---
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"
generated_at: "2026-10-12T15:52:51.242185+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Levi Strauss Q3 net revenues up 4% to $1.61B; adj EPS $0.48 vs $0.34; raises FY26 outlook

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000094845-26-000048
- JSON: https://secwatch.observer/filing/0000094845-26-000048.json
- Plain text: https://secwatch.observer/filing/0000094845-26-000048.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.