{"schema_version":"secwatch.filing_event.v1","accession":"0000094845-26-000048","form_type":"8-K","ticker":"LEVI","cik":"0000094845","company_name":"LEVI STRAUSS & CO","filed_at":"2026-10-07T20:12:53+00:00","discovered_at":"2026-10-07T20:14:00.273110+00:00","generated_at":"2026-10-12T15:52:51.242185+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Levi Strauss Q3 net revenues up 4% to $1.61B; adj EPS $0.48 vs $0.34; raises FY26 outlook","bullets":["Net revenues $1.61B, up 4% reported / 5% organic; diluted EPS from continuing operations $0.43 vs $0.31; adjusted diluted EPS $0.48 vs $0.34.","Gross margin expanded 450 bps to 66.2%; operating margin 13.8% vs 10.8%; adjusted EBIT margin 15.5% vs 11.8%, aided by IEEPA tariff refunds.","Tariff refunds added 490 bps to margin and $0.16 to EPS; Levi redeployed $25M (~160 bps) into promotion and marketing, netting 330 bps and $0.11.","Asia organic revenues +10%, Europe +5%, Americas +2%; U.S. reported revenues fell 1%; wholesale +6%; DTC +2%; e-commerce +10%; Beyond Yoga +9%.","Raises full-year 2026 margin and EPS guidance and plans a $100 million accelerated share repurchase program."],"urls":{"canonical":"https://secwatch.observer/filing/0000094845-26-000048","json":"https://secwatch.observer/filing/0000094845-26-000048.json","markdown":"https://secwatch.observer/filing/0000094845-26-000048.md","text":"https://secwatch.observer/filing/0000094845-26-000048.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/94845/000009484526000048/0000094845-26-000048-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/94845/000009484526000048/levi-20261007.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-12T15:52:51.242185+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}