks tracked in the group delivered a mixed quarter, with revenues as a group beating consensus by 1.2% while next quarter's revenue guidance came in 4.7% below estimates, and share prices across the group down an average of 17.1% since the latest earnings results. Figs posted the group's best quarter, with revenues of $196.6 million, up 28.8% year on year and 5.6% above expectations, alongside beats on EPS and EBITDA, lifting its stock 18.2% to $13.29. Stitch Fix had the weakest quarter, reporting revenues of $324.4 million, up 4.2% and in line with expectations, but delivering the group's weakest guidance update with full-year EBITDA guidance missing significantly, leaving its stock down 23.8% at $2.17. Movado reported revenues of $169.8 million, up 4.9% and 3.4% above expectations, with a beat on EPS, while Levi's posted revenues of $1.56 billion, up 8% and 2.9% above expectations, with an EPS beat but full-year EPS guidance slightly missing, and its stock is down 19.2% at $19.69.
Levi Strauss and Marks & Spencer Launch Fashion Renewable Collaborative with Schneider Electric
Levi Strauss & Co. and Marks & Spencer have joined forces with Schneider Electric to launch the Fashion Renewable Collaborative, or FRC, an initiative aimed at advancing renewable electricity across the fashion industry. Announced during New York Climate Week, the FRC seeks to overcome market barriers that hinder suppliers' adoption of renewable energy by offering resources and support for a scalable transition. The collaborative will give fashion suppliers access to education, guidance, and tools such as power purchase agreements and energy certificates to help reduce emissions. By coordinating efforts and fostering industry-wide collaboration, the FRC aims to drive substantial progress in decarbonizing global fashion supply chains.
LEVI · Regulation · Positive Levi Strauss co-launches the Fashion Renewable Collaborative to help suppliers adopt renewable electricity and cut supply-chain emissions.
MKS.LSE · Regulation · Positive Marks & Spencer partners with Levi Strauss and Schneider Electric on the Fashion Renewable Collaborative to advance renewable energy in fashion supply chains.
SU.PA · Demand · Positive Schneider Electric is the partner providing energy tools like power purchase agreements and certificates to the new Fashion Renewable Collaborative.
Levi Strauss & Co. reported a cybersecurity breach to the U.S. Securities and Exchange Commission on Aug. 7 after an unauthorized third party gained access to company files through social engineering techniques that enabled unauthorized access to three employees' company-issued computers. The company said it believes corporate information was accessed and exfiltrated because of the incident. Levi's said it initiated response protocols, implemented containment measures, and launched an investigation, which remains ongoing, and has engaged third-party cybersecurity experts. The company does not believe the incident will have any material impact on its operations, but the breach highlights wider vulnerabilities across the apparel industry, with Adidas, The North Face, Nike, Victoria's Secret, Gucci, and Balenciaga also facing cybersecurity incidents in recent years. Joe Schloesser, senior vice president at ISN, said brands need stronger verification processes for contractors and suppliers, as bad actors increasingly exploit trusted relationships to gain access to organizations.
Clothing brands from Uniqlo to Zara expand repair services to attract Gen Z
Major clothing brands including Levi Strauss & Co., Uniqlo, Primark, and Zara are expanding in-store repair services and sewing workshops to appeal to Generation Z consumers who prioritize sustainability and saving money. Levi's has created a handstitching course for high school students and offers repair and customization services at hundreds of stores worldwide. Primark has held over 730 free 'Love It For Longer' workshops across nine countries and tested in-store repairs in the U.K. Uniqlo provides repairs, sashiko mending, and embroidery in 75 of its roughly 2,500 global stores. Skeptics like Professor Kate Fletcher argue that such initiatives do little to offset the fashion industry's overproduction, while H&M Group has called for tax policies to make repair and resale commercially viable.
Fashion brands launch own resale platforms to capture secondhand market growth
Major fashion brands including Zara, H&M, Lululemon, Levi's, and REI are launching their own resale platforms to sell secondhand versions of their products alongside new ones, seeking a share of a global secondhand apparel market projected to reach $393 billion by 2030. The U.S. resale market is expected to hit $78.8 billion by the end of the decade, growing nearly four times faster than overall retail clothing sales last year. H&M reported that resale represented 0.8% of its 2025 turnover, with revenue reaching SEK 1,844 million, a 31% increase from the previous year. Brands are motivated by both sustainability goals and competitive pressure, as resale has largely occurred on third-party platforms like eBay, Poshmark, Depop, and The RealReal. By operating their own marketplaces, companies aim to control the customer experience, strengthen loyalty, and capture revenue throughout a garment's life cycle.
