MarketBeat
08 Oct 2026, 00:02 UTC · 2h ago
What Levi Strauss & Co. (LEVI) Said on Its Q3 Earnings Call
Impact · against what's priced in
LEVI's results are net-negative as they reveal a reliance on one-time tariff refunds to mask operational softness in the US and a slight reduction in revenue guidance. While Asia continues to grow, the market is not yet convinced this offsets the core US DTC struggles and failed back-to-school execution.
- LEVI−0.30
Challenges what's priced in
- The price assumes
The current 6% organic revenue growth
The company lowered its fiscal 2026 revenue growth outlook to 7% from a previous range of 7%-7.5%, while Q3 organic growth came in at 5%, slightly below the run rate the market expects.
What LEVI's price assumes · Sep 5
