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Levi Strauss raises earnings forecast but lowers revenue growth outlook amid tariff refunds.

Analyst Insights
08 Oct 2026
Gordon Thompson
View Source
Bullish
Levi Strauss raises earnings forecast but lowers revenue growth outlook amid tariff refunds.

Levi Strauss & Co. raised its full-year adjusted earnings forecast to $1.54–$1.56 per share, boosted by tariff refunds, despite lowering its net revenue growth outlook to 7%. The company's operating margin improved significantly to 13.8% from 10.8% year-over-year, with tariff refunds contributing 4.9 percentage points to this increase. Raymond James set a $22 price target on the stock, indicating a potential 12.8% upside from its $19.51 share price. The mixed outlook reflects stronger profitability but cautious sales growth expectations going forward.

Levi Strauss shares are priced at USD 18.80 on Pluang as of Oct 08, 2026 20:33 WIB, down 3.64% in one day. Despite the recent drop, the stock maintains a dividend yield of 3.28% and shows strong investor interest with 100% buy orders on the platform. This trading activity provides a current market snapshot alongside the company's updated earnings forecast and margin improvements.

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Levi Strauss beats Q3 EPS estimates, raises full-year earnings outlook despite slight revenue miss.

Levi Strauss beats Q3 EPS estimates, raises full-year earnings outlook despite slight revenue miss.

Levi Strauss & Co. reported Q3 earnings per share of $0.48, surpassing the $0.36 estimate, driven partly by tariff refunds. However, revenue slightly missed expectations at $1.61 billion versus $1.62 billion forecast, leading to a lowered full-year r...

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Levi Strauss raises profit outlook but lowers revenue growth guidance amid tariff refunds

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Levi Strauss reported better-than-expected earnings, boosted by tariff refunds, and raised its full-year earnings per share forecast to $1.54-$1.56. However, it lowered its net revenue growth guidance to 7%, the low end of its previous range. The com...

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Levi Strauss & Co. is set to report its Q3 2026 earnings on October 7, with analysts forecasting adjusted earnings of $0.36 per share and revenue of $1.61 billion, marking a 4.5% increase year-over-year. Strong denim demand and growth in Europe, Asia...

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