Levi Strauss white denim sales surge 70% as lifestyle push gains traction
Levi Strauss reported that white denim sales surged 70% during its fiscal second quarter, highlighting early success in its strategy to expand beyond denim bottoms into a broader lifestyle brand. The company posted second-quarter revenue of $1.56 billion, up 8% on a reported basis, with products outside denim bottoms accounting for roughly one-third of revenue growth. Bank of America analyst Kendall Toscano reiterated a Buy rating and $27 price target, calling the stock a compelling opportunity for higher-quality, consistent growth. Levi Strauss is also targeting value shoppers through its Signature label, which generates roughly $300 million in annual sales and grew 9% in the first half, while its premium Blue Tab collection, where jeans cost between $200 and $350, grew about 40% in both the first and second quarters. The company raised its full-year organic revenue-growth outlook to between 5.5% and 6% and its adjusted earnings forecast to between $1.46 and $1.52 per share.
MARA jumps 10% on Texas land deal, Costco falls on slowing sales
MARA Holdings shares jumped 10% after the company entered into a deal with synthetic renewable energy firm HIF USA to acquire land in Matagorda County, Texas. Costco Wholesale shares tumbled 4.2% after reporting decelerating June comparable sales growth. The Simply Good Foods rose 1.3% after posting third-quarter fiscal 2026 adjusted earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.35. Levi Strauss fell 2.2% following disappointing earnings per share guidance for fiscal 2026.
Levi Strauss may have underpromised in Q3 to overdeliver again
Levi Strauss delivered a double beat in the second quarter and raised its full-year outlook, but its conservative third-quarter guidance disappointed investors and drove shares lower. The company guided Q3 profit midpoint below consensus, citing uncertain tariffs and consumer spending, while Q3 sales guidance came in above estimates. CEO Michelle Gass said Levi's remains mindful of the external environment, and CFO Harmit Singh noted guidance assumes incremental U.S. tariffs of 30% on China imports and 20% on rest-of-world, with no benefit from potential tariff refunds. Analysts suggest the cautious outlook may be a case of underpromising with the aim to overdeliver again.
Levi Strauss beats Q2 estimates, raises full-year outlook and dividend
Levi Strauss reported second quarter results that exceeded Wall Street expectations, driven by higher revenue and earnings, while raising its full-year guidance and increasing its quarterly dividend. Adjusted earnings came in at 28 cents per diluted share, ahead of the 24 cents analysts expected. Revenue rose 8% year over year to $1.56 billion, surpassing the consensus estimate of $1.52 billion. The company now expects full-year reported net revenue growth of 7.0% to 7.5%, up from its prior forecast of 5.5% to 6.5%, and adjusted diluted earnings per share of $1.46 to $1.52, compared with the previous outlook of $1.42 to $1.48. Direct-to-consumer revenue increased 11%, with e-commerce sales up 19%, and the segment represented 51% of total net revenue.
Levi Strauss CFO says three things are working for the brand
Levi Strauss CFO Harmit Singh says the company's strategies are working, with momentum building and consistent results leading to a seventh consecutive quarter of top and bottom line beats. He highlighted that the brand is firing on all cylinders, with growth across US and international markets, men's and women's segments, units and average unit retail, and tops and bottoms. Singh also noted the pivot to a denim lifestyle has expanded the addressable market by 15 times, with a third of growth coming from the new expanded market. He identified three key factors driving performance: being a trusted brand, connecting with consumers through marketing moments like the World Cup, and fulfilling consumer needs with strong product innovation and price value. The women's business saw sales rise 11%, with white denim for women up 70%, driven by deeper assortments and expanded color palettes. Singh expressed confidence in the future, raising guidance for the second consecutive quarter, while remaining humble given the macroeconomic environment.
