LEVI STRAUSS & CO 3Q 2026: Revenue $1.61B, EPS $0.43— 10-Q Summary
Levi Strauss & Co. reported 3Q 2026 revenue of $1.61B, up 4.3% YoY, but net income fell 22.7% to $168.6M. EPS declined 21.8% to $0.43. Revenue growth was driven by wholesale and DTC sales, with DTC accounting for 49% of YTD revenue. The Levi's brand contributed 94% of net revenues. The company completed the Dockers divestiture and received tariff refunds.
How this was made

The 30-second read
Why it matters
The earnings release shows revenue growth but declining profitability, suggesting short‑term stock weakness.
Market read
Fresh earnings data for a mid‑cap consumer discretionary stock, likely to move the share price in after‑hours trading.
What to watch
The transition to third‑party logistics and IEEPA tariff refunds may improve margins in upcoming quarters.
Background
Levi Strauss & Co is a leading denim and apparel brand, listed on NYSE under ticker LEVI.
Ticker impact
Levi Strauss & Co reported Q3 2026 results with revenue $1.61B and EPS $0.43, a fresh earnings disclosure.
likely downward pressure as the market prices in the earnings miss
The company posted lower EPS and net income versus the prior year, indicating weaker profitability.
Market effects
Apparel sector may see modest pullback as a major player reports weaker earnings.
U.S. consumer discretionary stocks could face short-term pressure.
Limited to U.S. markets; no immediate global ripple.
Counterpoint
If the market overreacts to the EPS miss, a bounce could occur on the company's strong revenue growth and DTC expansion.
Key entities
- companyLevi Strauss & Co
Apparel manufacturer reporting Q3 2026 results.


