SecBot SecBot
8-K ·Filed Sep 30, 2026

LEVI

LEVI STRAUSS & CO
NEUTRAL
Impact 3/10
Horizonweeks Processed26d 15h ago SEC0001999371-26-021687
8-K context-dependent: Items 5.02, 7.01
Actionable Insight • Neutral

Monitor the Q4 2026 earnings release for any strategic or financial guidance changes under the new CFO. The transition is orderly with a 2-month overlap, reducing execution risk.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+5d
LEVI ▼ -4.37% at T+5d
NEUTRAL call -4.37% · α vs SPY -5.67% · entry $19.92 → $19.05
Next anchor: T+20d in 24h
Latest observation: T+16 +9.14% FF3 residual α
Entry = T+0 close
Sep 30, 2026
via day close
T+1d
-0.25%
call -0.25% · α -0.99%
$19.87
settled 26d ago
T+5d
-4.37%
call -4.37% · α -5.67%
$19.05
settled 20d ago
T+20d
Pending
in 24h
T+60d
Pending
in 8w

Price Chart

Loading chart...

Executive Summary

Levi Strauss & Co. appointed John Vandemore as Executive Vice President and CFO, effective November 1, 2026, replacing Harmit Singh who is retiring after a transition period. Vandemore brings CFO experience from Skechers, where revenues nearly tripled to over $9 billion during his tenure. The filing is a routine CFO succession with a planned transition, carrying no immediate financial impact.

Key Facts

  • John Vandemore appointed EVP and CFO, effective November 1, 2026
  • Vandemore previously served as CFO of Skechers U.S.A., Inc. for nine years
  • Prior CFO Harmit Singh announced retirement in April 2026 and will remain as Special Advisor through November 30, 2026
  • Vandemore's base salary is $1,350,000 per year with a target bonus of 110% of base salary
  • Sign-on award includes $4,000,000 cash incentive and $11,000,000 in equity (RSUs and SARs)
  • Annual equity grants beginning in 2027 expected to have aggregate target grant date fair value of $4,250,000

Financial Impact

No financial impact from this filing; CFO succession is routine with a planned transition. Total sign-on compensation of $15M (cash + equity) is disclosed but standard for a CFO hire of this caliber.

Risk Factors

  • No material risks identified from this routine CFO succession filing

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001999371-26-021687
Exhibit: ex99-1.htm0001999371-26-021687
Document: 0001999371-26-021687-index-headers.html0001999371-26-021687
Document: 0001999371-26-021687-index.html0001999371-26-021687
Document: 0001999371-26-021687.txt0001999371-26-021687
21 reports for LEVI
Performance horizon
100% Hit rate @ T+5 4 of 4 directional calls Went positive at some point 5 of 5 best @ T+20▲ +16.90%Aug 3, 2026
Filters
Rows
Reports for LEVI — sortable, filterable
TypeNow
Oct 22, 2026
4d ago
Institutional Cluster
BULLISH ★ 4/10
$21.13awaiting T+5—$21.84 (+3.36%)
Oct 15, 2026
11d ago
SC 13G/A
NEUTRAL ★ 3/10
$20.65 $21.36▲ +3.44%▲ +4.45%$21.84 (+5.76%)
Oct 7, 2026
19d ago
8-K
BULLISH ★ 6/10
$19.05 $20.65▲ +8.40%▲ +8.68%$21.84 (+14.65%)
Oct 2, 2026
25d ago
Court Ruling
NEUTRAL ★ 2/10
$20.11 $19.09▼ −5.08%▼ −5.50%$21.84 (+8.58%)
Sep 30, 2026
26d ago
8-K
NEUTRAL ★ 3/10
$19.92 $19.05▼ −4.37%▼ −5.67%$21.84 (+9.64%)
Sep 25, 2026
4w ago
Court Ruling
NEUTRAL ★ 2/10
$19.81 $20.27▲ +2.32%▲ +1.12%$21.84 (+10.25%)
Sep 21, 2026
5w ago
Court Ruling
NEUTRAL ★ 2/10
$20.06 $19.75▼ −1.55%▼ −0.36%$21.84 (+8.87%)
Sep 17, 2026
5w ago
Court Ruling
NEUTRAL ★ 1/10
$19.82 $19.73▼ −0.45%▼ −1.72%$21.84 (+10.19%)
Aug 27, 2026
8w ago
Court Ruling
NEUTRAL ★ 1/10
$21.29 $21.06▼ −1.08%▼ −1.19%$21.84 (+2.58%)
Aug 7, 2026
11w ago
8-K
NEUTRAL ★ 3/10
$24.41 $22.55▼ −7.62%▼ −8.02%$21.84 (−10.53%)
Showing 10 of 21

US Market Status

Market Closed — Opens in 1h 7m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Sep 30, 2026