AstraZeneca, PepsiCo, Salesforce, Levi lead premarket movers
AstraZeneca tumbled 8% in premarket trading after its heart disease drug Wainua failed to meet its target in a late-stage clinical trial. PepsiCo fell 1% after reporting mixed second-quarter results, with adjusted earnings of $2.20 per share missing the $2.21 estimate from analysts polled by LSEG, while revenue of $24.18 billion topped the $23.95 billion consensus. Salesforce shed 4% following a KeyBanc downgrade to sector weight from overweight, with the firm citing difficulty finding evidence of future upside. Stellantis slid 2% after JPMorgan downgraded the Jeep parent to neutral from overweight, saying it needs 14 months to reap turnaround benefits. Levi Strauss dropped 4% after issuing third-quarter EPS guidance of 34 to 36 cents, below the 38 cents expected by FactSet, despite beating second-quarter expectations on both top and bottom lines. AZZ jumped 6% after reporting quarterly earnings of $1.85 per share, exceeding the $1.69 FactSet consensus, with revenue of $448.5 million also above the $434.6 million forecast. Cerebras Systems moved nearly 7% higher after announcing a major European expansion, bringing its first European data center capacity online by year-end and planning to expand total capacity to 2000 megawatts in 2027. Costco lost nearly 2% after reporting decelerating comparable sales growth of 8.8% in June, down from 12.5% in May.
AZN.LSE · Technology · Negative Heart disease drug Wainua failed to meet target in late-stage trial.
AZZ · Capital · Positive AZZ reported quarterly earnings of $1.85 per share, exceeding the $1.69 consensus, with revenue also above forecasts.
CBRS · Demand · Positive Cerebras announced a major European expansion, bringing its first European data center capacity online by year-end and planning to expand total capacity to 2000 megawatts in 2027.
COST · Demand · Negative Costco reported decelerating comparable sales growth of 8.8% in June, down from 12.5% in May.
CRM · Capital · Negative KeyBanc downgrade to sector weight citing difficulty finding evidence of future upside.
LEVI · Capital · Negative Q3 EPS guidance of 34-36 cents below 38 cents consensus.
AstraZeneca tumbles 9% after heart drug trial misses primary endpoint
AstraZeneca shares fell 9% after its Phase 3 CARDIO-TTRansform trial of Wainua, developed with Ionis Pharmaceuticals, failed to meet its primary endpoint in patients with transthyretin-mediated amyloid cardiomyopathy. The study did not show a significant improvement in the composite of cardiovascular mortality and recurrent cardiovascular events versus placebo through 140 weeks. Ionis Pharmaceuticals shares declined 8% on the news. Separately, Ampco-Pittsburgh jumped 14% after reporting first-half 2026 customer orders rose 32% year-over-year to $268 million, driven by strength in both operating segments. Levi Strauss fell 6% despite better-than-expected second-quarter revenue and earnings, as its full-year earnings per share outlook midpoint of $1.49 came in below the $1.51 consensus, with the company assuming 30% U.S. tariffs on Chinese imports and 20% tariffs on imports from the rest of the world remain in place through year-end. MDA Space slid 6% after agreeing to acquire a roughly 70% stake in France-based CLS for €567 million and announcing a C$712 million bought-deal equity offering to help finance the transaction.
Levi Strauss reported a climb in second-quarter income. The company's bottom line came in at $94.8 million, or $0.24 per share, compared with $79.6 million, or $0.20 per share, last year. Excluding items, adjusted earnings were $109.8 million or $0.28 per share. Revenue rose 8.0% to $1.562 billion from $1.446 billion last year. The company issued full-year EPS guidance of $1.46 to $1.52 and full-year revenue growth guidance of 7.0% to 7.5%.
Levi's beats estimates for March–May quarter, raises full-year revenue outlook
Levi's, the major American jeans maker, reported second-quarter net revenue of 1.56 billion dollars, up 8 percent from a year earlier, beating analyst forecasts of 1.52 billion dollars. Adjusted earnings per share came to 28 cents, also topping the estimate of 24 cents. The company raised its full-year net revenue growth outlook to 7.0 to 7.5 percent from the previous 5.5 to 6.5 percent, and lifted its adjusted earnings per share forecast to 1.46 to 1.52 dollars from 1.42 to 1.48 dollars. By region, the Americas grew 9 percent and Asia rose 10 percent, while Europe was up just 4 percent.
