Levi Strauss outlines $1.54-$1.56 FY2026 EPS as it expects 4% organic Q4 revenue growth while redeploying $60M of tariff refunds (NYSE:LEVI)

Levi Strauss (LEVI) reported Q3 revenue growth of 4% (5% organic), driven by international markets and non-denim categories. Asia and China revenue rose 10% and 13%, respectively. Tariff refunds added $80M in benefits, with most reinvested. The company raised its fiscal 2026 revenue growth forecast to 7% and adjusted EPS to $1.54-$1.56. John Vandemore will become CFO.

Levi Strauss (NYSE:LEVI) reported 5% organic revenue growth in Q3 2026, driven by international performance and wholesale growth. Challenges in DTC, especially in the U.S. and Europe, were addressed with strategic initiatives. The company appointed John Vandemore as new CFO and expects mid-single-digit revenue growth in Q4. Operational highlights include international expansion and AI shopping assistant launch.

Levi Strauss reported Q3 2026 adjusted EPS of $0.48, beating estimates, but revenue of $1.61B missed forecasts. Shares fell 4.97% to $19.51, then dropped further in after-hours trading. The company maintained full-year guidance but slightly reduced reported revenue growth expectations due to FX pressure. Asia showed strong growth, while U.S. direct-to-consumer sales weakened. Management highlighted strategic shifts and long-term growth prospects.

Levi's raised its organic revenue growth and adjusted earnings guidance to $1.54-$1.56, citing strength in Asia and non-denim categories. However, US and Europe demand was weak, and the company received a $79M tariff refund, part of which will be used for promotions. Investors will focus on direct-to-consumer trends and margin sustainability.

Levi Strauss (LEVI) reported Q3 non-GAAP EPS of $0.48, beating estimates by $0.12, with revenue up 4.5% YoY to $1.61B, slightly missing forecasts. The company raised FY26 guidance, projecting 7.0% revenue growth and adjusted EPS of $1.54-$1.56. LEVI offers a 2.88% dividend yield with a 45% payout ratio and a 7.1% 3-year dividend growth rate. The stock trades at $19.51, 7.4% below its GF Value of $21.06, reflecting reasonable valuation.

Levi Strauss (LEVI) reported Q3 earnings beating EPS estimates at $0.48 but lowered its revenue growth forecast to 7% from 7-7.5%. Total sales rose 4% YoY to $1.6B, slightly missing expectations. The company's GF Score is 86/100, with a dividend yield of 2.88% and a payout ratio of 45%. Institutional interest is solid, but insiders sold $42.5M in shares over the past year. The stock is seen as 7.4% undervalued.