Levi Strauss & Co Class A (LEVI) earnings date & stock reaction
LEVI · Levi Strauss & Co Class A · Consumer Discretionary
Levi Strauss & Co Class A earnings date & time
Schedule
- Korea time (KST)
- Fri, January 29
- Reporting pattern
- 12 of last 12 after close
- Typical move
- ±7.4% · 12-report avg
What the market expects
Consensus EPS
$0.38Coming in above this counts as a beat
- Year-ago quarter
- $0.41→-7.3%
- Guided EPS
- $1.55
“While we delivered strong results across much of the business, our DTC performance fell short of our expectations during the quarter.”
“We are redeploying roughly three quarters of the tariff refund benefit back into the business to support future growth.”
- ▲Strong growth in Asia and Wholesale
- Asia net revenues grew 10% organically, marking the seventh consecutive quarter of double-digit growth.
- Global wholesale revenues increased 6% vs last year, driven by growth across all segments.
- ▲Margin expansion and shareholder returns
- Adjusted EBIT margin expanded to 15.5% from 11.8% in the same quarter last year.
- The company plans to initiate a $100 million accelerated share repurchase program based on strong cash flow.
- ▲Diversified portfolio success
- Non-denim categories accounted for approximately 50% of top-line growth, signaling successful lifestyle brand evolution.
- Beyond Yoga revenues increased 9% organically, maintaining consistent momentum.
- ▼DTC growth deceleration and traffic weakness
- DTC net revenues grew only 2%, with comparable sales growth remaining flat.
- Softer store traffic in the U.S. and Europe weighed on the quarter's performance.
- ▼Rising operating expenses and logistics delays
- Adjusted SG&A expenses increased 6.2% vs last year, outpacing revenue growth.
- Distribution costs were higher than expected due to network transformation complexities and a fire incident.
- ▼Reliance on one-time gains for margin improvement
- A significant portion of margin expansion was driven by a 490bp contribution from tariff refunds.
- Excluding the tariff benefit, the non-tariff related EBIT margin expansion was limited to 40bp.
Levi Strauss & Co Class A (LEVI) rose the day after earnings in 6 of its last 12 reports (50%), moving ±7.4% on average. It has fallen despite beating the consensus estimate 6 times.
Even when EPS beat expectations, the stock fell 5 of the last 10 times. The number alone doesn't move it.
When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.
The real bar for this stock
Beating estimates isn't enough. Here's where the real surprise started.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Earnings number vs guidance: which drives it?
How often the beat/miss matched the actual price move
6/11 beats fell next day · watches Comps/demand · guidance
- Aug 2026 report-2.4%
- May 2026 report-2.2%
- Mar 2026 report+10.7%
- Nov 2025 report+0.3%
- Aug 2025 report-12.6%
- Jun 2025 report+11.3%
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
Earnings trend · last 12 quarters
Earnings history and price reaction
| Quarter ended | Reported (ET) | vs market expectation (consensus) | Earnings day | After 5 days |
|---|---|---|---|---|
| 8/2026 | 2026-10-07 | +34.0% | -2.4% | — |
| 5/2026 | 2026-07-08 | +16.7% | -2.2% | -2.0% |
| 3/2026 | 2026-04-07 | +13.6% | +10.7% | +13.6% |
| 11/2025 | 2026-01-28 | +4.7% | +0.3% | -0.9% |
| 8/2025 | 2025-10-09 | +11.0% | -12.6% | -13.8% |
| 6/2025 | 2025-07-10 | — | +11.3% | +6.7% |
12 reports, quarters ending 11/2023 to 8/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.
Frequently asked questions
When is the next Levi Strauss & Co Class A earnings date?
The next Levi Strauss & Co Class A (LEVI) earnings report is expected Thu, January 28 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.
What is the consensus EPS forecast for Levi Strauss & Co Class A's next earnings?
Analysts expect EPS of about $0.38 for Levi Strauss & Co Class A (LEVI). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.
Does Levi Strauss & Co Class A (LEVI) stock usually go up after earnings?
Over the last 12 earnings reports, the stock rose on 6 of them (50%). The average move on earnings day was ±7.4%.
Does Levi Strauss & Co Class A react more to the earnings numbers or to guidance?
In 6 of the last 11 reports (55%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.
Can Levi Strauss & Co Class A stock fall even when earnings are good?
Yes. In 5 of the last 12 reports, Levi Strauss & Co Class A fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.
Does Levi Strauss & Co Class A stock keep moving after the earnings day?
Over the last 11 reports, the move continued in the same direction for the following five trading days 55% of the time. This tendency is known as post-earnings announcement drift.