These Analysts Revise Their Forecasts On Levi Strauss After Q3 Results

Levi Strauss & Co. (NYSE: LEVI ) posted mixed third-quarter fiscal 2026 results after Wednesday’s closing bell. Levi Strauss reported quarterly earnings of 48 cents per share, inclusive of a 16 cent impact from tariff refunds, which beat the consensus estimate of 36 cents, per Pro data. Quarterly revenue came in at $1.61 billion, which missed the Street estimate of $1.62 billion. Levi Strauss raised its fiscal 2026 adjusted EPS guidance to $1.54 to $1.56, versus the $1.54 analyst estimate, and narrowed its revenue outlook to $6.72 billion, versus the $6.76 billion estimate. “Our third-quarter performance highlighted the power of our diversified portfolio and reinforced our confidence that we have the right strategies in place,” said Michelle Gass, President and CEO of Levi Strauss & Co. “We saw strong growth in our international and wholesale businesses, and continued momentum across our lifestyle categories. While our direct-to-consumer business fell short of our internal expectations, we moved quickly to address the shortfall and are encouraged by the strength we are seeing heading into the holiday season, including in the U.S. Based on the acceleration in recent trends, our DTC