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Companies / Apparel, footwear & accessories / LEVI

Levi Strauss

LEVI · Apparel, footwear & accessories sector group
Guidance from Levi Strauss’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Current guidance
10 items
Releases tracked
8
Latest release
Oct 7, 2026
Data checked
Oct 7, 2026
On this page:Latest changes·Current guidance·Your sector group·History

What changed in the Oct 7, 2026 release

Each item compared with the same item in the previous release (Jul 8, 2026). Values in quotation marks are the company’s words.

New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
ChangeMetricPeriodPreviousNowSource
RaisedOrganic net revenues growthfor FY2026“Raised to 5.5% to 6.0%”“Approximately 6.0%”Filing ↗
ChangedAdjusted diluted EPSfor FY2026“Raised to $1.46 to $1.52 This includes an approximate $0.04 headwind from a higher tax rate”“$1.54 to $1.56”Filing ↗
RaisedAdjusted EBIT marginfor FY2026“Expanding to 12%, up 60 basis points to prior year”“Expanding to approximately 12.1%, up 70 basis points to prior year”Filing ↗
ChangedGross marginfor FY2026“Raised to up 10 basis points to prior year”“Raised to up 130 basis points to prior year”Filing ↗
NewDTC business growthfor Q4 FY2026—“mid-single-digit growth”Filing ↗
NewIEEPA tariff refunds redeploymentfor FY2026—“approximately $60 million for the full year”Filing ↗
NewIEEPA tariff refunds redeploymentfor Q4 FY2026—“approximately $35 million for the fourth quarter”Filing ↗
ReiteratedTax ratefor FY2026“Approximately 23%, 2 points higher than prior year”“Approximately 23%, 2 points higher than prior year”Filing ↗
Show 1 item not restated in this release
ChangeMetricPeriodPreviousNowSource
Not restatedTopline growth (organic)for FY2026“mid-single digit growth”—Filing ↗

Current guidance

Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.

Current fiscal year
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Organic net revenues growth“Approximately 6.0%”for FY2026Company-definedJan 28, 20264Filing ↗
Adjusted diluted EPS“$1.54 to $1.56”for FY2026Company-definedJan 28, 20264Filing ↗
Adjusted EBIT margin“Expanding to approximately 12.1%, up 70 basis points to prior year”for FY2026Company-definedJan 28, 20264Filing ↗
Gross margin“Raised to up 130 basis points to prior year”for FY2026GAAP-tiedJul 8, 20262Filing ↗
Dividend per share“$0.14 per share”for FY2026Declared actionApr 7, 20261Filing ↗
DTC business growth“mid-single-digit growth”for Q4 FY2026Company-definedOct 7, 20261Filing ↗
IEEPA tariff refunds redeployment“approximately $60 million for the full year”for FY2026Company-definedOct 7, 20261Filing ↗
IEEPA tariff refunds redeployment“approximately $35 million for the fourth quarter”for Q4 FY2026Company-definedOct 7, 20261Filing ↗
Tax rate“Approximately 23%, 2 points higher than prior year”for FY2026Company-definedJan 28, 20264Filing ↗
Topline growth (organic)“mid-single digit growth”for FY2026Company-definedJan 28, 20261Filing ↗
Long term
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Adjusted EBIT margin (long-term ambition)“15%”for the long termCompany-definedJan 28, 20261Filing ↗
No period stated
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Accelerated share repurchase agreement (ASR)“$200 million”—Declared actionJan 28, 20261Filing ↗
Accelerated share repurchase program“$120 million”—Declared actionOct 9, 20251Filing ↗
Dividend“$0.16 per share”—Declared actionJan 29, 20255Filing ↗
Use of net proceeds from sale of Dockers® for shareholder returns (share repurchases)“at least $100 million”—Declared actionJul 10, 20251Filing ↗

How one item moved

Organic net revenues growth, for FY2026 — every statement across the year, each linked to its filing.

Jan 28, 2026
New
“4% to 5%”
Filing ↗
Apr 7, 2026
Raised
“4.5% to 5.5%”
Filing ↗
Jul 8, 2026
Raised
“Raised to 5.5% to 6.0%”
Filing ↗
Oct 7, 2026
Raised
“Approximately 6.0%”
Filing ↗

How your Apparel, footwear & accessories sector group guides

12 companies in Apparel, footwear & accessories. What they guide on, and who reported this season.

Most-guided metric families
Revenue
10
Tax rate
10
Buybacks
10
GAAP EPS
9
Operating margin
7
Capex
7
Dividends
6
Gross margin
5
This season’s releases
Levi StraussOct 7, 20267 changes
American Eagle OutfittersSep 9, 20267 changes
Lululemon AthleticaSep 3, 20265 changes
PVHSep 2, 202616 changes
GapAug 27, 202614 changes
Abercrombie & FitchAug 26, 202615 changes
TapestryAug 13, 202619 changes
Ralph LaurenAug 6, 202614 changes
Get this for your own peer set — Peer Guidance Briefing, $3,000.

Full history

Every metric, every release, eight quarters — the complete record as one table.

MetricFY2026FY2025Long-termNo period
Organic net revenues growth4 statements4 statements——
Adjusted diluted EPS4 statements4 statements——
Adjusted EBIT margin4 statements4 statements1 statement—
Gross margin2 statements3 statements——
Margin Outlook Impact from Tariffs—1 statement——
The full record for Levi Strauss and its Apparel, footwear & accessories peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.

Filings

The 8 earnings releases this page is built from.

FiledFiscal periodAccessionGuidance items
Oct 7, 2026FY2026 Q30000094845-26-0000488Open filing ↗
Jul 8, 2026FY2026 Q20000094845-26-0000389Open filing ↗
Apr 7, 2026FY2026 Q10000094845-26-0000216Open filing ↗
Jan 28, 2026FY2025 Q40000094845-26-0000098Open filing ↗
Oct 9, 2025FY2025 Q30000094845-25-0000519Open filing ↗
Jul 10, 2025FY2025 Q20000094845-25-0000378Open filing ↗
Apr 7, 2025FY2025 Q10000094845-25-0000218Open filing ↗
Jan 29, 2025FY2024 Q40000094845-25-0000065Open filing ↗
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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