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Levi Strauss / Full history

Guidance history, every release

Levi Strauss (LEVI) · 8 releases, Jan 29, 2025 to Oct 7, 2026 · rows are metrics, columns are releases
Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing
MetricJan 29, 2025
FY24 Q4
Apr 7, 2025
FY25 Q1
Jul 10, 2025
FY25 Q2
Oct 9, 2025
FY25 Q3
Jan 28, 2026
FY25 Q4
Apr 7, 2026
FY26 Q1
Jul 8, 2026
FY26 Q2
Oct 7, 2026
FY26 Q3
For FY2026
Organic net revenues growth————New“4% to 5%”Raised“4.5% to 5.5%”Raised“Raised to 5.5% to 6.0%”Raised“Approximately 6.0%”
Adjusted diluted EPS————New“$1.40 to $1.46”Raised“$1.42 to $1.48”Changed“Raised to $1.46 to $1.52 This includes an approximate $0.04 headwind from a higher tax rate”Changed“$1.54 to $1.56”
Adjusted EBIT margin————New“expanding to 11.8% to 12%”Raised“expanding to approximately 12%”Reiterated“Expanding to 12%, up 60 basis points to prior year”Raised“Expanding to approximately 12.1%, up 70 basis points to prior year”
Gross margin——————New“Raised to up 10 basis points to prior year”Changed“Raised to up 130 basis points to prior year”
$200 million accelerated share repurchase program launched in the first quarter of 2026——————New“expected to be settled”—
Accelerated share repurchase program settlement——————New“expected to be settled in the third quarter”—
Declared dividend per share——————New“$0.16 per share”—
Dividend per share—————New“$0.14 per share”——
DTC business growth———————New“mid-single-digit growth”
IEEPA tariff refunds redeployment———————New“approximately $60 million for the full year”
IEEPA tariff refunds redeployment———————New“approximately $35 million for the fourth quarter”
Sale of the remaining Dockers® operations———New“expected to close”————
Tax rate————New“approximately 23%, 2 points higher than prior year”Reiterated“Approximately 23%, 2 points higher than prior year”Reiterated“Approximately 23%, 2 points higher than prior year”Reiterated“Approximately 23%, 2 points higher than prior year”
Topline growth (organic)————New“mid-single digit growth”———
For FY2025
Organic Net Revenue—New“3.5% to 4.5%”——————
Organic net revenue growth——New“4.5% to 5.5%, up from 3.5% to 4.5%”Raised“approximately 6%”————
Organic net revenues growthNew“3.5% to 4.5%”———————
Adjusted diluted EPSNew“$1.20 to $1.25”Changed“$1.20 to $1.25 including an approximate $0.20 impact from FX and a higher tax rate”Changed“$1.25 to $1.30”Raised“$1.27 to $1.32”————
Adjusted EBIT marginNew“expanding to 10.9% to 11.1%”Changed“Expanding to 10.9% to 11.1% 70 to 90 basis points expansion From 10.2% base”Changed“11.4% to 11.6%”Reiterated“11.4% to 11.6%”————
Gross margin—New“100 basis points expansion to approximately 61.0% From 60.0% base”Changed“Expansion of 80 basis points”Raised“Expansion of 100 basis points, up from 80 basis points”————
Margin Outlook Impact from Tariffs—New“minimal impact”——————
Dividend———New“$0.14 per share”————
Dividend——New“$0.14 per share”—————
Dividend per share———New“$0.14 per share”————
Dividend per share——New“$0.14 per share”—————
Dividend per share—New“$0.13 per share”——————
Tax rateNew“approximately 23%”Reiterated“Approximately 23%”Reiterated“approximately 23%”Reiterated“approximately 23%”————
No period stated
Adjusted EBIT margin (long-term ambition)————New“15%”———
Accelerated share repurchase agreement (ASR)————New“$200 million”———
Accelerated share repurchase program———New“$120 million”————
DividendNew“$0.13 per share”Reiterated“$0.13 per share”——Raised“$0.14 per share”Reiterated“$0.14 per share”Raised“$0.16 per share”—
Use of net proceeds from sale of Dockers® for shareholder returns (share repurchases)——New“at least $100 million”—————
Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.