LEVI STRAUSS & CO — Form 8-K
Filed July 8, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Q2 2026 (ended May 31): net revenues $1.562B (+8% reported, +6% organic); operating margin 7.8% (+35 bps), adjusted EBIT margin 9.0% (+70 bps); diluted EPS $0.24 (+20% YoY), adjusted diluted EPS $0.28 (+27% YoY). DTC reached 51% of revenue (+11% reported, +8% organic); Asia +12% organic. Company raised FY2026 net revenue growth to 7.0–7.5% (prior 5.5–6.5%), organic growth to 5.5–6.0% (prior 4.5–5.5%), and adjusted diluted EPS to $1.46–$1.52 (prior $1.42–$1.48). Dividend increased from $0.14 to $0.16 per share (+14%). Cash $849M; $200M accelerated share repurchase launching in Q1 expected to settle Q3.
Why this rating
Strong beat with margin expansion and guidance raise meaningful for $1.8B market-cap company. Organic 6% growth + DTC momentum + profitability gains are real improvements. Not transformational, but notable 3–4% guidance lift signals confidence; moderate relative to size.
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