The significant beat and raised guidance, particularly in DTC growth and margin expansion, suggest the company's transformation is gaining traction. Traders should monitor the sustainability of these trends and the transition of CFO Harmit Singh.
Price Chart
Executive Summary
Levi Strauss reported Q1 2026 earnings with revenue of $1.74B (14% YoY), beating guidance and consensus, while EPS of $0.45 beat estimates by 21.6%. The company raised full-year 2026 guidance across revenue, margins, and EPS, signaling strong momentum from its DTC-first strategy.
Key Financial Metrics
Key Facts
- Q1 2026 revenue: $1.74B (14% YoY), organic growth of 9%
- Diluted EPS: $0.45 (beat consensus of $0.37 by 21.6%)
- DTC revenue grew 16% YoY, now 52% of total revenue
- Raised full-year 2026 guidance: revenue growth 5.5-6.5% (up from 5-6%), EPS $1.42-$1.48 (up from $1.40-$1.46)
- CFO Harmit Singh announced retirement after a transition
Financial Impact
Revenue beat by $90M, EPS beat by $0.08, full-year guidance raised across all metrics
Risk Factors
- CFO transition could impact execution
- Tariff impacts on margins
- Macro-economic pressures on consumer spending
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000094845-26-000021 |
| Document: levi-20260407.htm | 0000094845-26-000021 |
| Document: 0000094845-26-000021-index-headers.html | 0000094845-26-000021 |
| Document: 0000094845-26-000021-index.html | 0000094845-26-000021 |
| Document: 0000094845-26-000021.txt | 0000094845-26-000021 |
| 8-K Data (Synthetic) | 0000094845-26-000021 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 27, 2026 5w ago | Court Ruling | $21.05 $19.75 | ▼ −6.18% | ▼ −6.07% | $19.87 (−5.61%) |
Aug 7, 2026 8w ago | 8-K | $24.41 $21.06 | ▼ −13.72% | ▼ −13.33% | $19.87 (−18.60%) |
Aug 3, 2026 8w ago | Court Ruling | $24.62 $20.76 | ▲ +15.68% | ▲ +16.92% | $19.87 (+19.29%) |
Jun 15, 2026 15w ago | 8-K | $23.81 $23.79 | ▼ −0.08% | ▼ −0.28% | $19.87 (−16.55%) |
Jun 15, 2026 15w ago | Insider Cluster | $24.05 $24.19 | ▲ +0.58% | ▲ +1.33% | $19.87 (−17.38%) |
Jun 12, 2026 16w ago | Insider Cluster | $24.05 $24.19 | ▼ −0.58% | ▼ −1.33% | $19.87 (+17.38%) |
Jun 11, 2026 16w ago | Insider Cluster | $24.01 $24.31 | ▲ +1.25% | ▼ −0.53% | $19.87 (−17.24%) |
Jun 3, 2026 17w ago | Insider Cluster | $22.53 $24.41 | ▲ +8.34% | ▲ +9.72% | $19.87 (−11.81%) |
May 28, 2026 18w ago | Insider Cluster | $23.20 $24.48 | ▲ +5.52% | ▲ +7.31% | $19.87 (−14.35%) |
May 6, 2026 21w ago | Insider Cluster | $23.03 $22.62 | ▼ −1.78% | ▼ −4.56% | $19.87 (−13.72%) |
US Market Status
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