Levi Strauss and Helen of Troy to report pre-market earnings July 8
Levi Strauss & Co. and Helen of Troy Limited are scheduled to report earnings before the market opens on July 8, 2026. Levi Strauss, a retail shoe company, is expected to post earnings per share of $0.24 for the quarter ending May 31, 2026, based on five analysts' consensus, representing a 9.09% increase from the same quarter last year. The company has beaten expectations every quarter in the past year, with the highest beat of 13.51% in the first calendar quarter. Helen of Troy, a cosmetic and toiletries company, is forecast to report a loss of $0.13 per share for the same quarter, a 132.50% decline from the prior year, according to three analysts.
Levi Strauss Q2 Earnings Preview: Revenue and Profit Growth Expected
Levi Strauss is expected to report revenue of $1.52 billion and earnings of 24 cents per share for its second quarter of fiscal 2026, representing year-over-year increases of 4.8% and 9.1% respectively. The company's omnichannel initiatives, brand strength, and direct-to-consumer business are likely to have supported performance, while management had guided for reported revenue growth of 4-5% and adjusted EBIT margin of 8-9%. Regional revenue estimates stand at $785 million for the Americas, $424 million for Europe, and $275 million for Asia. However, supply-chain disruptions, inflationary pressures, and unfavorable foreign exchange may have weighed on profitability. The stock has gained 14.6% over the past six months and trades at a forward price-to-earnings ratio of 15.30, slightly above the retail apparel and shoes industry average of 14.33.
How To Earn $500 A Month From Levi Strauss Stock Ahead Of Q2 Earnings
Levi Strauss & Co. investors may be eyeing potential dividend gains ahead of the apparel company's second-quarter earnings report on Wednesday, July 8. Currently, Levi Strauss has an annual dividend yield of 2.26%, which translates to a quarterly dividend of 14 cents per share, or 56 cents annually. To earn $500 monthly from Levi Strauss, an investor would need to own approximately $266,029 worth of stock, or 10,714 shares, based on the current dividend. For a more conservative goal of $100 monthly, the required investment would be about $53,211, or 2,143 shares. The dividend yield changes on a rolling basis as both the dividend payment and the stock price fluctuate over time.
LEVI · Capital · Neutral Article discusses dividend yield and potential income, but no news about company performance or dividend changes; it's a generic how-to piece.
Levi Strauss Board Loses Elliott Rodgers, Governance Picture Shifts
Elliott Rodgers has resigned from the Levi Strauss Board of Directors, effective June 15, 2026. Rodgers brought deep retail and supply chain experience from roles at Foot Locker, Ulta Beauty, project44, and Target, and his departure removes a voice informed by store operations, logistics, and technology-enabled retail. The resignation slightly reshapes the balance of perspectives on the board as the company continues to focus on direct-to-consumer growth, global expansion, and inventory discipline. Investors will watch for the appointment of a replacement director and any shifts in board priorities around supply chain investments and omnichannel execution.
LEVI · · Neutral Resignation of a board director with retail/supply chain expertise may shift board priorities, but impact is unclear and no concrete changes announced.
FIFA's stadium debranding backfires as Levi's, Heinz, Gillette turn censorship into viral marketing
FIFA's attempt to hide non-sponsor brands at World Cup stadiums has backfired, generating unexpected publicity for companies like Levi's, Heinz, and Gillette. To protect an estimated $1.8 billion in official sponsorship revenue for 2026, FIFA required venues across the United States, Canada, and Mexico to cover or remove branding from naming-rights partners and other advertisers. Levi's Stadium in California was temporarily renamed 'San Francisco Bay Area Stadium,' but a thin white fabric left the Levi's name clearly visible, prompting the company to embrace the situation with social-media posts calling it the 'beautiful [redacted] stadium.' Heinz Canada censored its own logo online and distributed covered-up ketchup bottles near venues, while Gillette posted images suggesting its signage was hidden beneath shaving cream. Lumen Technologies produced a mock documentary about removing its branding from Seattle's Lumen Field. Some branding remained visible, such as at Mercedes-Benz Stadium in Atlanta and MetLife Stadium, now called 'New York New Jersey Stadium,' where traces of the insurer's name persist on cupholders and GPS addresses.
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